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 | |
|---|---|---|---|---|---|---|
|
SAGE
3626
DELISTED
Sage Therapeutics
SAGE
| $985K | ﹤0.01% |
181,354
+30,531
| +20% | +$166K |
|
3627
Nathan's Famous
NATH
$440M
| $985K | ﹤0.01% |
12,527
+7,783
| +164% | +$612K |
|
|
TEAD
3628
Teads Holding Co. Common Stock
TEAD
$164M
| $979K | ﹤0.01% |
136,298
+63,646
| +88% | +$457K |
|
3629
Nordic American Tanker
NAT
$699M
| $978K | ﹤0.01% |
391,096
-238,177
| -38% | -$595K |
|
3630
VanEck Pharmaceutical ETF
PPH
$554M
| $976K | ﹤0.01% |
11,316
+1,774
| +19% | +$153K |
|
3631
Invesco S&P SmallCap Industrials ETF
PSCI
$139M
| $976K | ﹤0.01% |
7,260
+1,621
| +29% | +$218K |
|
3632
WisdomTree International Equity Fund
DWM
$601M
| $975K | ﹤0.01% |
18,507
+252
| +1% | +$13.3K |
|
3633
DMC Global
BOOM
$158M
| $973K | ﹤0.01% |
132,422
+37,217
| +39% | +$274K |
|
3634
Citizens & Northern Corp
CZNC
$319M
| $972K | ﹤0.01% |
52,275
+28,243
| +118% | +$525K |
|
3635
indie Semiconductor
INDI
$753M
| $967K | ﹤0.01% |
238,765
-81,792
| -26% | -$331K |
|
3636
Algonquin Power & Utilities
AQN
$4.21B
| $964K | ﹤0.01% |
216,644
-72,915
| -25% | -$324K |
|
3637
Sphere Entertainment
SPHR
$2.19B
| $961K | ﹤0.01% |
23,840
-127,115
| -84% | -$5.13M |
|
3638
German American Bancorp
GABC
$1.55B
| $960K | ﹤0.01% |
23,873
-36,977
| -61% | -$1.49M |
|
3639
ASP Isotopes
ASPI
$839M
| $960K | ﹤0.01% |
211,893
+189,697
| +855% | +$859K |
|
3640
GraniteShares ETF Trust GraniteShares 2x Long META Daily ETF
FBL
$162M
| $957K | ﹤0.01% |
+29,000
| New | +$957K |
|
3641
HighPeak Energy
HPK
$890M
| $957K | ﹤0.01% |
65,121
+58,387
| +867% | +$858K |
|
3642
Universal Logistics Holdings
ULH
$655M
| $954K | ﹤0.01% |
20,761
+2,907
| +16% | +$134K |
|
3643
Red River Bancshares
RRBI
$453M
| $953K | ﹤0.01% |
17,658
+8,895
| +102% | +$480K |
|
3644
Triple Flag Precious Metals
TFPM
$5.75B
| $953K | ﹤0.01% |
63,374
-5,720
| -8% | -$86K |
|
3645
SPDR S&P 600 Small Cap Value ETF
SLYV
$4.15B
| $952K | ﹤0.01% |
10,910
+1,901
| +21% | +$166K |
|
3646
Brookfield Infrastructure Partners
BIP
$14.4B
| $950K | ﹤0.01% |
29,872
+7,742
| +35% | +$246K |
|
3647
Cassava Sciences
SAVA
$111M
| $947K | ﹤0.01% |
401,335
+364,982
| +1,004% | +$861K |
|
3648
WisdomTree US Multifactor Fund
USMF
$426M
| $947K | ﹤0.01% |
19,057
-2,832
| -13% | -$141K |
|
3649
Precigen
PGEN
$1.13B
| $947K | ﹤0.01% |
845,153
-39,122
| -4% | -$43.8K |
|
3650
Zumiez
ZUMZ
$360M
| $943K | ﹤0.01% |
49,213
-46,272
| -48% | -$887K |
|