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
|
+$2.27B |
| 2 |
Amazon
AMZN
|
+$2.16B |
| 3 |
Tesla
TSLA
|
+$1.15B |
| 4 |
NXP Semiconductors
NXPI
|
+$1.12B |
| 5 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$990M |
Top Sells
| 1 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$4.19B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$2.33B |
| 3 |
Meta Platforms (Facebook)
META
|
+$1.52B |
| 4 |
JPMorgan BetaBuilders Japan ETF
BBJP
|
+$1.27B |
| 5 |
PayPal
PYPL
|
+$1.01B |
Sector Composition
| 1 | Technology | 18.04% |
| 2 | Financials | 11.12% |
| 3 | Healthcare | 10.53% |
| 4 | Consumer Discretionary | 10.3% |
| 5 | Industrials | 7.85% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2626
Sphere Entertainment
SPHR
$2.21B
| $3.86M | ﹤0.01% |
54,854
+21,089
| +62% | +$1.48M |
|
2627
First Trust Enhanced Short Maturity ETF
FTSM
$6.17B
| $3.86M | ﹤0.01% |
64,491
-4,785
| -7% | -$286K |
|
2628
Jackson Financial
JXN
$6.74B
| $3.85M | ﹤0.01% |
91,973
-1,038,508
| -92% | -$43.5M |
|
2629
Stitch Fix
SFIX
$716M
| $3.85M | ﹤0.01% |
203,244
-17,502
| -8% | -$331K |
|
2630
Sandstorm Gold
SAND
$3.44B
| $3.84M | ﹤0.01% |
618,833
+221,575
| +56% | +$1.37M |
|
2631
West Fraser Timber
WFG
$5.74B
| $3.83M | ﹤0.01% |
40,198
-111,665
| -74% | -$10.6M |
|
2632
Kornit Digital
KRNT
$633M
| $3.83M | ﹤0.01% |
25,173
+24,594
| +4,248% | +$3.74M |
|
|
MRTX
2633
DELISTED
Mirati Therapeutics, Inc. Common Stock
MRTX
| $3.83M | ﹤0.01% |
26,102
+3,259
| +14% | +$478K |
|
2634
Sterling Infrastructure
STRL
$9.76B
| $3.83M | ﹤0.01% |
145,535
-149,399
| -51% | -$3.93M |
|
2635
Mustang Bio
MBIO
$11.7M
| $3.81M | ﹤0.01% |
3,063
+4
| +0.1% | +$4.98K |
|
2636
Vital Farms
VITL
$2B
| $3.81M | ﹤0.01% |
211,001
-17,859
| -8% | -$322K |
|
2637
ESCO Technologies
ESE
$5.47B
| $3.81M | ﹤0.01% |
42,335
+26,490
| +167% | +$2.38M |
|
2638
Metallus
MTUS
$689M
| $3.81M | ﹤0.01% |
230,673
-72,501
| -24% | -$1.2M |
|
|
QVCGA
2639
QVC Group, Inc. Series A Common Stock
QVCGA
$105M
| $3.79M | ﹤0.01% |
9,983
-2,249
| -18% | -$854K |
|
2640
FB Financial Corp
FBK
$2.84B
| $3.79M | ﹤0.01% |
86,504
+59,002
| +215% | +$2.59M |
|
|
EFIX
2641
DELISTED
First Trust TCW Emerging Markets Debt ETF
EFIX
| $3.79M | ﹤0.01% |
199,700
| – | – |
|
2642
Celsius Holdings
CELH
$14.5B
| $3.78M | ﹤0.01% |
152,004
-90,579
| -37% | -$2.25M |
|
2643
Cemex
CX
$13.7B
| $3.78M | ﹤0.01% |
557,225
-2,866,521
| -84% | -$19.4M |
|
2644
Passage Bio
PASG
$22.3M
| $3.77M | ﹤0.01% |
29,673
-9,557
| -24% | -$1.21M |
|
2645
Trupanion
TRUP
$1.94B
| $3.77M | ﹤0.01% |
28,521
-2,986
| -9% | -$394K |
|
2646
Invesco Mortgage Capital
IVR
$504M
| $3.76M | ﹤0.01% |
135,086
+4,378
| +3% | +$122K |
|
2647
VTEX
VTEX
$832M
| $3.75M | ﹤0.01% |
350,127
+318,301
| +1,000% | +$3.41M |
|
2648
Genmab
GMAB
$17.3B
| $3.74M | ﹤0.01% |
94,672
-23,403
| -20% | -$926K |
|
|
SOHU
2649
Sohu.com
SOHU
$474M
| $3.74M | ﹤0.01% |
229,797
-19,710
| -8% | -$321K |
|
|
BSMX
2650
DELISTED
Banco Santander México, S, A., Institución de Banca Múltiple, Grupo Financiero Santander México
BSMX
| $3.74M | ﹤0.01% |
+662,677
| New | +$3.74M |
|