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 | |
|---|---|---|---|---|---|---|
2676
Archer Aviation
ACHR
$5.88B
| $4.78M | ﹤0.01% |
490,747
+385,273
| +365% | +$3.76M |
|
2677
National Vision
EYE
$1.87B
| $4.77M | ﹤0.01% |
457,643
-119,573
| -21% | -$1.25M |
|
2678
SiTime
SITM
$7.26B
| $4.76M | ﹤0.01% |
22,199
+834
| +4% | +$179K |
|
2679
Hudson Technologies
HDSN
$456M
| $4.76M | ﹤0.01% |
853,252
+514,645
| +152% | +$2.87M |
|
2680
Ironwood Pharmaceuticals
IRWD
$208M
| $4.76M | ﹤0.01% |
1,074,506
+767,641
| +250% | +$3.4M |
|
|
DMX
2681
DoubleLine Multi-Sector Income ETF
DMX
$51.7M
| $4.75M | ﹤0.01% |
+95,000
| New | +$4.75M |
|
2682
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$5.35B
| $4.75M | ﹤0.01% |
97,600
-27,557
| -22% | -$1.34M |
|
2683
Hackett Group
HCKT
$570M
| $4.75M | ﹤0.01% |
154,492
+55,608
| +56% | +$1.71M |
|
2684
Navient
NAVI
$1.3B
| $4.74M | ﹤0.01% |
356,405
+209,744
| +143% | +$2.79M |
|
2685
SPDR MSCI USA Gender Diversity ETF
SHE
$274M
| $4.73M | ﹤0.01% |
40,858
-4,789
| -10% | -$555K |
|
2686
Compass Diversified
CODI
$528M
| $4.72M | ﹤0.01% |
204,628
+112,111
| +121% | +$2.59M |
|
2687
Brookfield Renewable
BEP
$7.32B
| $4.72M | ﹤0.01% |
206,916
+140,604
| +212% | +$3.2M |
|
2688
Marcus & Millichap
MMI
$1.25B
| $4.71M | ﹤0.01% |
123,089
+46,865
| +61% | +$1.79M |
|
|
SEI
2689
Solaris Energy Infrastructure, Inc.
SEI
$1.44B
| $4.71M | ﹤0.01% |
163,595
+7,890
| +5% | +$227K |
|
2690
Patria Investments
PAX
$2.36B
| $4.69M | ﹤0.01% |
403,643
-38,722
| -9% | -$450K |
|
|
VNET
2691
VNET Group
VNET
$2.58B
| $4.69M | ﹤0.01% |
989,402
+852,519
| +623% | +$4.04M |
|
2692
Diebold Nixdorf
DBD
$2.2B
| $4.69M | ﹤0.01% |
108,918
+3,395
| +3% | +$146K |
|
2693
Deluxe
DLX
$882M
| $4.68M | ﹤0.01% |
207,230
+76,957
| +59% | +$1.74M |
|
2694
Invesco S&P 500 Equal Weight Financials ETF
RSPF
$324M
| $4.68M | ﹤0.01% |
64,670
+33
| +0.1% | +$2.39K |
|
2695
CVR Energy
CVI
$3.06B
| $4.67M | ﹤0.01% |
249,235
-30,838
| -11% | -$578K |
|
2696
SPDR S&P Aerospace & Defense ETF
XAR
$4.09B
| $4.66M | ﹤0.01% |
28,129
-13,791
| -33% | -$2.29M |
|
|
ITWO
2697
ProShares Russell 2000 High Income ETF
ITWO
$63.3M
| $4.66M | ﹤0.01% |
117,612
+94,462
| +408% | +$3.75M |
|
2698
Liquidity Services
LQDT
$862M
| $4.65M | ﹤0.01% |
144,081
+84,154
| +140% | +$2.72M |
|
|
WSR
2699
Whitestone REIT
WSR
$660M
| $4.65M | ﹤0.01% |
328,304
+97,521
| +42% | +$1.38M |
|
2700
Schneider National
SNDR
$4.19B
| $4.65M | ﹤0.01% |
158,658
+90,173
| +132% | +$2.64M |
|