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 | |
|---|---|---|---|---|---|---|
4076
Shore Bancshares
SHBI
$575M
| $295K | ﹤0.01% |
21,078
+7,994
| +61% | +$112K |
|
4077
Savara
SVRA
$610M
| $295K | ﹤0.01% |
69,490
+12,420
| +22% | +$52.7K |
|
4078
Virginia National Bankshares
VABK
$216M
| $294K | ﹤0.01% |
7,060
+4,066
| +136% | +$169K |
|
4079
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
$648M
| $293K | ﹤0.01% |
11,321
-2,285
| -17% | -$59.2K |
|
4080
ArriVent BioPharma
AVBP
$754M
| $292K | ﹤0.01% |
12,445
+8,050
| +183% | +$189K |
|
4081
Dianthus Therapeutics
DNTH
$1.46B
| $291K | ﹤0.01% |
10,639
+412
| +4% | +$11.3K |
|
4082
WisdomTree US Quality Growth Fund
QGRW
$1.73B
| $290K | ﹤0.01% |
6,352
+960
| +18% | +$43.8K |
|
4083
Gilat Satellite Networks
GILT
$665M
| $289K | ﹤0.01% |
54,909
-683
| -1% | -$3.6K |
|
4084
AllianzIM U.S. Large Cap 6 Month Buffer10 Apr/Oct ETF
SIXO
$109M
| $289K | ﹤0.01% |
+9,089
| New | +$289K |
|
4085
Fidelity Small-Mid Multifactor ETF
FSMD
$1.72B
| $288K | ﹤0.01% |
6,948
+659
| +10% | +$27.3K |
|
4086
Kura Sushi USA
KRUS
$888M
| $287K | ﹤0.01% |
3,568
-19,811
| -85% | -$1.6M |
|
4087
FT Vest Fund of Deep Buffer ETFs
BUFD
$1.46B
| $287K | ﹤0.01% |
11,458
+11,358
| +11,358% | +$284K |
|
4088
Rapid Micro Biosystems
RPID
$149M
| $286K | ﹤0.01% |
321,330
-252,598
| -44% | -$225K |
|
4089
Oak Valley Bancorp
OVLY
$235M
| $286K | ﹤0.01% |
10,755
+5,945
| +124% | +$158K |
|
4090
Navitas Semiconductor
NVTS
$1.49B
| $285K | ﹤0.01% |
116,417
-880
| -0.8% | -$2.16K |
|
4091
iShares Morningstar Mid-Cap Value ETF
IMCV
$836M
| $285K | ﹤0.01% |
3,721
+670
| +22% | +$51.4K |
|
|
AOMR
4092
Angel Oak Mortgage REIT
AOMR
$233M
| $284K | ﹤0.01% |
27,201
+20,142
| +285% | +$210K |
|
4093
WPP
WPP
$5.19B
| $283K | ﹤0.01% |
5,532
+3,865
| +232% | +$198K |
|
4094
Lightspeed Commerce
LSPD
$1.71B
| $283K | ﹤0.01% |
17,137
-710
| -4% | -$11.7K |
|
4095
Humacyte
HUMA
$295M
| $282K | ﹤0.01% |
51,835
-356
| -0.7% | -$1.94K |
|
4096
Lightwave Logic
LWLG
$542M
| $281K | ﹤0.01% |
101,982
-35,700
| -26% | -$98.5K |
|
4097
WisdomTree Mortgage Plus Bond Fund
MTGP
$67.1M
| $281K | ﹤0.01% |
6,240
-568
| -8% | -$25.6K |
|
4098
Invesco High Yield Equity Dividend Achievers ETF
PEY
$1.11B
| $281K | ﹤0.01% |
12,822
-3,079
| -19% | -$67.5K |
|
|
ESSA
4099
DELISTED
ESSA Bancorp
ESSA
| $280K | ﹤0.01% |
14,567
+8,136
| +127% | +$156K |
|
4100
Pacer Trendpilot US Large Cap ETF
PTLC
$3.45B
| $279K | ﹤0.01% |
5,301
-10
| -0.2% | -$525 |
|