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 | |
|---|---|---|---|---|---|---|
4401
Xtrackers MSCI EAFE ESG Leaders Equity ETF
EASG
$62.2M
| $127K | ﹤0.01% |
3,847
+1,752
| +84% | +$57.7K |
|
4402
Eve Holding
EVEX
$1.2B
| $126K | ﹤0.01% |
38,830
+29,029
| +296% | +$94.1K |
|
4403
Ero Copper
ERO
$1.76B
| $126K | ﹤0.01% |
5,640
-175,407
| -97% | -$3.91M |
|
|
EOI
4404
Eaton Vance Enhanced Equity Income Fund
EOI
$864M
| $125K | ﹤0.01% |
6,200
+3,111
| +101% | +$62.9K |
|
4405
OneWater Marine
ONEW
$256M
| $125K | ﹤0.01% |
5,224
+131
| +3% | +$3.13K |
|
4406
Babcock & Wilcox
BW
$331M
| $125K | ﹤0.01% |
61,208
-800
| -1% | -$1.63K |
|
4407
Ginkgo Bioworks
DNA
$673M
| $125K | ﹤0.01% |
15,305
+504
| +3% | +$4.11K |
|
4408
Maui Land & Pineapple Co
MLP
$376M
| $125K | ﹤0.01% |
5,551
+2,122
| +62% | +$47.6K |
|
4409
Latham Group
SWIM
$895M
| $124K | ﹤0.01% |
18,297
+249
| +1% | +$1.69K |
|
4410
Chunghwa Telecom
CHT
$34.1B
| $124K | ﹤0.01% |
3,136
+251
| +9% | +$9.96K |
|
|
RGLS
4411
DELISTED
Regulus Therapeutics
RGLS
| $124K | ﹤0.01% |
78,972
+52,059
| +193% | +$81.7K |
|
4412
First Trust California Municipal High income ETF
FCAL
$196M
| $124K | ﹤0.01% |
+2,470
| New | +$124K |
|
4413
Puma Biotechnology
PBYI
$223M
| $124K | ﹤0.01% |
48,493
+30,499
| +169% | +$77.8K |
|
4414
Sanara MedTech
SMTI
$293M
| $123K | ﹤0.01% |
4,058
+2,272
| +127% | +$68.7K |
|
4415
Century Therapeutics
IPSC
$41.2M
| $123K | ﹤0.01% |
71,721
+51,664
| +258% | +$88.3K |
|
4416
Compugen
CGEN
$124M
| $122K | ﹤0.01% |
67,485
-113,287
| -63% | -$205K |
|
4417
Duluth Holdings
DLTH
$138M
| $122K | ﹤0.01% |
32,464
+16,743
| +107% | +$63K |
|
|
BRW
4418
Saba Capital Income & Opportunities Fund
BRW
$343M
| $122K | ﹤0.01% |
16,008
| – | – |
|
4419
Strawberry Fields REIT
STRW
$160M
| $121K | ﹤0.01% |
9,572
+6,233
| +187% | +$79.1K |
|
4420
Global X Cloud Computing ETF
CLOU
$317M
| $121K | ﹤0.01% |
5,908
-4,301
| -42% | -$88.4K |
|
4421
iShares ESG Screened S&P Mid-Cap ETF
XJH
$317M
| $121K | ﹤0.01% |
2,855
+1,798
| +170% | +$76K |
|
4422
Innovator Laddered Allocation Power Buffer ETF
BUFF
$780M
| $120K | ﹤0.01% |
2,731
-1
| -0% | -$44 |
|
4423
Mayville Engineering Co
MEC
$291M
| $120K | ﹤0.01% |
5,689
-714
| -11% | -$15.1K |
|
4424
Global X Social Media ETF
SOCL
$165M
| $120K | ﹤0.01% |
2,769
+2,620
| +1,758% | +$113K |
|
4425
Ouster
OUST
$2B
| $118K | ﹤0.01% |
18,799
-15,003
| -44% | -$94.5K |
|