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 | |
|---|---|---|---|---|---|---|
3676
Tenaris
TS
$18.3B
| $909K | ﹤0.01% |
24,067
-48,063
| -67% | -$1.82M |
|
3677
USCB Financial Holdings
USCB
$349M
| $906K | ﹤0.01% |
51,043
+31,357
| +159% | +$557K |
|
3678
Organogenesis Holdings
ORGO
$603M
| $899K | ﹤0.01% |
280,997
+75,054
| +36% | +$240K |
|
3679
Occidental Petroleum Corporation Warrants to Purchase Common Stock
OXY.WS
$24B
| – | – |
0
| – | -$987K |
|
3680
ZipRecruiter
ZIP
$458M
| $891K | ﹤0.01% |
123,082
+60,506
| +97% | +$438K |
|
3681
Willis Lease Finance
WLFC
$1.15B
| $890K | ﹤0.01% |
4,289
+2,559
| +148% | +$531K |
|
3682
Arlo Technologies
ARLO
$1.88B
| $890K | ﹤0.01% |
79,515
+21,081
| +36% | +$236K |
|
3683
Soho House & Co
SHCO
$1.73B
| $888K | ﹤0.01% |
119,236
+53,860
| +82% | +$401K |
|
3684
Nature's Sunshine
NATR
$295M
| $884K | ﹤0.01% |
60,277
+25,644
| +74% | +$376K |
|
|
CBLL
3685
CeriBell, Inc. Common Stock
CBLL
$460M
| $880K | ﹤0.01% |
+34,013
| New | +$880K |
|
3686
Insteel Industries
IIIN
$764M
| $879K | ﹤0.01% |
32,541
+18,480
| +131% | +$499K |
|
|
DRD
3687
DRDGold
DRD
$2.1B
| $878K | ﹤0.01% |
101,764
+8,558
| +9% | +$73.9K |
|
3688
Smith-Midland
SMID
$229M
| $878K | ﹤0.01% |
19,749
+16,798
| +569% | +$747K |
|
3689
Codexis
CDXS
$225M
| $877K | ﹤0.01% |
183,906
+152,438
| +484% | +$727K |
|
3690
Structure Therapeutics
GPCR
$1.34B
| $876K | ﹤0.01% |
32,315
-1,621
| -5% | -$44K |
|
3691
SPDR S&P Telecom ETF
XTL
$159M
| $872K | ﹤0.01% |
8,145
-27
| -0.3% | -$2.89K |
|
3692
John Marshall Bancorp
JMSB
$300M
| $872K | ﹤0.01% |
43,409
+23,640
| +120% | +$475K |
|
3693
BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF
XSVN
$156M
| $871K | ﹤0.01% |
+18,819
| New | +$871K |
|
|
SEPN
3694
Septerna, Inc. Common Stock
SEPN
$711M
| $871K | ﹤0.01% |
+38,015
| New | +$871K |
|
3695
Arq
ARQ
$299M
| $869K | ﹤0.01% |
114,735
+103,877
| +957% | +$786K |
|
3696
SoundThinking
SSTI
$158M
| $868K | ﹤0.01% |
66,429
+10,357
| +18% | +$135K |
|
3697
Akebia Therapeutics
AKBA
$785M
| $867K | ﹤0.01% |
456,294
+357,748
| +363% | +$680K |
|
3698
Ponce Financial Group
PDLB
$343M
| $866K | ﹤0.01% |
66,647
+34,534
| +108% | +$449K |
|
3699
Donegal Group Class A
DGICA
$712M
| $865K | ﹤0.01% |
55,942
+29,177
| +109% | +$451K |
|
3700
Amplify Cybersecurity ETF
HACK
$2.35B
| $862K | ﹤0.01% |
11,575
-3,617
| -24% | -$269K |
|