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 | |
|---|---|---|---|---|---|---|
3051
Integral Ad Science
IAS
$1.39B
| $2.78M | ﹤0.01% |
266,327
-451,201
| -63% | -$4.71M |
|
3052
Fluence Energy
FLNC
$975M
| $2.77M | ﹤0.01% |
174,454
-361,730
| -67% | -$5.74M |
|
|
ARR
3053
Armour Residential REIT
ARR
$1.68B
| $2.77M | ﹤0.01% |
146,706
+75,736
| +107% | +$1.43M |
|
3054
Shenandoah Telecom
SHEN
$776M
| $2.77M | ﹤0.01% |
219,276
+65,426
| +43% | +$825K |
|
3055
Fate Therapeutics
FATE
$110M
| $2.75M | ﹤0.01% |
1,669,562
-167,742
| -9% | -$277K |
|
3056
Invesco S&P Ultra Dividend Revenue ETF
RDIV
$849M
| $2.74M | ﹤0.01% |
56,814
-2,342
| -4% | -$113K |
|
3057
Fidelis Insurance
FIHL
$1.79B
| $2.74M | ﹤0.01% |
151,156
+37,544
| +33% | +$681K |
|
3058
Global Industrial
GIC
$1.4B
| $2.73M | ﹤0.01% |
109,941
+63,936
| +139% | +$1.58M |
|
3059
VanEck Agribusiness ETF
MOO
$622M
| $2.72M | ﹤0.01% |
42,159
+8,435
| +25% | +$544K |
|
3060
Lyft
LYFT
$9.48B
| $2.72M | ﹤0.01% |
210,859
-2,017,782
| -91% | -$26M |
|
3061
iShares Morningstar Small-Cap Value ETF
ISCV
$523M
| $2.71M | ﹤0.01% |
42,750
+2,679
| +7% | +$170K |
|
3062
Dimensional International High Profitability ETF
DIHP
$4.5B
| $2.71M | ﹤0.01% |
107,272
+7,318
| +7% | +$185K |
|
3063
TransAlta
TAC
$3.9B
| $2.7M | ﹤0.01% |
191,047
+190,115
| +20,399% | +$2.69M |
|
3064
The RMR Group
RMR
$286M
| $2.7M | ﹤0.01% |
130,962
+17,980
| +16% | +$371K |
|
3065
Advance Auto Parts
AAP
$3.76B
| $2.7M | ﹤0.01% |
57,132
-229,176
| -80% | -$10.8M |
|
3066
Enlight Renewable Energy
ENLT
$3.7B
| $2.7M | ﹤0.01% |
156,582
-133,442
| -46% | -$2.3M |
|
3067
NovaGold Resources
NG
$2.86B
| $2.7M | ﹤0.01% |
809,937
+415,188
| +105% | +$1.38M |
|
3068
Par Pacific Holdings
PARR
$1.79B
| $2.68M | ﹤0.01% |
163,247
+17,041
| +12% | +$279K |
|
3069
Inter&Co
INTR
$4B
| $2.67M | ﹤0.01% |
632,963
-614,943
| -49% | -$2.6M |
|
3070
ImmunityBio
IBRX
$2.61B
| $2.67M | ﹤0.01% |
1,041,863
-99,048
| -9% | -$254K |
|
3071
CleanSpark
CLSK
$3.22B
| $2.67M | ﹤0.01% |
289,591
-1,138,016
| -80% | -$10.5M |
|
3072
SelectQuote
SLQT
$353M
| $2.67M | ﹤0.01% |
716,784
+287,128
| +67% | +$1.07M |
|
3073
BARK
BARK
$139M
| $2.66M | ﹤0.01% |
1,446,340
+1,189,918
| +464% | +$2.19M |
|
3074
Similarweb
SMWB
$827M
| $2.66M | ﹤0.01% |
187,644
+16,105
| +9% | +$228K |
|
3075
Expro
XPRO
$1.4B
| $2.66M | ﹤0.01% |
213,168
-38,715
| -15% | -$483K |
|