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 | |
|---|---|---|---|---|---|---|
|
VNET
3751
VNET Group
VNET
$2.59B
| $558K | ﹤0.01% |
136,883
+136,783
| +136,783% | +$558K |
|
3752
Inseego
INSG
$202M
| $556K | ﹤0.01% |
34,044
+33,529
| +6,510% | +$548K |
|
3753
Alerus Financial
ALRS
$587M
| $554K | ﹤0.01% |
24,214
+16,336
| +207% | +$374K |
|
3754
Pliant Therapeutics
PLRX
$87.8M
| $552K | ﹤0.01% |
49,212
+22
| +0% | +$247 |
|
|
ONIT
3755
Onity Group
ONIT
$346M
| $551K | ﹤0.01% |
17,255
+11,126
| +182% | +$355K |
|
3756
iShares 25+ Year Treasury STRIPS Bond ETF
GOVZ
$297M
| $551K | ﹤0.01% |
46,648
-5,687
| -11% | -$67.2K |
|
3757
Hertz
HTZ
$2.11B
| $550K | ﹤0.01% |
166,545
-648,432
| -80% | -$2.14M |
|
3758
First Bank
FRBA
$415M
| $549K | ﹤0.01% |
36,112
+24,746
| +218% | +$376K |
|
3759
SPDR SSGA US Large Cap Low Volatility Index ETF
LGLV
$1.09B
| $548K | ﹤0.01% |
3,236
+10
| +0.3% | +$1.69K |
|
3760
Global X S&P 500 Covered Call ETF
XYLD
$3.11B
| $546K | ﹤0.01% |
13,152
+12,036
| +1,078% | +$499K |
|
3761
Columbia Financial
CLBK
$1.63B
| $546K | ﹤0.01% |
31,961
+9,663
| +43% | +$165K |
|
3762
Provident Bancorp
PVBC
$227M
| $545K | ﹤0.01% |
50,554
+31,535
| +166% | +$340K |
|
3763
SPDR S&P Semiconductor ETF
XSD
$1.57B
| $545K | ﹤0.01% |
2,269
+244
| +12% | +$58.6K |
|
3764
Amplify Transformational Data Sharing ETF
BLOK
$1.31B
| $540K | ﹤0.01% |
14,397
-199
| -1% | -$7.47K |
|
3765
Intrepid Potash
IPI
$376M
| $539K | ﹤0.01% |
22,477
+2,242
| +11% | +$53.8K |
|
3766
Princeton Bancorp
BPRN
$215M
| $539K | ﹤0.01% |
14,568
+7,220
| +98% | +$267K |
|
3767
iShares S&P GSCI Commodity-Indexed Trust
GSG
$971M
| $538K | ﹤0.01% |
25,633
-1,426,753
| -98% | -$30M |
|
3768
Northeast Community Bancorp
NECB
$273M
| $537K | ﹤0.01% |
20,315
+8,100
| +66% | +$214K |
|
3769
iShares CMBS ETF
CMBS
$476M
| $537K | ﹤0.01% |
10,980
-94
| -0.8% | -$4.6K |
|
|
EMO
3770
ClearBridge Energy Midstream Opportunity Fund
EMO
$841M
| $536K | ﹤0.01% |
12,705
+10,631
| +513% | +$449K |
|
3771
Arrow Financial
AROW
$484M
| $536K | ﹤0.01% |
18,702
+10,838
| +138% | +$311K |
|
|
PPTA
3772
Perpetua Resources
PPTA
$1.97B
| $534K | ﹤0.01% |
57,158
+39,954
| +232% | +$374K |
|
3773
Gerdau
GGB
$6.19B
| $534K | ﹤0.01% |
152,685
+34,069
| +29% | +$119K |
|
3774
FT Vest US Equity Deep Buffer ETF March
DMAR
$361M
| $534K | ﹤0.01% |
+14,303
| New | +$534K |
|
3775
Reservoir Media
RSVR
$518M
| $532K | ﹤0.01% |
65,537
+40,484
| +162% | +$328K |
|