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 | |
|---|---|---|---|---|---|---|
3101
Franklin FTSE South Korea ETF
FLKR
$192M
| $2.01M | ﹤0.01% |
94,707
+94,694
| +728,415% | +$2.01M |
|
3102
Cadeler
CDLR
$1.88B
| $2.01M | ﹤0.01% |
71,171
+11,483
| +19% | +$324K |
|
3103
ALPS O'Shares US Small-Cap Quality Dividend ETF
OUSM
$1.01B
| $2M | ﹤0.01% |
44,311
+1,121
| +3% | +$50.5K |
|
3104
PLAYSTUDIOS Inc
MYPS
$124M
| $1.99M | ﹤0.01% |
1,321,015
+1,193,071
| +932% | +$1.8M |
|
3105
MRC Global
MRC
$1.24B
| $1.99M | ﹤0.01% |
156,332
+17,609
| +13% | +$224K |
|
3106
ProShares Nasdaq-100 High Income ETF
IQQQ
$246M
| $1.99M | ﹤0.01% |
47,599
+17,599
| +59% | +$736K |
|
3107
Vestis
VSTS
$547M
| $1.99M | ﹤0.01% |
133,579
-87,143
| -39% | -$1.3M |
|
|
SEI
3108
Solaris Energy Infrastructure, Inc.
SEI
$1.62B
| $1.99M | ﹤0.01% |
155,705
+18,613
| +14% | +$238K |
|
3109
Castle Biosciences
CSTL
$681M
| $1.98M | ﹤0.01% |
69,409
+43,241
| +165% | +$1.23M |
|
|
ENFN
3110
DELISTED
Enfusion, Inc.
ENFN
| $1.97M | ﹤0.01% |
208,022
+178,821
| +612% | +$1.7M |
|
3111
Dave Inc
DAVE
$3.08B
| $1.96M | ﹤0.01% |
49,168
+37,571
| +324% | +$1.5M |
|
3112
Schneider National
SNDR
$4.03B
| $1.95M | ﹤0.01% |
68,485
-6,681
| -9% | -$191K |
|
|
BSJO
3113
DELISTED
Invesco BulletShares 2024 High Yield Corporate Bond ETF
BSJO
| $1.95M | ﹤0.01% |
85,928
+18,526
| +27% | +$421K |
|
3114
uniQure
QURE
$809M
| $1.95M | ﹤0.01% |
395,538
-270,042
| -41% | -$1.33M |
|
3115
Invesco China Technology ETF
CQQQ
$1.75B
| $1.95M | ﹤0.01% |
47,205
-17,067
| -27% | -$704K |
|
3116
Heritage Insurance Holdings
HRTG
$789M
| $1.95M | ﹤0.01% |
159,005
+149,172
| +1,517% | +$1.83M |
|
|
LAND
3117
Gladstone Land Corp
LAND
$339M
| $1.94M | ﹤0.01% |
139,298
+53,400
| +62% | +$742K |
|
|
MRX
3118
Marex Group
MRX
$2.46B
| $1.93M | ﹤0.01% |
81,797
+77,281
| +1,711% | +$1.83M |
|
|
LGF.B
3119
DELISTED
Lions Gate Entertainment Corp. Class B Non-Voting Shares
LGF.B
| $1.93M | ﹤0.01% |
279,093
-1,021,082
| -79% | -$7.07M |
|
3120
iShares iBonds Dec 2033 Term Corporate ETF
IBDY
$848M
| $1.93M | ﹤0.01% |
+73,124
| New | +$1.93M |
|
3121
NuScale Power
SMR
$5.1B
| $1.93M | ﹤0.01% |
166,629
+111,812
| +204% | +$1.29M |
|
|
ARI
3122
Apollo Commercial Real Estate
ARI
$1.48B
| $1.92M | ﹤0.01% |
208,944
-93,116
| -31% | -$856K |
|
3123
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.03B
| $1.92M | ﹤0.01% |
45,833
-10,747
| -19% | -$449K |
|
3124
XPEL
XPEL
$926M
| $1.92M | ﹤0.01% |
44,164
+20,918
| +90% | +$907K |
|
3125
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.37B
| $1.91M | ﹤0.01% |
43,879
-13,930
| -24% | -$605K |
|