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 | |
|---|---|---|---|---|---|---|
3826
WisdomTree International SmallCap Dividend Fund
DLS
$1.04B
| $681K | ﹤0.01% |
10,811
+827
| +8% | +$52.1K |
|
3827
U-Haul Holding Co
UHAL
$10.6B
| $678K | ﹤0.01% |
9,816
+1,991
| +25% | +$138K |
|
3828
Avita Medical
RCEL
$150M
| $675K | ﹤0.01% |
52,706
+20,362
| +63% | +$261K |
|
3829
Vital Energy
VTLE
$633M
| $672K | ﹤0.01% |
21,743
-494
| -2% | -$15.3K |
|
3830
FT Vest Fund of Buffer ETFs
BUFR
$7.5B
| $670K | ﹤0.01% |
21,975
+1,300
| +6% | +$39.6K |
|
3831
ODP
ODP
$656M
| $668K | ﹤0.01% |
29,379
-28,418
| -49% | -$646K |
|
3832
Babcock & Wilcox
BW
$356M
| $664K | ﹤0.01% |
404,821
+343,613
| +561% | +$564K |
|
3833
CEMIG Preferred Shares
CIG
$5.98B
| $661K | ﹤0.01% |
373,590
-74,932
| -17% | -$133K |
|
3834
Holley
HLLY
$411M
| $660K | ﹤0.01% |
218,645
+74,885
| +52% | +$226K |
|
3835
Mesa Laboratories
MLAB
$381M
| $660K | ﹤0.01% |
5,003
-3,403
| -40% | -$449K |
|
3836
Jack in the Box
JACK
$356M
| $656K | ﹤0.01% |
15,757
-379
| -2% | -$15.8K |
|
3837
Silvercrest Asset Management
SAMG
$139M
| $654K | ﹤0.01% |
35,583
+14,978
| +73% | +$275K |
|
|
GATO
3838
DELISTED
Gatos Silver, Inc.
GATO
| $654K | ﹤0.01% |
46,794
-26,424
| -36% | -$369K |
|
3839
Vitamin Cottage Natural Grocers
NGVC
$844M
| $653K | ﹤0.01% |
16,447
-32,963
| -67% | -$1.31M |
|
3840
Ranger Energy Services
RNGR
$314M
| $653K | ﹤0.01% |
42,153
+35,157
| +503% | +$544K |
|
3841
Nomura Holdings
NMR
$22.2B
| $652K | ﹤0.01% |
112,675
+19,938
| +21% | +$115K |
|
3842
Hartford Disciplined US Equity ETF
HDUS
$164M
| $647K | ﹤0.01% |
11,450
-691
| -6% | -$39K |
|
|
ATYR
3843
aTyr Pharma
ATYR
$103M
| $646K | ﹤0.01% |
178,532
+147,092
| +468% | +$532K |
|
3844
Arcus Biosciences
RCUS
$1.32B
| $645K | ﹤0.01% |
43,351
-334
| -0.8% | -$4.97K |
|
3845
Alpha Architect 1-3 Month Box ETF
BOXX
$8.03B
| $643K | ﹤0.01% |
+5,831
| New | +$643K |
|
3846
Pure Cycle
PCYO
$277M
| $641K | ﹤0.01% |
50,591
+36,232
| +252% | +$459K |
|
3847
Bioceres Crop Solutions
BIOX
$107M
| $640K | ﹤0.01% |
105,301
+15,328
| +17% | +$93.2K |
|
3848
iShares US Basic Materials ETF
IYM
$564M
| $634K | ﹤0.01% |
4,883
+1,918
| +65% | +$249K |
|
3849
iShares Morningstar Small-Cap ETF
ISCB
$254M
| $634K | ﹤0.01% |
10,800
+125
| +1% | +$7.33K |
|
3850
MaxCyte
MXCT
$173M
| $632K | ﹤0.01% |
151,950
-42,049
| -22% | -$175K |
|