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 | |
|---|---|---|---|---|---|---|
4501
SPDR S&P Health Care Services ETF
XHS
$74M
| $96.9K | ﹤0.01% |
1,000
+879
| +726% | +$85.2K |
|
4502
Westrock Coffee
WEST
$481M
| $96.8K | ﹤0.01% |
14,897
+434
| +3% | +$2.82K |
|
4503
Asure Software
ASUR
$214M
| $96.7K | ﹤0.01% |
10,681
+297
| +3% | +$2.69K |
|
|
PAMT
4504
PAMT Corp
PAMT
$259M
| $96.5K | ﹤0.01% |
5,215
-1,178
| -18% | -$21.8K |
|
4505
Shattuck Labs
STTK
$109M
| $96.1K | ﹤0.01% |
27,533
+10,667
| +63% | +$37.2K |
|
4506
Virtus SEIX Senior Loan ETF
SEIX
$320M
| $96.1K | ﹤0.01% |
4,036
+1,476
| +58% | +$35.1K |
|
4507
ReposiTrak
TRAK
$322M
| $96K | ﹤0.01% |
5,195
+180
| +4% | +$3.33K |
|
4508
Capital Southwest
CSWC
$1.29B
| $96K | ﹤0.01% |
3,794
-1,041
| -22% | -$26.3K |
|
4509
Franklin FTSE Japan Hedged ETF
FLJH
$98.3M
| $95.5K | ﹤0.01% |
3,128
+3,028
| +3,028% | +$92.4K |
|
4510
WisdomTree Emerging Markets Local Debt Fund
ELD
$76.9M
| $95.3K | ﹤0.01% |
3,411
-2,482
| -42% | -$69.3K |
|
|
RPT
4511
Rithm Property Trust
RPT
$121M
| $95.2K | ﹤0.01% |
28,591
-1,106
| -4% | -$3.68K |
|
4512
SPDR Russell 1000 Yield Focus ETF
ONEY
$883M
| $94.6K | ﹤0.01% |
843
+33
| +4% | +$3.7K |
|
4513
Xoma
XOMA
$444M
| $94.5K | ﹤0.01% |
3,567
| – | – |
|
4514
Forrester Research
FORR
$210M
| $94.2K | ﹤0.01% |
5,228
-52
| -1% | -$937 |
|
|
BHR
4515
Braemar Hotels & Resorts
BHR
$196M
| $93.8K | ﹤0.01% |
30,349
+829
| +3% | +$2.56K |
|
4516
Simplify Hedged Equity ETF
HEQT
$304M
| $93.5K | ﹤0.01% |
3,238
+2,466
| +319% | +$71.2K |
|
4517
Kingstone Companies
KINS
$194M
| $93.5K | ﹤0.01% |
10,219
+10,200
| +53,684% | +$93.3K |
|
4518
HighPeak Energy
HPK
$844M
| $93.5K | ﹤0.01% |
6,734
+231
| +4% | +$3.21K |
|
4519
Xtrackers Short Duration High Yield Bond ETF
SHYL
$232M
| $93.4K | ﹤0.01% |
+2,048
| New | +$93.4K |
|
|
EIPI
4520
FT Energy Income Partners Enhanced Income ETF
EIPI
$897M
| $93K | ﹤0.01% |
4,804
+270
| +6% | +$5.22K |
|
4521
Lexeo Therapeutics
LXEO
$278M
| $92.9K | ﹤0.01% |
10,278
+5,915
| +136% | +$53.5K |
|
4522
Live Ventures
LIVE
$54.7M
| $92.9K | ﹤0.01% |
6,003
| – | – |
|
4523
Solid Power
SLDP
$756M
| $92.6K | ﹤0.01% |
68,595
+505
| +0.7% | +$682 |
|
|
IQIN
4524
DELISTED
NYLI 500 International ETF
IQIN
| $92.5K | ﹤0.01% |
+2,637
| New | +$92.5K |
|
4525
Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF
CLSM
$115M
| $91.5K | ﹤0.01% |
+4,293
| New | +$91.5K |
|