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 | |
|---|---|---|---|---|---|---|
2226
WisdomTree US Value Fund
WTV
$1.71B
| $9.26M | ﹤0.01% |
110,773
+20,157
| +22% | +$1.68M |
|
2227
Lakeland Financial Corp
LKFN
$1.66B
| $9.25M | ﹤0.01% |
134,495
+76,562
| +132% | +$5.26M |
|
2228
iShares AAA-A Rated Corporate Bond ETF
QLTA
$1.7B
| $9.25M | ﹤0.01% |
197,641
-20,157
| -9% | -$943K |
|
2229
WisdomTree
WT
$2.11B
| $9.25M | ﹤0.01% |
880,489
+538,385
| +157% | +$5.65M |
|
2230
CSG Systems International
CSGS
$1.86B
| $9.24M | ﹤0.01% |
180,845
+32,123
| +22% | +$1.64M |
|
2231
BlueLinx
BXC
$617M
| $9.2M | ﹤0.01% |
90,073
-2,071
| -2% | -$212K |
|
2232
Columbia EM Core ex-China ETF
XCEM
$1.23B
| $9.19M | ﹤0.01% |
310,558
-5,344
| -2% | -$158K |
|
2233
Douglas Dynamics
PLOW
$752M
| $9.19M | ﹤0.01% |
388,987
-693,448
| -64% | -$16.4M |
|
2234
ePlus
PLUS
$1.97B
| $9.18M | ﹤0.01% |
124,251
+69,410
| +127% | +$5.13M |
|
2235
Cleveland-Cliffs
CLF
$5.78B
| $9.18M | ﹤0.01% |
976,512
-283,497
| -22% | -$2.66M |
|
2236
ManpowerGroup
MAN
$1.78B
| $9.15M | ﹤0.01% |
158,577
-3,957
| -2% | -$228K |
|
2237
Shoals Technologies Group
SHLS
$1.15B
| $9.13M | ﹤0.01% |
1,650,819
-4,587,158
| -74% | -$25.4M |
|
2238
St. Joe Company
JOE
$3.01B
| $9.12M | ﹤0.01% |
202,911
+50,346
| +33% | +$2.26M |
|
|
AAMI
2239
Acadian Asset Management Inc.
AAMI
$1.74B
| $9.11M | ﹤0.01% |
345,748
+81,075
| +31% | +$2.14M |
|
2240
Roivant Sciences
ROIV
$9.61B
| $9.09M | ﹤0.01% |
768,489
-54,093
| -7% | -$640K |
|
2241
Invesco Dorsey Wright Momentum ETF
PDP
$1.33B
| $9.09M | ﹤0.01% |
84,464
+381
| +0.5% | +$41K |
|
|
PPBI
2242
DELISTED
Pacific Premier Bancorp
PPBI
| $9.09M | ﹤0.01% |
364,604
+214,069
| +142% | +$5.33M |
|
2243
O-I Glass
OI
$1.99B
| $9.04M | ﹤0.01% |
833,620
+213,977
| +35% | +$2.32M |
|
2244
Criteo
CRTO
$1.15B
| $9.03M | ﹤0.01% |
228,301
-109,579
| -32% | -$4.33M |
|
2245
OneMain Financial
OMF
$7.2B
| $9.02M | ﹤0.01% |
172,988
-1,183
| -0.7% | -$61.7K |
|
2246
SPDR S&P Health Care Equipment ETF
XHE
$153M
| $9.02M | ﹤0.01% |
101,858
+317
| +0.3% | +$28.1K |
|
2247
Harmonic Inc
HLIT
$1.13B
| $9.02M | ﹤0.01% |
681,425
+434,481
| +176% | +$5.75M |
|
2248
AMC Entertainment Holdings
AMC
$1.44B
| $9.01M | ﹤0.01% |
2,263,513
+1,081,464
| +91% | +$4.3M |
|
2249
Sprott Physical Gold
PHYS
$13B
| $8.99M | ﹤0.01% |
446,623
+51,334
| +13% | +$1.03M |
|
2250
Neuberger Berman Option Strategy ETF
NBOS
$441M
| $8.99M | ﹤0.01% |
341,267
+84
| +0% | +$2.21K |
|