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 |
McDonald's
MCD
|
+$2.43B |
| 2 |
iShares Broad USD High Yield Corporate Bond ETF
USHY
|
+$2.34B |
| 3 |
Microsoft
MSFT
|
+$2.08B |
| 4 |
NVIDIA
NVDA
|
+$1.99B |
| 5 |
Goldman Sachs
GS
|
+$1.62B |
Top Sells
| 1 |
Advanced Micro Devices
AMD
|
+$2.99B |
| 2 |
Broadcom
AVGO
|
+$2.02B |
| 3 |
TSMC
TSM
|
+$1.21B |
| 4 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$1.18B |
| 5 |
Danaher
DHR
|
+$1.12B |
Sector Composition
| 1 | Technology | 23.79% |
| 2 | Healthcare | 9.72% |
| 3 | Consumer Discretionary | 9.7% |
| 4 | Financials | 9.58% |
| 5 | Industrials | 7.37% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2776
Global Partners
GLP
$1.73B
| $3.28M | ﹤0.01% |
70,464
+69,704
| +9,172% | +$3.25M |
|
2777
Kennedy-Wilson Holdings
KW
$1.21B
| $3.27M | ﹤0.01% |
296,282
+191,790
| +184% | +$2.12M |
|
2778
ProShares Ultra S&P500
SSO
$7.43B
| $3.27M | ﹤0.01% |
36,272
+6,406
| +21% | +$578K |
|
|
LBPH
2779
DELISTED
Longboard Pharmaceuticals, Inc. Common Stock
LBPH
| $3.27M | ﹤0.01% |
97,995
-508,600
| -84% | -$17M |
|
2780
Gaotu Techedu
GOTU
$870M
| $3.27M | ﹤0.01% |
832,996
+108,224
| +15% | +$424K |
|
2781
Universal Insurance Holdings
UVE
$698M
| $3.26M | ﹤0.01% |
147,249
+38,767
| +36% | +$859K |
|
|
HTB
2782
HomeTrust Bancshares, Inc.
HTB
$716M
| $3.26M | ﹤0.01% |
95,559
+15,916
| +20% | +$542K |
|
2783
AMC Networks
AMCX
$361M
| $3.25M | ﹤0.01% |
374,214
+158,162
| +73% | +$1.37M |
|
2784
Northfield Bancorp
NFBK
$473M
| $3.25M | ﹤0.01% |
280,119
+192,963
| +221% | +$2.24M |
|
2785
GrafTech
EAF
$278M
| $3.25M | ﹤0.01% |
245,883
+203,165
| +476% | +$2.68M |
|
|
AGS
2786
DELISTED
PlayAGS
AGS
| $3.24M | ﹤0.01% |
284,089
+37,399
| +15% | +$426K |
|
2787
Oxford Industries
OXM
$687M
| $3.24M | ﹤0.01% |
37,291
+8,500
| +30% | +$737K |
|
2788
Xtrackers MSCI EAFE High Dividend Yield Equity ETF
HDEF
$2.11B
| $3.23M | ﹤0.01% |
119,938
+12,340
| +11% | +$332K |
|
2789
Ryerson Holding
RYI
$745M
| $3.22M | ﹤0.01% |
161,651
-30,400
| -16% | -$605K |
|
|
HUT
2790
Hut 8
HUT
$3.99B
| $3.22M | ﹤0.01% |
262,385
-1,158,744
| -82% | -$14.2M |
|
2791
Orrstown Financial Services
ORRF
$676M
| $3.22M | ﹤0.01% |
89,407
+23,819
| +36% | +$857K |
|
2792
Transocean
RIG
$3.21B
| $3.21M | ﹤0.01% |
754,706
-1,930,875
| -72% | -$8.21M |
|
2793
Kodiak Gas Services
KGS
$2.87B
| $3.2M | ﹤0.01% |
110,425
+39,477
| +56% | +$1.14M |
|
2794
iShares Core 80/20 Aggressive Allocation ETF
AOA
$2.59B
| $3.2M | ﹤0.01% |
40,490
+1,966
| +5% | +$155K |
|
2795
Nokia
NOK
$25.3B
| $3.19M | ﹤0.01% |
730,311
+702,279
| +2,505% | +$3.07M |
|
2796
AdvanSix
ASIX
$559M
| $3.18M | ﹤0.01% |
104,584
+13,316
| +15% | +$405K |
|
2797
Franklin International Low Volatility High Dividend Index ETF
LVHI
$3.15B
| $3.18M | ﹤0.01% |
102,212
-10,594
| -9% | -$329K |
|
2798
iShares Core Dividend ETF
DIVB
$981M
| $3.17M | ﹤0.01% |
65,501
-4,461
| -6% | -$216K |
|
2799
BioNTech
BNTX
$23.6B
| $3.17M | ﹤0.01% |
26,703
-23,016
| -46% | -$2.73M |
|
2800
Bahl & Gaynor Small/Mid Cap Income Growth ETF
SMIG
$1.17B
| $3.16M | ﹤0.01% |
108,124
+8,682
| +9% | +$254K |
|