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 | |
|---|---|---|---|---|---|---|
3801
Innovator US Small Cap Power Buffer ETF April
KAPR
$169M
| $500K | ﹤0.01% |
15,412
+15,346
| +23,252% | +$498K |
|
3802
Capital Bancorp
CBNK
$542M
| $500K | ﹤0.01% |
19,458
+7,879
| +68% | +$203K |
|
3803
WisdomTree US AI Enhanced Value Fund
AIVL
$389M
| $500K | ﹤0.01% |
4,489
+476
| +12% | +$53K |
|
3804
SmartRent
SMRT
$297M
| $499K | ﹤0.01% |
288,176
+205,843
| +250% | +$356K |
|
3805
Tredegar Corp
TG
$281M
| $497K | ﹤0.01% |
68,240
+12,777
| +23% | +$93.1K |
|
3806
Amerant Bancorp
AMTB
$864M
| $497K | ﹤0.01% |
23,261
+1,705
| +8% | +$36.4K |
|
3807
Terns Pharmaceuticals
TERN
$659M
| $497K | ﹤0.01% |
59,536
-93,544
| -61% | -$780K |
|
|
EQIN
3808
Columbia U.S. Equity Income ETF
EQIN
$242M
| $496K | ﹤0.01% |
10,482
-1,209
| -10% | -$57.2K |
|
3809
Innovator Emerging Markets Power Buffer ETF January
EJAN
$110M
| $495K | ﹤0.01% |
15,800
-2,228
| -12% | -$69.8K |
|
3810
James Hardie Industries
JHX
$11.2B
| $495K | ﹤0.01% |
12,327
+7,526
| +157% | +$302K |
|
3811
Southern First Bancshares
SFST
$370M
| $495K | ﹤0.01% |
14,518
+8,390
| +137% | +$286K |
|
3812
West Bancorporation
WTBA
$346M
| $493K | ﹤0.01% |
25,946
+18,885
| +267% | +$359K |
|
3813
Zymeworks
ZYME
$1.23B
| $493K | ﹤0.01% |
39,280
-193
| -0.5% | -$2.42K |
|
3814
Velocity Financial
VEL
$710M
| $492K | ﹤0.01% |
25,073
+17,068
| +213% | +$335K |
|
3815
loanDepot
LDI
$779M
| $490K | ﹤0.01% |
179,606
-5,225
| -3% | -$14.3K |
|
3816
iShares MSCI Intl Momentum Factor ETF
IMTM
$3.28B
| $490K | ﹤0.01% |
12,128
-685,724
| -98% | -$27.7M |
|
3817
Denny's
DENN
$259M
| $489K | ﹤0.01% |
75,797
+53,763
| +244% | +$347K |
|
3818
Janus Henderson Mortgage-Backed Securities ETF
JMBS
$6.37B
| $488K | ﹤0.01% |
10,456
+9,999
| +2,188% | +$466K |
|
3819
iShares MSCI Qatar ETF
QAT
$74.8M
| $487K | ﹤0.01% |
26,294
| – | – |
|
3820
Cullinan Oncology
CGEM
$366M
| $487K | ﹤0.01% |
29,110
+5,842
| +25% | +$97.8K |
|
3821
ACNB Corp
ACNB
$473M
| $487K | ﹤0.01% |
11,148
+5,447
| +96% | +$238K |
|
3822
Nuveen ESG Emerging Markets Equity ETF
NUEM
$322M
| $485K | ﹤0.01% |
15,646
+3,593
| +30% | +$111K |
|
3823
Chart Industries 6.75% Series B Preferred Stock
GTLS.PRB
$572M
| $485K | ﹤0.01% |
9,646
-61,595
| -86% | -$3.1M |
|
3824
Nomura Holdings
NMR
$21.9B
| $484K | ﹤0.01% |
92,737
+64,268
| +226% | +$335K |
|
3825
ProShares Bitcoin Strategy ETF
BITO
$2.82B
| $483K | ﹤0.01% |
25,179
+24,348
| +2,930% | +$467K |
|