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 |
Microsoft
MSFT
|
+$6.27B |
| 2 |
Vanguard S&P 500 ETF
VOO
|
+$5.61B |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
+$3.32B |
| 4 |
Meta Platforms (Facebook)
META
|
+$3.21B |
| 5 |
Apple
AAPL
|
+$2.9B |
Top Sells
| 1 |
iShares Short Treasury Bond ETF
SHV
|
+$3.23B |
| 2 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$1.76B |
| 3 |
Schwab US TIPS ETF
SCHP
|
+$702M |
| 4 |
Nike
NKE
|
+$702M |
| 5 |
Tesla
TSLA
|
+$652M |
Sector Composition
| 1 | Technology | 20.52% |
| 2 | Healthcare | 11.04% |
| 3 | Financials | 9.44% |
| 4 | Consumer Discretionary | 8.87% |
| 5 | Industrials | 7.44% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2501
Amylyx Pharmaceuticals
AMLX
$1.36B
| $4.1M | ﹤0.01% |
190,296
+88,596
| +87% | +$1.91M |
|
2502
Innoviva
INVA
$1.22B
| $4.1M | ﹤0.01% |
322,175
+22,242
| +7% | +$283K |
|
2503
Clarivate
CLVT
$2.82B
| $4.1M | ﹤0.01% |
430,291
+373,755
| +661% | +$3.56M |
|
2504
89bio
ETNB
$1.2B
| $4.08M | ﹤0.01% |
215,254
-318,851
| -60% | -$6.04M |
|
2505
Maravai LifeSciences
MRVI
$407M
| $4.08M | ﹤0.01% |
327,843
-3,562,634
| -92% | -$44.3M |
|
2506
Voyager Therapeutics
VYGR
$236M
| $4.07M | ﹤0.01% |
355,083
-4,658
| -1% | -$53.3K |
|
2507
Dr. Reddy's Laboratories
RDY
$12.3B
| $4.04M | ﹤0.01% |
320,270
+246,925
| +337% | +$3.12M |
|
|
UNIT
2508
Uniti Group
UNIT
$1.63B
| $4.02M | ﹤0.01% |
870,943
-318,565
| -27% | -$1.47M |
|
2509
Sylvamo
SLVM
$1.85B
| $4.02M | ﹤0.01% |
99,339
-29,149
| -23% | -$1.18M |
|
2510
Vanguard Extended Market ETF
VXF
$24.4B
| $4.01M | ﹤0.01% |
26,924
-4,397
| -14% | -$654K |
|
2511
BOK Financial
BOKF
$7B
| $4M | ﹤0.01% |
49,503
+4,361
| +10% | +$352K |
|
2512
JELD-WEN Holding
JELD
$500M
| $3.99M | ﹤0.01% |
227,637
+100,322
| +79% | +$1.76M |
|
2513
Sun Country Airlines
SNCY
$698M
| $3.99M | ﹤0.01% |
177,498
+135,424
| +322% | +$3.04M |
|
2514
Transportadora de Gas del Sur
TGS
$3.35B
| $3.98M | ﹤0.01% |
288,625
+17,841
| +7% | +$246K |
|
2515
A10 Networks
ATEN
$1.26B
| $3.98M | ﹤0.01% |
272,461
-60,001
| -18% | -$875K |
|
2516
AMC Networks
AMCX
$361M
| $3.97M | ﹤0.01% |
332,414
+28,714
| +9% | +$343K |
|
2517
IAMGOLD
IAG
$6.34B
| $3.97M | ﹤0.01% |
1,509,033
+217,491
| +17% | +$572K |
|
2518
Pegasystems
PEGA
$10B
| $3.97M | ﹤0.01% |
161,002
+98,950
| +159% | +$2.44M |
|
2519
The Beauty Health Co
SKIN
$303M
| $3.97M | ﹤0.01% |
474,148
+352,882
| +291% | +$2.95M |
|
2520
Metallus
MTUS
$689M
| $3.95M | ﹤0.01% |
183,163
+13,082
| +8% | +$282K |
|
2521
Insteel Industries
IIIN
$747M
| $3.94M | ﹤0.01% |
126,545
+2,199
| +2% | +$68.4K |
|
2522
MINISO
MNSO
$7.58B
| $3.93M | ﹤0.01% |
231,070
-63,006
| -21% | -$1.07M |
|
2523
Atlanta Braves Holdings Series B
BATRK
$2.61B
| $3.93M | ﹤0.01% |
99,070
+49,344
| +99% | +$1.96M |
|
|
TGI
2524
DELISTED
Triumph Group
TGI
| $3.92M | ﹤0.01% |
317,143
+189,730
| +149% | +$2.35M |
|
2525
Schwab U.S Small- Cap ETF
SCHA
$18.8B
| $3.92M | ﹤0.01% |
178,858
+7,344
| +4% | +$161K |
|