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 | |
|---|---|---|---|---|---|---|
3351
Cerence
CRNC
$505M
| $1.23M | ﹤0.01% |
391,543
+191,590
| +96% | +$604K |
|
3352
ProShares UltraPro QQQ
TQQQ
$28.3B
| $1.23M | ﹤0.01% |
16,951
+6,039
| +55% | +$438K |
|
3353
James River Group
JRVR
$247M
| $1.23M | ﹤0.01% |
195,791
+3,433
| +2% | +$21.5K |
|
3354
Equinox Gold
EQX
$8.13B
| $1.23M | ﹤0.01% |
+201,486
| New | +$1.23M |
|
3355
Enovix
ENVX
$2.17B
| $1.23M | ﹤0.01% |
149,946
-1,040,324
| -87% | -$8.5M |
|
3356
abrdn Physical Palladium Shares ETF
PALL
$542M
| $1.23M | ﹤0.01% |
13,367
-1,683
| -11% | -$154K |
|
3357
Energy Fuels
UUUU
$3.25B
| $1.22M | ﹤0.01% |
223,061
+152,751
| +217% | +$839K |
|
3358
Fidelity Fundamental Small-Mid Cap ETF
FFSM
$765M
| $1.22M | ﹤0.01% |
44,427
+10,198
| +30% | +$280K |
|
|
NLOP
3359
Net Lease Office Properties
NLOP
$433M
| $1.21M | ﹤0.01% |
39,587
+11,707
| +42% | +$358K |
|
3360
Boston Omaha
BOC
$425M
| $1.21M | ﹤0.01% |
81,476
+25,027
| +44% | +$372K |
|
|
NAGE
3361
Niagen Bioscience, Inc. Common Stock
NAGE
$809M
| $1.21M | ﹤0.01% |
331,916
+33,150
| +11% | +$121K |
|
|
CTO
3362
CTO Realty Growth
CTO
$542M
| $1.21M | ﹤0.01% |
63,683
+2,500
| +4% | +$47.6K |
|
3363
SPDR Portfolio Short Term Treasury ETF
SPTS
$5.77B
| $1.2M | ﹤0.01% |
40,888
+15,953
| +64% | +$469K |
|
|
PYCR
3364
DELISTED
Paycor HCM, Inc. Common Stock
PYCR
| $1.2M | ﹤0.01% |
84,536
-1,328,403
| -94% | -$18.9M |
|
3365
PureCycle Technologies
PCT
$2.48B
| $1.2M | ﹤0.01% |
126,249
+953
| +0.8% | +$9.05K |
|
3366
SPDR Bloomberg International Corporate Bond ETF
IBND
$458M
| $1.19M | ﹤0.01% |
39,004
+36,201
| +1,292% | +$1.11M |
|
3367
Manitowoc
MTW
$362M
| $1.19M | ﹤0.01% |
123,936
+7,191
| +6% | +$69.2K |
|
3368
-1x Short VIX Futures ETF
SVIX
$198M
| $1.19M | ﹤0.01% |
44,000
-17,200
| -28% | -$466K |
|
3369
Digital Turbine
APPS
$579M
| $1.19M | ﹤0.01% |
387,834
+340,512
| +720% | +$1.05M |
|
3370
Trupanion
TRUP
$1.93B
| $1.19M | ﹤0.01% |
28,317
+738
| +3% | +$31K |
|
3371
Nektar Therapeutics
NKTR
$1.12B
| $1.19M | ﹤0.01% |
60,887
+40,404
| +197% | +$788K |
|
3372
ATN International
ATNI
$239M
| $1.18M | ﹤0.01% |
36,417
+4,137
| +13% | +$134K |
|
3373
SPDR S&P 400 Mid Cap Value ETF
MDYV
$2.49B
| $1.17M | ﹤0.01% |
14,758
+410
| +3% | +$32.6K |
|
3374
CG Oncology
CGON
$2.96B
| $1.17M | ﹤0.01% |
31,071
+11,542
| +59% | +$435K |
|
3375
Dimensional Short-Duration Fixed Income ETF
DFSD
$5.22B
| $1.17M | ﹤0.01% |
24,483
-23,426
| -49% | -$1.12M |
|