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 | |
|---|---|---|---|---|---|---|
|
SVC
3026
Service Properties Trust
SVC
$484M
| $2.26M | ﹤0.01% |
495,595
-1,703
| -0.3% | -$7.77K |
|
3027
Innovator US Equity Power Buffer ETF January
PJAN
$1.23B
| $2.25M | ﹤0.01% |
54,569
+3,937
| +8% | +$163K |
|
3028
Miller Industries
MLR
$469M
| $2.25M | ﹤0.01% |
36,963
+13,679
| +59% | +$834K |
|
3029
Enel Chile
ENIC
$5.22B
| $2.25M | ﹤0.01% |
805,213
+15,250
| +2% | +$42.5K |
|
3030
BOK Financial
BOKF
$7.21B
| $2.25M | ﹤0.01% |
21,473
-15,365
| -42% | -$1.61M |
|
|
USAP
3031
DELISTED
Universal Stainless & Alloy
USAP
| $2.24M | ﹤0.01% |
57,986
+28,479
| +97% | +$1.1M |
|
3032
WisdomTree Voya Yield Enhanced USD Universal Bond Fund
UNIY
$1.4B
| $2.24M | ﹤0.01% |
44,655
-7,228
| -14% | -$362K |
|
3033
First Trust Health Care AlphaDEX Fund
FXH
$925M
| $2.24M | ﹤0.01% |
19,982
-135
| -0.7% | -$15.1K |
|
3034
IQ MacKay Municipal Intermediate ETF
MMIT
$1.1B
| $2.23M | ﹤0.01% |
90,846
+20,081
| +28% | +$494K |
|
3035
Hillenbrand
HI
$1.78B
| $2.23M | ﹤0.01% |
80,193
-13,020
| -14% | -$362K |
|
|
QXO
3036
QXO Inc
QXO
$14.2B
| $2.22M | ﹤0.01% |
+140,710
| New | +$2.22M |
|
|
SHYF
3037
DELISTED
The Shyft Group
SHYF
| $2.22M | ﹤0.01% |
176,601
+58,816
| +50% | +$738K |
|
|
SASR
3038
DELISTED
Sandy Spring Bancorp Inc
SASR
| $2.21M | ﹤0.01% |
70,599
+34,735
| +97% | +$1.09M |
|
3039
GeneDx Holdings
WGS
$3.76B
| $2.21M | ﹤0.01% |
52,161
+44,889
| +617% | +$1.91M |
|
3040
Lucid Motors
LCID
$6.3B
| $2.21M | ﹤0.01% |
62,676
+14,854
| +31% | +$524K |
|
3041
Westlake Chemical Partners
WLKP
$756M
| $2.21M | ﹤0.01% |
98,437
+71,615
| +267% | +$1.6M |
|
3042
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.13B
| $2.21M | ﹤0.01% |
+62,808
| New | +$2.21M |
|
3043
Trinseo
TSE
$94.2M
| $2.2M | ﹤0.01% |
430,340
+40,588
| +10% | +$207K |
|
3044
Fidelity Quality Factor ETF
FQAL
$1.11B
| $2.2M | ﹤0.01% |
33,879
+2,742
| +9% | +$178K |
|
3045
Ventyx Biosciences
VTYX
$170M
| $2.2M | ﹤0.01% |
1,007,519
+20,236
| +2% | +$44.1K |
|
3046
Spruce Power Holding Corp
SPRU
$32.6M
| $2.2M | ﹤0.01% |
773,166
+161
| +0% | +$457 |
|
|
ONC
3047
BeOne Medicines Ltd. American Depositary Shares
ONC
$37.8B
| $2.2M | ﹤0.01% |
9,780
-2,708
| -22% | -$608K |
|
3048
Direxion Daily TSLA Bull 2X Shares
TSLL
$8.49B
| $2.19M | ﹤0.01% |
158,598
+113,068
| +248% | +$1.56M |
|
3049
Vanguard S&P Mid-Cap 400 Value ETF
IVOV
$1.08B
| $2.19M | ﹤0.01% |
22,852
+6,679
| +41% | +$639K |
|
3050
Grid Dynamics Holdings
GDYN
$660M
| $2.18M | ﹤0.01% |
155,759
-366,303
| -70% | -$5.13M |
|