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 | |
|---|---|---|---|---|---|---|
3951
IBEX
IBEX
$547M
| $387K | ﹤0.01% |
19,345
+15,372
| +387% | +$307K |
|
3952
ProShares Short VIX Short-Term Futures ETF
SVXY
$253M
| $386K | ﹤0.01% |
7,710
-9,050
| -54% | -$453K |
|
3953
Invesco RAFI Strategic US ETF
IUS
$669M
| $386K | ﹤0.01% |
7,666
+7,293
| +1,955% | +$367K |
|
|
ORAN
3954
DELISTED
Orange
ORAN
| $384K | ﹤0.01% |
33,460
+10,844
| +48% | +$124K |
|
3955
Norwood Financial Corp
NWFL
$246M
| $384K | ﹤0.01% |
13,922
+9,950
| +251% | +$274K |
|
3956
FlexShares Morningstar US Market Factors Tilt Index Fund
TILT
$1.82B
| $384K | ﹤0.01% |
1,804
+1,200
| +199% | +$255K |
|
3957
Nathan's Famous
NATH
$421M
| $384K | ﹤0.01% |
4,744
+2,640
| +125% | +$214K |
|
3958
FT Vest Growth-100 Buffer ETF March
QMAR
$455M
| $383K | ﹤0.01% |
+13,386
| New | +$383K |
|
3959
Anika Therapeutics
ANIK
$128M
| $383K | ﹤0.01% |
15,509
-11,072
| -42% | -$273K |
|
3960
Innovator US Equity Ultra Buffer ETF August
UAUG
$239M
| $383K | ﹤0.01% |
10,933
-6,388
| -37% | -$224K |
|
3961
AXT Inc
AXTI
$200M
| $382K | ﹤0.01% |
157,976
-22,337
| -12% | -$54.1K |
|
3962
FT Vest Growth-100 Buffer ETF June
QJUN
$645M
| $382K | ﹤0.01% |
+14,145
| New | +$382K |
|
3963
OrthoPediatrics
KIDS
$481M
| $381K | ﹤0.01% |
14,049
+274
| +2% | +$7.43K |
|
3964
Tourmaline Bio
TRML
$1.23B
| $381K | ﹤0.01% |
14,804
+2,100
| +17% | +$54K |
|
|
BRT
3965
BRT Apartments
BRT
$291M
| $380K | ﹤0.01% |
21,621
+12,103
| +127% | +$213K |
|
|
ACR
3966
ACRES Commercial Realty
ACR
$156M
| $378K | ﹤0.01% |
24,128
-587
| -2% | -$9.19K |
|
3967
Grupo Aeroportuario del Pacifico
PAC
$12.6B
| $376K | ﹤0.01% |
2,158
+448
| +26% | +$78K |
|
3968
Ponce Financial Group
PDLB
$340M
| $375K | ﹤0.01% |
32,113
+20,239
| +170% | +$237K |
|
|
MCHB
3969
Mechanics Bancorp
MCHB
$3.02B
| $375K | ﹤0.01% |
23,814
+12,632
| +113% | +$199K |
|
3970
Innovator US Equity Accelerated ETF Quarterly
XDSQ
$74.5M
| $371K | ﹤0.01% |
+10,590
| New | +$371K |
|
3971
NewAmsterdam Pharma
NAMS
$3.01B
| $371K | ﹤0.01% |
22,351
+14,280
| +177% | +$237K |
|
|
EVBN
3972
DELISTED
Evans Bancorp Inc
EVBN
| $370K | ﹤0.01% |
9,503
+1,511
| +19% | +$58.9K |
|
|
CTV
3973
DELISTED
Innovid Corp.
CTV
| $369K | ﹤0.01% |
205,249
+157,112
| +326% | +$283K |
|
3974
TFS Financial
TFSL
$3.71B
| $368K | ﹤0.01% |
28,646
+1,784
| +7% | +$22.9K |
|
3975
Prospect Capital
PSEC
$1.23B
| $368K | ﹤0.01% |
68,854
-21,945
| -24% | -$117K |
|