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 | |
|---|---|---|---|---|---|---|
4476
Forafric Global
AFRI
$246M
| $103K | ﹤0.01% |
9,095
+6,167
| +211% | +$69.9K |
|
4477
Microvision
MVIS
$388M
| $103K | ﹤0.01% |
90,089
-3,037
| -3% | -$3.46K |
|
4478
European Wax Center
EWCZ
$173M
| $102K | ﹤0.01% |
15,064
-69,476
| -82% | -$472K |
|
|
NREF
4479
NexPoint Real Estate Finance
NREF
$257M
| $102K | ﹤0.01% |
6,550
+2,854
| +77% | +$44.6K |
|
4480
SPDR SSGA Global Allocation ETF
GAL
$271M
| $102K | ﹤0.01% |
2,247
-21,973
| -91% | -$1M |
|
4481
Foghorn Therapeutics
FHTX
$284M
| $102K | ﹤0.01% |
10,966
-87
| -0.8% | -$810 |
|
|
LUCK
4482
Lucky Strike Entertainment
LUCK
$1.34B
| $102K | ﹤0.01% |
8,658
+268
| +3% | +$3.15K |
|
4483
Nautilus Biotechnolgy
NAUT
$86M
| $101K | ﹤0.01% |
35,603
-2,014
| -5% | -$5.74K |
|
4484
Intuitive Machines
LUNR
$1.14B
| $101K | ﹤0.01% |
12,604
+471
| +4% | +$3.79K |
|
4485
AlTi Global
ALTI
$394M
| $101K | ﹤0.01% |
27,092
+3,925
| +17% | +$14.7K |
|
|
HTZWW
4486
Hertz Global Holdings Warrants
HTZWW
$320M
| – | – |
0
| – | -$90.5K |
|
4487
Brookstone Active ETF
BAMA
$46.2M
| $101K | ﹤0.01% |
+3,298
| New | +$101K |
|
4488
BlackRock Science and Technology Trust
BST
$1.43B
| $100K | ﹤0.01% |
2,826
| – | – |
|
4489
Ramaco Resources Class B
METCB
$1.16B
| $99.9K | ﹤0.01% |
9,504
+6,247
| +192% | +$65.7K |
|
4490
DNP Select Income Fund
DNP
$3.7B
| $99.9K | ﹤0.01% |
9,947
-344
| -3% | -$3.45K |
|
|
STEW
4491
SRH Total Return Fund
STEW
$1.76B
| $99.9K | ﹤0.01% |
6,320
| – | – |
|
4492
Innovator US Equity Power Buffer ETF December
PDEC
$1.02B
| $99.8K | ﹤0.01% |
2,604
-591
| -18% | -$22.6K |
|
4493
Innovator US Equity Ultra Buffer ETF October
UOCT
$140M
| $99.1K | ﹤0.01% |
2,847
-1
| -0% | -$35 |
|
4494
Smith-Midland
SMID
$207M
| $98.5K | ﹤0.01% |
2,951
+36
| +1% | +$1.2K |
|
4495
Monte Rosa Therapeutics
GLUE
$391M
| $98.3K | ﹤0.01% |
18,543
+5,125
| +38% | +$27.2K |
|
4496
Spire Global
SPIR
$327M
| $98.2K | ﹤0.01% |
9,831
+288
| +3% | +$2.88K |
|
4497
BK Technologies
BKTI
$290M
| $98.2K | ﹤0.01% |
4,511
+4,504
| +64,343% | +$98.1K |
|
4498
Biote Corp
BTMD
$100M
| $97.3K | ﹤0.01% |
17,431
+317
| +2% | +$1.77K |
|
4499
Omeros
OMER
$284M
| $97.1K | ﹤0.01% |
24,467
+234
| +1% | +$929 |
|
4500
Codexis
CDXS
$221M
| $96.9K | ﹤0.01% |
31,468
+296
| +0.9% | +$912 |
|