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 | |
|---|---|---|---|---|---|---|
4001
Seer Inc
SEER
$126M
| $345K | ﹤0.01% |
175,354
+70,671
| +68% | +$139K |
|
4002
Arbutus Biopharma
ABUS
$847M
| $345K | ﹤0.01% |
89,586
+8,859
| +11% | +$34.1K |
|
4003
Centrus Energy
LEU
$5.36B
| $345K | ﹤0.01% |
6,288
+186
| +3% | +$10.2K |
|
4004
Porch Group
PRCH
$1.97B
| $345K | ﹤0.01% |
224,680
-263,390
| -54% | -$404K |
|
4005
Schwab International Small-Cap Equity ETF
SCHC
$4.9B
| $345K | ﹤0.01% |
8,943
+4,699
| +111% | +$181K |
|
4006
Innovator US Equity Buffer ETF April
BAPR
$340M
| $344K | ﹤0.01% |
+7,940
| New | +$344K |
|
4007
FT Vest US Equity Buffer ETF August
FAUG
$1B
| $344K | ﹤0.01% |
+7,520
| New | +$344K |
|
4008
Paysafe
PSFE
$816M
| $341K | ﹤0.01% |
15,183
+835
| +6% | +$18.7K |
|
4009
BRF SA
BRFS
$6.12B
| $338K | ﹤0.01% |
77,418
-205,796
| -73% | -$899K |
|
4010
Greene County Bancorp
GCBC
$408M
| $338K | ﹤0.01% |
10,941
+5,863
| +115% | +$181K |
|
4011
Choiceone Financial
COFS
$450M
| $337K | ﹤0.01% |
10,887
+6,652
| +157% | +$206K |
|
4012
Distribution Solutions Group
DSGR
$1.43B
| $336K | ﹤0.01% |
8,733
+282
| +3% | +$10.9K |
|
4013
Parke Bancorp
PKBK
$261M
| $336K | ﹤0.01% |
16,085
+1,842
| +13% | +$38.5K |
|
4014
Trevi Therapeutics
TRVI
$992M
| $336K | ﹤0.01% |
100,517
+69,167
| +221% | +$231K |
|
4015
Mach Natural Resources
MNR
$1.6B
| $335K | ﹤0.01% |
20,967
-156,591
| -88% | -$2.51M |
|
4016
Zynex
ZYXI
$47M
| $334K | ﹤0.01% |
40,985
+1,318
| +3% | +$10.8K |
|
4017
Soho House & Co
SHCO
$1.73B
| $333K | ﹤0.01% |
65,376
+58,356
| +831% | +$298K |
|
4018
Perspective Therapeutics
CATX
$237M
| $333K | ﹤0.01% |
24,912
+4,844
| +24% | +$64.7K |
|
4019
RGC Resources
RGCO
$235M
| $332K | ﹤0.01% |
14,695
+10,697
| +268% | +$241K |
|
|
CMRC
4020
Commerce.com Inc Series 1
CMRC
$406M
| $331K | ﹤0.01% |
56,653
-54,920
| -49% | -$321K |
|
4021
Principal Investment Grade Corporate Active ETF
IG
$123M
| $331K | ﹤0.01% |
15,472
+14,660
| +1,805% | +$314K |
|
4022
AllianzIM US Large Cap 6 Month Buffer10 Mar/Sep ETF
SIXP
$379M
| $330K | ﹤0.01% |
12,109
-339
| -3% | -$9.23K |
|
4023
Capital Group Core Bond ETF
CGCB
$3B
| $330K | ﹤0.01% |
+12,228
| New | +$330K |
|
|
SEVN
4024
Seven Hills Realty Trust
SEVN
$160M
| $329K | ﹤0.01% |
23,870
+16,881
| +242% | +$232K |
|
|
EU
4025
enCore Energy
EU
$522M
| $328K | ﹤0.01% |
81,173
+5,067
| +7% | +$20.5K |
|