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 | |
|---|---|---|---|---|---|---|
2251
Innovative Industrial Properties
IIPR
$1.6B
| $8.96M | ﹤0.01% |
134,446
-102,760
| -43% | -$6.85M |
|
2252
VanEck Short Muni ETF
SMB
$286M
| $8.95M | ﹤0.01% |
523,960
+212,839
| +68% | +$3.64M |
|
2253
JPMorgan Climate Change Solutions ETF
TEMP
$7.57M
| $8.95M | ﹤0.01% |
205,000
| – | – |
|
2254
Armstrong World Industries
AWI
$8.5B
| $8.94M | ﹤0.01% |
63,244
+14,247
| +29% | +$2.01M |
|
2255
Marriott Vacations Worldwide
VAC
$2.67B
| $8.93M | ﹤0.01% |
99,442
-358,981
| -78% | -$32.2M |
|
2256
Heidrick & Struggles
HSII
$1.03B
| $8.91M | ﹤0.01% |
200,982
+160,677
| +399% | +$7.12M |
|
2257
Hercules Capital
HTGC
$3.53B
| $8.9M | ﹤0.01% |
443,114
+150,136
| +51% | +$3.02M |
|
|
MRX
2258
Marex Group
MRX
$2.43B
| $8.87M | ﹤0.01% |
284,629
+202,832
| +248% | +$6.32M |
|
2259
Mercury Insurance
MCY
$4.4B
| $8.86M | ﹤0.01% |
133,319
+93,283
| +233% | +$6.2M |
|
2260
MDU Resources
MDU
$3.32B
| $8.86M | ﹤0.01% |
491,721
-1,052,444
| -68% | -$19M |
|
2261
MillerKnoll
MLKN
$1.4B
| $8.84M | ﹤0.01% |
391,179
-11,884
| -3% | -$268K |
|
2262
Bitdeer Technologies
BTDR
$3.45B
| $8.83M | ﹤0.01% |
+407,607
| New | +$8.83M |
|
2263
Daktronics
DAKT
$1.14B
| $8.82M | ﹤0.01% |
523,255
-81,682
| -14% | -$1.38M |
|
2264
Enerpac Tool Group
EPAC
$2.3B
| $8.8M | ﹤0.01% |
214,276
+93,528
| +77% | +$3.84M |
|
2265
Globalstar
GSAT
$3.79B
| $8.8M | ﹤0.01% |
283,546
+132,430
| +88% | +$4.11M |
|
|
AIV
2266
Aimco
AIV
$1.07B
| $8.8M | ﹤0.01% |
967,860
+248,329
| +35% | +$2.26M |
|
2267
Brady Corp
BRC
$3.74B
| $8.8M | ﹤0.01% |
119,101
-2,160
| -2% | -$160K |
|
2268
A10 Networks
ATEN
$1.26B
| $8.78M | ﹤0.01% |
477,311
+153,116
| +47% | +$2.82M |
|
2269
Hawaiian Electric Industries
HE
$2.09B
| $8.77M | ﹤0.01% |
900,831
+592,289
| +192% | +$5.76M |
|
2270
Health Catalyst
HCAT
$220M
| $8.76M | ﹤0.01% |
1,238,616
-62,565
| -5% | -$442K |
|
2271
Metropolitan Bank Holding Corp
MCB
$807M
| $8.72M | ﹤0.01% |
149,280
+141,107
| +1,727% | +$8.24M |
|
2272
Wave Life Sciences
WVE
$1.11B
| $8.71M | ﹤0.01% |
704,337
+328,670
| +87% | +$4.07M |
|
|
BLLD
2273
DELISTED
JPMorgan Sustainable Infrastructure ETF
BLLD
| $8.71M | ﹤0.01% |
187,400
| – | – |
|
2274
Fulgent Genetics
FLGT
$670M
| $8.7M | ﹤0.01% |
471,259
+133,215
| +39% | +$2.46M |
|
2275
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
$2.85B
| $8.69M | ﹤0.01% |
347,050
+23,104
| +7% | +$579K |
|