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 | |
|---|---|---|---|---|---|---|
2626
ProAssurance
PRA
$1.22B
| $5.15M | ﹤0.01% |
323,955
+70,780
| +28% | +$1.13M |
|
2627
REX American Resources
REX
$1.01B
| $5.15M | ﹤0.01% |
123,419
+19,686
| +19% | +$821K |
|
|
ML
2628
DELISTED
MoneyLion Inc.
ML
| $5.14M | ﹤0.01% |
59,761
+53,340
| +831% | +$4.59M |
|
2629
MGP Ingredients
MGPI
$591M
| $5.14M | ﹤0.01% |
130,546
+65,823
| +102% | +$2.59M |
|
2630
Sonic Automotive
SAH
$2.69B
| $5.13M | ﹤0.01% |
80,957
+27,726
| +52% | +$1.76M |
|
2631
Planet Labs
PL
$3.04B
| $5.13M | ﹤0.01% |
1,269,095
+880,966
| +227% | +$3.56M |
|
|
SWI
2632
DELISTED
SolarWinds Corporation Common Stock
SWI
| $5.12M | ﹤0.01% |
359,266
+158,902
| +79% | +$2.26M |
|
2633
Axogen
AXGN
$753M
| $5.12M | ﹤0.01% |
310,568
-238,432
| -43% | -$3.93M |
|
2634
Orrstown Financial Services
ORRF
$681M
| $5.09M | ﹤0.01% |
139,081
+49,674
| +56% | +$1.82M |
|
2635
American Woodmark
AMWD
$1.01B
| $5.08M | ﹤0.01% |
63,875
+17,412
| +37% | +$1.38M |
|
2636
Orthofix Medical
OFIX
$583M
| $5.07M | ﹤0.01% |
290,351
+205,972
| +244% | +$3.6M |
|
|
JOYY
2637
JOYY Inc. American Depositary Shares
JOYY
$3.21B
| $5.07M | ﹤0.01% |
121,109
+43,731
| +57% | +$1.83M |
|
2638
Enviri
NVRI
$1.01B
| $5.06M | ﹤0.01% |
657,775
+166,125
| +34% | +$1.28M |
|
2639
United Fire Group
UFCS
$811M
| $5.06M | ﹤0.01% |
177,877
+78,254
| +79% | +$2.23M |
|
2640
First Trust Water ETF
FIW
$1.91B
| $5.06M | ﹤0.01% |
49,548
+15,026
| +44% | +$1.53M |
|
|
NVEE
2641
DELISTED
NV5 Global
NVEE
| $5.06M | ﹤0.01% |
268,377
+16,601
| +7% | +$313K |
|
2642
HSBC
HSBC
$240B
| $5.06M | ﹤0.01% |
102,207
+45,347
| +80% | +$2.24M |
|
2643
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
$2.36B
| $5.05M | ﹤0.01% |
116,283
+35,821
| +45% | +$1.56M |
|
2644
Global Partners
GLP
$1.71B
| $5.04M | ﹤0.01% |
108,357
+37,893
| +54% | +$1.76M |
|
|
OPRA
2645
Opera Ltd
OPRA
$1.82B
| $5.03M | ﹤0.01% |
265,837
+203,795
| +328% | +$3.86M |
|
2646
Live Oak Bancshares
LOB
$1.67B
| $5.01M | ﹤0.01% |
126,743
+44,666
| +54% | +$1.77M |
|
2647
8x8 Inc
EGHT
$290M
| $4.98M | ﹤0.01% |
1,866,809
+372,112
| +25% | +$994K |
|
2648
WisdomTree US SmallCap Dividend Fund
DES
$1.9B
| $4.98M | ﹤0.01% |
145,031
+6,819
| +5% | +$234K |
|
|
TWO
2649
Two Harbors Investment
TWO
$1.05B
| $4.98M | ﹤0.01% |
420,923
+162,781
| +63% | +$1.93M |
|
2650
Madison Square Garden
MSGE
$2.09B
| $4.97M | ﹤0.01% |
139,742
+61,028
| +78% | +$2.17M |
|