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 | |
|---|---|---|---|---|---|---|
4101
Grupo Aeroportuario del Pacifico
PAC
$12.7B
| $353K | ﹤0.01% |
2,017
-141
| -7% | -$24.7K |
|
4102
Sibanye-Stillwater
SBSW
$6.18B
| $351K | ﹤0.01% |
106,489
+78,745
| +284% | +$260K |
|
4103
Fidelity Small-Mid Multifactor ETF
FSMD
$1.74B
| $348K | ﹤0.01% |
8,454
+1,506
| +22% | +$62K |
|
|
ASPCU
4104
A SPAC III Acquisition Corp Unit
ASPCU
| $347K | ﹤0.01% |
+34,500
| New | +$347K |
|
4105
Dimensional Global Credit ETF
DGCB
$709M
| $346K | ﹤0.01% |
6,571
+113
| +2% | +$5.94K |
|
4106
FlexShares Morningstar US Market Factors Tilt Index Fund
TILT
$1.82B
| $346K | ﹤0.01% |
1,600
-204
| -11% | -$44.1K |
|
4107
MarineMax
HZO
$558M
| $345K | ﹤0.01% |
11,924
+219
| +2% | +$6.34K |
|
4108
Caesarstone
CSTE
$51.5M
| $345K | ﹤0.01% |
81,088
+40,291
| +99% | +$171K |
|
4109
Smith & Nephew
SNN
$16.2B
| $345K | ﹤0.01% |
14,020
-18,957
| -57% | -$466K |
|
4110
Zynex
ZYXI
$47M
| $344K | ﹤0.01% |
42,997
+2,012
| +5% | +$16.1K |
|
4111
Kornit Digital
KRNT
$682M
| $344K | ﹤0.01% |
11,125
-12,654
| -53% | -$392K |
|
4112
Genie Energy
GNE
$405M
| $343K | ﹤0.01% |
21,993
+8,625
| +65% | +$134K |
|
4113
VanEck Preferred Securities ex Financials ETF
PFXF
$1.94B
| $342K | ﹤0.01% |
19,821
+19,744
| +25,642% | +$341K |
|
4114
Telefonica
TEF
$29.7B
| $342K | ﹤0.01% |
84,992
+49,580
| +140% | +$199K |
|
4115
Atossa Therapeutics
ATOS
$114M
| $341K | ﹤0.01% |
361,296
+211,654
| +141% | +$200K |
|
4116
EVI Industries
EVI
$374M
| $341K | ﹤0.01% |
20,829
+10,488
| +101% | +$171K |
|
4117
Superior Group of Companies
SGC
$191M
| $340K | ﹤0.01% |
20,593
-19,309
| -48% | -$319K |
|
|
RDNW
4118
RideNow Group, Inc. Class B Common Stock
RDNW
$170M
| $340K | ﹤0.01% |
62,657
+38,778
| +162% | +$211K |
|
4119
NEOS S&P 500 High Income ETF
SPYI
$5.24B
| $340K | ﹤0.01% |
6,694
-132
| -2% | -$6.71K |
|
4120
W&T Offshore
WTI
$270M
| $339K | ﹤0.01% |
203,997
-2,303
| -1% | -$3.82K |
|
4121
X4 Pharmaceuticals
XFOR
$72.7M
| $337K | ﹤0.01% |
15,322
+12,773
| +501% | +$281K |
|
4122
Invesco S&P 500 Equal Weight Materials ETF
RSPM
$163M
| $336K | ﹤0.01% |
10,326
+3,730
| +57% | +$121K |
|
4123
MindMed
MNMD
$721M
| $335K | ﹤0.01% |
48,158
+11,163
| +30% | +$77.7K |
|
4124
First Trust Nasdaq Semiconductor ETF
FTXL
$325M
| $333K | ﹤0.01% |
3,817
+2,916
| +324% | +$255K |
|
4125
CNA Financial
CNA
$12.6B
| $332K | ﹤0.01% |
6,866
-21,202
| -76% | -$1.03M |
|