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 | |
|---|---|---|---|---|---|---|
3651
Limoneira
LMNR
$277M
| $943K | ﹤0.01% |
38,556
+29,470
| +324% | +$721K |
|
3652
Reservoir Media
RSVR
$521M
| $943K | ﹤0.01% |
104,146
+38,609
| +59% | +$349K |
|
3653
Pacific Biosciences
PACB
$384M
| $942K | ﹤0.01% |
514,505
-50,002
| -9% | -$91.5K |
|
3654
FT Vest US Equity Moderate Buffer ETF July
GJUL
$611M
| $940K | ﹤0.01% |
25,634
+1,533
| +6% | +$56.2K |
|
3655
TriMas Corp
TRS
$1.63B
| $940K | ﹤0.01% |
38,218
-243
| -0.6% | -$5.98K |
|
3656
Dimensional Short-Duration Fixed Income ETF
DFSD
$5.22B
| $939K | ﹤0.01% |
20,039
-4,444
| -18% | -$208K |
|
3657
Philips
PHG
$26.9B
| $939K | ﹤0.01% |
38,655
-217,471
| -85% | -$5.28M |
|
3658
Enanta Pharmaceuticals
ENTA
$168M
| $938K | ﹤0.01% |
163,113
-80,515
| -33% | -$463K |
|
3659
Olema Pharmaceuticals
OLMA
$584M
| $937K | ﹤0.01% |
160,751
-20,281
| -11% | -$118K |
|
3660
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
$3.02B
| $929K | ﹤0.01% |
44,976
+43,688
| +3,392% | +$902K |
|
3661
Microvision
MVIS
$376M
| $928K | ﹤0.01% |
708,518
+618,429
| +686% | +$810K |
|
3662
Seanergy Maritime Holdings
SHIP
$190M
| $927K | ﹤0.01% |
133,360
+75,079
| +129% | +$522K |
|
3663
Lifezone Metals
LZM
$406M
| $927K | ﹤0.01% |
133,356
+65,340
| +96% | +$454K |
|
3664
GoPro
GPRO
$402M
| $927K | ﹤0.01% |
850,218
+521,450
| +159% | +$568K |
|
3665
Chemung Financial Corp
CHMG
$258M
| $925K | ﹤0.01% |
18,946
+9,226
| +95% | +$450K |
|
3666
Harbor Scientific Alpha High-Yield ETF
SIHY
$155M
| $924K | ﹤0.01% |
+20,277
| New | +$924K |
|
3667
Potbelly
PBPB
$515M
| $924K | ﹤0.01% |
98,124
+31,071
| +46% | +$293K |
|
|
BLTE
3668
Belite Bio
BLTE
$2.41B
| $924K | ﹤0.01% |
14,636
+8,280
| +130% | +$522K |
|
3669
eHealth
EHTH
$121M
| $917K | ﹤0.01% |
97,601
+93,615
| +2,349% | +$880K |
|
3670
American Express Global Business Travel
GBTG
$4.35B
| $917K | ﹤0.01% |
98,770
-2,357
| -2% | -$21.9K |
|
3671
Digital Turbine
APPS
$579M
| $916K | ﹤0.01% |
541,825
+153,991
| +40% | +$260K |
|
3672
Overlay Shares Hedged Large Cap Equity ETF
OVLH
$78.2M
| $916K | ﹤0.01% |
26,830
+19,063
| +245% | +$651K |
|
3673
Trevi Therapeutics
TRVI
$1.04B
| $913K | ﹤0.01% |
221,664
+121,147
| +121% | +$499K |
|
3674
J. Jill
JILL
$285M
| $912K | ﹤0.01% |
33,016
-2,227
| -6% | -$61.5K |
|
|
HCVI
3675
DELISTED
Hennessy Capital Investment Corp. VI Class A Common Stock
HCVI
| $910K | ﹤0.01% |
+86,046
| New | +$910K |
|