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 | |
|---|---|---|---|---|---|---|
3251
Schwab Fundamental US Broad Market Index ETF
FNDB
$1.01B
| $1.53M | ﹤0.01% |
65,211
-2,994
| -4% | -$70.2K |
|
3252
IonQ
IONQ
$19.9B
| $1.53M | ﹤0.01% |
174,929
-197,620
| -53% | -$1.73M |
|
3253
Dimensional Emerging Markets Value ETF
DFEV
$1.15B
| $1.52M | ﹤0.01% |
53,552
-1,368
| -2% | -$38.9K |
|
3254
Hyster-Yale Materials Handling
HY
$673M
| $1.52M | ﹤0.01% |
23,816
-13,249
| -36% | -$845K |
|
3255
Simulations Plus
SLP
$319M
| $1.52M | ﹤0.01% |
47,365
+24,371
| +106% | +$780K |
|
3256
Similarweb
SMWB
$836M
| $1.52M | ﹤0.01% |
171,539
+102,192
| +147% | +$903K |
|
3257
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
$589M
| $1.51M | ﹤0.01% |
46,990
-9,644
| -17% | -$311K |
|
3258
Dime Community Bancshares
DCOM
$1.39B
| $1.51M | ﹤0.01% |
52,499
+5,017
| +11% | +$144K |
|
3259
iShares Core Moderate Allocation ETF
AOM
$1.6B
| $1.51M | ﹤0.01% |
33,487
-4,997
| -13% | -$225K |
|
|
AVDL
3260
Avadel Pharmaceuticals
AVDL
$1.58B
| $1.51M | ﹤0.01% |
115,025
+2,259
| +2% | +$29.6K |
|
3261
iShares US Oil & Gas Exploration & Production ETF
IEO
$467M
| $1.51M | ﹤0.01% |
16,482
+3,137
| +24% | +$287K |
|
3262
ARK Autonomous Technology & Robotics ETF
ARKQ
$1.42B
| $1.51M | ﹤0.01% |
24,715
+2,313
| +10% | +$141K |
|
3263
RE/MAX Holdings
RMAX
$205M
| $1.5M | ﹤0.01% |
120,247
+71,215
| +145% | +$887K |
|
3264
Bitwise Crypto Industry Innovators ETF
BITQ
$379M
| $1.49M | ﹤0.01% |
112,026
+7,088
| +7% | +$94.5K |
|
|
CGUI
3265
Capital Group Ultra Short Income ETF
CGUI
$101M
| $1.49M | ﹤0.01% |
+59,187
| New | +$1.49M |
|
3266
Structure Therapeutics
GPCR
$1.34B
| $1.49M | ﹤0.01% |
33,936
+25,500
| +302% | +$1.12M |
|
3267
Fidelity MSCI Energy Index ETF
FENY
$1.44B
| $1.49M | ﹤0.01% |
61,818
-10,609
| -15% | -$255K |
|
3268
Udemy
UDMY
$1.12B
| $1.48M | ﹤0.01% |
198,387
+41,145
| +26% | +$306K |
|
|
API
3269
Agora
API
$353M
| $1.47M | ﹤0.01% |
610,457
+2,791
| +0.5% | +$6.73K |
|
3270
iRadimed
IRMD
$921M
| $1.47M | ﹤0.01% |
29,226
+12,051
| +70% | +$606K |
|
3271
GraniteShares Gold Shares
BAR
$1.21B
| $1.47M | ﹤0.01% |
56,510
-104,761
| -65% | -$2.72M |
|
3272
Vitamin Cottage Natural Grocers
NGVC
$844M
| $1.47M | ﹤0.01% |
49,410
+21,257
| +76% | +$631K |
|
3273
JPMorgan USD Emerging Markets Sovereign Bond ETF
JPMB
$48.4M
| $1.46M | ﹤0.01% |
35,968
+23,597
| +191% | +$959K |
|
3274
Fidelity MSCI Materials Index ETF
FMAT
$434M
| $1.46M | ﹤0.01% |
26,938
+1,833
| +7% | +$99.4K |
|
3275
S&T Bancorp
STBA
$1.53B
| $1.45M | ﹤0.01% |
34,655
+1,901
| +6% | +$79.8K |
|