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 | |
|---|---|---|---|---|---|---|
3976
Cogent Biosciences
COGT
$1.78B
| $479K | ﹤0.01% |
61,460
-3,368
| -5% | -$26.3K |
|
|
EQIN
3977
Columbia U.S. Equity Income ETF
EQIN
$242M
| $479K | ﹤0.01% |
10,806
+324
| +3% | +$14.4K |
|
3978
ALPS Equal Sector Weight ETF
EQL
$557M
| $477K | ﹤0.01% |
+11,418
| New | +$477K |
|
3979
WM Technology
MAPS
$139M
| $476K | ﹤0.01% |
345,032
+175,748
| +104% | +$243K |
|
3980
Lineage Cell Therapeutics
LCTX
$354M
| $476K | ﹤0.01% |
946,399
+269,237
| +40% | +$135K |
|
3981
Perspective Therapeutics
CATX
$244M
| $475K | ﹤0.01% |
149,045
+124,133
| +498% | +$396K |
|
3982
Purple Innovation
PRPL
$121M
| $474K | ﹤0.01% |
608,144
+580,997
| +2,140% | +$453K |
|
3983
Agilon Health
AGL
$485M
| $474K | ﹤0.01% |
249,346
-1,166,073
| -82% | -$2.22M |
|
3984
Pacer Trendpilot US Large Cap ETF
PTLC
$3.43B
| $473K | ﹤0.01% |
8,850
+3,549
| +67% | +$190K |
|
3985
Franklin FTSE India ETF
FLIN
$2.5B
| $470K | ﹤0.01% |
12,409
-3,334
| -21% | -$126K |
|
3986
Paysign
PAYS
$322M
| $469K | ﹤0.01% |
155,347
+92,100
| +146% | +$278K |
|
3987
Fidelity MSCI Communication Services Index ETF
FCOM
$1.84B
| $467K | ﹤0.01% |
7,950
+162
| +2% | +$9.51K |
|
3988
eGain
EGAN
$242M
| $465K | ﹤0.01% |
74,688
+59,207
| +382% | +$369K |
|
3989
Santander
BSBR
$41.2B
| $465K | ﹤0.01% |
118,916
+88,497
| +291% | +$346K |
|
3990
Full House Resorts
FLL
$122M
| $464K | ﹤0.01% |
113,717
+98,905
| +668% | +$404K |
|
|
ETWO
3991
DELISTED
E2open Parent Holdings
ETWO
| $463K | ﹤0.01% |
174,239
-1,785,791
| -91% | -$4.75M |
|
3992
Vanguard Total World Bond ETF
BNDW
$1.39B
| $462K | ﹤0.01% |
+6,780
| New | +$462K |
|
3993
iShares Morningstar Multi-Asset Income ETF
IYLD
$122M
| $460K | ﹤0.01% |
23,614
-680
| -3% | -$13.2K |
|
3994
Invesco Global Clean Energy ETF
PBD
$86.6M
| $460K | ﹤0.01% |
39,740
+26,933
| +210% | +$312K |
|
|
NOA
3995
North American Construction
NOA
$400M
| $454K | ﹤0.01% |
21,024
+20,743
| +7,382% | +$448K |
|
3996
Sanara MedTech
SMTI
$308M
| $451K | ﹤0.01% |
13,574
+9,516
| +234% | +$316K |
|
3997
Twin Disc
TWIN
$194M
| $451K | ﹤0.01% |
38,342
+33,483
| +689% | +$393K |
|
3998
Civeo
CVEO
$288M
| $448K | ﹤0.01% |
19,707
+894
| +5% | +$20.3K |
|
3999
iShares Morningstar Mid-Cap Value ETF
IMCV
$839M
| $446K | ﹤0.01% |
6,003
+2,282
| +61% | +$169K |
|
4000
Nuveen ESG Mid-Cap Value ETF
NUMV
$398M
| $445K | ﹤0.01% |
12,792
+536
| +4% | +$18.7K |
|