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 | |
|---|---|---|---|---|---|---|
4176
OptimizeRx
OPRX
$337M
| $291K | ﹤0.01% |
59,952
+52,169
| +670% | +$254K |
|
4177
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
$1.93B
| $290K | ﹤0.01% |
2,978
-2,250
| -43% | -$219K |
|
|
PLL
4178
DELISTED
Piedmont Lithium
PLL
| $288K | ﹤0.01% |
32,938
+1,878
| +6% | +$16.4K |
|
4179
Black Stone Minerals
BSM
$2.72B
| $288K | ﹤0.01% |
19,714
+14,714
| +294% | +$215K |
|
4180
Innovator US Equity Power Buffer ETF March
PMAR
$671M
| $288K | ﹤0.01% |
7,159
+2,986
| +72% | +$120K |
|
4181
Terns Pharmaceuticals
TERN
$683M
| $287K | ﹤0.01% |
51,830
-7,706
| -13% | -$42.7K |
|
|
ACCD
4182
DELISTED
Accolade, Inc. Common Stock
ACCD
| $285K | ﹤0.01% |
83,257
+28,238
| +51% | +$96.6K |
|
4183
Alvotech
ALVO
$2.45B
| $285K | ﹤0.01% |
21,508
+19,799
| +1,159% | +$262K |
|
4184
Principal Spectrum Preferred Securities Active ETF
PREF
$1.3B
| $284K | ﹤0.01% |
15,271
-25,632
| -63% | -$477K |
|
|
KC
4185
Kingsoft Cloud Holdings
KC
$4.52B
| $284K | ﹤0.01% |
27,081
-73,528
| -73% | -$771K |
|
4186
Nuveen ESG Large-Cap Growth ETF
NULG
$1.79B
| $284K | ﹤0.01% |
3,309
+1,628
| +97% | +$140K |
|
4187
Atlanticus Holdings
ATLC
$1.07B
| $283K | ﹤0.01% |
5,079
+180
| +4% | +$10K |
|
4188
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
$649M
| $283K | ﹤0.01% |
11,162
-159
| -1% | -$4.02K |
|
4189
Hagerty
HGTY
$1.27B
| $281K | ﹤0.01% |
29,139
+27,864
| +2,185% | +$269K |
|
4190
ThredUp
TDUP
$1.3B
| $280K | ﹤0.01% |
201,755
+165,115
| +451% | +$230K |
|
4191
Cerus
CERS
$286M
| $280K | ﹤0.01% |
181,913
+101,550
| +126% | +$156K |
|
4192
iShares Bitcoin Trust
IBIT
$87.5B
| $278K | ﹤0.01% |
5,242
+4,855
| +1,255% | +$258K |
|
4193
Lyell Immunopharma
LYEL
$248M
| $277K | ﹤0.01% |
21,663
+16,826
| +348% | +$215K |
|
4194
Guess Inc
GES
$873M
| $276K | ﹤0.01% |
19,602
-72,879
| -79% | -$1.02M |
|
|
EU
4195
enCore Energy
EU
$526M
| $275K | ﹤0.01% |
80,781
-392
| -0.5% | -$1.34K |
|
|
CRGX
4196
DELISTED
CARGO Therapeutics
CRGX
| $275K | ﹤0.01% |
19,066
+4,059
| +27% | +$58.5K |
|
4197
Dimensional US Core Equity 1 ETF
DCOR
$2.11B
| $274K | ﹤0.01% |
4,276
+7
| +0.2% | +$449 |
|
4198
LifeMD
LFMD
$310M
| $273K | ﹤0.01% |
55,204
-32,969
| -37% | -$163K |
|
4199
American Coastal Insurance
ACIC
$547M
| $272K | ﹤0.01% |
20,228
+3,524
| +21% | +$47.4K |
|
4200
Oric Pharmaceuticals
ORIC
$1.06B
| $272K | ﹤0.01% |
33,736
-1,515
| -4% | -$12.2K |
|