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 | |
|---|---|---|---|---|---|---|
3851
LifeMD
LFMD
$302M
| $462K | ﹤0.01% |
88,173
+73,389
| +496% | +$385K |
|
3852
LSI Industries
LYTS
$713M
| $461K | ﹤0.01% |
28,561
-45,840
| -62% | -$740K |
|
3853
Financial Institutions
FISI
$544M
| $461K | ﹤0.01% |
18,108
+4,461
| +33% | +$114K |
|
3854
Invesco S&P MidCap 400 Revenue ETF
RWK
$993M
| $456K | ﹤0.01% |
3,921
+3,140
| +402% | +$365K |
|
3855
Red River Bancshares
RRBI
$441M
| $456K | ﹤0.01% |
8,763
+5,007
| +133% | +$260K |
|
3856
Amylyx Pharmaceuticals
AMLX
$1.42B
| $455K | ﹤0.01% |
140,559
+83,048
| +144% | +$269K |
|
3857
Stitch Fix
SFIX
$740M
| $455K | ﹤0.01% |
161,225
+67,892
| +73% | +$191K |
|
3858
Civista Bancshares
CIVB
$402M
| $453K | ﹤0.01% |
25,438
+12,059
| +90% | +$215K |
|
3859
iShares MSCI Philippines ETF
EPHE
$107M
| $452K | ﹤0.01% |
+15,514
| New | +$452K |
|
3860
Nuveen ESG Mid-Cap Value ETF
NUMV
$397M
| $452K | ﹤0.01% |
12,256
+1,168
| +11% | +$43K |
|
3861
AllianzIM US Large Cap Buffer20 Apr ETF
APRW
$175M
| $450K | ﹤0.01% |
13,965
-28,192
| -67% | -$909K |
|
3862
Praxis Precision Medicines
PRAX
$889M
| $450K | ﹤0.01% |
7,814
+448
| +6% | +$25.8K |
|
3863
Clover Health Investments
CLOV
$1.55B
| $448K | ﹤0.01% |
+158,920
| New | +$448K |
|
3864
GoPro
GPRO
$388M
| $447K | ﹤0.01% |
328,768
+128,461
| +64% | +$175K |
|
3865
ARK Space Exploration & Innovation ETF
ARKX
$427M
| $446K | ﹤0.01% |
27,540
-402
| -1% | -$6.52K |
|
3866
Aveanna Healthcare
AVAH
$1.69B
| $446K | ﹤0.01% |
85,714
+62,319
| +266% | +$324K |
|
3867
iShares US Basic Materials ETF
IYM
$567M
| $445K | ﹤0.01% |
2,965
-2,011
| -40% | -$302K |
|
|
TEN
3868
Tsakos Energy Navigation Ltd
TEN
$684M
| $445K | ﹤0.01% |
17,725
-47,648
| -73% | -$1.2M |
|
3869
Vident US Bond Strategy ETF
VBND
$474M
| $445K | ﹤0.01% |
9,912
-101
| -1% | -$4.53K |
|
3870
W&T Offshore
WTI
$261M
| $444K | ﹤0.01% |
206,300
+1,059
| +0.5% | +$2.28K |
|
|
HSHP
3871
Himalaya Shipping
HSHP
$407M
| $442K | ﹤0.01% |
51,054
-27,148
| -35% | -$235K |
|
3872
Sight Sciences
SGHT
$189M
| $439K | ﹤0.01% |
69,660
+53,658
| +335% | +$338K |
|
3873
Fidelity D&D Bancorp
FDBC
$254M
| $438K | ﹤0.01% |
8,885
+6,783
| +323% | +$335K |
|
3874
Brown-Forman Class A
BF.A
$12.7B
| $438K | ﹤0.01% |
9,107
+2,227
| +32% | +$107K |
|
3875
Vanguard US Quality Factor ETF
VFQY
$423M
| $438K | ﹤0.01% |
3,063
+568
| +23% | +$81.2K |
|