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 | |
|---|---|---|---|---|---|---|
2826
Schwab Municipal Bond ETF
SCMB
$2.36B
| $3.05M | ﹤0.01% |
116,310
+36,028
| +45% | +$946K |
|
2827
8x8 Inc
EGHT
$278M
| $3.05M | ﹤0.01% |
1,494,697
-146,156
| -9% | -$298K |
|
2828
Invesco FTSE RAFI Developed Markets ex-US ETF
PXF
$2.15B
| $3.05M | ﹤0.01% |
58,438
+10,426
| +22% | +$544K |
|
2829
PAR Technology
PAR
$1.74B
| $3.05M | ﹤0.01% |
58,473
+5,124
| +10% | +$267K |
|
2830
Bioventus
BVS
$464M
| $3.03M | ﹤0.01% |
253,740
+176,442
| +228% | +$2.11M |
|
2831
Nuveen ESG Small-Cap ETF
NUSC
$1.19B
| $3.03M | ﹤0.01% |
70,768
-9
| -0% | -$386 |
|
2832
KNOT Offshore Partners
KNOP
$307M
| $3.03M | ﹤0.01% |
442,332
+31,792
| +8% | +$218K |
|
|
XIFR
2833
XPLR Infrastructure, LP
XIFR
$931M
| $3.03M | ﹤0.01% |
109,544
-753,413
| -87% | -$20.8M |
|
2834
iShares Bloomberg Roll Select Commodity Strategy ETF
CMDY
$284M
| $3.02M | ﹤0.01% |
60,629
+60,618
| +551,073% | +$3.02M |
|
2835
Marcus & Millichap
MMI
$1.24B
| $3.02M | ﹤0.01% |
76,224
+9,722
| +15% | +$385K |
|
2836
Unity Bancorp
UNTY
$514M
| $3.01M | ﹤0.01% |
88,231
+39,033
| +79% | +$1.33M |
|
2837
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$4.29B
| $3.01M | ﹤0.01% |
83,082
+7,306
| +10% | +$264K |
|
2838
NCR Atleos
NATL
$2.92B
| $3M | ﹤0.01% |
104,995
-21,411
| -17% | -$611K |
|
2839
United Natural Foods
UNFI
$1.84B
| $2.99M | ﹤0.01% |
177,937
+96,341
| +118% | +$1.62M |
|
2840
Spok Holdings
SPOK
$360M
| $2.99M | ﹤0.01% |
198,419
+190,024
| +2,264% | +$2.86M |
|
2841
Hawaiian Electric Industries
HE
$2.09B
| $2.99M | ﹤0.01% |
308,542
-960,347
| -76% | -$9.3M |
|
2842
Lindblad Expeditions
LIND
$710M
| $2.98M | ﹤0.01% |
322,668
+128,610
| +66% | +$1.19M |
|
|
EFC
2843
Ellington Financial
EFC
$1.32B
| $2.98M | ﹤0.01% |
231,543
+75,143
| +48% | +$969K |
|
2844
Perion Network
PERI
$428M
| $2.98M | ﹤0.01% |
378,667
+107,278
| +40% | +$845K |
|
2845
Dine Brands
DIN
$370M
| $2.98M | ﹤0.01% |
95,399
+59,360
| +165% | +$1.85M |
|
2846
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$2.8B
| $2.97M | ﹤0.01% |
+144,583
| New | +$2.97M |
|
|
FLXR
2847
TCW Flexible Income ETF
FLXR
$1.76B
| $2.97M | ﹤0.01% |
+74,618
| New | +$2.97M |
|
2848
EyePoint Pharmaceuticals
EYPT
$940M
| $2.97M | ﹤0.01% |
371,758
+342,516
| +1,171% | +$2.74M |
|
2849
Invesco S&P Ultra Dividend Revenue ETF
RDIV
$849M
| $2.95M | ﹤0.01% |
59,156
+26,867
| +83% | +$1.34M |
|
|
GOOD
2850
Gladstone Commercial Corp
GOOD
$601M
| $2.94M | ﹤0.01% |
181,118
+79,893
| +79% | +$1.3M |
|