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 | |
|---|---|---|---|---|---|---|
3401
Pacer US Small Cap Cash Cows 100 ETF
CALF
$4.07B
| $1.5M | ﹤0.01% |
34,190
-310,706
| -90% | -$13.7M |
|
3402
iShares Emerging Markets Dividend ETF
DVYE
$920M
| $1.5M | ﹤0.01% |
58,111
-17,641
| -23% | -$456K |
|
|
HSAI
3403
Hesai Group
HSAI
$3.85B
| $1.49M | ﹤0.01% |
+108,083
| New | +$1.49M |
|
3404
Kymera Therapeutics
KYMR
$3.44B
| $1.49M | ﹤0.01% |
37,065
-103,426
| -74% | -$4.16M |
|
3405
iShares US Utilities ETF
IDU
$1.58B
| $1.49M | ﹤0.01% |
15,489
+5,484
| +55% | +$528K |
|
3406
Ouster
OUST
$1.77B
| $1.49M | ﹤0.01% |
121,934
+103,135
| +549% | +$1.26M |
|
3407
nLIGHT
LASR
$1.47B
| $1.49M | ﹤0.01% |
142,023
-1,004,982
| -88% | -$10.5M |
|
3408
Dimensional Emerging Markets Value ETF
DFEV
$1.15B
| $1.49M | ﹤0.01% |
56,820
+3,268
| +6% | +$85.7K |
|
3409
Tecnoglass
TGLS
$3.27B
| $1.49M | ﹤0.01% |
18,727
-510
| -3% | -$40.5K |
|
3410
York Water
YORW
$435M
| $1.48M | ﹤0.01% |
45,325
+14,957
| +49% | +$489K |
|
3411
Columbia Financial
CLBK
$1.62B
| $1.48M | ﹤0.01% |
93,330
+61,369
| +192% | +$970K |
|
3412
Riley Exploration Permian
REPX
$618M
| $1.47M | ﹤0.01% |
46,172
+21,242
| +85% | +$678K |
|
3413
Fiverr
FVRR
$899M
| $1.47M | ﹤0.01% |
46,422
+24,212
| +109% | +$768K |
|
3414
Flexsteel Industries
FLXS
$251M
| $1.47M | ﹤0.01% |
27,014
+5,606
| +26% | +$305K |
|
3415
Global X Cybersecurity ETF
BUG
$1.13B
| $1.47M | ﹤0.01% |
45,657
-8,426
| -16% | -$270K |
|
3416
Energy Fuels
UUUU
$3.25B
| $1.46M | ﹤0.01% |
285,371
+62,310
| +28% | +$320K |
|
3417
Smith & Wesson
SWBI
$418M
| $1.46M | ﹤0.01% |
144,476
+12,910
| +10% | +$130K |
|
3418
Guaranty Bancshares
GNTY
$544M
| $1.45M | ﹤0.01% |
41,991
+18,921
| +82% | +$655K |
|
|
FNGA
3419
DELISTED
MicroSectors FANG+ Index 3X Leveraged ETNs due January 8, 2038
FNGA
| $1.45M | ﹤0.01% |
2,482
-3,065
| -55% | -$1.79M |
|
3420
Direxion Daily S&P 500 Bear 1X Shares
SPDN
$133M
| $1.44M | ﹤0.01% |
+130,475
| New | +$1.44M |
|
|
IRS
3421
IRSA Inversiones y Representaciones
IRS
$910M
| $1.43M | ﹤0.01% |
96,049
+75,314
| +363% | +$1.12M |
|
3422
Home Bancorp
HBCP
$426M
| $1.43M | ﹤0.01% |
30,942
+16,274
| +111% | +$752K |
|
3423
Eldorado Gold
EGO
$5.49B
| $1.43M | ﹤0.01% |
96,099
-54,008
| -36% | -$803K |
|
3424
Enovix
ENVX
$2.03B
| $1.43M | ﹤0.01% |
149,883
-63
| -0% | -$599 |
|
|
FARO
3425
DELISTED
Faro Technologies
FARO
| $1.42M | ﹤0.01% |
56,005
+23,652
| +73% | +$600K |
|