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 | |
|---|---|---|---|---|---|---|
3276
Daily Journal
DJCO
$613M
| $1.45M | ﹤0.01% |
2,966
+2,294
| +341% | +$1.12M |
|
|
CBL
3277
CBL Properties
CBL
$977M
| $1.45M | ﹤0.01% |
57,653
+7,083
| +14% | +$178K |
|
3278
MediaAlpha
MAX
$713M
| $1.45M | ﹤0.01% |
80,071
+69,477
| +656% | +$1.26M |
|
3279
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
$1.35B
| $1.45M | ﹤0.01% |
18,704
+255
| +1% | +$19.8K |
|
3280
Chegg
CHGG
$182M
| $1.45M | ﹤0.01% |
818,571
+754,214
| +1,172% | +$1.33M |
|
|
ARR
3281
Armour Residential REIT
ARR
$1.66B
| $1.45M | ﹤0.01% |
70,970
+29,306
| +70% | +$598K |
|
3282
Phreesia
PHR
$1.45B
| $1.45M | ﹤0.01% |
63,476
-35,413
| -36% | -$807K |
|
3283
VanEck Morningstar International Moat ETF
MOTI
$195M
| $1.43M | ﹤0.01% |
40,890
+6,684
| +20% | +$234K |
|
3284
WELLS FARGO 7.5% NON CUMV PERP CONV
WFC.PRL
$5B
| $1.43M | ﹤0.01% |
1,117
+55
| +5% | +$70.5K |
|
3285
Standard Motor Products
SMP
$891M
| $1.43M | ﹤0.01% |
43,107
-41,872
| -49% | -$1.39M |
|
3286
MeiraGTx Holdings
MGTX
$643M
| $1.43M | ﹤0.01% |
342,667
+4,186
| +1% | +$17.5K |
|
3287
Nuveen New York AMT-Free Quality Municipal Income Fund
NRK
$874M
| $1.43M | ﹤0.01% |
127,326
-45,421
| -26% | -$509K |
|
3288
Southern Missouri Bancorp
SMBC
$635M
| $1.42M | ﹤0.01% |
25,080
+17,895
| +249% | +$1.01M |
|
3289
Movado Group
MOV
$443M
| $1.41M | ﹤0.01% |
75,694
-57,545
| -43% | -$1.07M |
|
3290
Global X Lithium & Battery Tech ETF
LIT
$1.2B
| $1.4M | ﹤0.01% |
32,131
-6,420
| -17% | -$280K |
|
3291
iShares Yield Optimized Bond ETF
BYLD
$274M
| $1.4M | ﹤0.01% |
61,022
+690
| +1% | +$15.8K |
|
3292
Cracker Barrel
CBRL
$1.02B
| $1.4M | ﹤0.01% |
30,799
+12,921
| +72% | +$586K |
|
3293
Talos Energy
TALO
$1.66B
| $1.39M | ﹤0.01% |
134,781
+10,718
| +9% | +$111K |
|
3294
AllianzIM U.S. Large Cap Buffer20 Oct ETF
OCTW
$221M
| $1.39M | ﹤0.01% |
39,612
+24,287
| +158% | +$852K |
|
3295
Stock Yards Bancorp
SYBT
$2.26B
| $1.39M | ﹤0.01% |
22,417
+1,360
| +6% | +$84.3K |
|
3296
Brookdale Senior Living
BKD
$1.9B
| $1.39M | ﹤0.01% |
204,445
+40,433
| +25% | +$275K |
|
3297
Berry Corp
BRY
$317M
| $1.39M | ﹤0.01% |
269,502
+4,686
| +2% | +$24.1K |
|
|
BOW
3298
Bowhead Specialty Holdings
BOW
$986M
| $1.38M | ﹤0.01% |
+49,322
| New | +$1.38M |
|
3299
SEACOR Marine Holdings
SMHI
$195M
| $1.38M | ﹤0.01% |
142,872
+17,227
| +14% | +$166K |
|
3300
CNA Financial
CNA
$12.6B
| $1.37M | ﹤0.01% |
28,068
-1,477,448
| -98% | -$72.3M |
|