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 | |
|---|---|---|---|---|---|---|
|
UMH
2276
UMH Properties
UMH
$1.29B
| $8.69M | ﹤0.01% |
460,406
+49,550
| +12% | +$936K |
|
|
CLDT
2277
Chatham Lodging
CLDT
$348M
| $8.69M | ﹤0.01% |
970,392
+337,842
| +53% | +$3.02M |
|
2278
LegalZoom.com
LZ
$1.9B
| $8.66M | ﹤0.01% |
1,153,409
+585,734
| +103% | +$4.4M |
|
|
DEA
2279
Easterly Government Properties
DEA
$1.07B
| $8.66M | ﹤0.01% |
304,873
+122,947
| +68% | +$3.49M |
|
2280
Ultragenyx Pharmaceutical
RARE
$2.92B
| $8.66M | ﹤0.01% |
205,787
-7,423
| -3% | -$312K |
|
2281
GDS Holdings
GDS
$7.32B
| $8.66M | ﹤0.01% |
364,332
-246,489
| -40% | -$5.86M |
|
2282
Photronics
PLAB
$1.33B
| $8.65M | ﹤0.01% |
367,346
+199,490
| +119% | +$4.7M |
|
|
MFA
2283
MFA Financial
MFA
$1.04B
| $8.6M | ﹤0.01% |
844,103
-237,122
| -22% | -$2.42M |
|
2284
South Plains Financial
SPFI
$646M
| $8.6M | ﹤0.01% |
247,430
+71,656
| +41% | +$2.49M |
|
|
SHYM
2285
iShares Short Duration High Yield Muni Active ETF
SHYM
$388M
| $8.59M | ﹤0.01% |
379,118
+50,543
| +15% | +$1.15M |
|
2286
Calix
CALX
$4.01B
| $8.58M | ﹤0.01% |
246,199
+118,629
| +93% | +$4.14M |
|
2287
Sweetgreen
SG
$1B
| $8.58M | ﹤0.01% |
267,670
-403,375
| -60% | -$12.9M |
|
2288
Genesco
GCO
$358M
| $8.55M | ﹤0.01% |
200,003
-51,139
| -20% | -$2.19M |
|
2289
Turning Point Brands
TPB
$1.84B
| $8.55M | ﹤0.01% |
142,251
+19,172
| +16% | +$1.15M |
|
2290
Nuveen Core Plus Bond ETF
NCPB
$56.6M
| $8.52M | ﹤0.01% |
344,893
+40,401
| +13% | +$998K |
|
2291
Genmab
GMAB
$17.1B
| $8.51M | ﹤0.01% |
407,613
+394,670
| +3,049% | +$8.24M |
|
2292
Viper Energy
VNOM
$6.51B
| $8.5M | ﹤0.01% |
173,265
+5,750
| +3% | +$282K |
|
2293
abrdn Physical Platinum Shares ETF
PPLT
$1.64B
| $8.48M | ﹤0.01% |
102,128
+53,824
| +111% | +$4.47M |
|
|
IBTX
2294
DELISTED
Independent Bank Group, Inc.
IBTX
| $8.43M | ﹤0.01% |
138,888
+72,142
| +108% | +$4.38M |
|
2295
Aris Water Solutions
ARIS
$787M
| $8.41M | ﹤0.01% |
351,342
-50,751
| -13% | -$1.22M |
|
2296
NETSCOUT
NTCT
$1.8B
| $8.41M | ﹤0.01% |
388,286
+224,925
| +138% | +$4.87M |
|
2297
Cheesecake Factory
CAKE
$2.82B
| $8.39M | ﹤0.01% |
176,900
+132,346
| +297% | +$6.28M |
|
2298
The Honest Company
HNST
$447M
| $8.38M | ﹤0.01% |
1,209,529
+435,723
| +56% | +$3.02M |
|
2299
eXp World Holdings
EXPI
$1.75B
| $8.37M | ﹤0.01% |
727,096
+206,677
| +40% | +$2.38M |
|
|
GTY
2300
Getty Realty Corp
GTY
$1.6B
| $8.36M | ﹤0.01% |
277,500
+70,327
| +34% | +$2.12M |
|