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 | |
|---|---|---|---|---|---|---|
4676
ALPS Active Equity Opportunity ETF
RFFC
$22.4M
| $62.3K | ﹤0.01% |
1,080
| – | – |
|
4677
ASP Isotopes
ASPI
$906M
| $61.7K | ﹤0.01% |
22,196
+5,307
| +31% | +$14.8K |
|
4678
MediWound
MDWD
$185M
| $61.4K | ﹤0.01% |
3,401
-75,360
| -96% | -$1.36M |
|
4679
Prairie Operating Co
PROP
$94M
| $61K | ﹤0.01% |
6,966
+4,321
| +163% | +$37.9K |
|
4680
Twin Disc
TWIN
$192M
| $60.7K | ﹤0.01% |
4,859
-7,130
| -59% | -$89.1K |
|
4681
Overlay Shares Short Term Bond ETF
OVT
$52.1M
| $60.5K | ﹤0.01% |
2,652
-394
| -13% | -$8.99K |
|
|
OTLY
4682
Oatly Group
OTLY
$518M
| $60.4K | ﹤0.01% |
3,536
-4,060
| -53% | -$69.4K |
|
4683
OptimizeRx
OPRX
$338M
| $60.1K | ﹤0.01% |
7,783
-104,750
| -93% | -$809K |
|
4684
CervoMed
CRVO
$67.8M
| $60K | ﹤0.01% |
4,112
+1,810
| +79% | +$26.4K |
|
4685
Outdoor Holding Co
POWW
$169M
| $59.9K | ﹤0.01% |
41,886
+1,257
| +3% | +$1.8K |
|
4686
Core Molding Technologies
CMT
$184M
| $59.5K | ﹤0.01% |
3,457
+61
| +2% | +$1.05K |
|
4687
Calamos Strategic Total Return Fund
CSQ
$3.11B
| $59.5K | ﹤0.01% |
3,428
-111,029
| -97% | -$1.93M |
|
4688
Affinity Bancshares
AFBI
$125M
| $59.2K | ﹤0.01% |
+2,767
| New | +$59.2K |
|
4689
Davis Select Worldwide ETF
DWLD
$473M
| $59.1K | ﹤0.01% |
1,559
+908
| +139% | +$34.4K |
|
4690
Entravision Communication
EVC
$227M
| $59K | ﹤0.01% |
28,506
+895
| +3% | +$1.85K |
|
|
SOHU
4691
Sohu.com
SOHU
$468M
| $58.9K | ﹤0.01% |
3,741
-1,454
| -28% | -$22.9K |
|
4692
Security National Financial
SNFCA
$242M
| $58.6K | ﹤0.01% |
6,686
+6,290
| +1,588% | +$55.1K |
|
4693
Invesco Large Cap Growth ETF
PWB
$1.31B
| $58.4K | ﹤0.01% |
592
| – | – |
|
4694
Traeger
COOK
$177M
| $58.3K | ﹤0.01% |
15,848
+449
| +3% | +$1.65K |
|
4695
Cardlytics
CDLX
$129M
| $57.9K | ﹤0.01% |
18,082
+235
| +1% | +$752 |
|
4696
The ONE Group
STKS
$76.5M
| $57.8K | ﹤0.01% |
15,713
+5,497
| +54% | +$20.2K |
|
4697
Townsquare Media
TSQ
$115M
| $57.8K | ﹤0.01% |
5,691
-176
| -3% | -$1.79K |
|
4698
PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF
MFEM
$107M
| $57.4K | ﹤0.01% |
+2,703
| New | +$57.4K |
|
4699
Invesco DB Oil Fund
DBO
$225M
| $57K | ﹤0.01% |
4,077
-6,485
| -61% | -$90.6K |
|
|
ZTEK
4700
Zentek
ZTEK
$98.1M
| $56.8K | ﹤0.01% |
20,000
| – | – |
|