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 | |
|---|---|---|---|---|---|---|
3151
Opko Health
OPK
$1.1B
| $2.32M | ﹤0.01% |
1,574,971
-261,897
| -14% | -$385K |
|
3152
Central Garden & Pet
CENT
$2.23B
| $2.31M | ﹤0.01% |
59,603
+24,375
| +69% | +$946K |
|
3153
iQIYI
IQ
$2.57B
| $2.31M | ﹤0.01% |
1,148,461
-2,912,661
| -72% | -$5.85M |
|
3154
Calavo Growers
CVGW
$493M
| $2.31M | ﹤0.01% |
90,442
-33,399
| -27% | -$852K |
|
3155
iShares US Telecommunications ETF
IYZ
$604M
| $2.3M | ﹤0.01% |
85,861
+11,831
| +16% | +$317K |
|
3156
Seneca Foods Class A
SENEA
$726M
| $2.3M | ﹤0.01% |
28,996
+8,606
| +42% | +$682K |
|
|
PKST
3157
Peakstone Realty Trust
PKST
$494M
| $2.3M | ﹤0.01% |
207,463
+80,980
| +64% | +$896K |
|
3158
Spruce Power Holding Corp
SPRU
$31.4M
| $2.3M | ﹤0.01% |
773,164
-2
| -0% | -$6 |
|
3159
Hartford Municipal Opportunities ETF
HMOP
$590M
| $2.29M | ﹤0.01% |
59,107
+57,124
| +2,881% | +$2.21M |
|
3160
ARK Autonomous Technology & Robotics ETF
ARKQ
$1.39B
| $2.28M | ﹤0.01% |
29,546
+4,831
| +20% | +$373K |
|
3161
Hingham Institution for Saving
HIFS
$612M
| $2.28M | ﹤0.01% |
8,980
+3,817
| +74% | +$970K |
|
3162
VistaGen Therapeutics
VTGN
$89M
| $2.28M | ﹤0.01% |
772,244
+772,228
| +4,826,425% | +$2.28M |
|
3163
Kelly Services Class A
KELYA
$491M
| $2.27M | ﹤0.01% |
162,987
+135,730
| +498% | +$1.89M |
|
3164
Kearny Financial
KRNY
$406M
| $2.26M | ﹤0.01% |
319,722
+80,033
| +33% | +$567K |
|
3165
SPDR S&P Pharmaceuticals ETF
XPH
$169M
| $2.26M | ﹤0.01% |
52,640
+48,197
| +1,085% | +$2.07M |
|
3166
Innovator US Equity Power Buffer ETF January
PJAN
$1.23B
| $2.25M | ﹤0.01% |
53,365
-1,204
| -2% | -$50.9K |
|
3167
IQ MacKay Municipal Intermediate ETF
MMIT
$1.1B
| $2.25M | ﹤0.01% |
93,827
+2,981
| +3% | +$71.6K |
|
3168
Allient
ALNT
$777M
| $2.25M | ﹤0.01% |
92,737
+3,733
| +4% | +$90.6K |
|
3169
Vanguard S&P Mid-Cap 400 Value ETF
IVOV
$1.07B
| $2.25M | ﹤0.01% |
23,522
+670
| +3% | +$64K |
|
3170
MidWestOne Financial Group
MOFG
$593M
| $2.25M | ﹤0.01% |
77,150
+33,720
| +78% | +$982K |
|
3171
MidCap Financial Investment
MFIC
$1.13B
| $2.24M | ﹤0.01% |
166,230
+24,590
| +17% | +$332K |
|
3172
Resources Connection
RGP
$176M
| $2.23M | ﹤0.01% |
261,688
+173,333
| +196% | +$1.48M |
|
3173
WisdomTree Bloomberg US Dollar Bullish Fund
USDU
$150M
| $2.23M | ﹤0.01% |
80,523
+729
| +0.9% | +$20.2K |
|
3174
Grindr
GRND
$2.98B
| $2.23M | ﹤0.01% |
124,731
-107,612
| -46% | -$1.92M |
|
3175
Westlake Chemical Partners
WLKP
$760M
| $2.22M | ﹤0.01% |
95,991
-2,446
| -2% | -$56.6K |
|