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 | |
|---|---|---|---|---|---|---|
2726
Invesco Variable Rate Preferred ETF
VRP
$2.21B
| $4.47M | ﹤0.01% |
184,795
-185,225
| -50% | -$4.48M |
|
2727
NB Bancorp
NBBK
$732M
| $4.47M | ﹤0.01% |
247,482
+47,678
| +24% | +$861K |
|
2728
JPMorgan Healthcare Leaders ETF
JDOC
$7.7M
| $4.46M | ﹤0.01% |
88,196
| – | – |
|
2729
Mitek Systems
MITK
$451M
| $4.45M | ﹤0.01% |
399,905
+136,949
| +52% | +$1.52M |
|
2730
IHS Holding
IHS
$2.41B
| $4.44M | ﹤0.01% |
1,519,721
+1,489,895
| +4,995% | +$4.35M |
|
2731
National Presto Industries
NPK
$823M
| $4.44M | ﹤0.01% |
45,069
+3,792
| +9% | +$373K |
|
2732
Dillards
DDS
$9.08B
| $4.43M | ﹤0.01% |
10,256
+2,801
| +38% | +$1.21M |
|
2733
Cipher Mining
CIFR
$4.21B
| $4.43M | ﹤0.01% |
954,209
+797,824
| +510% | +$3.7M |
|
2734
Wabash National
WNC
$465M
| $4.39M | ﹤0.01% |
256,471
+159,278
| +164% | +$2.73M |
|
2735
Gorman-Rupp
GRC
$1.14B
| $4.38M | ﹤0.01% |
115,536
+42,082
| +57% | +$1.6M |
|
2736
Fortrea Holdings
FTRE
$910M
| $4.37M | ﹤0.01% |
234,550
-129,863
| -36% | -$2.42M |
|
|
ECG
2737
Everus Construction Group, Inc.
ECG
$4.02B
| $4.37M | ﹤0.01% |
+66,504
| New | +$4.37M |
|
2738
Savara
SVRA
$622M
| $4.37M | ﹤0.01% |
1,423,139
+1,353,649
| +1,948% | +$4.16M |
|
2739
Community Health Systems
CYH
$415M
| $4.36M | ﹤0.01% |
1,459,741
+352,111
| +32% | +$1.05M |
|
2740
Riskified
RSKD
$714M
| $4.36M | ﹤0.01% |
921,811
+46,088
| +5% | +$218K |
|
2741
Red Rock Resorts
RRR
$3.64B
| $4.36M | ﹤0.01% |
94,255
+5,058
| +6% | +$234K |
|
2742
Kosmos Energy
KOS
$837M
| $4.35M | ﹤0.01% |
1,272,525
+647,921
| +104% | +$2.22M |
|
|
CIM
2743
Chimera Investment
CIM
$1.14B
| $4.34M | ﹤0.01% |
309,935
+142,105
| +85% | +$1.99M |
|
2744
C3.ai
AI
$2.34B
| $4.33M | ﹤0.01% |
125,784
+10,603
| +9% | +$365K |
|
2745
SPDR S&P Software & Services ETF
XSW
$476M
| $4.33M | ﹤0.01% |
22,904
-17,670
| -44% | -$3.34M |
|
2746
First Trust Ultra Short Duration Municipal ETF
FUMB
$224M
| $4.32M | ﹤0.01% |
214,845
-4,510
| -2% | -$90.6K |
|
2747
Ingles Markets
IMKTA
$1.31B
| $4.31M | ﹤0.01% |
66,865
+12,213
| +22% | +$787K |
|
2748
Dimensional International Core Equity Market ETF
DFAI
$11.6B
| $4.3M | ﹤0.01% |
147,255
-38,957
| -21% | -$1.14M |
|
2749
10x Genomics
TXG
$1.62B
| $4.26M | ﹤0.01% |
296,902
-58,586
| -16% | -$841K |
|
2750
Acco Brands
ACCO
$360M
| $4.26M | ﹤0.01% |
811,629
+293,506
| +57% | +$1.54M |
|