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 | |
|---|---|---|---|---|---|---|
2876
Ambac
AMBC
$426M
| $2.85M | ﹤0.01% |
254,072
+92,100
| +57% | +$1.03M |
|
2877
Sable Offshore Corp
SOC
$2.33B
| $2.84M | ﹤0.01% |
120,032
+72,880
| +155% | +$1.72M |
|
2878
Helios Technologies
HLIO
$1.82B
| $2.83M | ﹤0.01% |
59,429
-18,506
| -24% | -$883K |
|
2879
Acco Brands
ACCO
$377M
| $2.83M | ﹤0.01% |
518,123
+16,714
| +3% | +$91.4K |
|
2880
Quanterix
QTRX
$258M
| $2.82M | ﹤0.01% |
217,957
+47,873
| +28% | +$620K |
|
2881
Hudson Technologies
HDSN
$447M
| $2.82M | ﹤0.01% |
338,607
+139,042
| +70% | +$1.16M |
|
2882
Janus Henderson Short Duration Income ETF
VNLA
$2.78B
| $2.82M | ﹤0.01% |
57,538
+14,430
| +33% | +$708K |
|
2883
Hartford Core Bond ETF
HCRB
$347M
| $2.82M | ﹤0.01% |
78,170
-6,581
| -8% | -$237K |
|
|
ABLG
2884
Abacus FCF International Leaders ETF
ABLG
$32.8M
| $2.81M | ﹤0.01% |
89,925
+34,379
| +62% | +$1.08M |
|
2885
Globalstar
GSAT
$4.37B
| $2.81M | ﹤0.01% |
151,116
+40,219
| +36% | +$748K |
|
|
PETQ
2886
DELISTED
PetIQ, Inc. Class A Common Stock
PETQ
| $2.81M | ﹤0.01% |
91,255
+66,045
| +262% | +$2.03M |
|
|
JOYY
2887
JOYY Inc. American Depositary Shares
JOYY
$3.27B
| $2.8M | ﹤0.01% |
77,378
-72,339
| -48% | -$2.62M |
|
2888
CEVA Inc
CEVA
$643M
| $2.8M | ﹤0.01% |
115,979
+41,573
| +56% | +$1M |
|
2889
NCR Voyix
VYX
$1.8B
| $2.79M | ﹤0.01% |
205,872
-124,215
| -38% | -$1.69M |
|
2890
C3.ai
AI
$2.49B
| $2.79M | ﹤0.01% |
115,181
-189,473
| -62% | -$4.59M |
|
2891
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.03B
| $2.79M | ﹤0.01% |
141,264
+85,418
| +153% | +$1.68M |
|
2892
Grindr
GRND
$3.04B
| $2.77M | ﹤0.01% |
232,343
+93,205
| +67% | +$1.11M |
|
|
OLO
2893
DELISTED
Olo Inc
OLO
| $2.77M | ﹤0.01% |
558,507
+384,196
| +220% | +$1.91M |
|
2894
Dimensional International High Profitability ETF
DIHP
$4.51B
| $2.77M | ﹤0.01% |
99,954
-520
| -0.5% | -$14.4K |
|
2895
Hain Celestial
HAIN
$135M
| $2.77M | ﹤0.01% |
320,457
+130,477
| +69% | +$1.13M |
|
2896
The Honest Company
HNST
$454M
| $2.76M | ﹤0.01% |
773,806
+611,844
| +378% | +$2.18M |
|
|
CGAU
2897
Centerra Gold
CGAU
$1.87B
| $2.76M | ﹤0.01% |
385,199
+33,420
| +10% | +$239K |
|
2898
Clarivate
CLVT
$2.8B
| $2.76M | ﹤0.01% |
388,343
-1,037
| -0.3% | -$7.36K |
|
2899
Evolus
EOLS
$426M
| $2.75M | ﹤0.01% |
169,926
-44,028
| -21% | -$713K |
|
2900
Napco Security Technologies
NSSC
$1.5B
| $2.74M | ﹤0.01% |
67,795
+28,962
| +75% | +$1.17M |
|