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 | |
|---|---|---|---|---|---|---|
2626
Green Dot
GDOT
$805M
| $3.05M | ﹤0.01% |
177,775
-109,859
| -38% | -$1.89M |
|
2627
Collegium Pharmaceutical
COLL
$1.12B
| $3.05M | ﹤0.01% |
127,235
+4,061
| +3% | +$97.4K |
|
|
TEN
2628
Tsakos Energy Navigation Ltd.
TEN
$691M
| $3.05M | ﹤0.01% |
157,090
+87,175
| +125% | +$1.69M |
|
2629
AtriCure
ATRC
$1.79B
| $3.05M | ﹤0.01% |
73,533
+12,652
| +21% | +$524K |
|
2630
Coastal Financial
CCB
$1.63B
| $3.05M | ﹤0.01% |
84,607
-5,060
| -6% | -$182K |
|
2631
Larimar Therapeutics
LRMR
$349M
| $3.04M | ﹤0.01% |
671,857
+627,067
| +1,400% | +$2.84M |
|
2632
Astrana Health
ASTH
$1.34B
| $3.04M | ﹤0.01% |
83,333
+11,940
| +17% | +$435K |
|
2633
Lucid Motors
LCID
$6.26B
| $3.03M | ﹤0.01% |
37,716
+5,372
| +17% | +$432K |
|
2634
Vicor
VICR
$2.34B
| $3.03M | ﹤0.01% |
64,614
+8,523
| +15% | +$400K |
|
|
CIM
2635
Chimera Investment
CIM
$1.13B
| $3.03M | ﹤0.01% |
179,158
+38,936
| +28% | +$659K |
|
2636
Lightspeed Commerce
LSPD
$1.67B
| $3.03M | ﹤0.01% |
199,733
+31,422
| +19% | +$477K |
|
|
TWO
2637
Two Harbors Investment
TWO
$1.04B
| $3.03M | ﹤0.01% |
206,080
+116,435
| +130% | +$1.71M |
|
2638
Invesco S&P 500 Revenue ETF
RWL
$6.63B
| $3.03M | ﹤0.01% |
39,830
+11,416
| +40% | +$869K |
|
|
FBMS
2639
DELISTED
The First Bancshares, Inc.
FBMS
| $3.03M | ﹤0.01% |
117,315
+5,331
| +5% | +$138K |
|
2640
Levi Strauss
LEVI
$8.98B
| $3.03M | ﹤0.01% |
166,177
+95,878
| +136% | +$1.75M |
|
2641
RLX Technology
RLX
$3.13B
| $3.03M | ﹤0.01% |
1,043,651
-532,138
| -34% | -$1.54M |
|
2642
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$11.4B
| $3.02M | ﹤0.01% |
59,972
-53,322
| -47% | -$2.69M |
|
2643
Sleep Number
SNBR
$200M
| $3.02M | ﹤0.01% |
99,208
-30,252
| -23% | -$920K |
|
2644
Invesco S&P 500 Pure Value ETF
RPV
$1.36B
| $3.01M | ﹤0.01% |
39,701
+11,805
| +42% | +$896K |
|
|
BLU
2645
DELISTED
BELLUS Health Inc.
BLU
| $3.01M | ﹤0.01% |
418,416
+59,854
| +17% | +$431K |
|
2646
Univest Financial
UVSP
$881M
| $3.01M | ﹤0.01% |
126,699
+91,564
| +261% | +$2.17M |
|
2647
John B. Sanfilippo & Son
JBSS
$754M
| $3.01M | ﹤0.01% |
31,016
+8,086
| +35% | +$783K |
|
2648
AllianzIM U.S. Large Cap Buffer20 Oct ETF
OCTW
$221M
| $3M | ﹤0.01% |
103,071
+398
| +0.4% | +$11.6K |
|
2649
iShares Core 10+ Year USD Bond ETF
ILTB
$592M
| $2.99M | ﹤0.01% |
55,707
+1,840
| +3% | +$98.9K |
|
2650
First Trust NASDAQ Technology Dividend Index Fund
TDIV
$3.69B
| $2.99M | ﹤0.01% |
55,321
-159
| -0.3% | -$8.6K |
|