JP Morgan Chase 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 | +$9.74B | |
| 2 | +$8.51B | |
| 3 | +$6.03B | |
| 4 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$4.86B |
| 5 |
Meta Platforms (Facebook)
META
|
+$4.05B |
Top Sells
| 1 | +$8.63B | |
| 2 | +$3.02B | |
| 3 | +$2.14B | |
| 4 |
Shopify
SHOP
|
+$2.1B |
| 5 |
Robinhood
HOOD
|
+$1.82B |
Sector Composition
| 1 | Technology | 23.68% |
| 2 | Healthcare | 9.13% |
| 3 | Financials | 9.12% |
| 4 | Consumer Discretionary | 8.62% |
| 5 | Communication Services | 7.58% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1826
Invesco FTSE RAFI Developed Markets ex-US ETF
PXF
$2.96B
| $18.2M | ﹤0.01% |
269,215
+24,960
|
|
||
1827
Oceaneering
OII
$3.73B
| $18.2M | ﹤0.01% |
529,104
+21,221
|
|
||
1828
AutoNation
AN
$6.28B
| $18.2M | ﹤0.01% |
94,418
-26,242
|
|
||
1829
Brink's
BCO
$4.28B
| $18.2M | ﹤0.01% |
180,741
+3,382
|
|
||
1830
Haemonetics
HAE
$3.08B
| $18.1M | ﹤0.01% |
328,909
+72,356
|
|
||
1831
Brunswick
BC
$5.44B
| $18M | ﹤0.01% |
259,326
+20,009
|
|
||
1832
Algonquin Power & Utilities
AQN
$4.53B
| $18M | ﹤0.01% |
2,926,467
+2,665,123
|
|
||
1833
ESCO Technologies
ESE
$7.56B
| $18M | ﹤0.01% |
66,844
+4,321
|
|
||
1834
H&R Block
HRB
$4.88B
| $17.9M | ﹤0.01% |
566,410
-65,101
|
|
||
1835
Amprius Technologies
AMPX
$3.08B
| $17.9M | ﹤0.01% |
1,216,185
+1,132,736
|
|
||
1836
Vanguard Long-Term Corporate Bond ETF
VCLT
$7.8B
| $17.9M | ﹤0.01% |
241,464
-390,729
|
|
||
1837
Floor & Decor
FND
$5.56B
| $17.9M | ﹤0.01% |
362,515
+194,319
|
|
||
1838
Home BancShares
HOMB
$5.39B
| $17.9M | ﹤0.01% |
674,807
-166,913
|
|
||
1839
Hilltop Holdings
HTH
$2.21B
| $17.8M | ﹤0.01% |
504,890
-90,731
|
|
||
1840
Choice Hotels
CHH
$4.95B
| $17.8M | ﹤0.01% |
175,862
-32,437
|
|
||
1841
Spire
SR
$4.86B
| $17.8M | ﹤0.01% |
194,690
-51,224
|
|
||
1842
JPMorgan BetaBuilders US Treasury Bond 3-10 Year ETF
BBIB
$37.1M
| $17.8M | ﹤0.01% |
180,466
+2,007
|
|
||
1843
D-Wave Quantum
QBTS
$10.8B
| $17.8M | ﹤0.01% |
1,367,949
-141,253
|
|
||
1844
Asana
ASAN
$2.09B
| $17.7M | ﹤0.01% |
2,855,804
+2,566,880
|
|
||
1845
SLR Investment Corp
SLRC
$714M
| $17.7M | ﹤0.01% |
1,261,976
-95,703
|
|
||
1846
Newmark Group
NMRK
$2.48B
| $17.7M | ﹤0.01% |
1,204,504
-379,224
|
|
||
|
HTBK
1847
DELISTED
Heritage Commerce
HTBK
| $17.7M | ﹤0.01% |
1,440,695
-212,217
|
|
||
|
UNIT
1848
Uniti Group
UNIT
$2.72B
| $17.5M | ﹤0.01% |
2,164,251
+1,095,456
|
|
||
1849
Exponent
EXPO
$2.93B
| $17.5M | ﹤0.01% |
268,588
-100,067
|
|
||
1850
Sumitomo Mitsui Financial
SMFG
$140B
| $17.5M | ﹤0.01% |
918,315
+207,250
|
|