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 | |
|---|---|---|---|---|---|---|
3776
Bankwell Financial Group
BWFG
$362M
| $735K | ﹤0.01% |
23,590
+11,952
| +103% | +$372K |
|
3777
Concrete Pumping Holdings
BBCP
$376M
| $733K | ﹤0.01% |
110,073
+36,242
| +49% | +$241K |
|
3778
PIMCO RAFI Multi-Factor International Equity ETF
MFDX
$379M
| $733K | ﹤0.01% |
24,807
-1,288
| -5% | -$38K |
|
|
TGB
3779
Taseko Mines
TGB
$1.16B
| $733K | ﹤0.01% |
377,602
+139,576
| +59% | +$271K |
|
3780
ProPetro Holding
PUMP
$513M
| $731K | ﹤0.01% |
78,368
-19,368
| -20% | -$181K |
|
3781
New Fortress Energy
NFE
$694M
| $730K | ﹤0.01% |
48,250
+935
| +2% | +$14.1K |
|
3782
SPDR Portfolio MSCI Global Stock Market ETF
SPGM
$1.24B
| $729K | ﹤0.01% |
11,512
+155
| +1% | +$9.82K |
|
3783
Tootsie Roll Industries
TR
$2.99B
| $727K | ﹤0.01% |
23,153
-4,211
| -15% | -$132K |
|
3784
ALPS O'Shares US Quality Dividend ETF
OUSA
$822M
| $726K | ﹤0.01% |
13,676
+5,864
| +75% | +$311K |
|
3785
Neuropace
NPCE
$341M
| $725K | ﹤0.01% |
64,826
+52,829
| +440% | +$591K |
|
3786
Middlefield Banc Corp
MBCN
$269M
| $725K | ﹤0.01% |
25,831
+13,651
| +112% | +$383K |
|
3787
PLAYSTUDIOS Inc
MYPS
$124M
| $724K | ﹤0.01% |
389,478
-931,537
| -71% | -$1.73M |
|
3788
Expensify
EXFY
$184M
| $723K | ﹤0.01% |
215,933
+55,931
| +35% | +$187K |
|
3789
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.92B
| $720K | ﹤0.01% |
19,955
-6,311
| -24% | -$228K |
|
3790
SPDR SSGA US Large Cap Low Volatility Index ETF
LGLV
$1.09B
| $719K | ﹤0.01% |
4,355
+1,119
| +35% | +$185K |
|
3791
Tactile Systems Technology
TCMD
$314M
| $719K | ﹤0.01% |
41,961
+13,059
| +45% | +$224K |
|
3792
Global X SuperDividend US ETF
DIV
$649M
| $718K | ﹤0.01% |
39,820
+7,506
| +23% | +$135K |
|
3793
Weyco Group
WEYS
$293M
| $717K | ﹤0.01% |
19,099
+7,187
| +60% | +$270K |
|
3794
Norwood Financial Corp
NWFL
$247M
| $716K | ﹤0.01% |
26,314
+12,392
| +89% | +$337K |
|
3795
Global X FinTech ETF
FINX
$320M
| $714K | ﹤0.01% |
22,869
-4,165
| -15% | -$130K |
|
3796
FS KKR Capital
FSK
$4.44B
| $712K | ﹤0.01% |
32,765
-72,406
| -69% | -$1.57M |
|
3797
Oil-Dri
ODC
$1.01B
| $711K | ﹤0.01% |
16,232
+11,430
| +238% | +$501K |
|
3798
FVCBankcorp
FVCB
$250M
| $708K | ﹤0.01% |
56,347
+31,719
| +129% | +$399K |
|
3799
Aveanna Healthcare
AVAH
$1.77B
| $707K | ﹤0.01% |
154,703
+68,989
| +80% | +$315K |
|
3800
Tile Shop Holdings
TTSH
$298M
| $706K | ﹤0.01% |
101,948
+47,390
| +87% | +$328K |
|