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 | |
|---|---|---|---|---|---|---|
3401
First Business Financial Services
FBIZ
$439M
| $1.12M | ﹤0.01% |
24,468
+18,458
| +307% | +$842K |
|
3402
Dimensional US Large Cap Value ETF
DFLV
$4.19B
| $1.12M | ﹤0.01% |
36,194
+35,420
| +4,576% | +$1.09M |
|
3403
LSB Industries
LXU
$603M
| $1.11M | ﹤0.01% |
138,084
+21,801
| +19% | +$175K |
|
3404
Advantage Solutions
ADV
$616M
| $1.11M | ﹤0.01% |
323,374
+174,220
| +117% | +$598K |
|
|
CNSL
3405
DELISTED
Consolidated Communications Holdings, Inc.
CNSL
| $1.1M | ﹤0.01% |
238,029
+54,230
| +30% | +$252K |
|
|
GATO
3406
DELISTED
Gatos Silver, Inc.
GATO
| $1.1M | ﹤0.01% |
73,218
+43,734
| +148% | +$660K |
|
3407
American Superconductor
AMSC
$2.91B
| $1.1M | ﹤0.01% |
46,717
-39,460
| -46% | -$931K |
|
3408
Excelerate Energy
EE
$779M
| $1.1M | ﹤0.01% |
50,046
+12,802
| +34% | +$282K |
|
3409
Talkspace
TALK
$444M
| $1.1M | ﹤0.01% |
526,972
+430,861
| +448% | +$900K |
|
|
MGIC
3410
Magic Software Enterprises
MGIC
$973M
| $1.1M | ﹤0.01% |
93,166
+40,642
| +77% | +$480K |
|
3411
Medifast
MED
$160M
| $1.1M | ﹤0.01% |
57,455
+35,017
| +156% | +$670K |
|
3412
iPath Series B S&P 500 VIX Short-Term Futures ETN
VXX
$240M
| $1.1M | ﹤0.01% |
22,119
-25,445
| -53% | -$1.26M |
|
3413
Rush Enterprises Class B
RUSHB
$4.66B
| $1.09M | ﹤0.01% |
22,792
+8,312
| +57% | +$399K |
|
3414
Mesa Laboratories
MLAB
$381M
| $1.09M | ﹤0.01% |
8,406
+1,906
| +29% | +$248K |
|
|
SAGE
3415
DELISTED
Sage Therapeutics
SAGE
| $1.09M | ﹤0.01% |
150,823
-1,049,152
| -87% | -$7.57M |
|
3416
Usana Health Sciences
USNA
$564M
| $1.09M | ﹤0.01% |
28,697
-36,062
| -56% | -$1.37M |
|
3417
Republic Bancorp
RBCAA
$1.51B
| $1.09M | ﹤0.01% |
16,635
+1,515
| +10% | +$98.9K |
|
3418
Mirum Pharmaceuticals
MIRM
$3.78B
| $1.08M | ﹤0.01% |
27,761
+3,929
| +16% | +$153K |
|
3419
Franklin Investment Grade Corporate ETF
FLCO
$610M
| $1.08M | ﹤0.01% |
48,713
+48,352
| +13,394% | +$1.07M |
|
3420
Great Southern Bancorp
GSBC
$731M
| $1.08M | ﹤0.01% |
18,779
+9,325
| +99% | +$534K |
|
3421
Carter Bankshares
CARE
$457M
| $1.08M | ﹤0.01% |
61,879
+40,962
| +196% | +$712K |
|
|
ILPT
3422
Industrial Logistics Properties Trust
ILPT
$428M
| $1.08M | ﹤0.01% |
225,938
+178,381
| +375% | +$849K |
|
3423
Cassava Sciences
SAVA
$111M
| $1.07M | ﹤0.01% |
36,353
-19,524
| -35% | -$575K |
|
3424
WisdomTree US Multifactor Fund
USMF
$426M
| $1.07M | ﹤0.01% |
21,889
-3,580
| -14% | -$175K |
|
3425
Viant Technology
DSP
$153M
| $1.07M | ﹤0.01% |
96,596
+48,826
| +102% | +$541K |
|