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 | |
|---|---|---|---|---|---|---|
3676
Franklin FTSE India ETF
FLIN
$2.51B
| $660K | ﹤0.01% |
15,743
+7,182
| +84% | +$301K |
|
3677
Home Bancorp
HBCP
$436M
| $654K | ﹤0.01% |
14,668
+8,459
| +136% | +$377K |
|
3678
Telefônica Brasil
VIV
$20.2B
| $652K | ﹤0.01% |
63,518
+21,235
| +50% | +$218K |
|
3679
FT Vest US Equity Moderate Buffer ETF March
GMAR
$414M
| $652K | ﹤0.01% |
17,760
+3,166
| +22% | +$116K |
|
3680
iShares MSCI Thailand ETF
THD
$235M
| $652K | ﹤0.01% |
9,412
+2,286
| +32% | +$158K |
|
3681
SoundThinking
SSTI
$158M
| $650K | ﹤0.01% |
56,072
+27,091
| +93% | +$314K |
|
3682
Franklin US Core Dividend Tilt Index ETF
UDIV
$72.7M
| $644K | ﹤0.01% |
14,425
+1,737
| +14% | +$77.5K |
|
3683
Stratasys
SSYS
$903M
| $641K | ﹤0.01% |
77,162
-32,480
| -30% | -$270K |
|
3684
Sportradar
SRAD
$8.86B
| $639K | ﹤0.01% |
52,784
+28,878
| +121% | +$350K |
|
3685
BondBloxx USD High Yield Bond Consumer Cyclicals Sector ETF
XHYC
$31.1M
| $635K | ﹤0.01% |
16,741
-28
| -0.2% | -$1.06K |
|
3686
Playtika
PLTK
$1.32B
| $635K | ﹤0.01% |
80,150
+40,604
| +103% | +$322K |
|
3687
Stoneridge
SRI
$237M
| $634K | ﹤0.01% |
56,696
+42,379
| +296% | +$474K |
|
3688
Portillo's
PTLO
$459M
| $632K | ﹤0.01% |
46,914
-87,927
| -65% | -$1.18M |
|
3689
iShares Morningstar Small-Cap ETF
ISCB
$252M
| $626K | ﹤0.01% |
10,675
+9,943
| +1,358% | +$584K |
|
3690
Third Coast Bancshares
TCBX
$551M
| $625K | ﹤0.01% |
23,350
+13,270
| +132% | +$355K |
|
3691
Direxion Daily S&P Biotech Bull 3X Shares
LABU
$694M
| $625K | ﹤0.01% |
4,851
+2,735
| +129% | +$352K |
|
3692
OmniAb
OABI
$229M
| $621K | ﹤0.01% |
146,868
-16,670
| -10% | -$70.5K |
|
3693
Altimmune
ALT
$340M
| $620K | ﹤0.01% |
100,912
-191,848
| -66% | -$1.18M |
|
|
FARO
3694
DELISTED
Faro Technologies
FARO
| $619K | ﹤0.01% |
32,353
+22,636
| +233% | +$433K |
|
3695
Superior Group of Companies
SGC
$183M
| $618K | ﹤0.01% |
39,902
+1,193
| +3% | +$18.5K |
|
3696
FT Vest Fund of Buffer ETFs
BUFR
$7.51B
| $618K | ﹤0.01% |
20,675
+13,723
| +197% | +$410K |
|
3697
Ultrapar
UGP
$4.18B
| $617K | ﹤0.01% |
159,142
+105,133
| +195% | +$408K |
|
3698
Timothy Plan International ETF
TPIF
$160M
| $617K | ﹤0.01% |
21,383
+6,754
| +46% | +$195K |
|
3699
Fidelity High Yield Factor ETF
FDHY
$426M
| $615K | ﹤0.01% |
12,465
+10,080
| +423% | +$497K |
|
3700
Pacer Developed Markets International Cash Cows 100 ETF
ICOW
$1.26B
| $614K | ﹤0.01% |
19,423
-6,247
| -24% | -$198K |
|