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 | |
|---|---|---|---|---|---|---|
3376
Stock Yards Bancorp
SYBT
$2.2B
| $1.59M | ﹤0.01% |
22,269
-148
| -0.7% | -$10.6K |
|
3377
Alerus Financial
ALRS
$578M
| $1.58M | ﹤0.01% |
82,194
+57,980
| +239% | +$1.12M |
|
|
NYAX
3378
Nayax
NYAX
$1.71B
| $1.58M | ﹤0.01% |
+54,225
| New | +$1.58M |
|
3379
ARK Fintech Innovation ETF
ARKF
$1.63B
| $1.58M | ﹤0.01% |
42,637
-2,756
| -6% | -$102K |
|
3380
Harrow
HROW
$1.6B
| $1.57M | ﹤0.01% |
46,877
-191,490
| -80% | -$6.42M |
|
3381
NewAmsterdam Pharma
NAMS
$2.76B
| $1.57M | ﹤0.01% |
60,977
+38,626
| +173% | +$993K |
|
3382
Preformed Line Products
PLPC
$973M
| $1.56M | ﹤0.01% |
12,238
+4,119
| +51% | +$526K |
|
3383
DoubleLine Fortune 500 Equal Weight ETF
DFVE
$16.9M
| $1.56M | ﹤0.01% |
55,223
-4,777
| -8% | -$135K |
|
3384
Schwab International Dividend Equity ETF
SCHY
$1.32B
| $1.56M | ﹤0.01% |
67,508
+16,580
| +33% | +$383K |
|
3385
Distillate US Fundamental Stability & Value ETF
DSTL
$1.81B
| $1.56M | ﹤0.01% |
28,405
+4,818
| +20% | +$265K |
|
3386
Grid Dynamics Holdings
GDYN
$642M
| $1.55M | ﹤0.01% |
69,845
-85,914
| -55% | -$1.91M |
|
3387
iShares Global Consumer Discretionary ETF
RXI
$280M
| $1.55M | ﹤0.01% |
8,424
+2,775
| +49% | +$512K |
|
|
SA
3388
Seabridge Gold
SA
$1.96B
| $1.54M | ﹤0.01% |
135,269
+111,084
| +459% | +$1.27M |
|
3389
Sprott Junior Uranium Miners ETF
URNJ
$368M
| $1.54M | ﹤0.01% |
83,068
+1,755
| +2% | +$32.6K |
|
3390
iShares North American Natural Resources ETF
IGE
$617M
| $1.54M | ﹤0.01% |
36,111
+5,696
| +19% | +$243K |
|
3391
FS Bancorp
FSBW
$311M
| $1.54M | ﹤0.01% |
37,536
+19,509
| +108% | +$801K |
|
3392
Advantage Solutions
ADV
$606M
| $1.53M | ﹤0.01% |
525,482
+202,108
| +62% | +$590K |
|
3393
Chegg
CHGG
$153M
| $1.53M | ﹤0.01% |
952,012
+133,441
| +16% | +$215K |
|
3394
ALPS O'Shares US Small-Cap Quality Dividend ETF
OUSM
$1B
| $1.53M | ﹤0.01% |
34,943
-9,368
| -21% | -$410K |
|
3395
Evolus
EOLS
$422M
| $1.53M | ﹤0.01% |
138,149
-31,777
| -19% | -$351K |
|
3396
Leslie's
LESL
$52.5M
| $1.52M | ﹤0.01% |
683,421
+96,495
| +16% | +$215K |
|
3397
Banco Bradesco
BBD
$35B
| $1.52M | ﹤0.01% |
797,387
+522,597
| +190% | +$998K |
|
3398
AnaptysBio
ANAB
$543M
| $1.52M | ﹤0.01% |
114,939
+81,195
| +241% | +$1.08M |
|
3399
iShares Yield Optimized Bond ETF
BYLD
$274M
| $1.52M | ﹤0.01% |
68,527
+7,505
| +12% | +$166K |
|
3400
Vestis
VSTS
$535M
| $1.52M | ﹤0.01% |
99,607
-33,972
| -25% | -$518K |
|