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 | |
|---|---|---|---|---|---|---|
4601
TTEC Holdings
TTEC
$173M
| $84.3K | ﹤0.01% |
16,892
+7,347
| +77% | +$36.7K |
|
4602
Wallbox
WBX
$68.6M
| $84.3K | ﹤0.01% |
+8,416
| New | +$84.3K |
|
|
ALMS
4603
Alumis Inc. Common Stock
ALMS
$455M
| $84.2K | ﹤0.01% |
10,707
-7,168
| -40% | -$56.3K |
|
|
PEO
4604
Adams Natural Resources Fund
PEO
$580M
| $83.9K | ﹤0.01% |
3,860
-106
| -3% | -$2.3K |
|
4605
AGF US Market Neutral Anti-Beta Fund
BTAL
$378M
| $83.6K | ﹤0.01% |
4,526
-3,746
| -45% | -$69.2K |
|
4606
MarketWise
MKTW
$49.2M
| $83.6K | ﹤0.01% |
7,361
+3,823
| +108% | +$43.4K |
|
|
RPT
4607
Rithm Property Trust Inc.
RPT
$124M
| $82.9K | ﹤0.01% |
27,911
-680
| -2% | -$2.02K |
|
4608
United Homes Group
UHG
$249M
| $82.6K | ﹤0.01% |
19,521
+10,523
| +117% | +$44.5K |
|
4609
First Trust Emerging Markets Small Cap AlphaDEX Fund
FEMS
$278M
| $82.5K | ﹤0.01% |
2,186
-12
| -0.5% | -$453 |
|
4610
American Realty Investors
ARL
$256M
| $82.3K | ﹤0.01% |
5,603
+2,805
| +100% | +$41.2K |
|
|
HUDAR
4611
DELISTED
Hudson Acquisition I Corp. Right
HUDAR
| $81.8K | ﹤0.01% |
400,000
| – | – |
|
4612
SPDR Russell 1000 Yield Focus ETF
ONEY
$904M
| $80.9K | ﹤0.01% |
743
-100
| -12% | -$10.9K |
|
4613
Offerpad Solutions
OPAD
$133M
| $80.3K | ﹤0.01% |
28,173
+17,404
| +162% | +$49.6K |
|
4614
Invesco BulletShares 2029 Municipal Bond ETF
BSMT
$204M
| $80.3K | ﹤0.01% |
3,500
+3,383
| +2,891% | +$77.6K |
|
4615
InfraCap MLP ETF
AMZA
$403M
| $80.1K | ﹤0.01% |
1,872
-12
| -0.6% | -$513 |
|
4616
Medallion Financial
MFIN
$244M
| $79.9K | ﹤0.01% |
8,511
+296
| +4% | +$2.78K |
|
4617
Kezar Life Sciences
KZR
$28.9M
| $79.9K | ﹤0.01% |
11,884
+11,717
| +7,016% | +$78.7K |
|
4618
ProFrac Holding
ACDC
$671M
| $79.8K | ﹤0.01% |
10,278
+98
| +1% | +$760 |
|
|
LUXE
4619
LuxExperience B.V. American Depositary Shares, each representing one Ordinary Share
LUXE
$1.25B
| $79.6K | ﹤0.01% |
+11,206
| New | +$79.6K |
|
4620
System1
SST
$71.8M
| $79.5K | ﹤0.01% |
8,854
+5,455
| +160% | +$49K |
|
4621
Allot
ALLT
$426M
| $79.4K | ﹤0.01% |
13,344
-9,523
| -42% | -$56.7K |
|
4622
Greenwich LifeSciences
GLSI
$153M
| $79.3K | ﹤0.01% |
7,061
+4,465
| +172% | +$50.1K |
|
4623
Crawford & Co Class A
CRD.A
$527M
| $78.8K | ﹤0.01% |
6,817
+37
| +0.5% | +$428 |
|
|
EH
4624
EHang Holdings
EH
$1.19B
| $78.7K | ﹤0.01% |
+5,000
| New | +$78.7K |
|
|
CLPR
4625
Clipper Realty
CLPR
$70.6M
| $78.6K | ﹤0.01% |
17,155
-8,061
| -32% | -$36.9K |
|