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 | |
|---|---|---|---|---|---|---|
4001
SK Telecom
SKM
$8.48B
| $445K | ﹤0.01% |
21,131
+3,383
| +19% | +$71.2K |
|
4002
Star Holdings Shares of Beneficial Interest
STHO
$118M
| $445K | ﹤0.01% |
45,688
+23,075
| +102% | +$225K |
|
4003
Enliven Therapeutics
ELVN
$1.18B
| $444K | ﹤0.01% |
19,745
-1,062
| -5% | -$23.9K |
|
4004
Alta Equipment Group
ALTG
$235M
| $443K | ﹤0.01% |
67,722
+16,304
| +32% | +$107K |
|
|
QD
4005
Qudian
QD
$680M
| $442K | ﹤0.01% |
+156,844
| New | +$442K |
|
4006
AudioCodes
AUDC
$291M
| $441K | ﹤0.01% |
45,299
-58,738
| -56% | -$572K |
|
|
SVCO
4007
Silvaco Group
SVCO
$170M
| $441K | ﹤0.01% |
54,583
-54,866
| -50% | -$443K |
|
4008
AB Tax-Aware Long Municipal ETF
TAFL
$30M
| $441K | ﹤0.01% |
17,505
-9,918
| -36% | -$250K |
|
4009
Fidelity International High Dividend ETF
FIDI
$164M
| $440K | ﹤0.01% |
22,573
+6,024
| +36% | +$117K |
|
4010
Tejon Ranch
TRC
$441M
| $440K | ﹤0.01% |
27,666
+18,149
| +191% | +$289K |
|
4011
Fresenius Medical Care
FMS
$14.9B
| $440K | ﹤0.01% |
19,426
+9,524
| +96% | +$216K |
|
4012
iShares MSCI Qatar ETF
QAT
$74.8M
| $439K | ﹤0.01% |
24,472
-1,822
| -7% | -$32.7K |
|
4013
Anavex Life Sciences
AVXL
$745M
| $438K | ﹤0.01% |
40,823
-1,742
| -4% | -$18.7K |
|
4014
Information Services Group
III
$267M
| $438K | ﹤0.01% |
131,103
-166,627
| -56% | -$557K |
|
4015
ProShares Short 7-10 Year Treasury
TBX
$13.3M
| $437K | ﹤0.01% |
15,037
+5,343
| +55% | +$155K |
|
|
BZUN
4016
Baozun
BZUN
$265M
| $436K | ﹤0.01% |
160,178
-1,422
| -0.9% | -$3.87K |
|
4017
Portillo's
PTLO
$457M
| $434K | ﹤0.01% |
46,179
-735
| -2% | -$6.91K |
|
4018
Acacia Research
ACTG
$328M
| $429K | ﹤0.01% |
98,841
+71,153
| +257% | +$309K |
|
|
HLVX
4019
DELISTED
HilleVax
HLVX
| $429K | ﹤0.01% |
207,151
+193,124
| +1,377% | +$400K |
|
4020
Pioneer Bancorp
PBFS
$344M
| $427K | ﹤0.01% |
37,024
+21,904
| +145% | +$252K |
|
4021
Stratus Properties
STRS
$169M
| $425K | ﹤0.01% |
20,460
+10,857
| +113% | +$225K |
|
4022
Hertz
HTZ
$2.09B
| $424K | ﹤0.01% |
115,754
-50,791
| -30% | -$186K |
|
4023
Vident US Bond Strategy ETF
VBND
$475M
| $423K | ﹤0.01% |
9,852
-60
| -0.6% | -$2.58K |
|
|
BLUE
4024
DELISTED
bluebird bio
BLUE
| $423K | ﹤0.01% |
50,726
+19,633
| +63% | +$164K |
|
4025
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
$493M
| $421K | ﹤0.01% |
12,401
-6,167
| -33% | -$209K |
|