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 | |
|---|---|---|---|---|---|---|
|
DOOR
2526
DELISTED
MASONITE INTERNATIONAL CORP
DOOR
| $3.59M | ﹤0.01% |
39,560
+486
| +1% | +$44.1K |
|
2527
Schwab US Broad Market ETF
SCHB
$37B
| $3.59M | ﹤0.01% |
225,003
-30,897
| -12% | -$493K |
|
2528
AppFolio
APPF
$9.92B
| $3.59M | ﹤0.01% |
28,832
+6,193
| +27% | +$771K |
|
2529
ADT
ADT
$7.06B
| $3.59M | ﹤0.01% |
495,743
+317,440
| +178% | +$2.3M |
|
2530
Western Alliance Bancorporation
WAL
$9.81B
| $3.58M | ﹤0.01% |
100,688
-2,056,953
| -95% | -$73.1M |
|
2531
NovaGold Resources
NG
$2.86B
| $3.58M | ﹤0.01% |
575,261
-26,759
| -4% | -$166K |
|
2532
Scilex Holding
SCLX
$174M
| $3.57M | ﹤0.01% |
+12,454
| New | +$3.57M |
|
2533
GitLab
GTLB
$8.41B
| $3.57M | ﹤0.01% |
104,184
-8,479
| -8% | -$291K |
|
2534
CarGurus
CARG
$3.65B
| $3.56M | ﹤0.01% |
190,607
-38,047
| -17% | -$711K |
|
2535
Radiant Logistics
RLGT
$281M
| $3.56M | ﹤0.01% |
542,438
-8,791
| -2% | -$57.7K |
|
|
LITT
2536
DELISTED
Logistics Innovation Technologies Corp. Class A Common Stock
LITT
| $3.55M | ﹤0.01% |
+350,000
| New | +$3.55M |
|
2537
Westamerica Bancorp
WABC
$1.23B
| $3.55M | ﹤0.01% |
80,122
+41,616
| +108% | +$1.84M |
|
2538
Seres Therapeutics
MCRB
$154M
| $3.54M | ﹤0.01% |
31,201
+574
| +2% | +$65.1K |
|
2539
Red Rock Resorts
RRR
$3.61B
| $3.54M | ﹤0.01% |
79,384
-136,631
| -63% | -$6.09M |
|
2540
Ligand Pharmaceuticals
LGND
$3.22B
| $3.54M | ﹤0.01% |
48,089
+9,256
| +24% | +$681K |
|
2541
First Bancorp
FBNC
$2.2B
| $3.54M | ﹤0.01% |
99,538
-69,334
| -41% | -$2.46M |
|
2542
American Woodmark
AMWD
$985M
| $3.53M | ﹤0.01% |
67,797
+35,129
| +108% | +$1.83M |
|
|
HSKA
2543
DELISTED
Heska Corp
HSKA
| $3.53M | ﹤0.01% |
36,159
+1,919
| +6% | +$187K |
|
2544
ProShares S&P 500 ex-Financials ETF
SPXN
$59M
| $3.52M | ﹤0.01% |
+80,000
| New | +$3.52M |
|
|
AYX
2545
DELISTED
Alteryx, Inc.
AYX
| $3.51M | ﹤0.01% |
59,628
-1,043,557
| -95% | -$61.4M |
|
2546
Ero Copper
ERO
$1.73B
| $3.51M | ﹤0.01% |
198,841
-68,531
| -26% | -$1.21M |
|
2547
IAMGOLD
IAG
$6.34B
| $3.5M | ﹤0.01% |
1,291,542
+313,127
| +32% | +$849K |
|
|
IBTX
2548
DELISTED
Independent Bank Group, Inc.
IBTX
| $3.5M | ﹤0.01% |
75,501
+32,208
| +74% | +$1.49M |
|
|
ROVR
2549
DELISTED
Rover Group, Inc. Class A Common Stock
ROVR
| $3.5M | ﹤0.01% |
772,187
+159,002
| +26% | +$720K |
|
2550
SmartFinancial
SMBK
$627M
| $3.49M | ﹤0.01% |
151,018
-44,540
| -23% | -$1.03M |
|