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 | |
|---|---|---|---|---|---|---|
3551
Blue Foundry Bancorp
BLFY
$205M
| $1.13M | ﹤0.01% |
114,782
+44,597
| +64% | +$437K |
|
3552
Equinox Gold
EQX
$8.15B
| $1.13M | ﹤0.01% |
224,179
+22,693
| +11% | +$114K |
|
3553
EverQuote
EVER
$897M
| $1.12M | ﹤0.01% |
56,249
-329,380
| -85% | -$6.58M |
|
3554
Liberty Media Series A
FWONA
$23.4B
| $1.12M | ﹤0.01% |
13,358
-669
| -5% | -$56.2K |
|
3555
AMN Healthcare
AMN
$743M
| $1.12M | ﹤0.01% |
46,763
-103,302
| -69% | -$2.47M |
|
3556
Phathom Pharmaceuticals
PHAT
$844M
| $1.11M | ﹤0.01% |
136,907
+1,476
| +1% | +$12K |
|
3557
Principal Exchange-Traded Funds Principal US Mega-Cap ETF
USMC
$3.61B
| $1.11M | ﹤0.01% |
18,510
+17,878
| +2,829% | +$1.07M |
|
3558
Takeda Pharmaceutical
TAK
$47.6B
| $1.11M | ﹤0.01% |
83,826
+40,721
| +94% | +$539K |
|
3559
Liberty Broadband Class A
LBRDA
$8.65B
| $1.1M | ﹤0.01% |
14,857
+279
| +2% | +$20.7K |
|
3560
Revolve Group
RVLV
$1.72B
| $1.1M | ﹤0.01% |
32,987
-316,683
| -91% | -$10.6M |
|
3561
Invesco S&P MidCap 400 Revenue ETF
RWK
$1,000M
| $1.1M | ﹤0.01% |
9,495
+5,574
| +142% | +$648K |
|
3562
E.W. Scripps
SSP
$252M
| $1.1M | ﹤0.01% |
497,862
+403,691
| +429% | +$892K |
|
3563
Nektar Therapeutics
NKTR
$1.08B
| $1.1M | ﹤0.01% |
78,866
+17,979
| +30% | +$251K |
|
3564
BondBloxx USD High Yield Bond Industrial Sector ETF
XHYI
$43.3M
| $1.1M | ﹤0.01% |
29,076
-421
| -1% | -$15.9K |
|
|
GPMT
3565
Granite Point Mortgage Trust
GPMT
$145M
| $1.09M | ﹤0.01% |
391,394
+110,143
| +39% | +$307K |
|
3566
iShares 25+ Year Treasury STRIPS Bond ETF
GOVZ
$299M
| $1.09M | ﹤0.01% |
110,487
+63,839
| +137% | +$631K |
|
3567
ACNB Corp
ACNB
$479M
| $1.09M | ﹤0.01% |
27,362
+16,214
| +145% | +$646K |
|
3568
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.28B
| $1.09M | ﹤0.01% |
59,279
-122,482
| -67% | -$2.25M |
|
3569
ORIX
IX
$30B
| $1.09M | ﹤0.01% |
51,165
+14,400
| +39% | +$306K |
|
|
TSMX
3570
Direxion Daily TSM Bull 2X Shares
TSMX
$121M
| $1.08M | ﹤0.01% |
+36,600
| New | +$1.08M |
|
3571
iShares MSCI Germany ETF
EWG
$2.39B
| $1.08M | ﹤0.01% |
34,032
-206
| -0.6% | -$6.56K |
|
3572
iShares ESG MSCI EM Leaders ETF
LDEM
$32.5M
| $1.08M | ﹤0.01% |
23,767
-9,880
| -29% | -$448K |
|
3573
First Bank
FRBA
$417M
| $1.08M | ﹤0.01% |
76,592
+40,480
| +112% | +$570K |
|
3574
Vaalco Energy
EGY
$447M
| $1.08M | ﹤0.01% |
246,107
+93,309
| +61% | +$408K |
|
3575
Capital Group Core Equity ETF
CGUS
$7.29B
| $1.07M | ﹤0.01% |
30,597
+27,663
| +943% | +$967K |
|