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 | |
|---|---|---|---|---|---|---|
2776
Sapiens International
SPNS
$2.41B
| $4.14M | ﹤0.01% |
154,213
-23,665
| -13% | -$636K |
|
2777
Hartford Large Cap Growth ETF
HFGO
$174M
| $4.14M | ﹤0.01% |
175,151
+61,636
| +54% | +$1.46M |
|
2778
Vivid Seats
SEAT
$110M
| $4.13M | ﹤0.01% |
44,616
+2,875
| +7% | +$266K |
|
2779
iShares Investment Grade Systematic Bond ETF
IGEB
$1.38B
| $4.13M | ﹤0.01% |
93,076
-581,719
| -86% | -$25.8M |
|
2780
Danaos Corp
DAC
$1.73B
| $4.11M | ﹤0.01% |
51,291
+21,430
| +72% | +$1.72M |
|
2781
CommScope
COMM
$3.62B
| $4.11M | ﹤0.01% |
788,081
-112,008
| -12% | -$584K |
|
2782
Univest Financial
UVSP
$871M
| $4.1M | ﹤0.01% |
139,102
+35,571
| +34% | +$1.05M |
|
2783
Cars.com
CARS
$826M
| $4.1M | ﹤0.01% |
236,850
+827
| +0.4% | +$14.3K |
|
2784
Simulations Plus
SLP
$311M
| $4.1M | ﹤0.01% |
147,154
+99,789
| +211% | +$2.78M |
|
2785
Biglari Holdings Class B
BH
$961M
| $4.1M | ﹤0.01% |
16,135
+15,290
| +1,809% | +$3.89M |
|
2786
Worthington Steel
WS
$1.71B
| $4.1M | ﹤0.01% |
128,830
+43,689
| +51% | +$1.39M |
|
2787
Petco
WOOF
$987M
| $4.09M | ﹤0.01% |
1,074,245
-687,002
| -39% | -$2.62M |
|
2788
John B. Sanfilippo & Son
JBSS
$754M
| $4.09M | ﹤0.01% |
46,943
-26,735
| -36% | -$2.33M |
|
|
SOBO
2789
South Bow Corporation
SOBO
$5.89B
| $4.08M | ﹤0.01% |
+181,777
| New | +$4.08M |
|
2790
Opendoor
OPEN
$6.56B
| $4.08M | ﹤0.01% |
2,548,687
-491,110
| -16% | -$786K |
|
2791
PJT Partners
PJT
$4.39B
| $4.08M | ﹤0.01% |
25,833
-46,437
| -64% | -$7.33M |
|
2792
Dimensional National Municipal Bond ETF
DFNM
$1.67B
| $4.07M | ﹤0.01% |
85,235
-5,560
| -6% | -$266K |
|
2793
Vanguard S&P Mid-Cap 400 Growth ETF
IVOG
$1.16B
| $4.07M | ﹤0.01% |
36,131
+813
| +2% | +$91.6K |
|
2794
Invesco Total Return Bond ETF
GTO
$1.95B
| $4.07M | ﹤0.01% |
87,734
-19,209
| -18% | -$891K |
|
2795
Vanguard Russell 2000 Value ETF
VTWV
$827M
| $4.06M | ﹤0.01% |
28,061
-807
| -3% | -$117K |
|
2796
SpartanNash
SPTN
$897M
| $4.05M | ﹤0.01% |
220,964
+118,478
| +116% | +$2.17M |
|
2797
STAAR Surgical
STAA
$1.35B
| $4.05M | ﹤0.01% |
166,648
-48,102
| -22% | -$1.17M |
|
2798
Ligand Pharmaceuticals
LGND
$3.24B
| $4.05M | ﹤0.01% |
37,761
-18,690
| -33% | -$2M |
|
2799
Arbor Realty Trust
ABR
$2.22B
| $4.03M | ﹤0.01% |
291,107
-9,120
| -3% | -$126K |
|
2800
Burke & Herbert Financial Services Corp
BHRB
$922M
| $4.02M | ﹤0.01% |
64,526
+31,327
| +94% | +$1.95M |
|