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 |
McDonald's
MCD
|
+$2.43B |
| 2 |
iShares Broad USD High Yield Corporate Bond ETF
USHY
|
+$2.34B |
| 3 |
Microsoft
MSFT
|
+$2.08B |
| 4 |
NVIDIA
NVDA
|
+$1.99B |
| 5 |
Goldman Sachs
GS
|
+$1.62B |
Top Sells
| 1 |
Advanced Micro Devices
AMD
|
+$2.99B |
| 2 |
Broadcom
AVGO
|
+$2.02B |
| 3 |
TSMC
TSM
|
+$1.21B |
| 4 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$1.18B |
| 5 |
Danaher
DHR
|
+$1.12B |
Sector Composition
| 1 | Technology | 23.79% |
| 2 | Healthcare | 9.72% |
| 3 | Consumer Discretionary | 9.7% |
| 4 | Financials | 9.58% |
| 5 | Industrials | 7.37% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2626
Cable One
CABO
$973M
| $4.21M | ﹤0.01% |
12,036
-2,021
| -14% | -$707K |
|
|
SLRN
2627
DELISTED
ACELYRIN
SLRN
| $4.19M | ﹤0.01% |
850,661
-1,747,642
| -67% | -$8.62M |
|
2628
First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF
FTHI
$1.57B
| $4.19M | ﹤0.01% |
182,116
+181,985
| +138,920% | +$4.19M |
|
2629
Vanguard Short-Term Tax-Exempt Bond ETF
VTES
$1.33B
| $4.18M | ﹤0.01% |
41,195
+4,274
| +12% | +$433K |
|
2630
Pan American Silver
PAAS
$14.9B
| $4.18M | ﹤0.01% |
200,191
+1,440
| +0.7% | +$30.1K |
|
2631
Columbia Diversified Fixed Income Allocation ETF
DIAL
$394M
| $4.17M | ﹤0.01% |
225,769
+198,288
| +722% | +$3.66M |
|
2632
Invesco S&P 500 High Beta ETF
SPHB
$454M
| $4.16M | ﹤0.01% |
46,648
-10,454
| -18% | -$933K |
|
2633
Sotera Health
SHC
$4.62B
| $4.16M | ﹤0.01% |
249,147
+62,914
| +34% | +$1.05M |
|
|
BIOA
2634
BioAge Labs, Inc. Common Stock
BIOA
$179M
| $4.16M | ﹤0.01% |
+200,000
| New | +$4.16M |
|
2635
Photronics
PLAB
$1.38B
| $4.16M | ﹤0.01% |
167,856
-26,984
| -14% | -$668K |
|
2636
Riskified
RSKD
$718M
| $4.14M | ﹤0.01% |
875,723
+15,250
| +2% | +$72.1K |
|
2637
VanEck High Yield Muni ETF
HYD
$3.48B
| $4.14M | ﹤0.01% |
77,927
-40,708
| -34% | -$2.16M |
|
2638
ADMA Biologics
ADMA
$3.71B
| $4.12M | ﹤0.01% |
205,955
-33,633
| -14% | -$672K |
|
2639
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
$948M
| $4.12M | ﹤0.01% |
42,901
+6,272
| +17% | +$602K |
|
2640
ProShares S&P 500 ex-Energy ETF
SPXE
$70.6M
| $4.11M | ﹤0.01% |
66,416
+14,440
| +28% | +$893K |
|
2641
Protolabs
PRLB
$1.18B
| $4.11M | ﹤0.01% |
139,890
+67,449
| +93% | +$1.98M |
|
2642
NBT Bancorp
NBTB
$2.24B
| $4.09M | ﹤0.01% |
92,582
+37,469
| +68% | +$1.66M |
|
|
RDFN
2643
DELISTED
Redfin
RDFN
| $4.09M | ﹤0.01% |
326,778
-90,083
| -22% | -$1.13M |
|
2644
Gray Television
GTN
$565M
| $4.09M | ﹤0.01% |
763,875
-680,013
| -47% | -$3.64M |
|
2645
FIGS
FIGS
$1.19B
| $4.09M | ﹤0.01% |
598,028
+372,693
| +165% | +$2.55M |
|
2646
International Money Express
IMXI
$430M
| $4.09M | ﹤0.01% |
221,109
+17,452
| +9% | +$323K |
|
2647
Ingles Markets
IMKTA
$1.33B
| $4.08M | ﹤0.01% |
54,652
+18,141
| +50% | +$1.35M |
|
2648
G-III Apparel Group
GIII
$1.15B
| $4.07M | ﹤0.01% |
133,518
+59,718
| +81% | +$1.82M |
|
2649
Vanguard S&P Mid-Cap 400 Growth ETF
IVOG
$1.16B
| $4.05M | ﹤0.01% |
35,318
+394
| +1% | +$45.2K |
|
2650
Peapack-Gladstone Financial
PGC
$516M
| $4.04M | ﹤0.01% |
147,502
+8,393
| +6% | +$230K |
|