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 | |
|---|---|---|---|---|---|---|
|
HEES
3301
DELISTED
H&E Equipment Services
HEES
| $1.37M | ﹤0.01% |
28,079
+55
| +0.2% | +$2.68K |
|
3302
Liquidity Services
LQDT
$882M
| $1.37M | ﹤0.01% |
59,927
+30,360
| +103% | +$692K |
|
3303
Alpha and Omega Semiconductor
AOSL
$885M
| $1.36M | ﹤0.01% |
36,608
+10,921
| +43% | +$405K |
|
3304
Groupon
GRPN
$906M
| $1.36M | ﹤0.01% |
138,936
-49,706
| -26% | -$486K |
|
3305
ARK Fintech Innovation ETF
ARKF
$1.68B
| $1.35M | ﹤0.01% |
45,393
-813
| -2% | -$24.2K |
|
3306
Fidelity MSCI Real Estate Index ETF
FREL
$1.06B
| $1.35M | ﹤0.01% |
45,904
-4,341
| -9% | -$128K |
|
3307
Dimensional Emerging Markets High Profitability ETF
DEHP
$290M
| $1.34M | ﹤0.01% |
50,042
-389
| -0.8% | -$10.5K |
|
3308
Ameresco
AMRC
$1.65B
| $1.34M | ﹤0.01% |
35,420
-20,902
| -37% | -$793K |
|
3309
First Community Bankshares
FCBC
$689M
| $1.34M | ﹤0.01% |
31,133
+12,514
| +67% | +$540K |
|
3310
TruBridge
TBRG
$321M
| $1.34M | ﹤0.01% |
112,240
+47,507
| +73% | +$568K |
|
3311
iShares North American Natural Resources ETF
IGE
$617M
| $1.34M | ﹤0.01% |
30,415
+366
| +1% | +$16.1K |
|
|
OPI
3312
Office Properties Income Trust
OPI
$33M
| $1.34M | ﹤0.01% |
614,565
+572,913
| +1,375% | +$1.25M |
|
3313
Distillate US Fundamental Stability & Value ETF
DSTL
$1.82B
| $1.34M | ﹤0.01% |
23,587
-320
| -1% | -$18.2K |
|
3314
Invesco Mortgage Capital
IVR
$493M
| $1.33M | ﹤0.01% |
141,974
+81,477
| +135% | +$765K |
|
3315
Schwab International Dividend Equity ETF
SCHY
$1.32B
| $1.33M | ﹤0.01% |
50,928
+2,940
| +6% | +$76.9K |
|
3316
Invesco S&P International Developed Quality ETF
IDHQ
$516M
| $1.33M | ﹤0.01% |
41,924
+20,714
| +98% | +$658K |
|
3317
MetroCity Bankshares
MCBS
$763M
| $1.32M | ﹤0.01% |
43,158
+23,515
| +120% | +$720K |
|
3318
Cabaletta Bio
CABA
$199M
| $1.32M | ﹤0.01% |
279,954
-676,735
| -71% | -$3.19M |
|
3319
Tecnoglass
TGLS
$3.31B
| $1.32M | ﹤0.01% |
19,237
+1,146
| +6% | +$78.7K |
|
3320
Oaktree Specialty Lending
OCSL
$1.18B
| $1.32M | ﹤0.01% |
80,923
-114,669
| -59% | -$1.87M |
|
|
PSQA
3321
Palmer Square CLO Senior Debt ETF
PSQA
$45.1M
| $1.32M | ﹤0.01% |
+65,500
| New | +$1.32M |
|
3322
Orthofix Medical
OFIX
$611M
| $1.32M | ﹤0.01% |
84,379
+69,848
| +481% | +$1.09M |
|
|
FPI
3323
Farmland Partners
FPI
$489M
| $1.31M | ﹤0.01% |
125,695
+27,373
| +28% | +$286K |
|
3324
iShares 1-3 Year International Treasury Bond ETF
IGOV
$1.12B
| $1.31M | ﹤0.01% |
31,270
+2,025
| +7% | +$84.7K |
|
3325
iShares US Consumer Staples ETF
IYK
$1.3B
| $1.3M | ﹤0.01% |
18,480
-1,333
| -7% | -$94.1K |
|