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 | |
|---|---|---|---|---|---|---|
2751
Cimpress
CMPR
$1.49B
| $4.25M | ﹤0.01% |
59,209
+37,272
| +170% | +$2.67M |
|
2752
Ubiquiti
UI
$35.9B
| $4.25M | ﹤0.01% |
12,789
-17,024
| -57% | -$5.65M |
|
|
UHT
2753
Universal Health Realty Income Trust
UHT
$574M
| $4.24M | ﹤0.01% |
113,962
+32,128
| +39% | +$1.2M |
|
2754
Lifestance Health
LFST
$2.03B
| $4.24M | ﹤0.01% |
575,154
+480,518
| +508% | +$3.54M |
|
2755
CareDx
CDNA
$753M
| $4.24M | ﹤0.01% |
197,912
+173,776
| +720% | +$3.72M |
|
2756
Zai Lab
ZLAB
$3.6B
| $4.23M | ﹤0.01% |
161,635
+23,510
| +17% | +$616K |
|
2757
Winmark
WINA
$1.78B
| $4.22M | ﹤0.01% |
10,747
+2,025
| +23% | +$796K |
|
2758
DHT Holdings
DHT
$2.03B
| $4.22M | ﹤0.01% |
454,647
+123,599
| +37% | +$1.15M |
|
2759
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$8.86B
| $4.22M | ﹤0.01% |
117,774
-27,729
| -19% | -$994K |
|
2760
TELUS International
TIXT
$1.25B
| $4.22M | ﹤0.01% |
1,076,096
-5,118,918
| -83% | -$20.1M |
|
2761
ARKO Corp
ARKO
$574M
| $4.21M | ﹤0.01% |
639,070
+399,387
| +167% | +$2.63M |
|
2762
America's Car Mart
CRMT
$275M
| $4.21M | ﹤0.01% |
82,156
+8,555
| +12% | +$438K |
|
|
LGF.B
2763
DELISTED
Lions Gate Entertainment Corp. Class B Non-Voting Shares
LGF.B
| $4.21M | ﹤0.01% |
557,053
+277,960
| +100% | +$2.1M |
|
|
RC
2764
Ready Capital
RC
$710M
| $4.2M | ﹤0.01% |
615,431
+278,658
| +83% | +$1.9M |
|
2765
Schwab Long-Term US Treasury ETF
SCHQ
$923M
| $4.19M | ﹤0.01% |
133,375
-140,182
| -51% | -$4.41M |
|
2766
Artisan Partners
APAM
$3.18B
| $4.19M | ﹤0.01% |
97,371
-4,051
| -4% | -$174K |
|
2767
Fidelity Low Volatility Factor ETF
FDLO
$1.33B
| $4.18M | ﹤0.01% |
69,054
-3,757
| -5% | -$228K |
|
|
CFB
2768
DELISTED
CrossFirst Bankshares, Inc. Common Stock
CFB
| $4.17M | ﹤0.01% |
275,517
+178,658
| +184% | +$2.71M |
|
2769
Northfield Bancorp
NFBK
$480M
| $4.17M | ﹤0.01% |
358,962
+78,843
| +28% | +$916K |
|
2770
Consensus Cloud Solutions
CCSI
$534M
| $4.17M | ﹤0.01% |
174,613
-22,843
| -12% | -$545K |
|
|
AGS
2771
DELISTED
PlayAGS
AGS
| $4.16M | ﹤0.01% |
361,195
+77,106
| +27% | +$889K |
|
|
ARI
2772
Apollo Commercial Real Estate
ARI
$1.46B
| $4.16M | ﹤0.01% |
480,852
+271,908
| +130% | +$2.35M |
|
2773
AMERISAFE
AMSF
$817M
| $4.16M | ﹤0.01% |
80,642
+45,916
| +132% | +$2.37M |
|
2774
Ethan Allen Interiors
ETD
$736M
| $4.15M | ﹤0.01% |
147,525
+94,287
| +177% | +$2.65M |
|
2775
Autohome
ATHM
$3.53B
| $4.15M | ﹤0.01% |
159,800
+4,812
| +3% | +$125K |
|