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 | |
|---|---|---|---|---|---|---|
2826
Xerox
XRX
$476M
| $3.87M | ﹤0.01% |
459,635
-135,518
| -23% | -$1.14M |
|
2827
Disc Medicine
IRON
$2.17B
| $3.87M | ﹤0.01% |
61,017
+44,762
| +275% | +$2.84M |
|
|
RWT
2828
Redwood Trust
RWT
$797M
| $3.86M | ﹤0.01% |
591,606
-214,492
| -27% | -$1.4M |
|
2829
iRobot
IRBT
$130M
| $3.85M | ﹤0.01% |
496,878
+96,451
| +24% | +$747K |
|
2830
Liberty Global Class C
LBTYK
$4.12B
| $3.85M | ﹤0.01% |
297,905
-51,660
| -15% | -$667K |
|
2831
Vimeo
VMEO
$1.29B
| $3.84M | ﹤0.01% |
600,387
+275,967
| +85% | +$1.77M |
|
2832
abrdn Physical Palladium Shares ETF
PALL
$541M
| $3.83M | ﹤0.01% |
45,894
+32,527
| +243% | +$2.72M |
|
2833
Miller Industries
MLR
$462M
| $3.83M | ﹤0.01% |
58,606
+21,643
| +59% | +$1.41M |
|
2834
Real Brokerage
REAX
$1.08B
| $3.83M | ﹤0.01% |
831,829
+199,913
| +32% | +$920K |
|
2835
Solid Biosciences
SLDB
$436M
| $3.82M | ﹤0.01% |
955,932
+945,863
| +9,394% | +$3.78M |
|
2836
JPMorgan Diversified Return Emerging Markets Equity ETF
JPEM
$348M
| $3.81M | ﹤0.01% |
73,495
+7,341
| +11% | +$381K |
|
2837
NYLI FTSE International Equity Currency Neutral ETF
HFXI
$1.08B
| $3.81M | ﹤0.01% |
146,297
+8,108
| +6% | +$211K |
|
2838
Cable One
CABO
$990M
| $3.8M | ﹤0.01% |
10,504
-1,532
| -13% | -$555K |
|
2839
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.08B
| $3.8M | ﹤0.01% |
132,602
-197,151
| -60% | -$5.65M |
|
2840
Bread Financial
BFH
$2.95B
| $3.8M | ﹤0.01% |
62,248
-78,112
| -56% | -$4.77M |
|
2841
Capital City Bank Group
CCBG
$746M
| $3.8M | ﹤0.01% |
103,554
+16,158
| +18% | +$592K |
|
2842
Monro
MNRO
$542M
| $3.79M | ﹤0.01% |
152,710
+64,788
| +74% | +$1.61M |
|
2843
Lennar Class B
LEN.B
$33.4B
| $3.78M | ﹤0.01% |
30,124
-1,500
| -5% | -$188K |
|
2844
U-Haul Holding Co Series N
UHAL.B
$9.85B
| $3.77M | ﹤0.01% |
58,931
-21,385
| -27% | -$1.37M |
|
2845
Astronics
ATRO
$1.41B
| $3.77M | ﹤0.01% |
236,406
+143,452
| +154% | +$2.29M |
|
2846
BNY Mellon Concentrated International ETF
BKCI
$175M
| $3.75M | ﹤0.01% |
78,923
+11,067
| +16% | +$526K |
|
2847
iShares High Yield Corporate Bond BuyWrite Strategy ETF
HYGW
$230M
| $3.73M | ﹤0.01% |
+117,492
| New | +$3.73M |
|
2848
Weis Markets
WMK
$1.81B
| $3.72M | ﹤0.01% |
54,952
+21,144
| +63% | +$1.43M |
|
2849
ProShares UltraPro S&P 500
UPRO
$4.49B
| $3.72M | ﹤0.01% |
41,932
+8,133
| +24% | +$721K |
|
2850
Ecovyst
ECVT
$1.07B
| $3.71M | ﹤0.01% |
486,088
+97,427
| +25% | +$744K |
|