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 | |
|---|---|---|---|---|---|---|
4326
Hyliion Holdings
HYLN
$347M
| $157K | ﹤0.01% |
63,494
+1,915
| +3% | +$4.75K |
|
4327
Waldencast
WALD
$256M
| $157K | ﹤0.01% |
43,250
+14,803
| +52% | +$53.9K |
|
4328
Instil Bio
TIL
$135M
| $157K | ﹤0.01% |
+2,332
| New | +$157K |
|
4329
Acumen Pharmaceuticals
ABOS
$76.3M
| $156K | ﹤0.01% |
63,066
+45,189
| +253% | +$112K |
|
4330
Janus Henderson Small/Mid Cap Growth Alpha ETF
JSMD
$681M
| $155K | ﹤0.01% |
2,141
+1,739
| +433% | +$126K |
|
4331
SPDR S&P Emerging Markets Dividend ETF
EDIV
$896M
| $155K | ﹤0.01% |
+4,125
| New | +$155K |
|
|
SUNS
4332
Sunrise Realty Trust
SUNS
$149M
| $155K | ﹤0.01% |
+10,769
| New | +$155K |
|
4333
Pure Cycle
PCYO
$274M
| $155K | ﹤0.01% |
14,359
+5,305
| +59% | +$57.1K |
|
|
ARDT
4334
Ardent Health
ARDT
$1.83B
| $154K | ﹤0.01% |
+8,390
| New | +$154K |
|
4335
Travelzoo
TZOO
$112M
| $152K | ﹤0.01% |
12,646
-13,843
| -52% | -$167K |
|
|
INZY
4336
DELISTED
Inozyme Pharma
INZY
| $151K | ﹤0.01% |
28,928
+6,851
| +31% | +$35.8K |
|
|
AMPS
4337
DELISTED
Altus Power, Inc.
AMPS
| $150K | ﹤0.01% |
47,053
-41,699
| -47% | -$133K |
|
4338
iShares MSCI Kuwait ETF
KWT
$86M
| $149K | ﹤0.01% |
4,640
| – | – |
|
4339
Legacy Housing
LEGH
$650M
| $148K | ﹤0.01% |
5,423
+543
| +11% | +$14.9K |
|
|
QVCGA
4340
QVC Group Inc Series A
QVCGA
$115M
| $148K | ﹤0.01% |
4,858
-29
| -0.6% | -$885 |
|
4341
InnovAge Holding
INNV
$628M
| $148K | ﹤0.01% |
24,687
+16,217
| +191% | +$97.3K |
|
4342
First Trust Financials AlphaDEX Fund
FXO
$2.28B
| $148K | ﹤0.01% |
2,885
+2,405
| +501% | +$123K |
|
4343
WM Technology
MAPS
$135M
| $147K | ﹤0.01% |
169,284
+84,907
| +101% | +$73.9K |
|
4344
ATAC Credit Rotation ETF
JOJO
$6.55M
| $147K | ﹤0.01% |
9,940
-4,063
| -29% | -$60.2K |
|
4345
Xponential Fitness
XPOF
$278M
| $147K | ﹤0.01% |
11,861
-228,453
| -95% | -$2.83M |
|
4346
Cenovus Energy Inc Warrants
CVE.WS
| – | – |
0
| – | -$185K |
|
4347
C4 Therapeutics
CCCC
$225M
| $147K | ﹤0.01% |
25,779
+786
| +3% | +$4.48K |
|
4348
Innovator US Equity Power Buffer ETF July
PJUL
$1.17B
| $147K | ﹤0.01% |
3,629
| – | – |
|
|
GAU
4349
Galiano Gold
GAU
$651M
| $147K | ﹤0.01% |
+103,200
| New | +$147K |
|
4350
WisdomTree International Efficient Core Fund
NTSI
$433M
| $147K | ﹤0.01% |
+3,735
| New | +$147K |
|