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 | |
|---|---|---|---|---|---|---|
2651
Syndax Pharmaceuticals
SNDX
$1.27B
| $3.73M | ﹤0.01% |
170,473
+95,491
| +127% | +$2.09M |
|
2652
Hecla Mining
HL
$7.39B
| $3.73M | ﹤0.01% |
714,276
+111,693
| +19% | +$583K |
|
2653
PROS Holdings
PRO
$762M
| $3.73M | ﹤0.01% |
108,092
-46,392
| -30% | -$1.6M |
|
2654
iShares Europe ETF
IEV
$2.28B
| $3.73M | ﹤0.01% |
68,495
+10,774
| +19% | +$586K |
|
|
HCCI
2655
DELISTED
Heritage-Crystal Clean, Inc.
HCCI
| $3.72M | ﹤0.01% |
116,095
+15,273
| +15% | +$489K |
|
2656
Denali Therapeutics
DNLI
$1.91B
| $3.71M | ﹤0.01% |
83,145
-15,365
| -16% | -$685K |
|
2657
BlackRock Municipal 2030 Target Term Trust
BTT
$1.48B
| $3.7M | ﹤0.01% |
142,791
+14,353
| +11% | +$372K |
|
2658
Champion Homes, Inc.
SKY
$4.32B
| $3.7M | ﹤0.01% |
46,789
+14,854
| +47% | +$1.17M |
|
2659
Universal Corp
UVV
$1.4B
| $3.7M | ﹤0.01% |
67,302
+28,736
| +75% | +$1.58M |
|
2660
SPDR S&P Transportation ETF
XTN
$144M
| $3.68M | ﹤0.01% |
39,012
-36
| -0.1% | -$3.4K |
|
|
PRPB
2661
DELISTED
CC Neuberger Principal Holdings II Class A Ordinary Shares
PRPB
| $3.68M | ﹤0.01% |
371,468
-24,867
| -6% | -$246K |
|
2662
Equity Bancshares
EQBK
$788M
| $3.66M | ﹤0.01% |
107,748
-26,429
| -20% | -$897K |
|
2663
Johnson Outdoors
JOUT
$425M
| $3.66M | ﹤0.01% |
39,031
+441
| +1% | +$41.3K |
|
2664
Standex International
SXI
$2.48B
| $3.66M | ﹤0.01% |
33,029
+16,192
| +96% | +$1.79M |
|
|
POLY
2665
DELISTED
Plantronics, Inc.
POLY
| $3.66M | ﹤0.01% |
124,621
+26,305
| +27% | +$771K |
|
2666
First Trust Consumer Discretionary AlphaDEX Fund
FXD
$335M
| $3.65M | ﹤0.01% |
58,875
+1,174
| +2% | +$72.8K |
|
|
DCRD
2667
DELISTED
Decarbonization Plus Acquisition Corporation IV Class A Ordinary Share
DCRD
| $3.65M | ﹤0.01% |
+370,000
| New | +$3.65M |
|
2668
Perion Network
PERI
$428M
| $3.64M | ﹤0.01% |
151,368
-20,101
| -12% | -$483K |
|
2669
Adverum Biotechnologies
ADVM
$60.4M
| $3.63M | ﹤0.01% |
206,096
-20,561
| -9% | -$362K |
|
|
AUS
2670
DELISTED
Austerlitz Acquisition Corporation I
AUS
| $3.62M | ﹤0.01% |
372,502
-677,498
| -65% | -$6.58M |
|
2671
Core Laboratories
CLB
$585M
| $3.6M | ﹤0.01% |
161,529
+110,894
| +219% | +$2.47M |
|
2672
Corsair Gaming
CRSR
$902M
| $3.6M | ﹤0.01% |
171,251
+43,267
| +34% | +$909K |
|
2673
Lyell Immunopharma
LYEL
$236M
| $3.59M | ﹤0.01% |
23,218
+6,114
| +36% | +$946K |
|
2674
Fulcrum Therapeutics
FULC
$396M
| $3.59M | ﹤0.01% |
202,873
+29,146
| +17% | +$516K |
|
2675
Innoviz Technologies
INVZ
$347M
| $3.58M | ﹤0.01% |
+564,218
| New | +$3.58M |
|