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 | |
|---|---|---|---|---|---|---|
3226
iShares Core 10+ Year USD Bond ETF
ILTB
$592M
| $2.06M | ﹤0.01% |
42,432
-112,187
| -73% | -$5.46M |
|
3227
Medifast
MED
$155M
| $2.06M | ﹤0.01% |
117,157
+59,702
| +104% | +$1.05M |
|
3228
SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.43B
| $2.06M | ﹤0.01% |
23,742
+3,130
| +15% | +$272K |
|
3229
Lucid Motors
LCID
$6.26B
| $2.06M | ﹤0.01% |
68,263
+5,587
| +9% | +$169K |
|
3230
Great Southern Bancorp
GSBC
$703M
| $2.05M | ﹤0.01% |
34,416
+15,637
| +83% | +$934K |
|
3231
Credit Acceptance
CACC
$5.67B
| $2.05M | ﹤0.01% |
4,374
+292
| +7% | +$137K |
|
3232
Camping World
CWH
$1.08B
| $2.05M | ﹤0.01% |
97,230
-195,658
| -67% | -$4.12M |
|
3233
Goosehead Insurance
GSHD
$2.05B
| $2.05M | ﹤0.01% |
19,090
-404
| -2% | -$43.3K |
|
3234
Matthews International
MATW
$770M
| $2.04M | ﹤0.01% |
73,771
+23,492
| +47% | +$650K |
|
3235
B&G Foods
BGS
$363M
| $2.04M | ﹤0.01% |
296,346
+117,912
| +66% | +$812K |
|
3236
First Trust Consumer Discretionary AlphaDEX Fund
FXD
$335M
| $2.04M | ﹤0.01% |
31,586
-5,861
| -16% | -$379K |
|
3237
Climb Global Solutions
CLMB
$603M
| $2.04M | ﹤0.01% |
16,088
+8,530
| +113% | +$1.08M |
|
3238
Immatics
IMTX
$733M
| $2.04M | ﹤0.01% |
286,769
-12,297
| -4% | -$87.4K |
|
3239
Atlanta Braves Holdings Series A
BATRA
$2.85B
| $2.04M | ﹤0.01% |
49,972
+20,399
| +69% | +$832K |
|
3240
Movado Group
MOV
$437M
| $2.04M | ﹤0.01% |
103,413
+27,719
| +37% | +$546K |
|
3241
Ventyx Biosciences
VTYX
$165M
| $2.03M | ﹤0.01% |
928,589
-78,930
| -8% | -$173K |
|
3242
John Hancock Multifactor Mid Cap ETF
JHMM
$4.39B
| $2.03M | ﹤0.01% |
34,042
-1,253
| -4% | -$74.8K |
|
3243
Surmodics
SRDX
$456M
| $2.02M | ﹤0.01% |
50,990
+8,520
| +20% | +$337K |
|
3244
Mister Car Wash
MCW
$1.78B
| $2.02M | ﹤0.01% |
276,533
+159,358
| +136% | +$1.16M |
|
|
SVM
3245
Silvercorp Metals
SVM
$1.13B
| $2.01M | ﹤0.01% |
670,916
+52,901
| +9% | +$159K |
|
|
OBDE
3246
DELISTED
Blue Owl Capital Corporation III
OBDE
| $2M | ﹤0.01% |
+138,870
| New | +$2M |
|
3247
iShares MSCI Sweden ETF
EWD
$318M
| $1.99M | ﹤0.01% |
53,429
+144
| +0.3% | +$5.38K |
|
3248
Global X Lithium & Battery Tech ETF
LIT
$1.2B
| $1.99M | ﹤0.01% |
48,896
+16,765
| +52% | +$684K |
|
3249
Vasta Platform
VSTA
$398M
| $1.99M | ﹤0.01% |
995,038
-636,487
| -39% | -$1.27M |
|
|
MSTU
3250
T-Rex 2X Long MSTR Daily Target ETF
MSTU
$1.02B
| $1.99M | ﹤0.01% |
+261,369
| New | +$1.99M |
|