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 | |
|---|---|---|---|---|---|---|
3476
LoveSac
LOVE
$267M
| $960K | ﹤0.01% |
33,510
+14,480
| +76% | +$415K |
|
3477
Manchester United
MANU
$2.61B
| $960K | ﹤0.01% |
59,335
+16,991
| +40% | +$275K |
|
3478
Pacific Biosciences
PACB
$384M
| $960K | ﹤0.01% |
564,507
+45,957
| +9% | +$78.1K |
|
|
OPRA
3479
Opera Ltd
OPRA
$1.76B
| $959K | ﹤0.01% |
62,042
-6,428
| -9% | -$99.3K |
|
3480
Peoples Financial Services
PFIS
$530M
| $958K | ﹤0.01% |
20,442
+16,164
| +378% | +$758K |
|
3481
SmartFinancial
SMBK
$644M
| $955K | ﹤0.01% |
32,756
-3,393
| -9% | -$98.9K |
|
|
OLP
3482
One Liberty Properties
OLP
$500M
| $954K | ﹤0.01% |
34,636
-515
| -1% | -$14.2K |
|
3483
fuboTV
FUBO
$1.5B
| $951K | ﹤0.01% |
669,486
+70,372
| +12% | +$99.9K |
|
3484
Seaboard Corp
SEB
$3.72B
| $951K | ﹤0.01% |
303
-101
| -25% | -$317K |
|
3485
Flexsteel Industries
FLXS
$273M
| $948K | ﹤0.01% |
21,408
+14,853
| +227% | +$658K |
|
3486
Grocery Outlet
GO
$1.66B
| $946K | ﹤0.01% |
53,895
-1,251,038
| -96% | -$22M |
|
3487
Vanguard Intermediate-Term Tax-Exempt Bond ETF
VTEI
$882M
| $945K | ﹤0.01% |
+9,341
| New | +$945K |
|
3488
QuantumScape
QS
$6.87B
| $942K | ﹤0.01% |
163,787
-4,219
| -3% | -$24.3K |
|
3489
ENI
E
$52.6B
| $939K | ﹤0.01% |
30,974
+22,768
| +277% | +$690K |
|
3490
ReNew
RNW
$2.8B
| $936K | ﹤0.01% |
148,777
+31,125
| +26% | +$196K |
|
3491
First Trust Consumer Staples AlphaDEX Fund
FXG
$278M
| $935K | ﹤0.01% |
13,684
+4,926
| +56% | +$337K |
|
3492
SelectQuote
SLQT
$356M
| $932K | ﹤0.01% |
429,656
+115,865
| +37% | +$251K |
|
3493
PubMatic
PUBM
$395M
| $927K | ﹤0.01% |
62,349
+43,971
| +239% | +$654K |
|
3494
AbCellera Biologics
ABCL
$1.41B
| $925K | ﹤0.01% |
355,747
+21,483
| +6% | +$55.9K |
|
3495
Pangaea Logistics
PANL
$368M
| $924K | ﹤0.01% |
127,799
-44,146
| -26% | -$319K |
|
3496
CEMIG Preferred Shares
CIG
$5.98B
| $924K | ﹤0.01% |
448,522
+42
| +0% | +$87 |
|
|
SILA
3497
Sila Realty Trust, Inc.
SILA
$1.44B
| $923K | ﹤0.01% |
36,509
+30,533
| +511% | +$772K |
|
|
PDS
3498
Precision Drilling
PDS
$764M
| $923K | ﹤0.01% |
14,969
-3,319
| -18% | -$205K |
|
3499
Varex Imaging
VREX
$512M
| $918K | ﹤0.01% |
77,000
-439,979
| -85% | -$5.24M |
|
3500
Schwab Fundamental International Small Company Index ETF
FNDC
$3.04B
| $915K | ﹤0.01% |
23,995
-2,221
| -8% | -$84.7K |
|