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 | |
|---|---|---|---|---|---|---|
3901
Abeona Therapeutics
ABEO
$276M
| $424K | ﹤0.01% |
67,138
+28,606
| +74% | +$181K |
|
3902
Holley
HLLY
$393M
| $424K | ﹤0.01% |
143,760
+72,641
| +102% | +$214K |
|
3903
Tactile Systems Technology
TCMD
$313M
| $422K | ﹤0.01% |
28,902
-278
| -1% | -$4.06K |
|
3904
SK Telecom
SKM
$8.39B
| $422K | ﹤0.01% |
17,748
+17,020
| +2,338% | +$405K |
|
3905
ALPS O'Shares US Quality Dividend ETF
OUSA
$824M
| $422K | ﹤0.01% |
7,812
+2,223
| +40% | +$120K |
|
3906
Generation Bio
GBIO
$38.7M
| $420K | ﹤0.01% |
17,019
-350
| -2% | -$8.65K |
|
|
SEG.RT
3907
DELISTED
Seaport Entertainment Group Inc. Rights (expiring October 10, 2024)
SEG.RT
| $419K | ﹤0.01% |
+141,973
| New | +$419K |
|
|
LGO
3908
Largo
LGO
$117M
| $418K | ﹤0.01% |
200,173
-44,642
| -18% | -$93.3K |
|
3909
SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
EFAX
$398M
| $418K | ﹤0.01% |
9,562
-8,453
| -47% | -$370K |
|
3910
BARK
BARK
$146M
| $418K | ﹤0.01% |
256,422
+196,920
| +331% | +$321K |
|
|
NXDT
3911
NexPoint Diversified Real Estate Trust
NXDT
$193M
| $418K | ﹤0.01% |
66,870
+37,891
| +131% | +$237K |
|
3912
Virco
VIRC
$125M
| $417K | ﹤0.01% |
30,221
+25,269
| +510% | +$349K |
|
3913
Korro Bio
KRRO
$339M
| $414K | ﹤0.01% |
12,391
+9,782
| +375% | +$327K |
|
3914
Symbotic
SYM
$6.35B
| $414K | ﹤0.01% |
16,974
+1,096
| +7% | +$26.7K |
|
3915
Ceco Environmental
CECO
$1.73B
| $413K | ﹤0.01% |
14,658
-34,541
| -70% | -$974K |
|
3916
MarineMax
HZO
$542M
| $413K | ﹤0.01% |
11,705
+905
| +8% | +$31.9K |
|
3917
Magnachip Semiconductor
MX
$117M
| $412K | ﹤0.01% |
88,229
-9,106
| -9% | -$42.5K |
|
3918
Heron Therapeutics
HRTX
$225M
| $411K | ﹤0.01% |
206,711
+154,487
| +296% | +$307K |
|
3919
Gencor Industries
GENC
$222M
| $411K | ﹤0.01% |
19,711
-7,408
| -27% | -$155K |
|
3920
Applied Therapeutics
APLT
$62.6M
| $411K | ﹤0.01% |
48,313
+7,175
| +17% | +$61K |
|
|
FSP
3921
Franklin Street Properties
FSP
$169M
| $410K | ﹤0.01% |
231,681
+114,161
| +97% | +$202K |
|
3922
Goldman Sachs Small Cap Equity ETF
GSC
$146M
| $409K | ﹤0.01% |
7,730
-17,270
| -69% | -$914K |
|
3923
Columbia India Consumer ETF
INCO
$310M
| $409K | ﹤0.01% |
5,316
-14,910
| -74% | -$1.15M |
|
|
JUNM
3924
FT Vest U.S. Equity Max Buffer ETF - June
JUNM
$65.9M
| $407K | ﹤0.01% |
12,958
+8,046
| +164% | +$253K |
|
3925
Tango Therapeutics
TNGX
$846M
| $407K | ﹤0.01% |
52,840
+1,281
| +2% | +$9.86K |
|