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 | |
|---|---|---|---|---|---|---|
3526
Spyre Therapeutics
SYRE
$925M
| $867K | ﹤0.01% |
29,473
+6,701
| +29% | +$197K |
|
3527
Primis Financial Corp
FRST
$274M
| $866K | ﹤0.01% |
71,112
+38,792
| +120% | +$472K |
|
3528
Kimball Electronics
KE
$802M
| $866K | ﹤0.01% |
46,764
+11,935
| +34% | +$221K |
|
3529
Planet Labs
PL
$3.27B
| $866K | ﹤0.01% |
388,129
+184,111
| +90% | +$411K |
|
3530
Amplify CWP Enhanced Dividend Income ETF
DIVO
$5.14B
| $864K | ﹤0.01% |
20,986
-3,018
| -13% | -$124K |
|
3531
UroGen Pharma
URGN
$873M
| $864K | ﹤0.01% |
68,062
+49,318
| +263% | +$626K |
|
|
TBI
3532
Trueblue
TBI
$193M
| $864K | ﹤0.01% |
109,511
-461,433
| -81% | -$3.64M |
|
3533
Fidelity International Value Factor ETF
FIVA
$270M
| $863K | ﹤0.01% |
32,494
+32,293
| +16,066% | +$857K |
|
3534
First Trust Technology AlphaDEX Fund
FXL
$1.47B
| $860K | ﹤0.01% |
6,199
+630
| +11% | +$87.4K |
|
3535
SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.1B
| $858K | ﹤0.01% |
40,350
-1,100,123
| -96% | -$23.4M |
|
3536
Resources Connection
RGP
$183M
| $857K | ﹤0.01% |
88,355
-30,932
| -26% | -$300K |
|
3537
Build-A-Bear
BBW
$940M
| $857K | ﹤0.01% |
24,935
+19,038
| +323% | +$654K |
|
3538
Capricor Therapeutics
CAPR
$293M
| $855K | ﹤0.01% |
56,199
+45,381
| +419% | +$690K |
|
3539
ORIX
IX
$30B
| $853K | ﹤0.01% |
36,765
+24,465
| +199% | +$568K |
|
3540
Neumora Therapeutics
NMRA
$254M
| $851K | ﹤0.01% |
64,421
+1,629
| +3% | +$21.5K |
|
3541
Day One Biopharmaceuticals
DAWN
$739M
| $849K | ﹤0.01% |
60,983
+530
| +0.9% | +$7.38K |
|
3542
Caribou Biosciences
CRBU
$166M
| $849K | ﹤0.01% |
433,359
-30,668
| -7% | -$60.1K |
|
3543
Malibu Boats
MBUU
$642M
| $849K | ﹤0.01% |
21,885
-278,772
| -93% | -$10.8M |
|
3544
PIMCO RAFI Multi-Factor International Equity ETF
MFDX
$379M
| $848K | ﹤0.01% |
26,095
-9,875
| -27% | -$321K |
|
3545
JPMorgan Diversified Return US Small Cap Equity ETF
JPSE
$518M
| $844K | ﹤0.01% |
17,580
+1,602
| +10% | +$76.9K |
|
3546
Bumble
BMBL
$746M
| $841K | ﹤0.01% |
131,854
+2,760
| +2% | +$17.6K |
|
3547
Freedom Holding
FRHC
$10.2B
| $840K | ﹤0.01% |
8,863
+124
| +1% | +$11.8K |
|
3548
Precigen
PGEN
$1.34B
| $837K | ﹤0.01% |
884,275
-194,514
| -18% | -$184K |
|
3549
Janux Therapeutics
JANX
$1.47B
| $836K | ﹤0.01% |
18,392
-821
| -4% | -$37.3K |
|
3550
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
$1.72B
| $833K | ﹤0.01% |
10,101
-3,196
| -24% | -$263K |
|