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 | |
|---|---|---|---|---|---|---|
|
CLYM
3926
Climb Bio
CLYM
$152M
| $525K | ﹤0.01% |
291,796
+279,020
| +2,184% | +$502K |
|
3927
Nova
NVMI
$9.22B
| $524K | ﹤0.01% |
2,663
-32,664
| -92% | -$6.43M |
|
3928
Investar Holding Corp
ISTR
$231M
| $523K | ﹤0.01% |
23,830
+7,413
| +45% | +$163K |
|
3929
Rocky Brands
RCKY
$229M
| $523K | ﹤0.01% |
22,931
+14,749
| +180% | +$336K |
|
3930
Timothy Plan International ETF
TPIF
$160M
| $523K | ﹤0.01% |
19,661
-1,722
| -8% | -$45.8K |
|
3931
Nuveen ESG Emerging Markets Equity ETF
NUEM
$321M
| $521K | ﹤0.01% |
17,952
+2,306
| +15% | +$66.9K |
|
|
EQC
3932
DELISTED
Equity Commonwealth
EQC
| $519K | ﹤0.01% |
293,481
-469,899
| -62% | -$832K |
|
3933
AMES National
ATLO
$184M
| $519K | ﹤0.01% |
31,596
+17,269
| +121% | +$284K |
|
|
FFNW
3934
DELISTED
First Financial Northwest, Inc
FFNW
| $519K | ﹤0.01% |
23,912
+15,903
| +199% | +$345K |
|
3935
BondBloxx USD High Yield Bond Financial & REIT Sector ETF
XHYF
$34.4M
| $517K | ﹤0.01% |
13,870
-1,649
| -11% | -$61.5K |
|
3936
Invesco Fundamental High Yield Corporate Bond ETF
PHB
$355M
| $517K | ﹤0.01% |
28,618
+593
| +2% | +$10.7K |
|
3937
Sable Offshore Corp
SOC
$2.39B
| $517K | ﹤0.01% |
22,594
-97,438
| -81% | -$2.23M |
|
|
GEAR
3938
DELISTED
Revelyst, Inc.
GEAR
| $516K | ﹤0.01% |
+26,814
| New | +$516K |
|
3939
PetMed Express
PETS
$57.8M
| $516K | ﹤0.01% |
106,954
+83,473
| +355% | +$402K |
|
3940
Ultralife
ULBI
$119M
| $514K | ﹤0.01% |
68,952
+21,494
| +45% | +$160K |
|
3941
KRONOS Worldwide
KRO
$717M
| $513K | ﹤0.01% |
52,660
+14,833
| +39% | +$145K |
|
3942
Montrose Environmental
MEG
$1.04B
| $512K | ﹤0.01% |
27,584
-43,622
| -61% | -$809K |
|
3943
Avantis US Small Cap Equity ETF
AVSC
$1.95B
| $512K | ﹤0.01% |
9,412
-41,272
| -81% | -$2.24M |
|
3944
ProShares UltraPro Russell2000
URTY
$437M
| $511K | ﹤0.01% |
10,383
+9,449
| +1,012% | +$465K |
|
3945
Ceco Environmental
CECO
$1.81B
| $511K | ﹤0.01% |
16,894
+2,236
| +15% | +$67.6K |
|
3946
James Hardie Industries plc
JHX
$11.2B
| $511K | ﹤0.01% |
16,572
+4,245
| +34% | +$131K |
|
3947
Eastern Company
EML
$163M
| $510K | ﹤0.01% |
19,221
+11,974
| +165% | +$318K |
|
3948
Global Water Resources
GWRS
$276M
| $507K | ﹤0.01% |
44,067
+23,113
| +110% | +$266K |
|
3949
Centrus Energy
LEU
$4.78B
| $507K | ﹤0.01% |
7,604
+1,316
| +21% | +$87.7K |
|
|
RDACU
3950
Rising Dragon Acquisition Corp. Unit
RDACU
| $507K | ﹤0.01% |
+50,000
| New | +$507K |
|