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 | |
|---|---|---|---|---|---|---|
3726
Angi Inc
ANGI
$802M
| $589K | ﹤0.01% |
22,817
+6,512
| +40% | +$168K |
|
3727
First Bancorp
FNLC
$299M
| $588K | ﹤0.01% |
22,354
+16,551
| +285% | +$436K |
|
3728
First Internet Bancorp
INBK
$210M
| $585K | ﹤0.01% |
17,086
+4,675
| +38% | +$160K |
|
3729
iShares US Pharmaceuticals ETF
IHE
$574M
| $585K | ﹤0.01% |
8,282
-3,690
| -31% | -$261K |
|
3730
Kelly Services Class A
KELYA
$496M
| $584K | ﹤0.01% |
27,257
-26,105
| -49% | -$559K |
|
3731
John Hancock Multifactor Large Cap ETF
JHML
$1.05B
| $581K | ﹤0.01% |
8,369
+3,063
| +58% | +$213K |
|
3732
VSE Corp
VSEC
$3.33B
| $581K | ﹤0.01% |
7,021
+1,058
| +18% | +$87.5K |
|
|
AAN
3733
DELISTED
The Aaron's Company, Inc.
AAN
| $579K | ﹤0.01% |
58,241
+2,106
| +4% | +$21K |
|
|
BZUN
3734
Baozun
BZUN
$241M
| $579K | ﹤0.01% |
161,600
-16,997
| -10% | -$60.8K |
|
3735
NextDecade
NEXT
$1.72B
| $578K | ﹤0.01% |
122,682
-586,189
| -83% | -$2.76M |
|
|
ITI
3736
DELISTED
Iteris, Inc.
ITI
| $578K | ﹤0.01% |
80,924
+42,889
| +113% | +$306K |
|
3737
LG Display
LPL
$4.79B
| $576K | ﹤0.01% |
142,293
-100,383
| -41% | -$407K |
|
3738
Fiverr
FVRR
$985M
| $575K | ﹤0.01% |
22,210
-92,728
| -81% | -$2.4M |
|
3739
KraneShares Global Carbon Strategy ETF
KRBN
$172M
| $572K | ﹤0.01% |
18,064
-878
| -5% | -$27.8K |
|
3740
Morgan Stanley Direct Lending Fund
MSDL
$1.52B
| $571K | ﹤0.01% |
28,872
+28,072
| +3,509% | +$555K |
|
3741
Vermilion Energy
VET
$1.16B
| $571K | ﹤0.01% |
58,449
-61,041
| -51% | -$596K |
|
3742
SPDR DoubleLine Total Return Tactical ETF
TOTL
$3.89B
| $571K | ﹤0.01% |
13,790
-48,592
| -78% | -$2.01M |
|
|
SAVE
3743
DELISTED
Spirit Airlines, Inc.
SAVE
| $570K | ﹤0.01% |
237,483
-21,865
| -8% | -$52.5K |
|
3744
iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV
$332M
| $567K | ﹤0.01% |
13,889
+10,585
| +320% | +$432K |
|
3745
Vanguard ESG US Corporate Bond ETF
VCEB
$915M
| $566K | ﹤0.01% |
8,731
+2,852
| +49% | +$185K |
|
3746
Ivanhoe Electric
IE
$1.26B
| $566K | ﹤0.01% |
66,951
+1,643
| +3% | +$13.9K |
|
3747
VanEck IG Floating Rate ETF
FLTR
$2.57B
| $563K | ﹤0.01% |
22,109
-6,499
| -23% | -$166K |
|
3748
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
$3.74B
| $563K | ﹤0.01% |
10,328
-2,737
| -21% | -$149K |
|
3749
Regan Floating Rate MBS ETF
MBSF
$157M
| $560K | ﹤0.01% |
+21,846
| New | +$560K |
|
3750
Potbelly
PBPB
$515M
| $559K | ﹤0.01% |
67,053
+36,930
| +123% | +$308K |
|