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 | |
|---|---|---|---|---|---|---|
|
TBCH
3176
Turtle Beach Corporation Common Stock
TBCH
$298M
| $2.22M | ﹤0.01% |
128,205
+18,198
| +17% | +$315K |
|
|
LSEA
3177
DELISTED
Landsea Homes
LSEA
| $2.22M | ﹤0.01% |
261,342
-132,594
| -34% | -$1.13M |
|
3178
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$6.27B
| $2.22M | ﹤0.01% |
84,673
-91,327
| -52% | -$2.39M |
|
3179
XPEL
XPEL
$921M
| $2.21M | ﹤0.01% |
55,420
+11,256
| +25% | +$450K |
|
3180
CorMedix
CRMD
$830M
| $2.21M | ﹤0.01% |
273,218
+79,110
| +41% | +$641K |
|
3181
IAMGOLD
IAG
$6.34B
| $2.21M | ﹤0.01% |
428,856
-1,082,472
| -72% | -$5.59M |
|
|
CIO
3182
City Office REIT
CIO
$281M
| $2.21M | ﹤0.01% |
399,820
+35,727
| +10% | +$197K |
|
|
SEG
3183
Seaport Entertainment Group Inc.
SEG
$311M
| $2.2M | ﹤0.01% |
78,845
+21,220
| +37% | +$593K |
|
3184
Trump Media & Technology Group
DJT
$4.74B
| $2.2M | ﹤0.01% |
64,452
+20,292
| +46% | +$692K |
|
|
DEC
3185
Diversified Energy
DEC
$1.09B
| $2.2M | ﹤0.01% |
130,668
+31,509
| +32% | +$529K |
|
3186
Carter Bankshares
CARE
$448M
| $2.19M | ﹤0.01% |
124,453
+62,574
| +101% | +$1.1M |
|
3187
Cooper-Standard Automotive
CPS
$679M
| $2.19M | ﹤0.01% |
161,420
+84,412
| +110% | +$1.14M |
|
|
BBUC
3188
Brookfield Business Corp
BBUC
$2.44B
| $2.18M | ﹤0.01% |
89,751
+40,925
| +84% | +$993K |
|
3189
Esquire Financial Holdings
ESQ
$859M
| $2.17M | ﹤0.01% |
27,340
+3,840
| +16% | +$305K |
|
3190
Dream Finders Homes
DFH
$2.61B
| $2.17M | ﹤0.01% |
93,384
+80,433
| +621% | +$1.87M |
|
3191
Farmers National Banc Corp
FMNB
$553M
| $2.17M | ﹤0.01% |
152,629
+76,496
| +100% | +$1.09M |
|
3192
Flushing Financial
FFIC
$471M
| $2.17M | ﹤0.01% |
151,776
+119,799
| +375% | +$1.71M |
|
3193
SPDR S&P 600 Small Cap Growth ETF
SLYG
$3.56B
| $2.17M | ﹤0.01% |
23,986
-2,281
| -9% | -$206K |
|
3194
Avantis Emerging Markets ex-China Equity ETF
AVXC
$170M
| $2.16M | ﹤0.01% |
+43,686
| New | +$2.16M |
|
3195
Celldex Therapeutics
CLDX
$1.62B
| $2.16M | ﹤0.01% |
85,545
+34,670
| +68% | +$876K |
|
3196
Digimarc
DMRC
$224M
| $2.16M | ﹤0.01% |
57,717
+48,530
| +528% | +$1.82M |
|
3197
Taboola.com
TBLA
$1.04B
| $2.16M | ﹤0.01% |
591,986
-135,195
| -19% | -$493K |
|
3198
First Trust Health Care AlphaDEX Fund
FXH
$916M
| $2.15M | ﹤0.01% |
20,607
+625
| +3% | +$65.1K |
|
3199
Red Violet
RDVT
$696M
| $2.15M | ﹤0.01% |
59,269
+28,026
| +90% | +$1.01M |
|
3200
Jakks Pacific
JAKK
$200M
| $2.14M | ﹤0.01% |
76,062
+72,594
| +2,093% | +$2.04M |
|