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 | |
|---|---|---|---|---|---|---|
2951
Monro
MNRO
$547M
| $2.54M | ﹤0.01% |
87,922
+47,422
| +117% | +$1.37M |
|
2952
Sturm, Ruger & Co
RGR
$636M
| $2.54M | ﹤0.01% |
60,859
+6,483
| +12% | +$270K |
|
|
TRPA
2953
Hartford AAA CLO ETF
TRPA
$109M
| $2.54M | ﹤0.01% |
+65,039
| New | +$2.54M |
|
2954
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$4.26B
| $2.53M | ﹤0.01% |
129,228
+97,985
| +314% | +$1.92M |
|
2955
IDEAYA Biosciences
IDYA
$2.27B
| $2.53M | ﹤0.01% |
79,780
+12,029
| +18% | +$381K |
|
2956
Enanta Pharmaceuticals
ENTA
$166M
| $2.52M | ﹤0.01% |
243,628
+85,082
| +54% | +$881K |
|
2957
Mercury Insurance
MCY
$4.37B
| $2.52M | ﹤0.01% |
40,036
-46,250
| -54% | -$2.91M |
|
2958
Kosmos Energy
KOS
$842M
| $2.52M | ﹤0.01% |
624,604
+37,114
| +6% | +$150K |
|
2959
iShares S&P 500 BuyWrite ETF
IVVW
$188M
| $2.51M | ﹤0.01% |
50,000
| – | – |
|
2960
Plug Power
PLUG
$2.4B
| $2.51M | ﹤0.01% |
1,110,264
+360,280
| +48% | +$814K |
|
2961
Alerian MLP ETF
AMLP
$10.5B
| $2.51M | ﹤0.01% |
53,214
-57,829
| -52% | -$2.73M |
|
2962
Fidelity Fundamental Large Cap Growth ETF
FFLG
$500M
| $2.51M | ﹤0.01% |
104,635
-7,255
| -6% | -$174K |
|
2963
Fidelity MSCI Consumer Staples Index ETF
FSTA
$1.33B
| $2.5M | ﹤0.01% |
48,975
-3,915
| -7% | -$200K |
|
|
LGF.A
2964
DELISTED
Lions Gate Entertainment Corp. Class A Voting Shares
LGF.A
| $2.5M | ﹤0.01% |
319,209
-201,799
| -39% | -$1.58M |
|
2965
SI-BONE Inc
SIBN
$649M
| $2.49M | ﹤0.01% |
177,793
+22,732
| +15% | +$318K |
|
2966
National Beverage
FIZZ
$3.61B
| $2.48M | ﹤0.01% |
52,924
-12,984
| -20% | -$609K |
|
|
QHY
2967
WisdomTree U.S. High Yield Corporate Bond Fund
QHY
$201M
| $2.48M | ﹤0.01% |
53,650
-3,396
| -6% | -$157K |
|
2968
CryoPort
CYRX
$496M
| $2.48M | ﹤0.01% |
305,237
+285,726
| +1,464% | +$2.32M |
|
2969
Capital Group US Multi-Sector Income ETF
CGMS
$3.27B
| $2.47M | ﹤0.01% |
88,695
-3,595
| -4% | -$100K |
|
2970
Midland States Bancorp
MSBI
$393M
| $2.47M | ﹤0.01% |
110,306
+37,889
| +52% | +$848K |
|
2971
Schwab Fundamental US Small Company Index ETF
FNDA
$9.12B
| $2.47M | ﹤0.01% |
82,860
-2,226
| -3% | -$66.3K |
|
2972
Hippo Holdings
HIPO
$939M
| $2.47M | ﹤0.01% |
146,176
+98,256
| +205% | +$1.66M |
|
2973
Franklin US Low Volatility High Dividend Index ETF
LVHD
$594M
| $2.47M | ﹤0.01% |
60,573
+4,780
| +9% | +$195K |
|
2974
Hartford Large Cap Growth ETF
HFGO
$174M
| $2.46M | ﹤0.01% |
113,515
-482,460
| -81% | -$10.4M |
|
2975
ATS Corp
ATS
$2.69B
| $2.45M | ﹤0.01% |
84,474
-156,112
| -65% | -$4.54M |
|