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 | |
|---|---|---|---|---|---|---|
3176
Apogee Therapeutics
APGE
$2.29B
| $1.74M | ﹤0.01% |
29,555
+1,212
| +4% | +$71.2K |
|
3177
Celldex Therapeutics
CLDX
$1.72B
| $1.73M | ﹤0.01% |
50,875
-5,489
| -10% | -$187K |
|
3178
Ovid Therapeutics
OVID
$86.8M
| $1.73M | ﹤0.01% |
1,463,838
-2,595
| -0.2% | -$3.06K |
|
|
PKST
3179
Peakstone Realty Trust
PKST
$510M
| $1.72M | ﹤0.01% |
126,483
+65,137
| +106% | +$888K |
|
3180
GeoPark
GPRK
$323M
| $1.72M | ﹤0.01% |
218,819
-273,449
| -56% | -$2.15M |
|
3181
ODP
ODP
$656M
| $1.72M | ﹤0.01% |
57,797
-111,874
| -66% | -$3.33M |
|
3182
Invesco Dividend Achievers ETF
PFM
$732M
| $1.71M | ﹤0.01% |
36,798
+4,036
| +12% | +$188K |
|
3183
Mercury Systems
MRCY
$4.63B
| $1.71M | ﹤0.01% |
46,220
+1,731
| +4% | +$64K |
|
3184
Nu Skin
NUS
$610M
| $1.71M | ﹤0.01% |
231,957
+147,784
| +176% | +$1.09M |
|
3185
Joby Aviation
JOBY
$12.5B
| $1.71M | ﹤0.01% |
339,659
-458,978
| -57% | -$2.31M |
|
3186
Smith & Wesson
SWBI
$421M
| $1.71M | ﹤0.01% |
131,566
+11,006
| +9% | +$143K |
|
3187
Payoneer
PAYO
$2.39B
| $1.7M | ﹤0.01% |
225,959
-131,605
| -37% | -$991K |
|
3188
Custom Truck One Source
CTOS
$1.36B
| $1.7M | ﹤0.01% |
492,411
+445,038
| +939% | +$1.54M |
|
3189
Ethan Allen Interiors
ETD
$758M
| $1.7M | ﹤0.01% |
53,238
+2,267
| +4% | +$72.3K |
|
3190
iShares ESG MSCI EM Leaders ETF
LDEM
$32.5M
| $1.69M | ﹤0.01% |
33,647
-5,668
| -14% | -$285K |
|
3191
Allient
ALNT
$810M
| $1.69M | ﹤0.01% |
89,004
+37,151
| +72% | +$705K |
|
|
TBCH
3192
Turtle Beach Corporation Common Stock
TBCH
$306M
| $1.69M | ﹤0.01% |
110,007
-21,413
| -16% | -$328K |
|
3193
ARKO Corp
ARKO
$566M
| $1.68M | ﹤0.01% |
239,683
+205,377
| +599% | +$1.44M |
|
3194
Covenant Logistics
CVLG
$573M
| $1.68M | ﹤0.01% |
63,610
+11,330
| +22% | +$299K |
|
3195
AMERISAFE
AMSF
$849M
| $1.68M | ﹤0.01% |
34,726
+5,168
| +17% | +$250K |
|
3196
PRA Group
PRAA
$676M
| $1.68M | ﹤0.01% |
74,937
+21,476
| +40% | +$480K |
|
3197
Green Plains
GPRE
$674M
| $1.68M | ﹤0.01% |
123,740
-13,472
| -10% | -$182K |
|
3198
Global X Cybersecurity ETF
BUG
$1.16B
| $1.67M | ﹤0.01% |
54,083
-93,157
| -63% | -$2.88M |
|
3199
Avanos Medical
AVNS
$570M
| $1.67M | ﹤0.01% |
69,571
+4,472
| +7% | +$107K |
|
3200
Innovator International Developed Power Buffer ETF October
IOCT
$134M
| $1.67M | ﹤0.01% |
54,301
+48,940
| +913% | +$1.51M |
|