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 | |
|---|---|---|---|---|---|---|
4026
ProShares Ultra Bloomberg Crude Oil
UCO
$350M
| $328K | ﹤0.01% |
12,890
+4,323
| +50% | +$110K |
|
4027
Franklin International Core Dividend Tilt Index ETF
DIVI
$1.81B
| $326K | ﹤0.01% |
9,827
+437
| +5% | +$14.5K |
|
|
CNL
4028
Collective Mining Ltd
CNL
$1.14B
| $323K | ﹤0.01% |
+101,000
| New | +$323K |
|
|
BLUE
4029
DELISTED
bluebird bio
BLUE
| $323K | ﹤0.01% |
31,093
-695
| -2% | -$7.22K |
|
4030
Invesco NASDAQ Internet ETF
PNQI
$835M
| $323K | ﹤0.01% |
7,430
+1,680
| +29% | +$73K |
|
4031
Designer Brands
DBI
$205M
| $323K | ﹤0.01% |
43,743
+25,254
| +137% | +$186K |
|
4032
Sezzle
SEZL
$3.12B
| $323K | ﹤0.01% |
23,874
+17,844
| +296% | +$241K |
|
4033
Schwab 1-5 Year Corporate Bond ETF
SCHJ
$592M
| $322K | ﹤0.01% |
12,986
+226
| +2% | +$5.61K |
|
4034
FVCBankcorp
FVCB
$242M
| $321K | ﹤0.01% |
24,628
+14,696
| +148% | +$192K |
|
4035
Goldman Sachs Access Inflation Protected USD Bond ETF
GTIP
$180M
| $321K | ﹤0.01% |
6,407
-1,290
| -17% | -$64.6K |
|
4036
International General Insurance
IGIC
$1.03B
| $320K | ﹤0.01% |
16,857
+3,562
| +27% | +$67.7K |
|
4037
Archer Aviation
ACHR
$6.36B
| $320K | ﹤0.01% |
105,474
-186,838
| -64% | -$566K |
|
4038
Atea Pharmaceuticals
AVIR
$229M
| $319K | ﹤0.01% |
95,244
+49,028
| +106% | +$164K |
|
4039
Investar Holding Corp
ISTR
$226M
| $318K | ﹤0.01% |
16,417
+5,190
| +46% | +$101K |
|
4040
Luminar Technologies
LAZR
$157M
| $316K | ﹤0.01% |
23,451
-2,642
| -10% | -$35.7K |
|
4041
Genmab
GMAB
$17.4B
| $316K | ﹤0.01% |
12,943
-14,567
| -53% | -$355K |
|
4042
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
$1.38B
| $315K | ﹤0.01% |
13,486
+2,401
| +22% | +$56.1K |
|
4043
Schwab 1000 Index ETF
SCHK
$4.65B
| $315K | ﹤0.01% |
11,384
+792
| +7% | +$21.9K |
|
4044
Bank of Marin Bancorp
BMRC
$400M
| $315K | ﹤0.01% |
15,662
+2,469
| +19% | +$49.6K |
|
4045
OR Royalties Inc
OR
$7B
| $314K | ﹤0.01% |
16,947
+6,237
| +58% | +$115K |
|
4046
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$3.58B
| $314K | ﹤0.01% |
2,465
-4,489
| -65% | -$571K |
|
4047
Expensify
EXFY
$181M
| $314K | ﹤0.01% |
160,002
+40,141
| +33% | +$78.7K |
|
4048
First Foundation Inc
FFWM
$477M
| $313K | ﹤0.01% |
50,210
+12,586
| +33% | +$78.5K |
|
4049
Star Holdings Shares of Beneficial Interest
STHO
$110M
| $313K | ﹤0.01% |
22,613
+12,502
| +124% | +$173K |
|
4050
SPDR S&P Transportation ETF
XTN
$144M
| $313K | ﹤0.01% |
3,795
-731
| -16% | -$60.3K |
|