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 | |
|---|---|---|---|---|---|---|
3976
Alico
ALCO
$256M
| $368K | ﹤0.01% |
13,140
+4,432
| +51% | +$124K |
|
3977
Carlyle Secured Lending
CGBD
$986M
| $365K | ﹤0.01% |
21,500
-53,100
| -71% | -$901K |
|
3978
DocGo
DCGO
$142M
| $365K | ﹤0.01% |
109,855
+66,097
| +151% | +$219K |
|
3979
Ibotta
IBTA
$741M
| $362K | ﹤0.01% |
5,874
+162
| +3% | +$9.98K |
|
3980
Oric Pharmaceuticals
ORIC
$1.03B
| $361K | ﹤0.01% |
35,251
+1,279
| +4% | +$13.1K |
|
3981
Fidelity International High Dividend ETF
FIDI
$163M
| $360K | ﹤0.01% |
16,549
-4,890
| -23% | -$106K |
|
3982
Tile Shop Holdings
TTSH
$294M
| $360K | ﹤0.01% |
54,558
+33,171
| +155% | +$219K |
|
3983
Immunome
IMNM
$817M
| $359K | ﹤0.01% |
24,565
+1,520
| +7% | +$22.2K |
|
3984
Luxfer Holdings
LXFR
$377M
| $359K | ﹤0.01% |
27,727
+15,641
| +129% | +$203K |
|
3985
Silvercrest Asset Management
SAMG
$135M
| $355K | ﹤0.01% |
20,605
+9,209
| +81% | +$159K |
|
3986
Merus
MRUS
$5.16B
| $355K | ﹤0.01% |
7,108
-71,407
| -91% | -$3.57M |
|
3987
Dimensional Global Credit ETF
DGCB
$710M
| $354K | ﹤0.01% |
6,458
+12
| +0.2% | +$658 |
|
3988
MINISO
MNSO
$7.65B
| $354K | ﹤0.01% |
20,182
-457,779
| -96% | -$8.03M |
|
|
TEAD
3989
Teads Holding Co
TEAD
$164M
| $353K | ﹤0.01% |
72,652
+55,259
| +318% | +$269K |
|
3990
Invesco Pharmaceuticals ETF
PJP
$266M
| $352K | ﹤0.01% |
4,046
+2,862
| +242% | +$249K |
|
|
DDL
3991
Dingdong
DDL
$457M
| $351K | ﹤0.01% |
98,934
-349,468
| -78% | -$1.24M |
|
3992
Middlefield Banc Corp
MBCN
$261M
| $351K | ﹤0.01% |
12,180
+6,832
| +128% | +$197K |
|
3993
Innovator Equity Defined Protection ETF - 2 Yr to July 2027
TJUL
$182M
| $350K | ﹤0.01% |
+12,761
| New | +$350K |
|
3994
NEOS S&P 500 High Income ETF
SPYI
$5.25B
| $350K | ﹤0.01% |
+6,826
| New | +$350K |
|
3995
Bankwell Financial Group
BWFG
$359M
| $349K | ﹤0.01% |
11,638
+7,238
| +165% | +$217K |
|
3996
AerSale
ASLE
$393M
| $347K | ﹤0.01% |
68,710
-341
| -0.5% | -$1.72K |
|
3997
Avita Medical
RCEL
$148M
| $347K | ﹤0.01% |
32,344
+8,985
| +38% | +$96.3K |
|
3998
Alta Equipment Group
ALTG
$235M
| $347K | ﹤0.01% |
51,418
+32,218
| +168% | +$217K |
|
3999
Everspin Technologies
MRAM
$180M
| $346K | ﹤0.01% |
58,668
+19,367
| +49% | +$114K |
|
4000
BondBloxx USD High Yield Bond Healthcare Sector ETF
XHYH
$26M
| $346K | ﹤0.01% |
9,622
-4,504
| -32% | -$162K |
|