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 | |
|---|---|---|---|---|---|---|
3126
Honda
HMC
$44.5B
| $2.42M | ﹤0.01% |
84,656
+26,917
| +47% | +$768K |
|
3127
Cullinan Oncology
CGEM
$350M
| $2.41M | ﹤0.01% |
198,214
+169,104
| +581% | +$2.06M |
|
3128
Invesco S&P 500 Pure Value ETF
RPV
$1.36B
| $2.41M | ﹤0.01% |
26,751
+23,846
| +821% | +$2.15M |
|
3129
89bio
ETNB
$1.2B
| $2.41M | ﹤0.01% |
308,459
+208,992
| +210% | +$1.63M |
|
3130
Vanguard Russell 2000 Growth ETF
VTWG
$1.09B
| $2.41M | ﹤0.01% |
11,477
+2,424
| +27% | +$509K |
|
3131
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$1.99B
| $2.4M | ﹤0.01% |
57,127
+11,294
| +25% | +$475K |
|
3132
TechTarget
TTGT
$484M
| $2.4M | ﹤0.01% |
121,155
+90,314
| +293% | +$1.79M |
|
|
JMIA
3133
Jumia Technologies
JMIA
$1.45B
| $2.39M | ﹤0.01% |
626,945
-103,245
| -14% | -$394K |
|
3134
Nuveen Enhanced Yield US Aggregate Bond ETF
NUAG
$59.9M
| $2.39M | ﹤0.01% |
116,020
+115,953
| +173,064% | +$2.39M |
|
|
AMTM
3135
Amentum Holdings, Inc.
AMTM
$5.41B
| $2.39M | ﹤0.01% |
113,674
-157,295
| -58% | -$3.31M |
|
3136
BOK Financial
BOKF
$7B
| $2.39M | ﹤0.01% |
22,434
+961
| +4% | +$102K |
|
3137
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.34B
| $2.38M | ﹤0.01% |
99,439
+10,632
| +12% | +$255K |
|
3138
Graham Corp
GHM
$574M
| $2.38M | ﹤0.01% |
53,506
+14,526
| +37% | +$646K |
|
3139
Collegium Pharmaceutical
COLL
$1.12B
| $2.37M | ﹤0.01% |
82,691
-194,513
| -70% | -$5.57M |
|
3140
Fidelity MSCI Consumer Staples Index ETF
FSTA
$1.34B
| $2.36M | ﹤0.01% |
47,764
-1,211
| -2% | -$59.9K |
|
|
SPTB
3141
SPDR Portfolio Treasury ETF
SPTB
$92.1M
| $2.36M | ﹤0.01% |
78,824
-81,176
| -51% | -$2.43M |
|
3142
iShares Russell 2500 ETF
SMMD
$1.69B
| $2.36M | ﹤0.01% |
34,637
+23,431
| +209% | +$1.59M |
|
|
VERV
3143
DELISTED
Verve Therapeutics
VERV
| $2.35M | ﹤0.01% |
417,539
-1,230,305
| -75% | -$6.94M |
|
3144
Vanguard International Dividend Appreciation ETF
VIGI
$8.59B
| $2.34M | ﹤0.01% |
29,303
-227,724
| -89% | -$18.2M |
|
3145
SmartFinancial
SMBK
$627M
| $2.34M | ﹤0.01% |
75,527
+42,771
| +131% | +$1.33M |
|
3146
GigaCloud Technology
GCT
$1.12B
| $2.33M | ﹤0.01% |
125,552
+24,866
| +25% | +$461K |
|
3147
GCM Grosvenor
GCMG
$685M
| $2.32M | ﹤0.01% |
188,925
+87,945
| +87% | +$1.08M |
|
3148
Dyne Therapeutics
DYN
$1.87B
| $2.32M | ﹤0.01% |
98,387
-3,363
| -3% | -$79.2K |
|
3149
Franklin US Low Volatility High Dividend Index ETF
LVHD
$593M
| $2.32M | ﹤0.01% |
60,398
-175
| -0.3% | -$6.71K |
|
3150
First Business Financial Services
FBIZ
$427M
| $2.32M | ﹤0.01% |
50,018
+25,550
| +104% | +$1.18M |
|