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 | |
|---|---|---|---|---|---|---|
3351
Nabors Industries
NBR
$607M
| $1.67M | ﹤0.01% |
29,147
-19,546
| -40% | -$1.12M |
|
3352
SPDR S&P 500 Fossil Fuel Free ETF
SPYX
$2.36B
| $1.67M | ﹤0.01% |
34,601
-252
| -0.7% | -$12.1K |
|
3353
iShares Russell 2000 BuyWrite ETF
IWMW
$26.8M
| $1.66M | ﹤0.01% |
37,655
| – | – |
|
3354
WELLS FARGO 7.5% NON CUMV PERP CONV
WFC.PRL
$5B
| $1.66M | ﹤0.01% |
1,388
+271
| +24% | +$324K |
|
3355
Cadeler
CDLR
$1.84B
| $1.65M | ﹤0.01% |
73,958
+2,787
| +4% | +$62.2K |
|
3356
Shore Bancshares
SHBI
$563M
| $1.65M | ﹤0.01% |
104,174
+83,096
| +394% | +$1.32M |
|
3357
Schwab US REIT ETF
SCHH
$8.36B
| $1.64M | ﹤0.01% |
78,093
+1,810
| +2% | +$38.1K |
|
3358
Zymeworks
ZYME
$1.2B
| $1.64M | ﹤0.01% |
111,983
+72,703
| +185% | +$1.06M |
|
3359
Invesco Dividend Achievers ETF
PFM
$732M
| $1.64M | ﹤0.01% |
35,708
-1,090
| -3% | -$50K |
|
3360
JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF
BBCB
$40.6M
| $1.63M | ﹤0.01% |
36,423
-42,992
| -54% | -$1.92M |
|
|
MAGN
3361
Magnera Corporation
MAGN
$392M
| $1.63M | ﹤0.01% |
89,680
+44,283
| +98% | +$805K |
|
3362
Build-A-Bear
BBW
$980M
| $1.63M | ﹤0.01% |
35,363
+10,428
| +42% | +$480K |
|
3363
Arrow Financial
AROW
$476M
| $1.62M | ﹤0.01% |
56,571
+37,869
| +202% | +$1.09M |
|
3364
Xometry
XMTR
$2.62B
| $1.62M | ﹤0.01% |
38,065
-72,641
| -66% | -$3.1M |
|
3365
Backblaze
BLZE
$538M
| $1.62M | ﹤0.01% |
269,074
+143,754
| +115% | +$865K |
|
3366
Fidelity MSCI Energy Index ETF
FENY
$1.44B
| $1.62M | ﹤0.01% |
67,939
+6,121
| +10% | +$146K |
|
|
ONIT
3367
Onity Group Inc.
ONIT
$344M
| $1.62M | ﹤0.01% |
52,723
+35,468
| +206% | +$1.09M |
|
3368
Ocular Therapeutix
OCUL
$2.16B
| $1.62M | ﹤0.01% |
189,295
+104,650
| +124% | +$894K |
|
3369
Acumen Pharmaceuticals
ABOS
$75.7M
| $1.61M | ﹤0.01% |
937,908
+874,842
| +1,387% | +$1.5M |
|
3370
VanEck Biotech ETF
BBH
$349M
| $1.61M | ﹤0.01% |
10,261
-1,811
| -15% | -$284K |
|
3371
Vanda Pharmaceuticals
VNDA
$259M
| $1.61M | ﹤0.01% |
335,741
+175,019
| +109% | +$838K |
|
3372
Overlay Shares Large Cap Equity ETF
OVL
$174M
| $1.61M | ﹤0.01% |
34,472
-135,304
| -80% | -$6.31M |
|
3373
Northeast Community Bancorp
NECB
$263M
| $1.61M | ﹤0.01% |
65,718
+45,403
| +223% | +$1.11M |
|
3374
Nomad Foods
NOMD
$2.07B
| $1.61M | ﹤0.01% |
95,689
-11,068
| -10% | -$186K |
|
3375
Global X SuperDividend ETF
SDIV
$990M
| $1.6M | ﹤0.01% |
77,421
+11,401
| +17% | +$235K |
|