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 | |
|---|---|---|---|---|---|---|
3601
Telos
TLS
$498M
| $1.02M | ﹤0.01% |
299,206
+128,507
| +75% | +$439K |
|
3602
Denny's
DENN
$268M
| $1.02M | ﹤0.01% |
168,779
+92,982
| +123% | +$563K |
|
3603
Udemy
UDMY
$1.12B
| $1.02M | ﹤0.01% |
123,756
-74,631
| -38% | -$614K |
|
3604
iPath Series B S&P 500 VIX Short-Term Futures ETN
VXX
$240M
| $1.02M | ﹤0.01% |
22,184
+65
| +0.3% | +$2.98K |
|
3605
Eve Holding
EVEX
$1.14B
| $1.01M | ﹤0.01% |
186,462
+147,632
| +380% | +$803K |
|
3606
Colony Bankcorp
CBAN
$319M
| $1.01M | ﹤0.01% |
62,806
+34,703
| +123% | +$560K |
|
3607
3D Systems Corporation
DDD
$317M
| $1.01M | ﹤0.01% |
308,015
+251,661
| +447% | +$825K |
|
3608
Fidelity Momentum Factor ETF
FDMO
$539M
| $1.01M | ﹤0.01% |
14,509
+2,844
| +24% | +$198K |
|
3609
HBT Financial
HBT
$835M
| $1.01M | ﹤0.01% |
46,109
+22,682
| +97% | +$497K |
|
|
REFI
3610
Chicago Atlantic Real Estate Finance
REFI
$289M
| $1.01M | ﹤0.01% |
65,465
+31,391
| +92% | +$484K |
|
3611
SES AI
SES
$576M
| $1.01M | ﹤0.01% |
460,665
+277,688
| +152% | +$608K |
|
3612
VanEck Vietnam ETF
VNM
$580M
| $1.01M | ﹤0.01% |
87,633
-139,110
| -61% | -$1.6M |
|
3613
fuboTV
FUBO
$1.5B
| $1M | ﹤0.01% |
796,907
+127,421
| +19% | +$161K |
|
|
SCWX
3614
DELISTED
SecureWorks Corp Class A Common Stock
SCWX
| $1M | ﹤0.01% |
118,395
+118,381
| +845,579% | +$1M |
|
3615
Capital Group Core Plus Income ETF
CGCP
$5.77B
| $1M | ﹤0.01% |
45,104
+965
| +2% | +$21.4K |
|
3616
Editas Medicine
EDIT
$270M
| $1M | ﹤0.01% |
787,599
+16,419
| +2% | +$20.9K |
|
3617
iShares Dow Jones US ETF
IYY
$2.65B
| $997K | ﹤0.01% |
6,969
-5,556
| -44% | -$795K |
|
3618
Invesco S&P International Developed Quality ETF
IDHQ
$516M
| $996K | ﹤0.01% |
35,159
-6,765
| -16% | -$192K |
|
3619
Fidelity D&D Bancorp
FDBC
$260M
| $994K | ﹤0.01% |
20,373
+11,488
| +129% | +$561K |
|
3620
OrthoPediatrics
KIDS
$504M
| $992K | ﹤0.01% |
42,817
+28,768
| +205% | +$667K |
|
|
EFXT
3621
Enerflex
EFXT
$1.31B
| $991K | ﹤0.01% |
99,550
+21,801
| +28% | +$217K |
|
3622
ArcelorMittal
MT
$26.4B
| $990K | ﹤0.01% |
42,809
-56,486
| -57% | -$1.31M |
|
3623
Sprott Physical Silver Trust
PSLV
$7.87B
| $989K | ﹤0.01% |
102,502
-16,861
| -14% | -$163K |
|
3624
Garrett Motion
GTX
$2.73B
| $989K | ﹤0.01% |
109,490
-29,496
| -21% | -$266K |
|
|
FLIC
3625
DELISTED
First of Long Island Corp
FLIC
| $987K | ﹤0.01% |
84,475
+31,161
| +58% | +$364K |
|