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 | |
|---|---|---|---|---|---|---|
2551
Hims & Hers Health
HIMS
$11.4B
| $3.49M | ﹤0.01% |
351,715
+226,226
| +180% | +$2.24M |
|
2552
BancFirst
BANF
$4.37B
| $3.49M | ﹤0.01% |
41,992
+19,957
| +91% | +$1.66M |
|
2553
ProShares S&P 500 ex-Energy ETF
SPXE
$70.6M
| $3.49M | ﹤0.01% |
+80,000
| New | +$3.49M |
|
2554
Aclaris Therapeutics
ACRS
$196M
| $3.47M | ﹤0.01% |
429,167
+1,507
| +0.4% | +$12.2K |
|
2555
Pampa Energía
PAM
$3.27B
| $3.47M | ﹤0.01% |
105,179
+72,448
| +221% | +$2.39M |
|
2556
Fiverr
FVRR
$899M
| $3.47M | ﹤0.01% |
99,326
+9,909
| +11% | +$346K |
|
2557
Park National Corp
PRK
$2.66B
| $3.47M | ﹤0.01% |
29,242
+14,112
| +93% | +$1.67M |
|
2558
SSR Mining
SSRM
$4.42B
| $3.47M | ﹤0.01% |
229,140
-34,597
| -13% | -$523K |
|
2559
Insteel Industries
IIIN
$743M
| $3.46M | ﹤0.01% |
124,346
+8,635
| +7% | +$240K |
|
2560
Vanguard Utilities ETF
VPU
$7.41B
| $3.46M | ﹤0.01% |
23,443
-1,402
| -6% | -$207K |
|
2561
Metropolitan Bank Holding Corp
MCB
$814M
| $3.45M | ﹤0.01% |
101,829
+25,057
| +33% | +$849K |
|
|
PWSC
2562
DELISTED
PowerSchool Holdings, Inc.
PWSC
| $3.45M | ﹤0.01% |
174,072
+35,763
| +26% | +$709K |
|
2563
Ingles Markets
IMKTA
$1.33B
| $3.43M | ﹤0.01% |
38,711
-6,515
| -14% | -$578K |
|
2564
Pacira BioSciences
PCRX
$1.17B
| $3.42M | ﹤0.01% |
83,897
+4,253
| +5% | +$174K |
|
2565
Helios Technologies
HLIO
$1.78B
| $3.42M | ﹤0.01% |
52,310
+8,056
| +18% | +$527K |
|
2566
Futu Holdings
FUTU
$24.4B
| $3.42M | ﹤0.01% |
65,921
+34,671
| +111% | +$1.8M |
|
2567
B&G Foods
BGS
$363M
| $3.41M | ﹤0.01% |
219,719
+116,814
| +114% | +$1.81M |
|
2568
Vertiv
VRT
$52.3B
| $3.41M | ﹤0.01% |
238,199
-38,118
| -14% | -$545K |
|
2569
Kezar Life Sciences
KZR
$27.4M
| $3.4M | ﹤0.01% |
108,729
+1,642
| +2% | +$51.4K |
|
2570
PDF Solutions
PDFS
$792M
| $3.4M | ﹤0.01% |
80,172
+22,997
| +40% | +$975K |
|
2571
Oil States International
OIS
$346M
| $3.39M | ﹤0.01% |
406,330
+368,417
| +972% | +$3.07M |
|
|
ACRO
2572
DELISTED
Acropolis Infrastructure Acquisition Corp.
ACRO
| $3.39M | ﹤0.01% |
334,183
+114,183
| +52% | +$1.16M |
|
2573
Innoviva
INVA
$1.22B
| $3.37M | ﹤0.01% |
299,933
-35,643
| -11% | -$401K |
|
2574
Great Elm Capital Corp
GECC
$145M
| $3.37M | ﹤0.01% |
+372,495
| New | +$3.37M |
|
2575
Mesa Laboratories
MLAB
$358M
| $3.37M | ﹤0.01% |
19,263
+5,942
| +45% | +$1.04M |
|