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 | |
|---|---|---|---|---|---|---|
3226
TETRA Technologies
TTI
$702M
| $1.58M | ﹤0.01% |
510,705
+357,455
| +233% | +$1.11M |
|
|
SEG
3227
Seaport Entertainment Group Inc.
SEG
$314M
| $1.58M | ﹤0.01% |
+57,625
| New | +$1.58M |
|
3228
Algonquin Power & Utilities
AQN
$4.21B
| $1.58M | ﹤0.01% |
289,559
-820,871
| -74% | -$4.47M |
|
3229
Integra LifeSciences
IART
$1.2B
| $1.57M | ﹤0.01% |
86,630
-20,279
| -19% | -$368K |
|
3230
HarborOne Bancorp
HONE
$585M
| $1.57M | ﹤0.01% |
121,178
+47,857
| +65% | +$621K |
|
3231
iShares MSCI China A ETF
CNYA
$216M
| $1.57M | ﹤0.01% |
51,742
+51,702
| +129,255% | +$1.57M |
|
3232
Bar Harbor Bankshares
BHB
$545M
| $1.57M | ﹤0.01% |
50,916
+22,212
| +77% | +$685K |
|
3233
CorMedix
CRMD
$873M
| $1.57M | ﹤0.01% |
194,108
+169,397
| +686% | +$1.37M |
|
3234
Johnson Outdoors
JOUT
$435M
| $1.57M | ﹤0.01% |
43,295
-7,284
| -14% | -$264K |
|
3235
Heidrick & Struggles
HSII
$1.06B
| $1.57M | ﹤0.01% |
40,305
+6,990
| +21% | +$272K |
|
|
SVCO
3236
Silvaco Group
SVCO
$170M
| $1.57M | ﹤0.01% |
+109,449
| New | +$1.57M |
|
3237
Direxion Daily Small Cap Bull 3x Shares
TNA
$2.44B
| $1.56M | ﹤0.01% |
+35,283
| New | +$1.56M |
|
3238
Global Industrial
GIC
$1.4B
| $1.56M | ﹤0.01% |
46,005
+13,105
| +40% | +$445K |
|
3239
Heartland Express
HTLD
$658M
| $1.56M | ﹤0.01% |
127,153
+78,237
| +160% | +$961K |
|
3240
iShares Morningstar Mid-Cap Growth ETF
IMCG
$3.18B
| $1.56M | ﹤0.01% |
21,394
+5,055
| +31% | +$369K |
|
3241
iShares Morningstar Mid-Cap ETF
IMCB
$1.19B
| $1.56M | ﹤0.01% |
20,480
+5,409
| +36% | +$411K |
|
3242
A-Mark Precious Metals
AMRK
$669M
| $1.55M | ﹤0.01% |
35,207
+20,309
| +136% | +$897K |
|
3243
Global X SuperDividend ETF
SDIV
$988M
| $1.55M | ﹤0.01% |
66,020
+1,292
| +2% | +$30.4K |
|
3244
Tiptree Inc
TIPT
$885M
| $1.55M | ﹤0.01% |
79,202
+28,400
| +56% | +$556K |
|
|
RDUS
3245
DELISTED
Radius Recycling
RDUS
| $1.54M | ﹤0.01% |
82,919
+33,298
| +67% | +$617K |
|
3246
REV Group
REVG
$2.9B
| $1.54M | ﹤0.01% |
54,781
-111,335
| -67% | -$3.12M |
|
3247
Esquire Financial Holdings
ESQ
$890M
| $1.53M | ﹤0.01% |
23,500
+14,521
| +162% | +$947K |
|
3248
Voyager Therapeutics
VYGR
$249M
| $1.53M | ﹤0.01% |
261,934
-13,509
| -5% | -$79K |
|
3249
Nurix Therapeutics
NRIX
$686M
| $1.53M | ﹤0.01% |
68,148
+31,352
| +85% | +$704K |
|
3250
Triumph Financial, Inc.
TFIN
$1.41B
| $1.53M | ﹤0.01% |
19,238
+536
| +3% | +$42.6K |
|