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 | |
|---|---|---|---|---|---|---|
2926
Lands' End
LE
$480M
| $3.39M | ﹤0.01% |
258,010
+46,094
| +22% | +$606K |
|
2927
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
$1.35B
| $3.39M | ﹤0.01% |
35,645
+1,251
| +4% | +$119K |
|
2928
Sabre
SABR
$734M
| $3.38M | ﹤0.01% |
926,730
-603,343
| -39% | -$2.2M |
|
|
EDN
2929
Edenor
EDN
$749M
| $3.38M | ﹤0.01% |
78,754
-545
| -0.7% | -$23.4K |
|
2930
Keros Therapeutics
KROS
$652M
| $3.38M | ﹤0.01% |
213,431
+182,314
| +586% | +$2.89M |
|
2931
iShares Morningstar Mid-Cap Growth ETF
IMCG
$3.17B
| $3.38M | ﹤0.01% |
44,700
+23,306
| +109% | +$1.76M |
|
|
BFS
2932
Saul Centers
BFS
$791M
| $3.37M | ﹤0.01% |
86,974
+31,308
| +56% | +$1.21M |
|
2933
Intrepid Potash
IPI
$385M
| $3.34M | ﹤0.01% |
152,199
+129,722
| +577% | +$2.84M |
|
2934
Comstock Resources
CRK
$5.11B
| $3.33M | ﹤0.01% |
182,995
+12,657
| +7% | +$231K |
|
2935
PubMatic
PUBM
$396M
| $3.32M | ﹤0.01% |
226,328
+163,979
| +263% | +$2.41M |
|
2936
iShares MSCI Hong Kong ETF
EWH
$733M
| $3.32M | ﹤0.01% |
199,524
+41,999
| +27% | +$700K |
|
2937
Edgewise Therapeutics
EWTX
$1.49B
| $3.32M | ﹤0.01% |
124,435
-34,071
| -21% | -$910K |
|
2938
HealthStream
HSTM
$863M
| $3.32M | ﹤0.01% |
104,468
+47,264
| +83% | +$1.5M |
|
2939
Vanguard Total Corporate Bond ETF
VTC
$1.27B
| $3.32M | ﹤0.01% |
43,867
+2,003
| +5% | +$152K |
|
2940
Ryerson Holding
RYI
$750M
| $3.32M | ﹤0.01% |
179,422
+17,771
| +11% | +$329K |
|
|
WBND
2941
DELISTED
Western Asset Total Return ETF
WBND
| $3.31M | ﹤0.01% |
169,970
-5,323
| -3% | -$104K |
|
2942
ProShares S&P 500 ex-Energy ETF
SPXE
$70.8M
| $3.29M | ﹤0.01% |
51,976
-14,440
| -22% | -$914K |
|
2943
Enovis
ENOV
$1.89B
| $3.27M | ﹤0.01% |
74,597
-115,926
| -61% | -$5.09M |
|
2944
Dave Inc
DAVE
$2.94B
| $3.25M | ﹤0.01% |
37,372
-11,796
| -24% | -$1.03M |
|
2945
Schwab Fundamental US Large Company Index ETF
FNDX
$20.3B
| $3.25M | ﹤0.01% |
137,073
+35,502
| +35% | +$841K |
|
2946
SPDR Portfolio Corporate Bond ETF
SPBO
$1.72B
| $3.24M | ﹤0.01% |
113,220
-49,854
| -31% | -$1.43M |
|
2947
Amplitude
AMPL
$1.5B
| $3.24M | ﹤0.01% |
307,225
+223,175
| +266% | +$2.35M |
|
2948
Heartland Express
HTLD
$672M
| $3.24M | ﹤0.01% |
288,375
+161,222
| +127% | +$1.81M |
|
2949
FIGS
FIGS
$1.2B
| $3.23M | ﹤0.01% |
521,826
-76,202
| -13% | -$472K |
|
2950
Excelerate Energy
EE
$767M
| $3.23M | ﹤0.01% |
106,707
+56,661
| +113% | +$1.71M |
|