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 | |
|---|---|---|---|---|---|---|
4501
Frequency Electronics
FEIM
$264M
| $114K | ﹤0.01% |
6,161
+4,860
| +374% | +$90K |
|
4502
Franklin FTSE Australia ETF
FLAU
$79.4M
| $114K | ﹤0.01% |
4,067
-1,598
| -28% | -$44.8K |
|
4503
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$2.9B
| $114K | ﹤0.01% |
4,996
-237,375
| -98% | -$5.41M |
|
4504
Invivyd
IVVD
$299M
| $114K | ﹤0.01% |
256,900
+222,375
| +644% | +$98.5K |
|
4505
Pacer Data & Infrastructure Real Estate ETF
SRVR
$431M
| $114K | ﹤0.01% |
3,786
+3,323
| +718% | +$99.6K |
|
4506
Identive
INVE
$85.9M
| $113K | ﹤0.01% |
30,943
-6,851
| -18% | -$25.1K |
|
4507
Caledonia Mining Corp
CMCL
$639M
| $113K | ﹤0.01% |
12,031
+4,479
| +59% | +$42.1K |
|
4508
Repare Therapeutics
RPTX
$75.6M
| $112K | ﹤0.01% |
85,802
+85,798
| +2,144,950% | +$112K |
|
4509
ProKidney
PROK
$335M
| $112K | ﹤0.01% |
66,415
+19,585
| +42% | +$33.1K |
|
4510
VanEck Rare Earth/Strategic Metals ETF
REMX
$735M
| $112K | ﹤0.01% |
2,871
+2,596
| +944% | +$101K |
|
4511
FT Vest US Equity Deep Buffer ETF May
DMAY
$286M
| $112K | ﹤0.01% |
2,744
-8,000
| -74% | -$326K |
|
|
BLDP
4512
Ballard Power Systems
BLDP
$622M
| $112K | ﹤0.01% |
67,306
-75,299
| -53% | -$125K |
|
4513
Custom Truck One Source
CTOS
$1.29B
| $111K | ﹤0.01% |
23,164
-469,247
| -95% | -$2.26M |
|
4514
First Trust Dow 30 Equal Weight ETF
EDOW
$224M
| $111K | ﹤0.01% |
3,063
| – | – |
|
4515
WisdomTree Cybersecurity Fund
WCBR
$132M
| $111K | ﹤0.01% |
3,932
+501
| +15% | +$14.2K |
|
4516
CAMP4 Therapeutics Corporation Common Stock
CAMP
$65.5M
| $111K | ﹤0.01% |
+21,272
| New | +$111K |
|
|
AKYA
4517
DELISTED
Akoya BioSciences
AKYA
| $111K | ﹤0.01% |
48,313
+36,093
| +295% | +$82.7K |
|
4518
Jasper Therapeutics
JSPR
$39.5M
| $110K | ﹤0.01% |
5,165
-11,226
| -68% | -$240K |
|
4519
Baytex Energy
BTE
$1.83B
| $110K | ﹤0.01% |
42,578
-122
| -0.3% | -$315 |
|
4520
Innovator Equity Defined Protection ETF 2 Yr to April 2026
AAPR
$59.9M
| $110K | ﹤0.01% |
+4,163
| New | +$110K |
|
4521
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$4.26B
| $109K | ﹤0.01% |
5,600
-123,628
| -96% | -$2.4M |
|
4522
Korro Bio
KRRO
$289M
| $109K | ﹤0.01% |
2,854
-9,537
| -77% | -$363K |
|
4523
FuelCell Energy
FCEL
$222M
| $108K | ﹤0.01% |
11,979
-6,217
| -34% | -$56.2K |
|
|
BCYC
4524
Bicycle Therapeutics
BCYC
$490M
| $108K | ﹤0.01% |
7,707
-717
| -9% | -$10K |
|
4525
Immunocore
IMCR
$1.78B
| $108K | ﹤0.01% |
3,648
-890
| -20% | -$26.3K |
|