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 | |
|---|---|---|---|---|---|---|
|
PHLT
3876
Performant Healthcare, Inc. Common Stock
PHLT
$612M
| $596K | ﹤0.01% |
197,508
+115,000
| +139% | +$347K |
|
|
WW
3877
DELISTED
WW International
WW
| $595K | ﹤0.01% |
468,854
-15,674
| -3% | -$19.9K |
|
3878
ARK Space Exploration & Innovation ETF
ARKX
$424M
| $595K | ﹤0.01% |
30,470
+2,930
| +11% | +$57.2K |
|
3879
SPDR S&P Semiconductor ETF
XSD
$1.58B
| $593K | ﹤0.01% |
2,387
+118
| +5% | +$29.3K |
|
3880
Pacer Developed Markets International Cash Cows 100 ETF
ICOW
$1.27B
| $589K | ﹤0.01% |
20,190
+767
| +4% | +$22.4K |
|
3881
Cabaletta Bio
CABA
$199M
| $589K | ﹤0.01% |
259,392
-20,562
| -7% | -$46.7K |
|
3882
Iris Energy
IREN
$9.88B
| $587K | ﹤0.01% |
+59,769
| New | +$587K |
|
|
INVX
3883
Innovex International, Inc.
INVX
$1.18B
| $587K | ﹤0.01% |
41,985
-112,047
| -73% | -$1.57M |
|
3884
National Bankshares
NKSH
$200M
| $585K | ﹤0.01% |
20,383
+10,513
| +107% | +$302K |
|
|
EMO
3885
ClearBridge Energy Midstream Opportunity Fund
EMO
$848M
| $583K | ﹤0.01% |
12,530
-175
| -1% | -$8.15K |
|
3886
Nurix Therapeutics
NRIX
$686M
| $582K | ﹤0.01% |
30,895
-37,253
| -55% | -$702K |
|
3887
First Western Financial
MYFW
$227M
| $582K | ﹤0.01% |
29,752
+16,078
| +118% | +$314K |
|
3888
Myomo
MYO
$31.8M
| $581K | ﹤0.01% |
+90,147
| New | +$581K |
|
|
ESSA
3889
DELISTED
ESSA Bancorp
ESSA
| $580K | ﹤0.01% |
29,733
+15,166
| +104% | +$296K |
|
3890
Maui Land & Pineapple Co
MLP
$393M
| $579K | ﹤0.01% |
26,344
+20,793
| +375% | +$457K |
|
3891
PrimeEnergy Resources
PNRG
$283M
| $578K | ﹤0.01% |
2,632
+1,120
| +74% | +$246K |
|
3892
Woodside Energy
WDS
$29B
| $577K | ﹤0.01% |
36,997
+1,417
| +4% | +$22.1K |
|
3893
Capital Group Global Growth Equity ETF
CGGO
$7.24B
| $577K | ﹤0.01% |
19,735
+16,981
| +617% | +$496K |
|
3894
Dakota Gold
DC
$513M
| $576K | ﹤0.01% |
261,602
+136,565
| +109% | +$300K |
|
3895
ENI
E
$52.6B
| $575K | ﹤0.01% |
21,033
-9,941
| -32% | -$272K |
|
|
HSHP
3896
Himalaya Shipping
HSHP
$408M
| $572K | ﹤0.01% |
117,767
+66,713
| +131% | +$324K |
|
3897
TRI-Continental Corp
TY
$1.77B
| $572K | ﹤0.01% |
18,048
+4,888
| +37% | +$155K |
|
3898
Calumet Specialty Products
CLMT
$1.61B
| $565K | ﹤0.01% |
25,660
+24,660
| +2,466% | +$543K |
|
3899
Invesco S&P 100 Equal Weight ETF
EQWL
$1.71B
| $562K | ﹤0.01% |
5,494
+509
| +10% | +$52.1K |
|
3900
Grocery Outlet
GO
$1.66B
| $562K | ﹤0.01% |
35,977
-17,918
| -33% | -$280K |
|