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 | |
|---|---|---|---|---|---|---|
4126
GrowGeneration
GRWG
$96.8M
| $267K | ﹤0.01% |
125,129
+2,535
| +2% | +$5.4K |
|
4127
Escalade
ESCA
$173M
| $266K | ﹤0.01% |
18,914
+14,204
| +302% | +$200K |
|
4128
Brookstone Intermediate Bond ETF
BAMB
$65.3M
| $266K | ﹤0.01% |
9,995
+7,787
| +353% | +$207K |
|
4129
Innovator US Equity Buffer ETF January
BJAN
$293M
| $266K | ﹤0.01% |
5,712
+5,671
| +13,832% | +$264K |
|
4130
Foster
FSTR
$294M
| $264K | ﹤0.01% |
12,939
+19
| +0.1% | +$388 |
|
4131
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
$429M
| $264K | ﹤0.01% |
13,712
+12,263
| +846% | +$236K |
|
4132
Global Water Resources
GWRS
$274M
| $264K | ﹤0.01% |
20,954
+12,636
| +152% | +$159K |
|
4133
Overlay Shares Hedged Large Cap Equity ETF
OVLH
$78.5M
| $262K | ﹤0.01% |
7,767
-4,144
| -35% | -$140K |
|
4134
KalVista Pharmaceuticals
KALV
$665M
| $262K | ﹤0.01% |
22,610
+1,670
| +8% | +$19.3K |
|
4135
Corvus Pharmaceuticals
CRVS
$437M
| $262K | ﹤0.01% |
49,556
+40,404
| +441% | +$213K |
|
4136
iShares Exponential Technologies ETF
XT
$3.67B
| $262K | ﹤0.01% |
4,296
-27,420
| -86% | -$1.67M |
|
4137
Aegon
AEG
$12.3B
| $261K | ﹤0.01% |
40,893
-107,182
| -72% | -$685K |
|
4138
AMES National
ATLO
$184M
| $261K | ﹤0.01% |
14,327
+7,650
| +115% | +$139K |
|
4139
Rocky Brands
RCKY
$217M
| $261K | ﹤0.01% |
8,182
+4,683
| +134% | +$149K |
|
4140
Mineralys Therapeutics
MLYS
$3.05B
| $259K | ﹤0.01% |
21,416
-685
| -3% | -$8.3K |
|
4141
Eaton Vance High Yield ETF
EVHY
$21.4M
| $259K | ﹤0.01% |
+4,805
| New | +$259K |
|
4142
LanzaTech
LNZA
$40.5M
| $259K | ﹤0.01% |
1,355
+874
| +182% | +$167K |
|
4143
Adams Diversified Equity Fund
ADX
$2.69B
| $259K | ﹤0.01% |
11,999
+4,741
| +65% | +$102K |
|
4144
Invesco S&P 500 Pure Value ETF
RPV
$1.36B
| $258K | ﹤0.01% |
2,905
-1,314
| -31% | -$117K |
|
4145
Franklin US Treasury Bond ETF
FLGV
$1.06B
| $258K | ﹤0.01% |
12,237
+506
| +4% | +$10.7K |
|
4146
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
$435M
| $258K | ﹤0.01% |
4,876
-24,148
| -83% | -$1.28M |
|
4147
Willis Lease Finance
WLFC
$1.11B
| $257K | ﹤0.01% |
1,730
-1,328
| -43% | -$198K |
|
4148
Dimensional US Sustainability Core 1 ETF
DFSU
$1.7B
| $257K | ﹤0.01% |
6,910
-38
| -0.5% | -$1.41K |
|
|
BLDP
4149
Ballard Power Systems
BLDP
$824M
| $257K | ﹤0.01% |
142,605
-99,111
| -41% | -$178K |
|
4150
Phibro Animal Health
PAHC
$1.62B
| $255K | ﹤0.01% |
11,339
+96
| +0.9% | +$2.16K |
|