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 | |
|---|---|---|---|---|---|---|
4626
Destination XL Group
DXLG
$74.4M
| $70.4K | ﹤0.01% |
23,949
-465
| -2% | -$1.37K |
|
4627
Energy Vault
NRGV
$503M
| $70.4K | ﹤0.01% |
73,327
+1,326
| +2% | +$1.27K |
|
4628
Solid Biosciences
SLDB
$399M
| $70.2K | ﹤0.01% |
10,069
+447
| +5% | +$3.12K |
|
4629
FlexShares Credit-Scored US Corporate Bond Index Fund
SKOR
$570M
| $70K | ﹤0.01% |
+1,425
| New | +$70K |
|
4630
iShares Global Equity Factor ETF
GLOF
$155M
| $69.6K | ﹤0.01% |
+1,554
| New | +$69.6K |
|
4631
Redwire
RDW
$1.23B
| $69.2K | ﹤0.01% |
10,072
+335
| +3% | +$2.3K |
|
4632
ProFrac Holding
ACDC
$649M
| $69.1K | ﹤0.01% |
10,180
-62,589
| -86% | -$425K |
|
4633
STRATTEC Security
STRT
$293M
| $68.9K | ﹤0.01% |
+1,615
| New | +$68.9K |
|
4634
Future Fuel
FF
$169M
| $68.6K | ﹤0.01% |
11,938
-48,929
| -80% | -$281K |
|
4635
SPDR S&P Global Infrastructure ETF
GII
$600M
| $68.5K | ﹤0.01% |
1,111
+732
| +193% | +$45.2K |
|
4636
Amplify Alternative Harvest ETF
MJ
$178M
| $68.4K | ﹤0.01% |
1,723
-121
| -7% | -$4.81K |
|
|
NRT
4637
North European Oil Royalty Trust
NRT
$47.1M
| $68.4K | ﹤0.01% |
13,028
| – | – |
|
|
ARTY
4638
iShares Future AI & Tech ETF
ARTY
$1.52B
| $68.2K | ﹤0.01% |
1,991
-20,548
| -91% | -$704K |
|
4639
Inovio Pharmaceuticals
INO
$122M
| $67.9K | ﹤0.01% |
11,754
+458
| +4% | +$2.65K |
|
4640
Allot
ALLT
$452M
| $67.9K | ﹤0.01% |
22,867
+13,937
| +156% | +$41.4K |
|
4641
Cadiz
CDZI
$355M
| $67.5K | ﹤0.01% |
22,282
-519
| -2% | -$1.57K |
|
4642
Franklin High Yield Corporate ETF
FLHY
$632M
| $67.3K | ﹤0.01% |
2,754
+278
| +11% | +$6.8K |
|
4643
WisdomTree Dynamic International SmallCap Equity Fund
DDLS
$439M
| $67.2K | ﹤0.01% |
1,839
+119
| +7% | +$4.35K |
|
4644
XBiotech
XBIT
$82.9M
| $67.2K | ﹤0.01% |
8,694
+770
| +10% | +$5.95K |
|
4645
Transcontinental Realty Investors
TCI
$404M
| $67.1K | ﹤0.01% |
2,329
+1,505
| +183% | +$43.3K |
|
4646
Medallion Financial
MFIN
$245M
| $66.9K | ﹤0.01% |
8,215
+151
| +2% | +$1.23K |
|
4647
BigBear.ai
BBAI
$2.54B
| $66.5K | ﹤0.01% |
45,575
-6,632
| -13% | -$9.68K |
|
|
NIE
4648
Virtus Equity & Convertible Income Fund
NIE
$693M
| $66.3K | ﹤0.01% |
2,881
+650
| +29% | +$15K |
|
|
BCOV
4649
DELISTED
Brightcove, Inc.
BCOV
| $66.3K | ﹤0.01% |
30,689
+15,291
| +99% | +$33K |
|
4650
Forian
FORA
$71.9M
| $66.1K | ﹤0.01% |
30,593
| – | – |
|