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 | |
|---|---|---|---|---|---|---|
4026
Empire Petroleum
EP
$139M
| $420K | ﹤0.01% |
55,223
+30,839
| +126% | +$234K |
|
4027
Aegon
AEG
$12.1B
| $419K | ﹤0.01% |
71,189
+30,296
| +74% | +$178K |
|
4028
ArriVent BioPharma
AVBP
$754M
| $418K | ﹤0.01% |
15,685
+3,240
| +26% | +$86.3K |
|
4029
Puma Biotechnology
PBYI
$228M
| $418K | ﹤0.01% |
136,897
+88,404
| +182% | +$270K |
|
|
CTNM
4030
Contineum Therapeutics
CTNM
$348M
| $416K | ﹤0.01% |
28,426
+25,934
| +1,041% | +$380K |
|
4031
A-Mark Precious Metals
AMRK
$669M
| $415K | ﹤0.01% |
15,158
-20,049
| -57% | -$549K |
|
4032
Avantis International Small Cap Value ETF
AVDV
$12.2B
| $413K | ﹤0.01% |
6,353
-100,999
| -94% | -$6.57M |
|
4033
Symbotic
SYM
$5.71B
| $411K | ﹤0.01% |
17,349
+375
| +2% | +$8.89K |
|
4034
StealthGas
GASS
$264M
| $411K | ﹤0.01% |
72,770
+44,354
| +156% | +$251K |
|
4035
Invesco RAFI Strategic US ETF
IUS
$669M
| $410K | ﹤0.01% |
8,259
+593
| +8% | +$29.5K |
|
|
TWFG
4036
TWFG, Inc. Common Stock
TWFG
$379M
| $410K | ﹤0.01% |
+13,315
| New | +$410K |
|
4037
Fidelity Emerging Markets Multifactor ETF
FDEM
$239M
| $404K | ﹤0.01% |
16,001
+4,898
| +44% | +$124K |
|
4038
TELA Bio
TELA
$63M
| $404K | ﹤0.01% |
133,666
+133,327
| +39,329% | +$403K |
|
4039
Karooooo
KARO
$1.74B
| $403K | ﹤0.01% |
8,934
+8,445
| +1,727% | +$381K |
|
4040
Seer Inc
SEER
$124M
| $403K | ﹤0.01% |
174,322
-1,032
| -0.6% | -$2.38K |
|
|
CAN
4041
Canaan Creative
CAN
$385M
| $402K | ﹤0.01% |
+196,339
| New | +$402K |
|
4042
Dogness International Corp
DOGZ
$193M
| $402K | ﹤0.01% |
8,842
+6,139
| +227% | +$279K |
|
4043
Virco
VIRC
$128M
| $398K | ﹤0.01% |
38,828
+8,607
| +28% | +$88.2K |
|
4044
Skillsoft
SKIL
$128M
| $398K | ﹤0.01% |
16,595
+16,458
| +12,013% | +$394K |
|
4045
Invesco S&P Global Water Index ETF
CGW
$1.01B
| $396K | ﹤0.01% |
7,312
-2,642
| -27% | -$143K |
|
4046
Compass Therapeutics
CMPX
$631M
| $395K | ﹤0.01% |
272,328
+227,864
| +512% | +$330K |
|
4047
ALX Oncology
ALXO
$58.4M
| $394K | ﹤0.01% |
236,046
+195,112
| +477% | +$326K |
|
|
NESR
4048
National Energy Services Reunited Corp. Ordinary Shares
NESR
$1.04B
| $394K | ﹤0.01% |
+43,966
| New | +$394K |
|
4049
D-Wave Quantum
QBTS
$8.22B
| $393K | ﹤0.01% |
46,804
+8,001
| +21% | +$67.2K |
|
|
URG
4050
Ur-Energy
URG
$551M
| $393K | ﹤0.01% |
341,669
+194,401
| +132% | +$224K |
|