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 | |
|---|---|---|---|---|---|---|
4426
iShares iBonds 2027 Term High Yield and Income ETF
IBHG
$347M
| $118K | ﹤0.01% |
5,231
-11,026
| -68% | -$249K |
|
4427
Ocugen
OCGN
$418M
| $118K | ﹤0.01% |
119,021
+9,773
| +9% | +$9.7K |
|
4428
Fidelity Enhanced International ETF
FENI
$4.12B
| $118K | ﹤0.01% |
3,887
-5,430
| -58% | -$164K |
|
4429
Horizon Technology Finance
HRZN
$283M
| $117K | ﹤0.01% |
+11,029
| New | +$117K |
|
4430
First Trust Materials AlphaDEX Fund
FXZ
$217M
| $117K | ﹤0.01% |
1,748
+1,728
| +8,640% | +$116K |
|
4431
SES AI
SES
$576M
| $117K | ﹤0.01% |
182,977
+122,803
| +204% | +$78.6K |
|
4432
Kodiak Sciences
KOD
$503M
| $117K | ﹤0.01% |
44,648
+30,735
| +221% | +$80.2K |
|
4433
Saratoga Investment
SAR
$396M
| $116K | ﹤0.01% |
+5,000
| New | +$116K |
|
4434
Adicet Bio
ACET
$66.2M
| $116K | ﹤0.01% |
80,353
+79,582
| +10,322% | +$115K |
|
4435
Amplify Energy
AMPY
$181M
| $115K | ﹤0.01% |
17,640
+212
| +1% | +$1.38K |
|
|
RDNW
4436
RideNow Group
RDNW
$169M
| $114K | ﹤0.01% |
23,879
+17,036
| +249% | +$81.6K |
|
4437
Sibanye-Stillwater
SBSW
$6.75B
| $114K | ﹤0.01% |
27,744
-376,664
| -93% | -$1.55M |
|
4438
B. Riley Financial
RILY
$206M
| $114K | ﹤0.01% |
21,658
+5,920
| +38% | +$31.1K |
|
4439
Corbus Pharmaceuticals
CRBP
$141M
| $114K | ﹤0.01% |
5,507
+1,172
| +27% | +$24.2K |
|
4440
Forge Global Holdings
FRGE
$236M
| $113K | ﹤0.01% |
5,771
-71
| -1% | -$1.4K |
|
4441
Caledonia Mining Corp
CMCL
$643M
| $113K | ﹤0.01% |
7,552
-3,675
| -33% | -$55K |
|
|
IGMS
4442
DELISTED
IGM Biosciences
IGMS
| $112K | ﹤0.01% |
6,787
-286
| -4% | -$4.73K |
|
4443
WisdomTree Europe SmallCap Dividend Fund
DFE
$181M
| $112K | ﹤0.01% |
1,766
-140
| -7% | -$8.89K |
|
4444
Invesco DB US Dollar Index Bullish Fund
UUP
$160M
| $112K | ﹤0.01% |
3,978
-63,130
| -94% | -$1.78M |
|
4445
1-800-Flowers.com
FLWS
$352M
| $112K | ﹤0.01% |
14,095
+1,623
| +13% | +$12.9K |
|
4446
Peoples Bancorp of North Carolina
PEBK
$166M
| $111K | ﹤0.01% |
4,366
+576
| +15% | +$14.6K |
|
4447
Hamilton Beach Brands
HBB
$196M
| $111K | ﹤0.01% |
3,636
-32
| -0.9% | -$974 |
|
4448
Hallador Energy
HNRG
$838M
| $110K | ﹤0.01% |
11,716
+425
| +4% | +$4.01K |
|
4449
First Trust Dow 30 Equal Weight ETF
EDOW
$225M
| $110K | ﹤0.01% |
3,063
+2,527
| +471% | +$90.9K |
|
4450
ProShares Ultra Silver
AGQ
$870M
| $110K | ﹤0.01% |
+2,715
| New | +$110K |
|