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 | |
|---|---|---|---|---|---|---|
4251
P10
PX
$1.32B
| $190K | ﹤0.01% |
17,705
-34
| -0.2% | -$364 |
|
4252
Quest Resource Holding
QRHC
$31.9M
| $189K | ﹤0.01% |
23,693
+15,628
| +194% | +$125K |
|
4253
Comp X International
CIX
$308M
| $189K | ﹤0.01% |
6,469
+2,146
| +50% | +$62.7K |
|
4254
Absci
ABSI
$390M
| $189K | ﹤0.01% |
49,379
+6,409
| +15% | +$24.5K |
|
4255
Shinhan Financial Group
SHG
$24.1B
| $188K | ﹤0.01% |
4,446
-902
| -17% | -$38.2K |
|
4256
Bit Digital
BTBT
$1B
| $188K | ﹤0.01% |
53,661
-762
| -1% | -$2.68K |
|
4257
American Coastal Insurance
ACIC
$546M
| $188K | ﹤0.01% |
16,704
+2,325
| +16% | +$26.2K |
|
4258
Rockwell Medical
RMTI
$45.8M
| $187K | ﹤0.01% |
47,074
+47,039
| +134,397% | +$187K |
|
4259
ClearBridge Large Cap Growth Select ETF
LRGE
$446M
| $187K | ﹤0.01% |
2,558
+2,217
| +650% | +$162K |
|
4260
Compass Minerals
CMP
$751M
| $187K | ﹤0.01% |
15,520
+516
| +3% | +$6.2K |
|
|
TUYA
4261
Tuya Inc
TUYA
$1.58B
| $186K | ﹤0.01% |
113,017
+66,893
| +145% | +$110K |
|
4262
SPDR Dow Jones Global Real Estate ETF
RWO
$1.14B
| $186K | ﹤0.01% |
3,922
-300
| -7% | -$14.3K |
|
4263
Caesarstone
CSTE
$55.3M
| $186K | ﹤0.01% |
40,797
+26,705
| +190% | +$122K |
|
4264
Centuri Holdings
CTRI
$1.89B
| $186K | ﹤0.01% |
11,515
+350
| +3% | +$5.65K |
|
4265
FT Vest US Equity Moderate Buffer ETF January
GJAN
$367M
| $184K | ﹤0.01% |
4,874
| – | – |
|
4266
Rimini Street
RMNI
$425M
| $184K | ﹤0.01% |
99,602
+27,451
| +38% | +$50.8K |
|
4267
Invesco KBW High Dividend Yield Financial ETF
KBWD
$423M
| $184K | ﹤0.01% |
12,049
-1,915
| -14% | -$29.3K |
|
4268
LiveWire
LVWR
$1.07B
| $184K | ﹤0.01% |
30,166
+20,144
| +201% | +$123K |
|
4269
Franklin Emerging Market Core Dividend Tilt Index ETF
DIEM
$22.5M
| $184K | ﹤0.01% |
6,516
+544
| +9% | +$15.3K |
|
|
PWOD
4270
DELISTED
Penns Woods Bancorp
PWOD
| $183K | ﹤0.01% |
7,680
+6,337
| +472% | +$151K |
|
4271
Franklin FTSE Australia ETF
FLAU
$78.6M
| $182K | ﹤0.01% |
5,665
-368
| -6% | -$11.8K |
|
|
THRD
4272
DELISTED
Third Harmonic Bio
THRD
| $182K | ﹤0.01% |
13,412
-28
| -0.2% | -$379 |
|
|
IGR
4273
CBRE Global Real Estate Income Fund
IGR
$774M
| $181K | ﹤0.01% |
27,600
-5,505
| -17% | -$36.2K |
|
4274
iShares MSCI Japan Small-Cap ETF
SCJ
$148M
| $181K | ﹤0.01% |
2,295
+1,782
| +347% | +$141K |
|
4275
Innovator US Equity Buffer ETF August
BAUG
$217M
| $180K | ﹤0.01% |
+4,218
| New | +$180K |
|