JPMorgan Chase & Co Portfolio holdings
JPMorgan Chase & Co., formed by the 2000 merger of J.P. Morgan & Co. and Chase Manhattan Bank, is a global financial services giant headquartered in New York City, tracing its roots back to 1799 through its predecessor firms. As one of the largest banks in the world, it operates across investment banking, commercial banking, asset management, and consumer banking, managing trillions in assets and serving millions of customers, corporations, and governments. Led by CEO Jamie Dimon since 2005, the firm is renowned for its role in high-profile deals, robust trading operations, and its Chase retail banking network, which includes extensive credit card and mortgage services. Combining a legacy of financial innovation with a dominant market presence, JPMorgan Chase remains a cornerstone of the global economy.
Top Buys
| 1 |
Broadcom
AVGO
|
+$4.02B |
| 2 |
Walt Disney
DIS
|
+$2.31B |
| 3 |
Arthur J. Gallagher & Co
AJG
|
+$2.19B |
| 4 |
Walmart
WMT
|
+$2.04B |
| 5 |
McDonald's
MCD
|
+$1.85B |
Top Sells
| 1 |
Eli Lilly
LLY
|
+$2.59B |
| 2 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$2.5B |
| 3 |
Vanguard Long-Term Treasury ETF
VGLT
|
+$2.38B |
| 4 |
iShares Broad USD High Yield Corporate Bond ETF
USHY
|
+$2.21B |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
+$2.05B |
Sector Composition
| 1 | Technology | 24.62% |
| 2 | Financials | 10.74% |
| 3 | Consumer Discretionary | 10.45% |
| 4 | Healthcare | 8.46% |
| 5 | Communication Services | 7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2476
Alight
ALIT
$1.95B
| $6.47M | ﹤0.01% |
934,647
-929,391
| -50% | -$6.43M |
|
2477
Ibotta
IBTA
$756M
| $6.47M | ﹤0.01% |
99,372
+93,498
| +1,592% | +$6.08M |
|
2478
Nuvalent
NUVL
$5.8B
| $6.46M | ﹤0.01% |
82,527
+47,818
| +138% | +$3.74M |
|
2479
Shoe Carnival
SCVL
$636M
| $6.44M | ﹤0.01% |
194,627
+132,844
| +215% | +$4.39M |
|
2480
Avantis International Equity ETF
AVDE
$8.98B
| $6.41M | ﹤0.01% |
104,368
+7,864
| +8% | +$483K |
|
2481
BlackRock ETF Trust II iShares AAA CLO Active ETF
CLOA
$1.15B
| $6.4M | ﹤0.01% |
123,704
-14,115
| -10% | -$731K |
|
2482
Gentherm
THRM
$1.06B
| $6.4M | ﹤0.01% |
160,176
+92,345
| +136% | +$3.69M |
|
2483
Owens & Minor
OMI
$412M
| $6.38M | ﹤0.01% |
488,497
+111,667
| +30% | +$1.46M |
|
2484
Dutch Bros
BROS
$8.2B
| $6.38M | ﹤0.01% |
121,801
-246,952
| -67% | -$12.9M |
|
|
EVRI
2485
DELISTED
Everi Holdings
EVRI
| $6.37M | ﹤0.01% |
471,636
+22,849
| +5% | +$309K |
|
2486
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.29B
| $6.37M | ﹤0.01% |
349,679
-33,165
| -9% | -$604K |
|
2487
Alphatec Holdings
ATEC
$2.26B
| $6.36M | ﹤0.01% |
692,368
-3,320,470
| -83% | -$30.5M |
|
|
SUPV
2488
Grupo Supervielle
SUPV
$484M
| $6.35M | ﹤0.01% |
420,286
+45,771
| +12% | +$692K |
|
2489
JPMorgan Diversified Return US Equity ETF
JPUS
$391M
| $6.34M | ﹤0.01% |
55,523
+342
| +0.6% | +$39K |
|
2490
Joby Aviation
JOBY
$12B
| $6.33M | ﹤0.01% |
779,095
+439,436
| +129% | +$3.57M |
|
2491
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.35B
| $6.33M | ﹤0.01% |
262,817
+6,099
| +2% | +$147K |
|
2492
Spectrum Brands
SPB
$1.29B
| $6.33M | ﹤0.01% |
74,868
-2,495
| -3% | -$211K |
|
2493
Community Trust Bancorp
CTBI
$1.03B
| $6.32M | ﹤0.01% |
119,197
+23,964
| +25% | +$1.27M |
|
2494
Nkarta
NKTX
$140M
| $6.32M | ﹤0.01% |
2,537,922
+1,474,560
| +139% | +$3.67M |
|
2495
Sera Prognostics
SERA
$118M
| $6.32M | ﹤0.01% |
775,871
-108,996
| -12% | -$887K |
|
2496
ZTO Express
ZTO
$15.2B
| $6.3M | ﹤0.01% |
322,060
-621,420
| -66% | -$12.1M |
|
2497
Gogo Inc
GOGO
$1.31B
| $6.29M | ﹤0.01% |
777,329
+22,593
| +3% | +$183K |
|
2498
Lloyds Banking Group
LYG
$67B
| $6.29M | ﹤0.01% |
2,311,003
-4,348,626
| -65% | -$11.8M |
|
2499
iShares Ultra Short Duration Bond Active ETF
ICSH
$6.24B
| $6.28M | ﹤0.01% |
124,562
-3,046
| -2% | -$154K |
|
2500
iShares Global Clean Energy ETF
ICLN
$1.58B
| $6.27M | ﹤0.01% |
551,314
+43,819
| +9% | +$499K |
|