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 | |
|---|---|---|---|---|---|---|
4126
Liquidia Corp
LQDA
$2.04B
| $332K | ﹤0.01% |
28,205
-207,188
| -88% | -$2.44M |
|
4127
iShares MSCI India Small-Cap ETF
SMIN
$938M
| $332K | ﹤0.01% |
4,338
-7,412
| -63% | -$567K |
|
|
USARW
4128
USA Rare Earth, Inc. Warrant
USARW
$543M
| – | – |
0
| – | -$161K |
|
4129
McEwen Inc
MUX
$765M
| $330K | ﹤0.01% |
42,378
+42,363
| +282,420% | +$330K |
|
4130
Rentokil
RTO
$12.3B
| $329K | ﹤0.01% |
13,003
+6,200
| +91% | +$157K |
|
4131
ARS Pharmaceuticals
SPRY
$1.01B
| $328K | ﹤0.01% |
31,112
-1,710
| -5% | -$18K |
|
4132
Everspin Technologies
MRAM
$182M
| $328K | ﹤0.01% |
51,346
-7,322
| -12% | -$46.8K |
|
4133
Seaboard Corp
SEB
$3.65B
| $328K | ﹤0.01% |
135
-168
| -55% | -$408K |
|
4134
Invesco High Yield Equity Dividend Achievers ETF
PEY
$1.11B
| $327K | ﹤0.01% |
15,370
+2,548
| +20% | +$54.2K |
|
4135
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
$1.86B
| $325K | ﹤0.01% |
13,955
+10,799
| +342% | +$252K |
|
4136
Traeger
COOK
$179M
| $325K | ﹤0.01% |
135,984
+120,136
| +758% | +$287K |
|
4137
Aemetis
AMTX
$154M
| $325K | ﹤0.01% |
120,716
+101,116
| +516% | +$272K |
|
4138
RAPT Therapeutics
RAPT
$350M
| $324K | ﹤0.01% |
25,646
+23,558
| +1,128% | +$298K |
|
4139
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.66B
| $322K | ﹤0.01% |
15,705
+9,194
| +141% | +$188K |
|
4140
Oportun Financial
OPRT
$320M
| $321K | ﹤0.01% |
82,826
+5,901
| +8% | +$22.9K |
|
4141
LiveWire
LVWR
$1.11B
| $320K | ﹤0.01% |
66,523
+36,357
| +121% | +$175K |
|
4142
Nuvation Bio
NUVB
$1.09B
| $320K | ﹤0.01% |
120,115
-322,798
| -73% | -$859K |
|
4143
Schwab 1000 Index ETF
SCHK
$4.63B
| $319K | ﹤0.01% |
11,251
-133
| -1% | -$3.77K |
|
4144
Xoma
XOMA
$451M
| $318K | ﹤0.01% |
12,089
+8,522
| +239% | +$224K |
|
4145
Omeros
OMER
$287M
| $317K | ﹤0.01% |
32,134
+7,667
| +31% | +$75.8K |
|
4146
Consumer Portfolio Services
CPSS
$184M
| $317K | ﹤0.01% |
29,173
+25,124
| +620% | +$273K |
|
|
QIPT
4147
Quipt Home Medical
QIPT
$118M
| $316K | ﹤0.01% |
103,753
+73,350
| +241% | +$224K |
|
4148
Schwab International Small-Cap Equity ETF
SCHC
$4.9B
| $316K | ﹤0.01% |
9,203
+260
| +3% | +$8.93K |
|
4149
AXT Inc
AXTI
$187M
| $316K | ﹤0.01% |
145,593
-12,383
| -8% | -$26.9K |
|
4150
Generation Bio
GBIO
$40.2M
| $316K | ﹤0.01% |
29,771
+12,752
| +75% | +$135K |
|