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 | |
|---|---|---|---|---|---|---|
4376
Pulse Biosciences
PLSE
$1.19B
| $139K | ﹤0.01% |
7,950
-230
| -3% | -$4.03K |
|
4377
Nuveen ESG Large-Cap Growth ETF
NULG
$1.79B
| $139K | ﹤0.01% |
1,681
+107
| +7% | +$8.84K |
|
4378
Overlay Shares Foreign Equity ETF
OVF
$25.7M
| $139K | ﹤0.01% |
5,258
-4,971
| -49% | -$131K |
|
4379
Regional Management Corp
RM
$433M
| $138K | ﹤0.01% |
4,233
+572
| +16% | +$18.7K |
|
4380
RiverFront Dynamic US Dividend Advantage ETF
RFDA
$82.9M
| $137K | ﹤0.01% |
2,482
| – | – |
|
4381
Forum Energy Technologies
FET
$314M
| $137K | ﹤0.01% |
8,845
+3,693
| +72% | +$57.1K |
|
4382
ProShares MSCI EAFE Dividend Growers ETF
EFAD
$72.3M
| $137K | ﹤0.01% |
3,263
-37,433
| -92% | -$1.57M |
|
|
BWAY
4383
Brainsway
BWAY
$294M
| $136K | ﹤0.01% |
14,769
+11,221
| +316% | +$104K |
|
|
LENZ
4384
LENZ Therapeutics
LENZ
$1.21B
| $135K | ﹤0.01% |
5,699
+279
| +5% | +$6.62K |
|
4385
SPDR Blackstone Senior Loan ETF
SRLN
$6.85B
| $135K | ﹤0.01% |
3,226
-1,483,456
| -100% | -$61.9M |
|
4386
PIMCO Enhanced Short Maturity Active ESG ETF
EMNT
$211M
| $134K | ﹤0.01% |
1,352
+644
| +91% | +$63.7K |
|
4387
Lyell Immunopharma
LYEL
$251M
| $134K | ﹤0.01% |
4,837
-20
| -0.4% | -$552 |
|
4388
Identive
INVE
$88.2M
| $133K | ﹤0.01% |
37,794
-20,302
| -35% | -$71.7K |
|
4389
MasterCraft Boat Holdings
MCFT
$353M
| $133K | ﹤0.01% |
7,293
+125
| +2% | +$2.28K |
|
4390
Akebia Therapeutics
AKBA
$748M
| $130K | ﹤0.01% |
98,546
+9,662
| +11% | +$12.8K |
|
4391
Byrna Technologies
BYRN
$482M
| $129K | ﹤0.01% |
7,625
+255
| +3% | +$4.33K |
|
4392
Stevanato
STVN
$7.32B
| $129K | ﹤0.01% |
6,458
-23,935
| -79% | -$479K |
|
4393
Acacia Research
ACTG
$319M
| $129K | ﹤0.01% |
27,688
-16,119
| -37% | -$75.1K |
|
|
PINE
4394
Alpine Income Property Trust
PINE
$205M
| $129K | ﹤0.01% |
7,068
+1,483
| +27% | +$27K |
|
4395
Aldeyra Therapeutics
ALDX
$296M
| $128K | ﹤0.01% |
23,816
+1,883
| +9% | +$10.1K |
|
4396
Empire Petroleum
EP
$146M
| $128K | ﹤0.01% |
24,384
+16,869
| +224% | +$88.6K |
|
4397
AngloGold Ashanti
AU
$34.2B
| $127K | ﹤0.01% |
4,782
+3,782
| +378% | +$101K |
|
4398
iShares International Developed Real Estate ETF
IFGL
$97M
| $127K | ﹤0.01% |
5,576
+5,050
| +960% | +$115K |
|
4399
Baytex Energy
BTE
$1.84B
| $127K | ﹤0.01% |
42,700
| – | – |
|
4400
Zevra Therapeutics
ZVRA
$431M
| $127K | ﹤0.01% |
18,265
-400
| -2% | -$2.78K |
|