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 | |
|---|---|---|---|---|---|---|
3476
First Internet Bancorp
INBK
$216M
| $1.29M | ﹤0.01% |
35,954
+18,868
| +110% | +$679K |
|
3477
Hartford Total Return Bond ETF
HTRB
$2.06B
| $1.29M | ﹤0.01% |
38,711
+2,880
| +8% | +$96K |
|
3478
Papa John's
PZZA
$1.48B
| $1.28M | ﹤0.01% |
31,242
-26,628
| -46% | -$1.09M |
|
3479
SPDR S&P 400 Mid Cap Value ETF
MDYV
$2.49B
| $1.28M | ﹤0.01% |
15,918
+1,160
| +8% | +$93K |
|
3480
Greif Class B
GEF.B
$2.44B
| $1.27M | ﹤0.01% |
18,677
+8,888
| +91% | +$603K |
|
3481
Tyra Biosciences
TYRA
$675M
| $1.27M | ﹤0.01% |
91,115
-277,532
| -75% | -$3.86M |
|
3482
iShares US Industrials ETF
IYJ
$1.69B
| $1.26M | ﹤0.01% |
9,427
+1,995
| +27% | +$266K |
|
3483
Arteris
AIP
$429M
| $1.26M | ﹤0.01% |
123,455
+31,213
| +34% | +$318K |
|
|
EXK
3484
Endeavour Silver
EXK
$1.78B
| $1.26M | ﹤0.01% |
343,011
-513,824
| -60% | -$1.88M |
|
3485
Aspen Aerogels
ASPN
$579M
| $1.25M | ﹤0.01% |
105,591
+79,901
| +311% | +$949K |
|
3486
PIMCO RAFI Dynamic Multi-Factor US Equity ETF
MFUS
$203M
| $1.25M | ﹤0.01% |
25,229
-6,157
| -20% | -$305K |
|
3487
Dave & Buster's
PLAY
$724M
| $1.25M | ﹤0.01% |
42,805
-691,602
| -94% | -$20.2M |
|
3488
Natural Gas Services Group
NGS
$345M
| $1.24M | ﹤0.01% |
46,404
+11,856
| +34% | +$318K |
|
3489
West Bancorporation
WTBA
$355M
| $1.24M | ﹤0.01% |
57,439
+31,493
| +121% | +$682K |
|
3490
Franklin FTSE Japan ETF
FLJP
$2.41B
| $1.24M | ﹤0.01% |
43,228
+18,084
| +72% | +$517K |
|
3491
James River Group
JRVR
$242M
| $1.24M | ﹤0.01% |
253,680
+57,889
| +30% | +$282K |
|
3492
Ituran Location and Control
ITRN
$716M
| $1.24M | ﹤0.01% |
39,658
+194
| +0.5% | +$6.04K |
|
3493
Nuveen New York AMT-Free Quality Municipal Income Fund
NRK
$873M
| $1.23M | ﹤0.01% |
118,039
-9,287
| -7% | -$97.1K |
|
3494
Invesco S&P 500 Equal Weight Consumer Staples ETF
RSPS
$247M
| $1.23M | ﹤0.01% |
41,009
+2,012
| +5% | +$60.6K |
|
3495
American Superconductor
AMSC
$2.92B
| $1.23M | ﹤0.01% |
50,012
+3,295
| +7% | +$81.2K |
|
3496
iShares Exponential Technologies ETF
XT
$3.68B
| $1.23M | ﹤0.01% |
20,611
+16,315
| +380% | +$973K |
|
3497
Fidelity Fundamental Small-Mid Cap ETF
FFSM
$761M
| $1.23M | ﹤0.01% |
45,614
+1,187
| +3% | +$31.9K |
|
3498
Tilray
TLRY
$1.39B
| $1.22M | ﹤0.01% |
919,082
+487,051
| +113% | +$648K |
|
3499
Gores Guggenheim
PSNY
$2.12B
| $1.22M | ﹤0.01% |
1,159,282
-32,493
| -3% | -$34.1K |
|
3500
Oppenheimer Holdings
OPY
$832M
| $1.21M | ﹤0.01% |
18,940
+1,787
| +10% | +$115K |
|