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 | |
|---|---|---|---|---|---|---|
3576
SPDR S&P 600 Small Cap Value ETF
SLYV
$4.12B
| $782K | ﹤0.01% |
9,009
+4,887
| +119% | +$424K |
|
3577
Global X MLP ETF
MLPA
$1.81B
| $782K | ﹤0.01% |
16,298
+3,953
| +32% | +$190K |
|
3578
Melco Resorts & Entertainment
MLCO
$3.78B
| $780K | ﹤0.01% |
100,146
-485,666
| -83% | -$3.78M |
|
3579
American Express Global Business Travel
GBTG
$4.34B
| $778K | ﹤0.01% |
101,127
+2,182
| +2% | +$16.8K |
|
3580
Orion Group Holdings
ORN
$323M
| $776K | ﹤0.01% |
134,570
+121,507
| +930% | +$701K |
|
3581
Brookfield Infrastructure Partners
BIP
$14.4B
| $775K | ﹤0.01% |
22,130
+4,281
| +24% | +$150K |
|
3582
KB Financial Group
KB
$30.5B
| $772K | ﹤0.01% |
12,510
-90,104
| -88% | -$5.56M |
|
3583
Fidelity Momentum Factor ETF
FDMO
$538M
| $772K | ﹤0.01% |
11,665
+725
| +7% | +$48K |
|
3584
Universal Logistics Holdings
ULH
$651M
| $770K | ﹤0.01% |
17,854
+9,966
| +126% | +$430K |
|
3585
Principal Spectrum Preferred Securities Active ETF
PREF
$1.3B
| $769K | ﹤0.01% |
40,903
+38,167
| +1,395% | +$718K |
|
3586
MannKind Corp
MNKD
$1.71B
| $769K | ﹤0.01% |
122,207
+9,019
| +8% | +$56.7K |
|
3587
Columbia Research Enhanced Core ETF
RECS
$3.71B
| $767K | ﹤0.01% |
22,625
-66,056
| -74% | -$2.24M |
|
3588
Core Laboratories
CLB
$583M
| $765K | ﹤0.01% |
41,281
+2,267
| +6% | +$42K |
|
3589
Franklin FTSE Japan ETF
FLJP
$2.38B
| $765K | ﹤0.01% |
25,144
-5,612
| -18% | -$171K |
|
3590
Waterstone Financial
WSBF
$282M
| $763K | ﹤0.01% |
51,913
+21,902
| +73% | +$322K |
|
3591
Mister Car Wash
MCW
$1.77B
| $763K | ﹤0.01% |
117,175
+41,390
| +55% | +$269K |
|
3592
Tilray
TLRY
$1.36B
| $760K | ﹤0.01% |
432,031
+105,803
| +32% | +$186K |
|
3593
iShares Russell 2500 ETF
SMMD
$1.71B
| $759K | ﹤0.01% |
11,206
+3,998
| +55% | +$271K |
|
3594
Global X FinTech ETF
FINX
$322M
| $758K | ﹤0.01% |
27,034
-64,734
| -71% | -$1.81M |
|
3595
FT Vest US Equity Deep Buffer ETF January
DJAN
$348M
| $756K | ﹤0.01% |
19,807
+9,893
| +100% | +$378K |
|
3596
MaxCyte
MXCT
$168M
| $755K | ﹤0.01% |
193,999
-15,573
| -7% | -$60.6K |
|
3597
TechTarget
TTGT
$495M
| $754K | ﹤0.01% |
30,841
+9,440
| +44% | +$231K |
|
3598
Amplitude
AMPL
$1.58B
| $754K | ﹤0.01% |
84,050
+23,526
| +39% | +$211K |
|
3599
Vanda Pharmaceuticals
VNDA
$269M
| $754K | ﹤0.01% |
160,722
+22,249
| +16% | +$104K |
|
3600
CareDx
CDNA
$780M
| $754K | ﹤0.01% |
24,136
+367
| +2% | +$11.5K |
|