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 | |
|---|---|---|---|---|---|---|
4151
Bombardier Recreational Products
DOOO
$4.47B
| $255K | ﹤0.01% |
4,281
-1,188
| -22% | -$70.7K |
|
|
NNDM
4152
Nano Dimension
NNDM
$304M
| $253K | ﹤0.01% |
103,330
+5,437
| +6% | +$13.3K |
|
4153
TAT Technologies
TATT
$532M
| $253K | ﹤0.01% |
13,893
+2,697
| +24% | +$49.1K |
|
4154
Nano X Imaging
NNOX
$254M
| $251K | ﹤0.01% |
41,364
+5,930
| +17% | +$36.1K |
|
4155
WisdomTree Dynamic International Equity Fund
DDWM
$818M
| $250K | ﹤0.01% |
6,985
-223
| -3% | -$8K |
|
4156
Xtrackers MSCI USA ESG Leaders Equity ETF
USSG
$595M
| $250K | ﹤0.01% |
4,700
+3,045
| +184% | +$162K |
|
4157
Idaho Strategic Resources
IDR
$448M
| $250K | ﹤0.01% |
15,567
+15,541
| +59,773% | +$250K |
|
4158
Stratus Properties
STRS
$176M
| $250K | ﹤0.01% |
9,603
+5,323
| +124% | +$138K |
|
4159
ADC Therapeutics
ADCT
$385M
| $248K | ﹤0.01% |
78,813
+48,976
| +164% | +$154K |
|
4160
Digimarc
DMRC
$227M
| $247K | ﹤0.01% |
9,187
+2,695
| +42% | +$72.4K |
|
4161
Invesco S&P 500 Equal Weight Materials ETF
RSPM
$163M
| $246K | ﹤0.01% |
6,596
-11,206
| -63% | -$419K |
|
|
OKLO
4162
Oklo
OKLO
$20B
| $245K | ﹤0.01% |
30,339
-241,699
| -89% | -$1.96M |
|
|
IBHD
4163
DELISTED
iShares iBonds 2024 Term High Yield and Income ETF
IBHD
| $245K | ﹤0.01% |
10,532
-102,623
| -91% | -$2.39M |
|
4164
Evolv Technologies
EVLV
$1.38B
| $245K | ﹤0.01% |
60,441
+4,756
| +9% | +$19.3K |
|
4165
NextNav
NN
$2.27B
| $244K | ﹤0.01% |
32,588
+616
| +2% | +$4.61K |
|
4166
First Trust SSI Strategic Convertible Securities ETF
FCVT
$96.3M
| $244K | ﹤0.01% |
6,831
-223
| -3% | -$7.96K |
|
4167
ChargePoint
CHPT
$253M
| $243K | ﹤0.01% |
8,869
+476
| +6% | +$13K |
|
4168
Anavex Life Sciences
AVXL
$727M
| $242K | ﹤0.01% |
42,565
+1,191
| +3% | +$6.77K |
|
4169
First Trust Mid Cap Growth AlphaDEX Fund
FNY
$445M
| $242K | ﹤0.01% |
3,034
-1
| -0% | -$80 |
|
4170
Innodata
INOD
$2.25B
| $242K | ﹤0.01% |
14,408
+2,099
| +17% | +$35.2K |
|
4171
NI Holdings
NODK
$289M
| $241K | ﹤0.01% |
15,391
+8,025
| +109% | +$126K |
|
4172
Limoneira
LMNR
$272M
| $241K | ﹤0.01% |
9,086
+1,981
| +28% | +$52.5K |
|
|
KG
4173
Kestrel Group
KG
$225M
| $239K | ﹤0.01% |
6,758
+4,797
| +245% | +$170K |
|
4174
Acrivon Therapeutics
ACRV
$51.3M
| $238K | ﹤0.01% |
33,991
+28,748
| +548% | +$201K |
|
4175
Innovator US Equity Ultra Buffer ETF November
UNOV
$70.1M
| $237K | ﹤0.01% |
6,999
-3,060
| -30% | -$104K |
|