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 | |
|---|---|---|---|---|---|---|
4051
Invesco MSCI Sustainable Future ETF
ERTH
$146M
| $392K | ﹤0.01% |
9,687
-1,639
| -14% | -$66.3K |
|
4052
LanzaTech
LNZA
$47.6M
| $390K | ﹤0.01% |
2,849
+1,494
| +110% | +$205K |
|
4053
Kingsway Financial Services
KFS
$420M
| $390K | ﹤0.01% |
46,627
+18,095
| +63% | +$151K |
|
4054
Northern Technologies International Corp
NTIC
$74.3M
| $389K | ﹤0.01% |
28,869
+17,149
| +146% | +$231K |
|
4055
Xtrackers Low Beta High Yield Bond ETF
HYDW
$147M
| $387K | ﹤0.01% |
8,402
+22
| +0.3% | +$1.01K |
|
4056
Sight Sciences
SGHT
$193M
| $387K | ﹤0.01% |
106,351
+36,691
| +53% | +$134K |
|
4057
iShares MSCI Japan Value ETF
EWJV
$497M
| $386K | ﹤0.01% |
12,329
+10,844
| +730% | +$339K |
|
4058
TAT Technologies
TATT
$536M
| $385K | ﹤0.01% |
14,993
+1,100
| +8% | +$28.2K |
|
4059
Playtika
PLTK
$1.36B
| $382K | ﹤0.01% |
55,059
-25,091
| -31% | -$174K |
|
4060
Invesco S&P MidCap Quality ETF
XMHQ
$5.26B
| $382K | ﹤0.01% |
3,877
-75,140
| -95% | -$7.4M |
|
4061
Quest Resource Holding
QRHC
$33.1M
| $380K | ﹤0.01% |
58,532
+34,839
| +147% | +$226K |
|
4062
Direxion Daily AAPL Bull 2X Shares
AAPU
$217M
| $380K | ﹤0.01% |
10,091
+4,166
| +70% | +$157K |
|
|
ARTV
4063
Artiva Biotherapeutics
ARTV
$58.1M
| $379K | ﹤0.01% |
37,619
+26,893
| +251% | +$271K |
|
4064
Sezzle
SEZL
$3.05B
| $377K | ﹤0.01% |
27,882
+4,008
| +17% | +$54.2K |
|
|
AVGX
4065
Defiance Daily Target 2X Long AVGO ETF
AVGX
$105M
| $377K | ﹤0.01% |
+11,614
| New | +$377K |
|
4066
Waldencast
WALD
$256M
| $376K | ﹤0.01% |
93,561
+50,311
| +116% | +$202K |
|
4067
LiveOne
LVO
$60.4M
| $375K | ﹤0.01% |
255,066
+222,282
| +678% | +$327K |
|
4068
Intuitive Machines
LUNR
$1.13B
| $375K | ﹤0.01% |
20,645
+8,041
| +64% | +$146K |
|
|
THRD
4069
DELISTED
Third Harmonic Bio
THRD
| $372K | ﹤0.01% |
36,147
+22,735
| +170% | +$234K |
|
4070
Fulcrum Therapeutics
FULC
$408M
| $372K | ﹤0.01% |
79,120
-108,043
| -58% | -$508K |
|
4071
Sigma Lithium
SGML
$661M
| $371K | ﹤0.01% |
33,053
+32,812
| +13,615% | +$368K |
|
4072
iShares ESG Aware Growth Allocation ETF
EAOR
$24.4M
| $370K | ﹤0.01% |
11,809
+11,772
| +31,816% | +$369K |
|
4073
Franklin International Core Dividend Tilt Index ETF
DIVI
$1.83B
| $370K | ﹤0.01% |
12,336
+2,509
| +26% | +$75.3K |
|
4074
Vanguard ESG US Corporate Bond ETF
VCEB
$915M
| $369K | ﹤0.01% |
5,959
-2,772
| -32% | -$172K |
|
4075
OR Royalties Inc.
OR
$6.73B
| $369K | ﹤0.01% |
20,402
+3,455
| +20% | +$62.5K |
|