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 | |
|---|---|---|---|---|---|---|
3576
First Bancorp
FNLC
$309M
| $1.07M | ﹤0.01% |
39,121
+16,767
| +75% | +$459K |
|
3577
First Trust Technology AlphaDEX Fund
FXL
$1.47B
| $1.07M | ﹤0.01% |
7,181
+982
| +16% | +$146K |
|
3578
Soleno Therapeutics
SLNO
$3.01B
| $1.07M | ﹤0.01% |
23,724
+9,809
| +70% | +$441K |
|
3579
Franklin Investment Grade Corporate ETF
FLCO
$610M
| $1.07M | ﹤0.01% |
50,551
+1,838
| +4% | +$38.8K |
|
|
EAGL
3580
Eagle Capital Select Equity ETF
EAGL
$3.21B
| $1.06M | ﹤0.01% |
+38,210
| New | +$1.06M |
|
3581
Southern First Bancshares
SFST
$373M
| $1.06M | ﹤0.01% |
26,769
+12,251
| +84% | +$487K |
|
3582
Bank of Marin Bancorp
BMRC
$410M
| $1.06M | ﹤0.01% |
44,686
+29,024
| +185% | +$690K |
|
3583
Orange County Bancorp
OBT
$357M
| $1.06M | ﹤0.01% |
38,200
+21,522
| +129% | +$598K |
|
3584
Merus
MRUS
$5.21B
| $1.06M | ﹤0.01% |
25,180
+18,072
| +254% | +$760K |
|
3585
Choiceone Financial
COFS
$456M
| $1.06M | ﹤0.01% |
29,698
+18,811
| +173% | +$670K |
|
3586
Tredegar Corp
TG
$284M
| $1.05M | ﹤0.01% |
136,663
+68,423
| +100% | +$525K |
|
3587
Citizens Financial Services
CZFS
$312M
| $1.05M | ﹤0.01% |
16,742
+9,397
| +128% | +$589K |
|
3588
OppFi
OPFI
$343M
| $1.04M | ﹤0.01% |
136,308
+99,723
| +273% | +$764K |
|
3589
First Foundation Inc
FFWM
$491M
| $1.04M | ﹤0.01% |
167,940
+117,730
| +234% | +$731K |
|
3590
iShares US Oil & Gas Exploration & Production ETF
IEO
$467M
| $1.04M | ﹤0.01% |
11,616
-4,866
| -30% | -$436K |
|
3591
KB Financial Group
KB
$30.7B
| $1.04M | ﹤0.01% |
18,293
+5,783
| +46% | +$329K |
|
|
CNL
3592
Collective Mining Ltd.
CNL
$1.08B
| $1.04M | ﹤0.01% |
249,270
+148,270
| +147% | +$617K |
|
|
WDI
3593
Western Asset Diversified Income Fund
WDI
$786M
| $1.04M | ﹤0.01% |
72,760
+20,300
| +39% | +$289K |
|
3594
Liberty Latin America Class A
LILA
$1.63B
| $1.04M | ﹤0.01% |
162,705
-143,796
| -47% | -$916K |
|
3595
Ceragon Networks
CRNT
$228M
| $1.03M | ﹤0.01% |
221,539
+183,452
| +482% | +$857K |
|
|
CEP
3596
Cantor Equity Partners, Inc. Class A Ordinary Shares
CEP
$282M
| $1.03M | ﹤0.01% |
+100,000
| New | +$1.03M |
|
3597
Pro-Dex
PDEX
$113M
| $1.03M | ﹤0.01% |
22,052
-2,738
| -11% | -$128K |
|
|
MSB
3598
Mesabi Trust
MSB
$399M
| $1.03M | ﹤0.01% |
36,598
-13
| -0% | -$365 |
|
3599
Plumas Bancorp
PLBC
$314M
| $1.03M | ﹤0.01% |
21,750
+14,128
| +185% | +$668K |
|
3600
RE/MAX Holdings
RMAX
$205M
| $1.02M | ﹤0.01% |
96,031
-24,216
| -20% | -$258K |
|