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 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$5.59B |
| 2 |
iShares Short Treasury Bond ETF
SHV
|
+$3.18B |
| 3 |
Amazon
AMZN
|
+$2.09B |
| 4 |
NVIDIA
NVDA
|
+$2.01B |
| 5 |
Meta Platforms (Facebook)
META
|
+$1.99B |
Top Sells
| 1 |
Eli Lilly
LLY
|
+$1.75B |
| 2 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$1.33B |
| 3 |
UnitedHealth
UNH
|
+$1.23B |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$1.17B |
| 5 |
Automatic Data Processing
ADP
|
+$1.16B |
Sector Composition
| 1 | Technology | 18.3% |
| 2 | Healthcare | 11.5% |
| 3 | Financials | 9.97% |
| 4 | Consumer Discretionary | 9.25% |
| 5 | Industrials | 7.55% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
RC
2476
Ready Capital
RC
$698M
| $3.92M | ﹤0.01% |
385,241
-16,604
| -4% | -$169K |
|
2477
Walker & Dunlop
WD
$2.91B
| $3.91M | ﹤0.01% |
51,360
-10,546
| -17% | -$803K |
|
2478
Coursera
COUR
$1.85B
| $3.91M | ﹤0.01% |
339,439
+15,229
| +5% | +$175K |
|
|
B
2479
DELISTED
Barnes Group Inc.
B
| $3.91M | ﹤0.01% |
97,024
+25,183
| +35% | +$1.01M |
|
2480
U-Haul Holding Co Series N
UHAL.B
$9.63B
| $3.9M | ﹤0.01% |
75,205
+5,181
| +7% | +$269K |
|
2481
Vitesse Energy
VTS
$943M
| $3.9M | ﹤0.01% |
+204,781
| New | +$3.9M |
|
2482
Simplify Hedged Equity ETF
HEQT
$303M
| $3.89M | ﹤0.01% |
164,620
+13,033
| +9% | +$308K |
|
|
KLRS
2483
Kalaris Therapeutics, Inc. Common Stock
KLRS
$83M
| $3.88M | ﹤0.01% |
42,853
+1,025
| +2% | +$92.9K |
|
|
ESGR
2484
DELISTED
Enstar Group
ESGR
| $3.88M | ﹤0.01% |
16,737
+2,435
| +17% | +$564K |
|
2485
Northwest Bancshares
NWBI
$1.8B
| $3.85M | ﹤0.01% |
320,157
+179,925
| +128% | +$2.16M |
|
|
VGR
2486
DELISTED
Vector Group Ltd.
VGR
| $3.85M | ﹤0.01% |
320,637
+72,894
| +29% | +$876K |
|
2487
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$12.7B
| $3.85M | ﹤0.01% |
101,816
-82,039
| -45% | -$3.1M |
|
2488
Ubiquiti
UI
$36.8B
| $3.84M | ﹤0.01% |
14,128
+742
| +6% | +$202K |
|
|
EFC
2489
Ellington Financial
EFC
$1.32B
| $3.82M | ﹤0.01% |
312,790
+26,447
| +9% | +$323K |
|
2490
BOK Financial
BOKF
$7B
| $3.81M | ﹤0.01% |
45,142
-3,495
| -7% | -$295K |
|
2491
Adtalem Global Education
ATGE
$4.89B
| $3.81M | ﹤0.01% |
98,593
+28,018
| +40% | +$1.08M |
|
2492
Global X FinTech ETF
FINX
$315M
| $3.78M | ﹤0.01% |
181,375
-22,883
| -11% | -$476K |
|
|
CPE
2493
DELISTED
Callon Petroleum Company
CPE
| $3.78M | ﹤0.01% |
112,909
+39,486
| +54% | +$1.32M |
|
|
ARI
2494
Apollo Commercial Real Estate
ARI
$1.46B
| $3.77M | ﹤0.01% |
405,423
+200,748
| +98% | +$1.87M |
|
|
BBBY
2495
Bed Bath & Beyond, Inc.
BBBY
$563M
| $3.76M | ﹤0.01% |
185,591
+23,051
| +14% | +$467K |
|
|
OZON
2496
DELISTED
Ozon Holdings PLC American Depositary Shares, each ADS representing one ordinary share
OZON
| $3.74M | ﹤0.01% |
322,613
+200
| +0.1% | +$2.32K |
|
|
ENFN
2497
DELISTED
Enfusion, Inc.
ENFN
| $3.74M | ﹤0.01% |
355,909
+333,982
| +1,523% | +$3.51M |
|
2498
Genesco
GCO
$373M
| $3.73M | ﹤0.01% |
101,108
-3,017
| -3% | -$111K |
|
2499
Perdoceo Education
PRDO
$2.29B
| $3.73M | ﹤0.01% |
277,789
-54,329
| -16% | -$730K |
|
2500
Under Armour
UAA
$2.08B
| $3.72M | ﹤0.01% |
392,504
+49,816
| +15% | +$473K |
|