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 | |
|---|---|---|---|---|---|---|
3826
POSCO
PKX
$15.2B
| $480K | ﹤0.01% |
6,861
-13,045
| -66% | -$913K |
|
3827
Aura Biosciences
AURA
$378M
| $477K | ﹤0.01% |
53,502
+27,718
| +108% | +$247K |
|
3828
Lifezone Metals
LZM
$414M
| $476K | ﹤0.01% |
68,016
+37,232
| +121% | +$261K |
|
3829
ARS Pharmaceuticals
SPRY
$968M
| $476K | ﹤0.01% |
32,822
-178
| -0.5% | -$2.58K |
|
|
BRDG
3830
DELISTED
Bridge Investment Group
BRDG
| $475K | ﹤0.01% |
48,093
-8,761
| -15% | -$86.5K |
|
3831
SIGA Technologies
SIGA
$629M
| $475K | ﹤0.01% |
70,299
+42,669
| +154% | +$288K |
|
3832
Lincoln Educational Services
LINC
$663M
| $473K | ﹤0.01% |
39,646
+28,275
| +249% | +$338K |
|
3833
Citizens & Northern Corp
CZNC
$311M
| $473K | ﹤0.01% |
24,032
+15,637
| +186% | +$308K |
|
3834
Innovator US Equity Power Buffer ETF May
PMAY
$637M
| $473K | ﹤0.01% |
13,410
+12,978
| +3,004% | +$457K |
|
3835
Franklin Covey
FC
$250M
| $473K | ﹤0.01% |
11,490
+5,889
| +105% | +$242K |
|
3836
Nature's Sunshine
NATR
$285M
| $472K | ﹤0.01% |
34,633
+6,769
| +24% | +$92.2K |
|
3837
Invesco Equal Weight 0-30 Year Treasury ETF
GOVI
$978M
| $471K | ﹤0.01% |
+16,207
| New | +$471K |
|
3838
KRONOS Worldwide
KRO
$689M
| $471K | ﹤0.01% |
37,827
-21,788
| -37% | -$271K |
|
3839
1stdibs.com
DIBS
$104M
| $469K | ﹤0.01% |
106,407
+64,107
| +152% | +$283K |
|
3840
Dream Finders Homes
DFH
$2.56B
| $469K | ﹤0.01% |
12,951
-42,187
| -77% | -$1.53M |
|
3841
Chemung Financial Corp
CHMG
$254M
| $467K | ﹤0.01% |
9,720
+6,802
| +233% | +$327K |
|
3842
ALPS Sector Dividend Dogs ETF
SDOG
$1.22B
| $466K | ﹤0.01% |
7,909
+27
| +0.3% | +$1.59K |
|
3843
NerdWallet
NRDS
$842M
| $466K | ﹤0.01% |
36,694
-44,605
| -55% | -$567K |
|
|
NEXN
3844
Nexxen International
NEXN
$602M
| $466K | ﹤0.01% |
57,998
+11,346
| +24% | +$91.2K |
|
3845
Flushing Financial
FFIC
$479M
| $466K | ﹤0.01% |
31,977
+19,517
| +157% | +$285K |
|
3846
iShares MSCI USA Size Factor ETF
SIZE
$369M
| $466K | ﹤0.01% |
3,131
-26
| -0.8% | -$3.87K |
|
3847
Applied Digital
APLD
$5.37B
| $465K | ﹤0.01% |
56,355
+8,774
| +18% | +$72.4K |
|
|
EFXT
3848
Enerflex
EFXT
$1.31B
| $463K | ﹤0.01% |
77,749
+27,878
| +56% | +$166K |
|
3849
AB High Yield ETF
HYFI
$273M
| $463K | ﹤0.01% |
+12,320
| New | +$463K |
|
3850
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
$1.93B
| $462K | ﹤0.01% |
5,228
-78,827
| -94% | -$6.97M |
|