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 | |
|---|---|---|---|---|---|---|
3326
Atlas Energy Solutions
AESI
$1.37B
| $1.73M | ﹤0.01% |
78,072
-116,422
| -60% | -$2.58M |
|
3327
Leggett & Platt
LEG
$1.26B
| $1.73M | ﹤0.01% |
180,354
-401,311
| -69% | -$3.85M |
|
3328
Bitwise Crypto Industry Innovators ETF
BITQ
$373M
| $1.73M | ﹤0.01% |
102,476
-9,550
| -9% | -$161K |
|
3329
Invesco S&P SmallCap 600 Revenue ETF
RWJ
$1.61B
| $1.72M | ﹤0.01% |
37,559
+18,544
| +98% | +$849K |
|
3330
GraniteShares Gold Shares
BAR
$1.22B
| $1.72M | ﹤0.01% |
66,281
+9,771
| +17% | +$253K |
|
3331
Stoneridge
SRI
$230M
| $1.71M | ﹤0.01% |
272,460
+215,764
| +381% | +$1.35M |
|
3332
First Trust Large Cap Value AlphaDEX Fund
FTA
$1.15B
| $1.71M | ﹤0.01% |
22,323
-1,268
| -5% | -$97K |
|
3333
FLEX LNG
FLNG
$1.34B
| $1.71M | ﹤0.01% |
74,362
-39,358
| -35% | -$903K |
|
3334
JPMorgan Diversified Return US Mid Cap Equity ETF
JPME
$376M
| $1.7M | ﹤0.01% |
16,591
+1,075
| +7% | +$110K |
|
3335
Bally's
BALY
$491M
| $1.7M | ﹤0.01% |
94,979
+53,978
| +132% | +$966K |
|
3336
Applied Digital
APLD
$5.2B
| $1.7M | ﹤0.01% |
222,383
+166,028
| +295% | +$1.27M |
|
|
PSTX
3337
DELISTED
Poseida Therapeutics, Inc. Common Stock
PSTX
| $1.7M | ﹤0.01% |
176,956
+114,008
| +181% | +$1.09M |
|
3338
VanEck BDC Income ETF
BIZD
$1.62B
| $1.7M | ﹤0.01% |
102,135
+91,850
| +893% | +$1.53M |
|
3339
Allegiant Air
ALGT
$1.14B
| $1.7M | ﹤0.01% |
18,039
-2,816
| -14% | -$265K |
|
3340
Forrester Research
FORR
$200M
| $1.7M | ﹤0.01% |
108,204
+102,976
| +1,970% | +$1.61M |
|
3341
EverCommerce
EVCM
$2.12B
| $1.69M | ﹤0.01% |
152,010
+49,745
| +49% | +$555K |
|
3342
Invesco China Technology ETF
CQQQ
$1.76B
| $1.69M | ﹤0.01% |
43,012
-4,193
| -9% | -$165K |
|
|
VLRS
3343
Controladora Vuela Compañía de Aviación
VLRS
$757M
| $1.69M | ﹤0.01% |
227,601
+159,900
| +236% | +$1.19M |
|
3344
SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
$3.85B
| $1.69M | ﹤0.01% |
17,049
+14,294
| +519% | +$1.42M |
|
3345
Apogee Therapeutics
APGE
$2.24B
| $1.69M | ﹤0.01% |
37,255
+7,700
| +26% | +$349K |
|
3346
Mizuho Financial
MFG
$81.5B
| $1.68M | ﹤0.01% |
343,786
+152,352
| +80% | +$745K |
|
3347
LSI Industries
LYTS
$708M
| $1.68M | ﹤0.01% |
86,550
+57,989
| +203% | +$1.13M |
|
3348
Financial Institutions
FISI
$529M
| $1.68M | ﹤0.01% |
61,484
+43,376
| +240% | +$1.18M |
|
3349
Fidelity MSCI Materials Index ETF
FMAT
$433M
| $1.67M | ﹤0.01% |
34,710
+7,772
| +29% | +$375K |
|
3350
Bridgewater Bancshares
BWB
$450M
| $1.67M | ﹤0.01% |
123,417
+92,855
| +304% | +$1.25M |
|