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 | |
|---|---|---|---|---|---|---|
2801
Thryv Holdings
THRY
$533M
| $4.02M | ﹤0.01% |
271,874
+49,697
| +22% | +$736K |
|
2802
Titan International
TWI
$558M
| $4.02M | ﹤0.01% |
592,087
-122,007
| -17% | -$828K |
|
2803
Arcturus Therapeutics
ARCT
$491M
| $4.01M | ﹤0.01% |
236,368
-20,348
| -8% | -$345K |
|
2804
Riot Platforms
RIOT
$6.48B
| $4.01M | ﹤0.01% |
392,863
-640,550
| -62% | -$6.54M |
|
2805
FTAI Infrastructure
FIP
$560M
| $4.01M | ﹤0.01% |
552,459
+34,165
| +7% | +$248K |
|
|
HPP
2806
Hudson Pacific Properties
HPP
$1.09B
| $4.01M | ﹤0.01% |
1,322,827
+952,393
| +257% | +$2.89M |
|
2807
Citi Trends
CTRN
$273M
| $4M | ﹤0.01% |
152,422
+149,651
| +5,401% | +$3.93M |
|
2808
Surgery Partners
SGRY
$2.76B
| $4M | ﹤0.01% |
188,966
-470
| -0.2% | -$9.95K |
|
|
CBL
2809
CBL Properties
CBL
$964M
| $3.98M | ﹤0.01% |
135,326
+77,673
| +135% | +$2.28M |
|
2810
Energy Recovery
ERII
$778M
| $3.97M | ﹤0.01% |
270,114
-4,779
| -2% | -$70.3K |
|
2811
Caribou Biosciences
CRBU
$168M
| $3.97M | ﹤0.01% |
2,495,922
+2,062,563
| +476% | +$3.28M |
|
2812
iShares Global 100 ETF
IOO
$7.22B
| $3.97M | ﹤0.01% |
39,353
+29,310
| +292% | +$2.95M |
|
2813
Columbia Diversified Fixed Income Allocation ETF
DIAL
$394M
| $3.96M | ﹤0.01% |
225,896
+127
| +0.1% | +$2.23K |
|
2814
Century Aluminum
CENX
$2.43B
| $3.95M | ﹤0.01% |
217,042
-741,991
| -77% | -$13.5M |
|
2815
Adaptive Biotechnologies
ADPT
$1.97B
| $3.95M | ﹤0.01% |
659,206
-228,627
| -26% | -$1.37M |
|
|
RVNC
2816
DELISTED
Revance Therapeutics, Inc.
RVNC
| $3.95M | ﹤0.01% |
1,298,822
+1,164,641
| +868% | +$3.54M |
|
2817
Radiant Logistics
RLGT
$290M
| $3.93M | ﹤0.01% |
587,001
-109,225
| -16% | -$732K |
|
2818
SI-BONE Inc
SIBN
$651M
| $3.93M | ﹤0.01% |
280,453
+102,660
| +58% | +$1.44M |
|
2819
Crescent Energy
CRGY
$2.23B
| $3.93M | ﹤0.01% |
268,844
+205,760
| +326% | +$3.01M |
|
2820
B2Gold
BTG
$5.72B
| $3.92M | ﹤0.01% |
1,608,343
+1,090,768
| +211% | +$2.66M |
|
2821
N-able
NABL
$1.53B
| $3.91M | ﹤0.01% |
418,971
+143,065
| +52% | +$1.34M |
|
2822
iShares Core Dividend ETF
DIVB
$975M
| $3.91M | ﹤0.01% |
82,421
+16,920
| +26% | +$802K |
|
2823
Bain Capital Specialty
BCSF
$944M
| $3.9M | ﹤0.01% |
222,668
-1,860
| -0.8% | -$32.6K |
|
2824
GrafTech
EAF
$278M
| $3.89M | ﹤0.01% |
224,937
-20,946
| -9% | -$362K |
|
2825
Kennedy-Wilson Holdings
KW
$1.21B
| $3.89M | ﹤0.01% |
389,018
+92,736
| +31% | +$926K |
|