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 | |
|---|---|---|---|---|---|---|
3601
Climb Global Solutions
CLMB
$612M
| $752K | ﹤0.01% |
7,558
+5,711
| +309% | +$568K |
|
3602
American Axle
AXL
$746M
| $752K | ﹤0.01% |
121,647
-180,643
| -60% | -$1.12M |
|
3603
WisdomTree Managed Futures Strategy Fund
WTMF
$170M
| $752K | ﹤0.01% |
21,164
-1,933
| -8% | -$68.7K |
|
3604
SandRidge Energy
SD
$418M
| $751K | ﹤0.01% |
61,420
+4,868
| +9% | +$59.5K |
|
3605
Jack in the Box
JACK
$354M
| $751K | ﹤0.01% |
16,136
-35,774
| -69% | -$1.66M |
|
3606
Investors Title Co
ITIC
$483M
| $749K | ﹤0.01% |
3,260
+2,126
| +187% | +$489K |
|
3607
ProPetro Holding
PUMP
$503M
| $749K | ﹤0.01% |
97,736
+5,198
| +6% | +$39.8K |
|
3608
Global X US Preferred ETF
PFFD
$2.38B
| $747K | ﹤0.01% |
35,935
-6,442
| -15% | -$134K |
|
3609
Invesco S&P SmallCap Industrials ETF
PSCI
$139M
| $746K | ﹤0.01% |
5,639
+1,073
| +23% | +$142K |
|
3610
iShares Mortgage Real Estate ETF
REM
$611M
| $743K | ﹤0.01% |
31,311
+4,060
| +15% | +$96.3K |
|
3611
Ardagh Metal Packaging
AMBP
$2.25B
| $743K | ﹤0.01% |
196,979
+130,264
| +195% | +$491K |
|
3612
Inspire Global Hope ETF
BLES
$123M
| $742K | ﹤0.01% |
18,783
+5,722
| +44% | +$226K |
|
3613
Invesco S&P 500 Equal Weight Energy ETF
RSPG
$416M
| $742K | ﹤0.01% |
9,681
-16,765
| -63% | -$1.28M |
|
3614
Adtran
ADTN
$754M
| $741K | ﹤0.01% |
124,914
+13,478
| +12% | +$79.9K |
|
3615
Pro-Dex
PDEX
$113M
| $740K | ﹤0.01% |
24,790
+529
| +2% | +$15.8K |
|
3616
Star Bulk Carriers
SBLK
$2.23B
| $740K | ﹤0.01% |
31,228
-334,631
| -91% | -$7.93M |
|
3617
BCB Bancorp
BCBP
$151M
| $737K | ﹤0.01% |
59,707
+46,302
| +345% | +$571K |
|
3618
Ocular Therapeutix
OCUL
$2.15B
| $736K | ﹤0.01% |
84,645
-728
| -0.9% | -$6.33K |
|
3619
89bio
ETNB
$2.22B
| $736K | ﹤0.01% |
99,467
+43,384
| +77% | +$321K |
|
3620
SPDR Portfolio MSCI Global Stock Market ETF
SPGM
$1.24B
| $736K | ﹤0.01% |
11,357
+3,074
| +37% | +$199K |
|
|
VZIO
3621
DELISTED
VIZIO Holding Corp.
VZIO
| $732K | ﹤0.01% |
65,570
+1,749
| +3% | +$19.5K |
|
3622
Banco Bradesco
BBD
$34.8B
| $731K | ﹤0.01% |
274,790
+166,008
| +153% | +$442K |
|
3623
CompoSecure
CMPO
$2.03B
| $728K | ﹤0.01% |
62,547
+52,998
| +555% | +$617K |
|
3624
SPDR Portfolio TIPS ETF
SPIP
$985M
| $728K | ﹤0.01% |
27,694
-350,961
| -93% | -$9.22M |
|
3625
Methanex
MEOH
$3.01B
| $728K | ﹤0.01% |
17,605
-46,307
| -72% | -$1.91M |
|