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 | |
|---|---|---|---|---|---|---|
|
USAP
3251
DELISTED
Universal Stainless & Alloy
USAP
| $1.98M | ﹤0.01% |
45,074
-12,912
| -22% | -$569K |
|
3252
Anterix
ATEX
$400M
| $1.98M | ﹤0.01% |
64,692
+30,860
| +91% | +$946K |
|
3253
Dorian LPG
LPG
$1.37B
| $1.97M | ﹤0.01% |
80,904
-116,670
| -59% | -$2.84M |
|
3254
WisdomTree Voya Yield Enhanced USD Universal Bond Fund
UNIY
$1.4B
| $1.97M | ﹤0.01% |
41,041
-3,614
| -8% | -$174K |
|
3255
Luxfer Holdings
LXFR
$375M
| $1.97M | ﹤0.01% |
150,150
+122,423
| +442% | +$1.6M |
|
|
FBRT
3256
Franklin BSP Realty Trust
FBRT
$927M
| $1.96M | ﹤0.01% |
156,515
+89,189
| +132% | +$1.12M |
|
3257
Delek US
DK
$1.87B
| $1.96M | ﹤0.01% |
105,888
-376,281
| -78% | -$6.96M |
|
3258
Mission Produce
AVO
$903M
| $1.95M | ﹤0.01% |
135,824
+83,961
| +162% | +$1.21M |
|
3259
Nuveen ESG Mid-Cap Growth ETF
NUMG
$410M
| $1.95M | ﹤0.01% |
41,187
-3,984
| -9% | -$189K |
|
3260
Richardson Electronics
RELL
$145M
| $1.95M | ﹤0.01% |
138,827
-13,255
| -9% | -$186K |
|
|
SLRN
3261
DELISTED
ACELYRIN
SLRN
| $1.94M | ﹤0.01% |
618,127
-232,534
| -27% | -$730K |
|
3262
Varex Imaging
VREX
$482M
| $1.94M | ﹤0.01% |
132,977
+55,977
| +73% | +$817K |
|
3263
iShares US Tech Independence Focused ETF
IETC
$887M
| $1.94M | ﹤0.01% |
22,713
-688
| -3% | -$58.7K |
|
|
NLOP
3264
Net Lease Office Properties
NLOP
$427M
| $1.94M | ﹤0.01% |
62,041
+22,454
| +57% | +$701K |
|
3265
Gambling.com
GAMB
$287M
| $1.93M | ﹤0.01% |
137,201
+129,279
| +1,632% | +$1.82M |
|
3266
Vinci Compass Investments Ltd. Class A Common Shares
VINP
$645M
| $1.92M | ﹤0.01% |
190,321
-16,536
| -8% | -$167K |
|
3267
Third Coast Bancshares
TCBX
$554M
| $1.91M | ﹤0.01% |
56,145
+32,795
| +140% | +$1.11M |
|
|
LGF.A
3268
DELISTED
Lions Gate Entertainment Corp. Class A Voting Shares
LGF.A
| $1.89M | ﹤0.01% |
221,768
-97,441
| -31% | -$832K |
|
|
LOMA
3269
Loma Negra
LOMA
$871M
| $1.89M | ﹤0.01% |
158,091
+129,837
| +460% | +$1.55M |
|
3270
First Trust Structured Credit Income Opportunities ETF
SCIO
$48M
| $1.89M | ﹤0.01% |
93,700
+50,000
| +114% | +$1.01M |
|
3271
VanEck IG Floating Rate ETF
FLTR
$2.57B
| $1.89M | ﹤0.01% |
74,079
+51,970
| +235% | +$1.32M |
|
|
NVRO
3272
DELISTED
NEVRO CORP.
NVRO
| $1.88M | ﹤0.01% |
506,382
+275,280
| +119% | +$1.02M |
|
|
DCBO
3273
Docebo
DCBO
$871M
| $1.88M | ﹤0.01% |
42,023
+15,873
| +61% | +$711K |
|
3274
Under Armour Class C
UA
$2.05B
| $1.88M | ﹤0.01% |
251,749
-3,470
| -1% | -$25.9K |
|
3275
ProShares Ultra S&P500
SSO
$7.43B
| $1.88M | ﹤0.01% |
20,289
-15,983
| -44% | -$1.48M |
|