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 | |
|---|---|---|---|---|---|---|
3876
Insteel Industries
IIIN
$747M
| $437K | ﹤0.01% |
14,061
+5,121
| +57% | +$159K |
|
3877
NatWest
NWG
$55.9B
| $437K | ﹤0.01% |
46,693
-48,866
| -51% | -$457K |
|
3878
MeridianLink
MLNK
$1.48B
| $437K | ﹤0.01% |
21,233
-26,610
| -56% | -$547K |
|
3879
Colony Bankcorp
CBAN
$307M
| $436K | ﹤0.01% |
28,103
+16,246
| +137% | +$252K |
|
3880
TRI-Continental Corp
TY
$1.77B
| $435K | ﹤0.01% |
13,160
+9,027
| +218% | +$298K |
|
3881
Cross Country Healthcare
CCRN
$444M
| $434K | ﹤0.01% |
32,259
-49,732
| -61% | -$668K |
|
3882
Bridgewater Bancshares
BWB
$477M
| $433K | ﹤0.01% |
30,562
+19,201
| +169% | +$272K |
|
3883
Crescent Capital BDC
CCAP
$583M
| $433K | ﹤0.01% |
23,386
-14,311
| -38% | -$265K |
|
3884
Timberland Bancorp
TSBK
$276M
| $433K | ﹤0.01% |
14,294
+8,365
| +141% | +$253K |
|
3885
Astria Therapeutics
ATXS
$398M
| $431K | ﹤0.01% |
39,144
+19,735
| +102% | +$217K |
|
3886
New Fortress Energy
NFE
$666M
| $430K | ﹤0.01% |
47,315
-53,682
| -53% | -$488K |
|
3887
Metropolitan Bank Holding Corp
MCB
$824M
| $430K | ﹤0.01% |
8,173
+3,497
| +75% | +$184K |
|
3888
Mama's Creations
MAMA
$433M
| $430K | ﹤0.01% |
58,842
+44,817
| +320% | +$327K |
|
3889
FT Vest US Equity Deep Buffer ETF May
DMAY
$287M
| $429K | ﹤0.01% |
10,744
-5,347
| -33% | -$214K |
|
3890
Ultralife
ULBI
$118M
| $429K | ﹤0.01% |
47,458
+33,929
| +251% | +$307K |
|
3891
Fidelity MSCI Communication Services Index ETF
FCOM
$1.84B
| $429K | ﹤0.01% |
7,788
-712
| -8% | -$39.2K |
|
|
VLRS
3892
Controladora Vuela Compañía de Aviación
VLRS
$776M
| $429K | ﹤0.01% |
67,701
-116,612
| -63% | -$738K |
|
3893
Concrete Pumping Holdings
BBCP
$373M
| $427K | ﹤0.01% |
73,831
+41,524
| +129% | +$240K |
|
3894
Cato Corp
CATO
$86.4M
| $427K | ﹤0.01% |
85,621
+24,522
| +40% | +$122K |
|
|
DADA
3895
DELISTED
Dada Nexus
DADA
| $427K | ﹤0.01% |
224,866
+154,460
| +219% | +$293K |
|
3896
Citizens Financial Services
CZFS
$304M
| $427K | ﹤0.01% |
7,345
+4,702
| +178% | +$273K |
|
3897
Sinclair Inc
SBGI
$984M
| $426K | ﹤0.01% |
27,851
-55,944
| -67% | -$856K |
|
|
WW
3898
DELISTED
WW International
WW
| $425K | ﹤0.01% |
484,528
+481,391
| +15,346% | +$423K |
|
3899
NewtekOne
NEWT
$352M
| $425K | ﹤0.01% |
34,120
+16,596
| +95% | +$207K |
|
3900
Rigel Pharmaceuticals
RIGL
$623M
| $425K | ﹤0.01% |
26,238
+8,140
| +45% | +$132K |
|