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 | |
|---|---|---|---|---|---|---|
4301
GoodRx Holdings
GDRX
$1.43B
| $169K | ﹤0.01% |
24,293
+18,997
| +359% | +$132K |
|
4302
Getty Images
GETY
$859M
| $168K | ﹤0.01% |
44,156
+1,400
| +3% | +$5.33K |
|
4303
Motley Fool 100 Index ETF
TMFC
$1.73B
| $167K | ﹤0.01% |
2,970
+2,944
| +11,323% | +$166K |
|
4304
Tejon Ranch
TRC
$437M
| $167K | ﹤0.01% |
9,517
+597
| +7% | +$10.5K |
|
4305
RCI Hospitality Holdings
RICK
$238M
| $167K | ﹤0.01% |
3,748
-4,238
| -53% | -$189K |
|
4306
ProShares UltraShort S&P500
SDS
$449M
| $167K | ﹤0.01% |
8,085
+820
| +11% | +$16.9K |
|
4307
Simplify Volatility Premium ETF
SVOL
$765M
| $166K | ﹤0.01% |
7,566
-7,592
| -50% | -$167K |
|
4308
NL Industries
NL
$287M
| $166K | ﹤0.01% |
22,357
+11,815
| +112% | +$87.8K |
|
4309
Pioneer Bancorp
PBFS
$336M
| $166K | ﹤0.01% |
15,120
+9,877
| +188% | +$108K |
|
|
ARTV
4310
Artiva Biotherapeutics
ARTV
$70.3M
| $166K | ﹤0.01% |
+10,726
| New | +$166K |
|
4311
Oil-Dri
ODC
$957M
| $166K | ﹤0.01% |
4,802
+536
| +13% | +$18.5K |
|
4312
Q32 Bio
QTTB
$22.6M
| $165K | ﹤0.01% |
3,688
+1,068
| +41% | +$47.7K |
|
4313
Universal Electronics
UEIC
$61.2M
| $165K | ﹤0.01% |
17,823
+4,591
| +35% | +$42.4K |
|
4314
Innovator US Equity Power Buffer ETF March
PMAR
$672M
| $164K | ﹤0.01% |
4,173
+3,891
| +1,380% | +$153K |
|
4315
Fidelity MSCI Utilities Index ETF
FUTY
$1.97B
| $163K | ﹤0.01% |
3,143
+975
| +45% | +$50.5K |
|
4316
WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund
SHAG
$43.3M
| $163K | ﹤0.01% |
3,390
-148
| -4% | -$7.1K |
|
4317
FlexShares US Quality Large Cap Index Fund
QLC
$596M
| $163K | ﹤0.01% |
+2,500
| New | +$163K |
|
4318
AGF US Market Neutral Anti-Beta Fund
BTAL
$368M
| $162K | ﹤0.01% |
8,272
-76,864
| -90% | -$1.51M |
|
4319
MainStreet Bancshares
MNSB
$166M
| $161K | ﹤0.01% |
8,743
+8,565
| +4,812% | +$158K |
|
|
USARW
4320
USA Rare Earth Inc Warrant
USARW
$564M
| – | – |
0
| – | -$28.4K |
|
4321
3D Systems Corp
DDD
$314M
| $160K | ﹤0.01% |
56,354
+1,649
| +3% | +$4.68K |
|
4322
Santander
BSBR
$41.2B
| $160K | ﹤0.01% |
30,419
+26,911
| +767% | +$142K |
|
4323
Innovator US Equity Power Buffer ETF November
PNOV
$658M
| $160K | ﹤0.01% |
4,329
+2,594
| +150% | +$95.8K |
|
4324
Invesco S&P 500 Equal Weight Consumer Discretionary ETF
RSPD
$222M
| $160K | ﹤0.01% |
3,063
+1,692
| +123% | +$88.2K |
|
4325
TScan Therapeutics
TCRX
$102M
| $158K | ﹤0.01% |
31,805
+15,441
| +94% | +$76.9K |
|