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 | |
|---|---|---|---|---|---|---|
3426
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.27B
| $1.42M | ﹤0.01% |
71,561
-49,877
| -41% | -$989K |
|
|
TSVT
3427
DELISTED
2seventy bio
TSVT
| $1.42M | ﹤0.01% |
482,204
-32,563
| -6% | -$95.7K |
|
3428
Columbia Research Enhanced Core ETF
RECS
$3.71B
| $1.41M | ﹤0.01% |
40,739
+18,114
| +80% | +$627K |
|
|
PSTL
3429
Postal Realty Trust
PSTL
$395M
| $1.4M | ﹤0.01% |
107,653
-4,146
| -4% | -$54.1K |
|
3430
Invesco Large Cap Value ETF
PWV
$1.2B
| $1.4M | ﹤0.01% |
24,686
+15,991
| +184% | +$910K |
|
3431
Overlay Shares Short Term Bond ETF
OVT
$51.9M
| $1.4M | ﹤0.01% |
63,584
+60,932
| +2,298% | +$1.34M |
|
3432
DocGo
DCGO
$150M
| $1.39M | ﹤0.01% |
328,796
+218,941
| +199% | +$928K |
|
|
ONL
3433
Orion Office REIT
ONL
$155M
| $1.39M | ﹤0.01% |
373,925
+114,171
| +44% | +$424K |
|
3434
PureCycle Technologies
PCT
$2.41B
| $1.38M | ﹤0.01% |
134,965
+8,716
| +7% | +$89.3K |
|
3435
MediaAlpha
MAX
$702M
| $1.38M | ﹤0.01% |
122,386
+42,315
| +53% | +$478K |
|
3436
Mercer International
MERC
$206M
| $1.38M | ﹤0.01% |
212,388
+105,873
| +99% | +$688K |
|
|
LIF
3437
Life360
LIF
$7.93B
| $1.38M | ﹤0.01% |
33,421
+20,367
| +156% | +$841K |
|
3438
Golden Entertainment
GDEN
$640M
| $1.38M | ﹤0.01% |
43,604
+11,742
| +37% | +$371K |
|
3439
Clearfield
CLFD
$473M
| $1.37M | ﹤0.01% |
44,251
+3,174
| +8% | +$98.4K |
|
3440
Atea Pharmaceuticals
AVIR
$236M
| $1.37M | ﹤0.01% |
409,259
+314,015
| +330% | +$1.05M |
|
3441
Voyager Therapeutics
VYGR
$243M
| $1.37M | ﹤0.01% |
241,634
-20,300
| -8% | -$115K |
|
3442
Beyond Meat
BYND
$217M
| $1.37M | ﹤0.01% |
363,800
+333,123
| +1,086% | +$1.25M |
|
3443
Woori Financial
WF
$13.9B
| $1.37M | ﹤0.01% |
43,724
+41,459
| +1,830% | +$1.3M |
|
3444
SPDR Bloomberg International Corporate Bond ETF
IBND
$457M
| $1.36M | ﹤0.01% |
48,111
+9,107
| +23% | +$258K |
|
3445
Clover Health Investments
CLOV
$1.57B
| $1.36M | ﹤0.01% |
432,268
+273,348
| +172% | +$861K |
|
3446
Definitive Healthcare
DH
$437M
| $1.36M | ﹤0.01% |
331,264
+109,174
| +49% | +$449K |
|
3447
Greenlight Captial
GLRE
$438M
| $1.36M | ﹤0.01% |
97,210
+48,564
| +100% | +$680K |
|
3448
CS Disco
LAW
$396M
| $1.36M | ﹤0.01% |
272,250
+73,504
| +37% | +$367K |
|
3449
Anika Therapeutics
ANIK
$130M
| $1.36M | ﹤0.01% |
82,491
+66,982
| +432% | +$1.1M |
|
|
MGIC
3450
Magic Software Enterprises
MGIC
$971M
| $1.36M | ﹤0.01% |
112,782
+19,616
| +21% | +$236K |
|