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 | |
|---|---|---|---|---|---|---|
4201
Lufax Holding
LU
$2.88B
| $221K | ﹤0.01% |
63,235
+13,630
| +27% | +$47.6K |
|
4202
Pacer Global Cash Cows Dividend ETF
GCOW
$2.44B
| $220K | ﹤0.01% |
6,021
+2,806
| +87% | +$102K |
|
4203
Hurco Companies Inc
HURC
$114M
| $220K | ﹤0.01% |
10,419
-1,029
| -9% | -$21.7K |
|
4204
Kaltura
KLTR
$258M
| $219K | ﹤0.01% |
160,984
+118,718
| +281% | +$161K |
|
4205
Design Therapeutics
DSGN
$345M
| $219K | ﹤0.01% |
40,687
+26,503
| +187% | +$143K |
|
4206
Vesta Real Estate
VTMX
$2.28B
| $219K | ﹤0.01% |
+8,125
| New | +$219K |
|
4207
First Trust Utilities AlphaDEX Fund
FXU
$1.7B
| $218K | ﹤0.01% |
5,668
+4,507
| +388% | +$173K |
|
4208
Genie Energy
GNE
$397M
| $217K | ﹤0.01% |
13,368
-4,820
| -27% | -$78.3K |
|
4209
Invesco NASDAQ Next Gen 100 ETF
QQQJ
$699M
| $217K | ﹤0.01% |
7,141
-6,322
| -47% | -$192K |
|
4210
Vera Bradley
VRA
$55.9M
| $217K | ﹤0.01% |
39,668
-3,662
| -8% | -$20K |
|
4211
Oportun Financial
OPRT
$312M
| $216K | ﹤0.01% |
76,925
-6,963
| -8% | -$19.6K |
|
|
BNT
4212
Brookfield Wealth Solutions
BNT
$20.4B
| $216K | ﹤0.01% |
4,086
-977
| -19% | -$51.7K |
|
4213
Invesco BulletShares 2028 High Yield Corporate Bond ETF
BSJS
$464M
| $213K | ﹤0.01% |
9,594
+5,763
| +150% | +$128K |
|
|
ACCD
4214
DELISTED
Accolade, Inc. Common Stock
ACCD
| $212K | ﹤0.01% |
55,019
-2,902,307
| -98% | -$11.2M |
|
4215
E.W. Scripps
SSP
$254M
| $211K | ﹤0.01% |
94,171
+66,885
| +245% | +$150K |
|
4216
Fresenius Medical Care
FMS
$14.8B
| $211K | ﹤0.01% |
9,902
+1,528
| +18% | +$32.5K |
|
4217
MindMed
MNMD
$688M
| $211K | ﹤0.01% |
36,995
+2,797
| +8% | +$15.9K |
|
4218
i3 Verticals
IIIV
$766M
| $210K | ﹤0.01% |
9,842
+44
| +0.4% | +$938 |
|
4219
PrimeEnergy Resources
PNRG
$273M
| $208K | ﹤0.01% |
1,512
+823
| +119% | +$113K |
|
4220
Sky Harbour Group
SKYH
$341M
| $208K | ﹤0.01% |
18,866
-45,140
| -71% | -$498K |
|
4221
iShares US Oil Equipment & Services ETF
IEZ
$111M
| $208K | ﹤0.01% |
10,362
-10
| -0.1% | -$201 |
|
4222
Beyond Meat
BYND
$217M
| $208K | ﹤0.01% |
30,677
-152,861
| -83% | -$1.04M |
|
4223
FuelCell Energy
FCEL
$270M
| $207K | ﹤0.01% |
18,196
+4,792
| +36% | +$54.6K |
|
4224
iShares Interest Rate Hedged Long-Term Corporate Bond ETF
IGBH
$107M
| $207K | ﹤0.01% |
+8,544
| New | +$207K |
|
4225
Pearson
PSO
$8.99B
| $207K | ﹤0.01% |
15,278
+10,841
| +244% | +$147K |
|