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 | |
|---|---|---|---|---|---|---|
2201
WisdomTree US MidCap Fund
EZM
$819M
| $9.59M | ﹤0.01% |
153,407
+33,628
| +28% | +$2.1M |
|
2202
Atlanta Braves Holdings Series B
BATRK
$2.64B
| $9.57M | ﹤0.01% |
250,042
+82,769
| +49% | +$3.17M |
|
2203
Bilibili
BILI
$10.5B
| $9.56M | ﹤0.01% |
528,006
+213,759
| +68% | +$3.87M |
|
2204
Li Auto
LI
$24.8B
| $9.56M | ﹤0.01% |
398,423
-354,671
| -47% | -$8.51M |
|
2205
Buckle
BKE
$3.04B
| $9.55M | ﹤0.01% |
187,911
+32,078
| +21% | +$1.63M |
|
2206
Construction Partners
ROAD
$7.02B
| $9.52M | ﹤0.01% |
107,641
-10,530
| -9% | -$931K |
|
2207
Avantis All Equity Markets Value ETF
AVGV
$162M
| $9.51M | ﹤0.01% |
+156,013
| New | +$9.51M |
|
2208
PagerDuty
PD
$1.53B
| $9.48M | ﹤0.01% |
519,285
-744,556
| -59% | -$13.6M |
|
2209
PagSeguro Digital
PAGS
$2.78B
| $9.46M | ﹤0.01% |
1,511,611
-473,463
| -24% | -$2.96M |
|
2210
LendingClub
LC
$1.91B
| $9.46M | ﹤0.01% |
584,155
-413,993
| -41% | -$6.7M |
|
2211
Kiniksa Pharmaceuticals
KNSA
$2.75B
| $9.45M | ﹤0.01% |
477,800
+277,827
| +139% | +$5.5M |
|
2212
Flywire
FLYW
$1.63B
| $9.45M | ﹤0.01% |
458,213
+222,804
| +95% | +$4.59M |
|
2213
Pilgrim's Pride
PPC
$10.4B
| $9.45M | ﹤0.01% |
208,115
+6,331
| +3% | +$287K |
|
2214
Impinj
PI
$5.2B
| $9.44M | ﹤0.01% |
65,005
+22
| +0% | +$3.2K |
|
2215
ICL Group
ICL
$7.99B
| $9.39M | ﹤0.01% |
1,900,381
+373,407
| +24% | +$1.84M |
|
2216
Vera Therapeutics
VERA
$1.52B
| $9.37M | ﹤0.01% |
221,485
+92,390
| +72% | +$3.91M |
|
2217
Banco Santander
SAN
$149B
| $9.34M | ﹤0.01% |
2,048,737
-1,252,974
| -38% | -$5.71M |
|
2218
Invesco India ETF
PIN
$212M
| $9.31M | ﹤0.01% |
361,168
+360,968
| +180,484% | +$9.3M |
|
2219
Ziff Davis
ZD
$1.5B
| $9.3M | ﹤0.01% |
171,222
+84,331
| +97% | +$4.58M |
|
2220
Alaska Air
ALK
$7.31B
| $9.29M | ﹤0.01% |
143,539
-498,417
| -78% | -$32.3M |
|
|
JADE
2221
JPMorgan Active Developing Markets Equity ETF
JADE
$17.7M
| $9.29M | ﹤0.01% |
200,000
| – | – |
|
2222
Select Medical
SEM
$1.55B
| $9.28M | ﹤0.01% |
492,383
-280,268
| -36% | -$5.28M |
|
2223
Global Net Lease
GNL
$1.81B
| $9.26M | ﹤0.01% |
1,269,118
+656,890
| +107% | +$4.8M |
|
2224
Dimensional US Small Cap Value ETF
DFSV
$5.33B
| $9.26M | ﹤0.01% |
300,957
+17,359
| +6% | +$534K |
|
2225
Great Lakes Dredge & Dock
GLDD
$821M
| $9.26M | ﹤0.01% |
820,397
+592,276
| +260% | +$6.69M |
|