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 | |
|---|---|---|---|---|---|---|
|
NMB
2701
Simplify National Muni Bond ETF
NMB
$49.3M
| $4.64M | ﹤0.01% |
191,288
-8,612
| -4% | -$209K |
|
|
JDIV
2702
JPMorgan Dividend Leaders ETF
JDIV
$8.02M
| $4.61M | ﹤0.01% |
100,000
| – | – |
|
2703
Artivion
AORT
$1.86B
| $4.6M | ﹤0.01% |
160,796
+62,893
| +64% | +$1.8M |
|
2704
Under Armour
UAA
$2.08B
| $4.59M | ﹤0.01% |
554,525
+8,280
| +2% | +$68.6K |
|
2705
Koppers
KOP
$569M
| $4.59M | ﹤0.01% |
141,582
+75,022
| +113% | +$2.43M |
|
2706
American Axle
AXL
$727M
| $4.59M | ﹤0.01% |
786,569
+664,922
| +547% | +$3.88M |
|
|
HPE.PRC
2707
Hewlett Packard Enterprise Company 7.625% Series C Mandatory Convertible Preferred Stock
HPE.PRC
$2.05B
| $4.58M | ﹤0.01% |
72,975
-189,172
| -72% | -$11.9M |
|
2708
Taysha Gene Therapies
TSHA
$835M
| $4.57M | ﹤0.01% |
2,643,755
-357,642
| -12% | -$619K |
|
2709
4D Molecular Therapeutics
FDMT
$322M
| $4.57M | ﹤0.01% |
820,069
+504,086
| +160% | +$2.81M |
|
2710
CNB Financial Corp
CCNE
$752M
| $4.57M | ﹤0.01% |
183,675
+27,874
| +18% | +$693K |
|
2711
Mitsubishi UFJ Financial
MUFG
$176B
| $4.57M | ﹤0.01% |
389,603
+131,305
| +51% | +$1.54M |
|
2712
Yext
YEXT
$1.07B
| $4.56M | ﹤0.01% |
716,693
+201,472
| +39% | +$1.28M |
|
2713
The RealReal
REAL
$1.15B
| $4.56M | ﹤0.01% |
417,030
-321,589
| -44% | -$3.51M |
|
2714
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.8B
| $4.55M | ﹤0.01% |
104,158
+2,023
| +2% | +$88.4K |
|
2715
Domo
DOMO
$705M
| $4.55M | ﹤0.01% |
643,062
+118,957
| +23% | +$842K |
|
|
SKE
2716
Skeena Resources
SKE
$2.17B
| $4.55M | ﹤0.01% |
+521,630
| New | +$4.55M |
|
2717
United Parks & Resorts
PRKS
$2.83B
| $4.55M | ﹤0.01% |
80,924
-578,501
| -88% | -$32.5M |
|
2718
Denali Therapeutics
DNLI
$1.96B
| $4.54M | ﹤0.01% |
222,983
-12,403
| -5% | -$253K |
|
2719
Protolabs
PRLB
$1.18B
| $4.54M | ﹤0.01% |
116,105
-23,785
| -17% | -$930K |
|
2720
Integra LifeSciences
IART
$1.16B
| $4.53M | ﹤0.01% |
199,691
+113,061
| +131% | +$2.56M |
|
2721
iShares MSCI Indonesia ETF
EIDO
$319M
| $4.52M | ﹤0.01% |
244,484
-405,637
| -62% | -$7.5M |
|
2722
Adecoagro
AGRO
$812M
| $4.5M | ﹤0.01% |
477,552
-162,417
| -25% | -$1.53M |
|
2723
Origin Bancorp
OBK
$1.09B
| $4.5M | ﹤0.01% |
135,115
+62,129
| +85% | +$2.07M |
|
2724
MeridianLink
MLNK
$1.47B
| $4.47M | ﹤0.01% |
216,566
+195,333
| +920% | +$4.03M |
|
2725
Freedom Holding
FRHC
$10.1B
| $4.47M | ﹤0.01% |
34,213
+25,350
| +286% | +$3.31M |
|