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 | |
|---|---|---|---|---|---|---|
4251
FT Vest US Equity Deep Buffer ETF November
DNOV
$328M
| $241K | ﹤0.01% |
5,633
+4,315
| +327% | +$185K |
|
4252
Dimensional US Sustainability Core 1 ETF
DFSU
$1.67B
| $241K | ﹤0.01% |
6,366
-544
| -8% | -$20.6K |
|
|
LENZ
4253
LENZ Therapeutics
LENZ
$1.14B
| $241K | ﹤0.01% |
8,342
+2,643
| +46% | +$76.3K |
|
4254
Harvard Bioscience
HBIO
$19.6M
| $240K | ﹤0.01% |
113,591
+84,090
| +285% | +$177K |
|
|
ARDT
4255
Ardent Health, Inc.
ARDT
$1.81B
| $239K | ﹤0.01% |
13,992
+5,602
| +67% | +$95.7K |
|
4256
Ocugen
OCGN
$375M
| $239K | ﹤0.01% |
296,615
+177,594
| +149% | +$143K |
|
4257
Comp X International
CIX
$286M
| $238K | ﹤0.01% |
9,107
+2,638
| +41% | +$69K |
|
4258
AirSculpt Technologies
AIRS
$370M
| $238K | ﹤0.01% |
45,803
+39,763
| +658% | +$206K |
|
4259
FT Vest US Equity Buffer ETF July
FJUL
$1.04B
| $238K | ﹤0.01% |
4,851
+4,169
| +611% | +$204K |
|
4260
InnovAge Holding
INNV
$674M
| $236K | ﹤0.01% |
60,143
+35,456
| +144% | +$139K |
|
4261
Legg Mason ETF Investment Trust ClearBridge Large Cap Growth Select ETF
LRGE
$438M
| $236K | ﹤0.01% |
3,138
+580
| +23% | +$43.7K |
|
4262
iShares Interest Rate Hedged Corporate Bond ETF
LQDH
$508M
| $236K | ﹤0.01% |
2,540
+112
| +5% | +$10.4K |
|
4263
VEON
VEON
$3.67B
| $235K | ﹤0.01% |
5,848
+3,200
| +121% | +$128K |
|
4264
Byrna Technologies
BYRN
$455M
| $234K | ﹤0.01% |
8,109
+484
| +6% | +$13.9K |
|
4265
Navitas Semiconductor
NVTS
$1.3B
| $233K | ﹤0.01% |
65,140
-51,277
| -44% | -$183K |
|
4266
AMREP Corp
AXR
$127M
| $232K | ﹤0.01% |
7,390
+5,514
| +294% | +$173K |
|
4267
Value Line
VALU
$361M
| $231K | ﹤0.01% |
4,382
+2,819
| +180% | +$149K |
|
4268
Angi Inc
ANGI
$770M
| $231K | ﹤0.01% |
13,914
-8,903
| -39% | -$148K |
|
4269
Prospect Capital
PSEC
$1.27B
| $231K | ﹤0.01% |
53,527
-15,327
| -22% | -$66.1K |
|
4270
GoHealth
GOCO
$76.9M
| $230K | ﹤0.01% |
17,195
+8,758
| +104% | +$117K |
|
4271
Capricor Therapeutics
CAPR
$276M
| $230K | ﹤0.01% |
16,680
-39,519
| -70% | -$545K |
|
4272
Zevra Therapeutics
ZVRA
$406M
| $229K | ﹤0.01% |
27,490
+9,225
| +51% | +$76.9K |
|
|
BOLD
4273
Boundless Bio
BOLD
$25.7M
| $229K | ﹤0.01% |
78,895
+68,959
| +694% | +$200K |
|
4274
BigBear.ai
BBAI
$1.89B
| $228K | ﹤0.01% |
51,166
+5,591
| +12% | +$24.9K |
|
|
BWAY
4275
Brainsway
BWAY
$286M
| $226K | ﹤0.01% |
23,918
+9,149
| +62% | +$86.3K |
|