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 | |
|---|---|---|---|---|---|---|
3726
Fidelity High Yield Factor ETF
FDHY
$426M
| $814K | ﹤0.01% |
16,873
+4,408
| +35% | +$213K |
|
3727
WPP
WPP
$5.56B
| $808K | ﹤0.01% |
15,729
+10,197
| +184% | +$524K |
|
3728
WisdomTree Managed Futures Strategy Fund
WTMF
$169M
| $808K | ﹤0.01% |
23,145
+1,981
| +9% | +$69.2K |
|
3729
ATN International
ATNI
$239M
| $808K | ﹤0.01% |
48,064
+11,647
| +32% | +$196K |
|
3730
QuantumScape
QS
$6.87B
| $806K | ﹤0.01% |
155,316
-8,471
| -5% | -$44K |
|
3731
Indivior
INDV
$2.86B
| $805K | ﹤0.01% |
64,790
-376,955
| -85% | -$4.69M |
|
3732
Gerdau
GGB
$6.19B
| $800K | ﹤0.01% |
277,784
+125,099
| +82% | +$360K |
|
3733
iShares Mortgage Real Estate ETF
REM
$615M
| $797K | ﹤0.01% |
37,347
+6,036
| +19% | +$129K |
|
|
RERE
3734
ATRenew
RERE
$950M
| $796K | ﹤0.01% |
276,346
-17,841
| -6% | -$51.4K |
|
3735
VanEck Morningstar International Moat ETF
MOTI
$195M
| $795K | ﹤0.01% |
26,257
-14,633
| -36% | -$443K |
|
3736
National Research Corp
NRC
$366M
| $787K | ﹤0.01% |
44,602
+27,408
| +159% | +$483K |
|
3737
Telefônica Brasil
VIV
$20.3B
| $787K | ﹤0.01% |
104,183
+40,665
| +64% | +$307K |
|
3738
Bumble
BMBL
$746M
| $786K | ﹤0.01% |
96,601
-35,253
| -27% | -$287K |
|
3739
Kaltura
KLTR
$267M
| $786K | ﹤0.01% |
357,328
+196,344
| +122% | +$432K |
|
|
MCHB
3740
Mechanics Bancorp Class A Common Stock
MCHB
$3.03B
| $786K | ﹤0.01% |
68,817
+45,003
| +189% | +$514K |
|
|
UPB
3741
Upstream Bio, Inc. Common Stock
UPB
$931M
| $786K | ﹤0.01% |
+47,792
| New | +$786K |
|
3742
Ameresco
AMRC
$1.65B
| $784K | ﹤0.01% |
33,372
-2,048
| -6% | -$48.1K |
|
3743
Amplify CWP Enhanced Dividend Income ETF
DIVO
$5.14B
| $783K | ﹤0.01% |
19,350
-1,636
| -8% | -$66.2K |
|
3744
iShares Core Moderate Allocation ETF
AOM
$1.6B
| $782K | ﹤0.01% |
18,011
-15,476
| -46% | -$672K |
|
3745
First Trust Large Cap Growth AlphaDEX Fund
FTC
$1.27B
| $778K | ﹤0.01% |
5,627
+165
| +3% | +$22.8K |
|
3746
Parke Bancorp
PKBK
$267M
| $778K | ﹤0.01% |
37,926
+21,841
| +136% | +$448K |
|
3747
Aura Biosciences
AURA
$389M
| $776K | ﹤0.01% |
94,386
+40,884
| +76% | +$336K |
|
3748
Gencor Industries
GENC
$224M
| $773K | ﹤0.01% |
43,804
+24,093
| +122% | +$425K |
|
|
NXDT
3749
NexPoint Diversified Real Estate Trust
NXDT
$198M
| $772K | ﹤0.01% |
126,495
+59,625
| +89% | +$364K |
|
3750
Alico
ALCO
$260M
| $769K | ﹤0.01% |
29,670
+16,530
| +126% | +$429K |
|