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 | |
|---|---|---|---|---|---|---|
3951
Invesco S&P Emerging Markets Low Volatility ETF
EELV
$407M
| $506K | ﹤0.01% |
21,625
-45,469
| -68% | -$1.06M |
|
3952
Wolfspeed
WOLF
$385M
| $505K | ﹤0.01% |
75,831
-1,503,489
| -95% | -$10M |
|
3953
Kimbell Royalty Partners
KRP
$1.28B
| $505K | ﹤0.01% |
31,099
-11,955
| -28% | -$194K |
|
|
VBNK
3954
VersaBank
VBNK
$409M
| $505K | ﹤0.01% |
36,427
+30,551
| +520% | +$423K |
|
3955
Cross Country Healthcare
CCRN
$448M
| $504K | ﹤0.01% |
27,771
-4,488
| -14% | -$81.5K |
|
3956
InfuSystem Holdings
INFU
$205M
| $504K | ﹤0.01% |
59,662
+44,106
| +284% | +$373K |
|
3957
Pearson
PSO
$9.1B
| $502K | ﹤0.01% |
31,145
+15,867
| +104% | +$256K |
|
|
POLEU
3958
Andretti Acquisition Corp II Unit
POLEU
| $502K | ﹤0.01% |
+50,000
| New | +$502K |
|
3959
Denison Mines
DNN
$2.3B
| $501K | ﹤0.01% |
+278,569
| New | +$501K |
|
3960
NI Holdings
NODK
$293M
| $501K | ﹤0.01% |
31,911
+16,520
| +107% | +$259K |
|
3961
KraneShares Global Carbon Strategy ETF
KRBN
$172M
| $498K | ﹤0.01% |
17,002
-1,062
| -6% | -$31.1K |
|
3962
iShares iBonds 2026 Term High Yield and Income ETF
IBHF
$954M
| $498K | ﹤0.01% |
21,492
-4,284
| -17% | -$99.2K |
|
3963
Sky Harbour Group
SKYH
$350M
| $497K | ﹤0.01% |
41,668
+22,802
| +121% | +$272K |
|
3964
SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.1B
| $497K | ﹤0.01% |
25,445
-14,905
| -37% | -$291K |
|
3965
Magnachip Semiconductor
MX
$120M
| $495K | ﹤0.01% |
123,237
+35,008
| +40% | +$141K |
|
|
ADAP
3966
Adaptimmune Therapeutics
ADAP
$42.4M
| $494K | ﹤0.01% |
916,941
-128,592
| -12% | -$69.3K |
|
3967
Astria Therapeutics
ATXS
$422M
| $489K | ﹤0.01% |
54,664
+15,520
| +40% | +$139K |
|
3968
Foster
FSTR
$297M
| $488K | ﹤0.01% |
18,131
+5,192
| +40% | +$140K |
|
3969
NACCO Industries
NC
$321M
| $487K | ﹤0.01% |
16,325
+8,062
| +98% | +$240K |
|
3970
Innovator US Equity Ultra Buffer ETF July
UJUL
$218M
| $486K | ﹤0.01% |
14,101
+14,094
| +201,343% | +$486K |
|
3971
Sociedad Química y Minera de Chile
SQM
$12.3B
| $486K | ﹤0.01% |
13,354
+6,250
| +88% | +$227K |
|
3972
iShares MSCI Thailand ETF
THD
$234M
| $485K | ﹤0.01% |
8,017
-1,395
| -15% | -$84.3K |
|
|
SILV
3973
DELISTED
SilverCrest Metals Inc. Common Shares
SILV
| $484K | ﹤0.01% |
54,233
-1,090,093
| -95% | -$9.72M |
|
3974
HF Foods Group
HFFG
$189M
| $483K | ﹤0.01% |
150,504
+75,319
| +100% | +$242K |
|
3975
Accuray
ARAY
$196M
| $481K | ﹤0.01% |
242,713
+201,037
| +482% | +$398K |
|