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 |
Broadcom
AVGO
|
+$4.02B |
| 2 |
Walt Disney
DIS
|
+$2.31B |
| 3 |
Arthur J. Gallagher & Co
AJG
|
+$2.19B |
| 4 |
Walmart
WMT
|
+$2.04B |
| 5 |
McDonald's
MCD
|
+$1.85B |
Top Sells
| 1 |
Eli Lilly
LLY
|
+$2.59B |
| 2 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$2.5B |
| 3 |
Vanguard Long-Term Treasury ETF
VGLT
|
+$2.38B |
| 4 |
iShares Broad USD High Yield Corporate Bond ETF
USHY
|
+$2.21B |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
+$2.05B |
Sector Composition
| 1 | Technology | 24.62% |
| 2 | Financials | 10.74% |
| 3 | Consumer Discretionary | 10.45% |
| 4 | Healthcare | 8.46% |
| 5 | Communication Services | 7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
4426
Pulse Biosciences
PLSE
$977M
| $145K | ﹤0.01% |
8,309
+359
| +5% | +$6.25K |
|
4427
Nerdy
NRDY
$158M
| $145K | ﹤0.01% |
89,285
+55,735
| +166% | +$90.3K |
|
4428
Aptus Collared Investment Opportunity ETF
ACIO
$2.1B
| $145K | ﹤0.01% |
3,593
-1,582
| -31% | -$63.7K |
|
4429
Zeekr
ZK
$7.45B
| $145K | ﹤0.01% |
+5,092
| New | +$145K |
|
|
AEVA
4430
Aeva Technologies
AEVA
$903M
| $144K | ﹤0.01% |
30,211
-2,153
| -7% | -$10.2K |
|
4431
Adverum Biotechnologies
ADVM
$63.4M
| $143K | ﹤0.01% |
30,664
+21,274
| +227% | +$99.4K |
|
4432
AllianzIM US Equity 6 Month Floor5 Jan/Jul ETF
FLJJ
$8.55M
| $143K | ﹤0.01% |
4,965
+4,802
| +2,946% | +$138K |
|
4433
Invesco BulletShares 2030 Corporate Bond ETF
BSCU
$1.86B
| $142K | ﹤0.01% |
8,694
+6,538
| +303% | +$107K |
|
4434
Energy Vault
NRGV
$371M
| $142K | ﹤0.01% |
62,407
-10,920
| -15% | -$24.9K |
|
4435
Teucrium Corn Fund
CORN
$49.7M
| $142K | ﹤0.01% |
7,575
-100
| -1% | -$1.88K |
|
4436
Drilling Tools International
DTI
$79.2M
| $142K | ﹤0.01% |
43,441
+23,200
| +115% | +$75.9K |
|
4437
ProQR Therapeutics
PRQR
$231M
| $142K | ﹤0.01% |
53,423
+53,123
| +17,708% | +$141K |
|
4438
Aptus Behavioral Momentum ETF
ADME
$239M
| $141K | ﹤0.01% |
3,015
-31
| -1% | -$1.45K |
|
4439
AllianzIM US Large Cap Buffer20 Apr ETF
APRW
$175M
| $141K | ﹤0.01% |
4,290
-9,675
| -69% | -$318K |
|
4440
Lufax Holding
LU
$2.61B
| $140K | ﹤0.01% |
58,759
-4,476
| -7% | -$10.7K |
|
4441
FT Vest US Equity Buffer ETF November
FNOV
$1,000M
| $140K | ﹤0.01% |
2,936
-9,771
| -77% | -$467K |
|
4442
Invesco Large Cap Growth ETF
PWB
$1.62B
| $140K | ﹤0.01% |
1,380
+788
| +133% | +$80.2K |
|
4443
FT Vest US Equity Buffer ETF March
FMAR
$884M
| $140K | ﹤0.01% |
3,231
+1,911
| +145% | +$82.7K |
|
4444
ROBO Global Robotics & Automation Index ETF
ROBO
$1.13B
| $139K | ﹤0.01% |
2,479
-1,137
| -31% | -$64K |
|
4445
iShares MSCI Kuwait ETF
KWT
$85.3M
| $139K | ﹤0.01% |
4,318
-322
| -7% | -$10.4K |
|
4446
RiverFront Dynamic US Dividend Advantage ETF
RFDA
$82M
| $139K | ﹤0.01% |
2,482
| – | – |
|
4447
Hallador Energy
HNRG
$763M
| $139K | ﹤0.01% |
12,112
+396
| +3% | +$4.53K |
|
4448
KULR Technology Group
KULR
$185M
| $139K | ﹤0.01% |
4,881
+4,834
| +10,285% | +$137K |
|
4449
Transcontinental Realty Investors
TCI
$396M
| $139K | ﹤0.01% |
4,648
+2,319
| +100% | +$69.1K |
|
4450
Legacy Housing
LEGH
$657M
| $137K | ﹤0.01% |
5,544
+121
| +2% | +$2.99K |
|