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 | |
|---|---|---|---|---|---|---|
3501
SPDR Bloomberg 1-10 Year TIPS ETF
TIPX
$1.73B
| $1.21M | ﹤0.01% |
65,648
+421
| +0.6% | +$7.78K |
|
3502
ProShares UltraPro QQQ
TQQQ
$28.6B
| $1.21M | ﹤0.01% |
15,321
-1,630
| -10% | -$129K |
|
3503
MBIA
MBI
$366M
| $1.21M | ﹤0.01% |
187,631
+167,636
| +838% | +$1.08M |
|
3504
Capital Bancorp
CBNK
$553M
| $1.21M | ﹤0.01% |
42,491
+23,033
| +118% | +$656K |
|
3505
Franklin Covey
FC
$252M
| $1.21M | ﹤0.01% |
32,206
+20,716
| +180% | +$779K |
|
3506
iShares 1-3 Year International Treasury Bond ETF
IGOV
$1.12B
| $1.21M | ﹤0.01% |
31,449
+179
| +0.6% | +$6.88K |
|
3507
Park Aerospace
PKE
$386M
| $1.2M | ﹤0.01% |
82,203
+43,490
| +112% | +$637K |
|
3508
SEACOR Marine Holdings
SMHI
$194M
| $1.2M | ﹤0.01% |
183,452
+40,580
| +28% | +$266K |
|
3509
Cricut
CRCT
$1.42B
| $1.2M | ﹤0.01% |
210,783
+25,685
| +14% | +$146K |
|
3510
Schwab Fundamental US Broad Market Index ETF
FNDB
$1.01B
| $1.2M | ﹤0.01% |
51,630
-13,581
| -21% | -$316K |
|
3511
TrueCar
TRUE
$216M
| $1.2M | ﹤0.01% |
321,378
+170,475
| +113% | +$636K |
|
|
JHHY
3512
John Hancock High Yield ETF
JHHY
$46.5M
| $1.2M | ﹤0.01% |
47,127
-1,244
| -3% | -$31.6K |
|
3513
Metals Acquisition
MTAL
$1.01B
| $1.2M | ﹤0.01% |
112,771
+46,701
| +71% | +$496K |
|
|
DDL
3514
Dingdong
DDL
$462M
| $1.2M | ﹤0.01% |
364,696
+265,762
| +269% | +$872K |
|
3515
iShares Agency Bond ETF
AGZ
$617M
| $1.19M | ﹤0.01% |
11,053
-42,423
| -79% | -$4.58M |
|
3516
Fidelity Corporate Bond ETF
FCOR
$280M
| $1.19M | ﹤0.01% |
25,727
-12,282
| -32% | -$570K |
|
3517
BayCom
BCML
$337M
| $1.19M | ﹤0.01% |
44,455
+22,125
| +99% | +$594K |
|
3518
Zillow
ZG
$20.8B
| $1.19M | ﹤0.01% |
16,798
-16,460
| -49% | -$1.17M |
|
3519
Ardelyx
ARDX
$1.51B
| $1.19M | ﹤0.01% |
234,667
-152,477
| -39% | -$773K |
|
3520
Alpha and Omega Semiconductor
AOSL
$879M
| $1.19M | ﹤0.01% |
32,077
-4,531
| -12% | -$168K |
|
3521
Suzano
SUZ
$11.8B
| $1.19M | ﹤0.01% |
117,327
+116,904
| +27,637% | +$1.18M |
|
3522
Southern California Bancorp
BCAL
$567M
| $1.19M | ﹤0.01% |
71,755
+45,247
| +171% | +$748K |
|
3523
Vermilion Energy
VET
$1.19B
| $1.18M | ﹤0.01% |
126,030
+67,581
| +116% | +$635K |
|
3524
RxSight
RXST
$380M
| $1.18M | ﹤0.01% |
34,397
-158,113
| -82% | -$5.44M |
|
3525
Civista Bancshares
CIVB
$412M
| $1.18M | ﹤0.01% |
56,144
+30,706
| +121% | +$646K |
|