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 | |
|---|---|---|---|---|---|---|
2876
Porch Group
PRCH
$1.87B
| $3.59M | ﹤0.01% |
730,340
+505,660
| +225% | +$2.49M |
|
2877
Universal Insurance Holdings
UVE
$698M
| $3.59M | ﹤0.01% |
170,574
+23,325
| +16% | +$491K |
|
2878
Amerant Bancorp
AMTB
$860M
| $3.59M | ﹤0.01% |
160,088
+136,827
| +588% | +$3.07M |
|
2879
Ardmore Shipping
ASC
$539M
| $3.58M | ﹤0.01% |
294,408
-223,781
| -43% | -$2.72M |
|
2880
Cognyte Software
CGNT
$609M
| $3.58M | ﹤0.01% |
413,448
+26,487
| +7% | +$229K |
|
|
STKL
2881
SunOpta
STKL
$759M
| $3.57M | ﹤0.01% |
464,272
-50,898
| -10% | -$392K |
|
2882
Brookdale Senior Living
BKD
$1.75B
| $3.57M | ﹤0.01% |
710,014
+505,569
| +247% | +$2.54M |
|
2883
BioCryst Pharmaceuticals
BCRX
$1.63B
| $3.57M | ﹤0.01% |
474,376
-102,753
| -18% | -$773K |
|
2884
Trustco Bank Corp NY
TRST
$726M
| $3.56M | ﹤0.01% |
107,008
+43,880
| +70% | +$1.46M |
|
2885
Goldman Sachs BDC
GSBD
$1.29B
| $3.55M | ﹤0.01% |
293,491
+71,016
| +32% | +$859K |
|
2886
Limbach Holdings
LMB
$1.15B
| $3.55M | ﹤0.01% |
41,483
+36,289
| +699% | +$3.1M |
|
2887
OmniAb
OABI
$232M
| $3.55M | ﹤0.01% |
1,001,797
+854,929
| +582% | +$3.03M |
|
|
BOW
2888
Bowhead Specialty Holdings
BOW
$964M
| $3.55M | ﹤0.01% |
99,813
+50,491
| +102% | +$1.79M |
|
2889
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$2.06B
| $3.54M | ﹤0.01% |
116,240
-272,453
| -70% | -$8.3M |
|
2890
Marcus Corp
MCS
$501M
| $3.54M | ﹤0.01% |
164,783
+12,638
| +8% | +$272K |
|
2891
Jamf
JAMF
$1.5B
| $3.54M | ﹤0.01% |
252,039
+150,635
| +149% | +$2.12M |
|
2892
Xeris Biopharma Holdings
XERS
$1.21B
| $3.54M | ﹤0.01% |
1,043,441
+651,481
| +166% | +$2.21M |
|
2893
SPDR S&P Metals & Mining ETF
XME
$2.49B
| $3.52M | ﹤0.01% |
62,100
-562,602
| -90% | -$31.9M |
|
|
OKLO
2894
Oklo
OKLO
$14.1B
| $3.52M | ﹤0.01% |
165,909
+135,570
| +447% | +$2.88M |
|
2895
Kodiak Gas Services
KGS
$2.87B
| $3.52M | ﹤0.01% |
86,150
-24,275
| -22% | -$991K |
|
2896
Vanguard Long-Term Bond ETF
BLV
$5.79B
| $3.52M | ﹤0.01% |
51,398
-5,837
| -10% | -$399K |
|
2897
iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV
$333M
| $3.51M | ﹤0.01% |
84,699
+70,810
| +510% | +$2.94M |
|
2898
VanEck Merk Gold Trust
OUNZ
$2.03B
| $3.51M | ﹤0.01% |
+138,636
| New | +$3.51M |
|
2899
F&G Annuities & Life
FG
$4.52B
| $3.5M | ﹤0.01% |
84,528
+38,576
| +84% | +$1.6M |
|
2900
WideOpenWest
WOW
$444M
| $3.5M | ﹤0.01% |
706,080
+204,926
| +41% | +$1.02M |
|