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 | |
|---|---|---|---|---|---|---|
2651
Cannae Holdings
CNNE
$1.12B
| $4.97M | ﹤0.01% |
250,273
-204,415
| -45% | -$4.06M |
|
2652
iHeartMedia
IHRT
$429M
| $4.95M | ﹤0.01% |
2,499,409
+436,656
| +21% | +$865K |
|
2653
Green Dot
GDOT
$756M
| $4.94M | ﹤0.01% |
464,355
+132,553
| +40% | +$1.41M |
|
2654
Southern Missouri Bancorp
SMBC
$624M
| $4.94M | ﹤0.01% |
86,033
+60,953
| +243% | +$3.5M |
|
2655
Innoviva
INVA
$1.23B
| $4.93M | ﹤0.01% |
284,386
-293,857
| -51% | -$5.1M |
|
2656
Lindsay Corp
LNN
$1.52B
| $4.93M | ﹤0.01% |
41,640
+31,351
| +305% | +$3.71M |
|
2657
Cartesian Therapeutics
RNAC
$255M
| $4.92M | ﹤0.01% |
274,740
-34,278
| -11% | -$614K |
|
2658
EVgo
EVGO
$578M
| $4.92M | ﹤0.01% |
1,213,688
+586,108
| +93% | +$2.37M |
|
2659
Utah Medical Products
UTMD
$200M
| $4.9M | ﹤0.01% |
79,703
+10,292
| +15% | +$633K |
|
2660
Veeco
VECO
$1.57B
| $4.89M | ﹤0.01% |
182,299
-94,069
| -34% | -$2.52M |
|
2661
Coursera
COUR
$1.78B
| $4.88M | ﹤0.01% |
574,116
+93,959
| +20% | +$799K |
|
2662
Middlesex Water
MSEX
$951M
| $4.87M | ﹤0.01% |
92,560
+60,337
| +187% | +$3.18M |
|
2663
iShares US Transportation ETF
IYT
$612M
| $4.86M | ﹤0.01% |
71,880
+8,273
| +13% | +$559K |
|
|
RDFN
2664
DELISTED
Redfin
RDFN
| $4.86M | ﹤0.01% |
616,923
+290,145
| +89% | +$2.28M |
|
2665
CG Oncology
CGON
$2.64B
| $4.84M | ﹤0.01% |
168,866
+137,795
| +443% | +$3.95M |
|
2666
Olympic Steel
ZEUS
$371M
| $4.84M | ﹤0.01% |
147,533
-66,960
| -31% | -$2.2M |
|
|
GOOD
2667
Gladstone Commercial Corp
GOOD
$606M
| $4.83M | ﹤0.01% |
297,473
+116,355
| +64% | +$1.89M |
|
2668
BW LPG
BWLP
$2.45B
| $4.83M | ﹤0.01% |
424,876
-1,002,600
| -70% | -$11.4M |
|
2669
WisdomTree US High Dividend Fund
DHS
$1.29B
| $4.82M | ﹤0.01% |
51,622
+12,176
| +31% | +$1.14M |
|
|
SII
2670
Sprott
SII
$1.82B
| $4.82M | ﹤0.01% |
114,219
+10,302
| +10% | +$434K |
|
2671
BlackRock Advantage Large Cap Income ETF
BALI
$418M
| $4.81M | ﹤0.01% |
+159,065
| New | +$4.81M |
|
2672
Ducommun
DCO
$1.37B
| $4.81M | ﹤0.01% |
75,509
+69,473
| +1,151% | +$4.42M |
|
2673
Bank First Corp
BFC
$1.23B
| $4.81M | ﹤0.01% |
48,500
+24,635
| +103% | +$2.44M |
|
2674
TeraWulf
WULF
$4.28B
| $4.8M | ﹤0.01% |
847,177
+736,926
| +668% | +$4.17M |
|
2675
CEVA Inc
CEVA
$586M
| $4.79M | ﹤0.01% |
151,788
+35,809
| +31% | +$1.13M |
|