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 | |
|---|---|---|---|---|---|---|
2651
WisdomTree US Total Dividend Fund
DTD
$1.45B
| $2.99M | ﹤0.01% |
49,358
-330
| -0.7% | -$20K |
|
2652
Amylyx Pharmaceuticals
AMLX
$1.36B
| $2.98M | ﹤0.01% |
101,700
+51,999
| +105% | +$1.53M |
|
|
LUCK
2653
Lucky Strike Entertainment Corporation
LUCK
$1.38B
| $2.98M | ﹤0.01% |
175,626
+143,208
| +442% | +$2.43M |
|
2654
iShares Russell Top 200 Value ETF
IWX
$2.82B
| $2.98M | ﹤0.01% |
45,716
+5,867
| +15% | +$382K |
|
2655
CorVel
CRVL
$4.19B
| $2.98M | ﹤0.01% |
46,920
+7,968
| +20% | +$505K |
|
|
AAMI
2656
Acadian Asset Management Inc.
AAMI
$1.73B
| $2.97M | ﹤0.01% |
126,123
+364
| +0.3% | +$8.58K |
|
|
ABB
2657
DELISTED
ABB Ltd.
ABB
| $2.97M | ﹤0.01% |
86,463
+4,356
| +5% | +$149K |
|
2658
Vanguard Russell 1000 ETF
VONE
$6.82B
| $2.96M | ﹤0.01% |
15,896
+5,095
| +47% | +$949K |
|
2659
Vanguard S&P Mid-Cap 400 Growth ETF
IVOG
$1.16B
| $2.96M | ﹤0.01% |
33,288
| – | – |
|
|
SMC
2660
Summit Midstream Corporation
SMC
$291M
| $2.96M | ﹤0.01% |
192,600
-3,770
| -2% | -$57.9K |
|
2661
Xperi
XPER
$276M
| $2.96M | ﹤0.01% |
270,404
+12,801
| +5% | +$140K |
|
2662
GDS Holdings
GDS
$7.69B
| $2.95M | ﹤0.01% |
158,367
+15,815
| +11% | +$295K |
|
2663
Sibanye-Stillwater
SBSW
$6.05B
| $2.95M | ﹤0.01% |
354,231
+163,116
| +85% | +$1.36M |
|
2664
Hain Celestial
HAIN
$130M
| $2.95M | ﹤0.01% |
171,663
+18,608
| +12% | +$319K |
|
2665
Vir Biotechnology
VIR
$667M
| $2.94M | ﹤0.01% |
126,355
-23,264
| -16% | -$541K |
|
2666
ImmunityBio
IBRX
$2.61B
| $2.94M | ﹤0.01% |
1,613,297
+80,170
| +5% | +$146K |
|
2667
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
$2.65B
| $2.93M | ﹤0.01% |
55,938
+23,716
| +74% | +$1.24M |
|
2668
Vital Energy
VTLE
$639M
| $2.93M | ﹤0.01% |
64,306
+47,085
| +273% | +$2.14M |
|
|
INST
2669
DELISTED
Instructure Holdings, Inc.
INST
| $2.93M | ﹤0.01% |
112,992
+39,127
| +53% | +$1.01M |
|
2670
Fidelity Nasdaq Composite Index ETF
ONEQ
$8.82B
| $2.93M | ﹤0.01% |
61,015
-7,114
| -10% | -$341K |
|
2671
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
$1.34B
| $2.92M | ﹤0.01% |
30,339
+9,082
| +43% | +$874K |
|
2672
First Trust Preferred Securities and Income ETF
FPE
$6.22B
| $2.92M | ﹤0.01% |
182,751
-59,128
| -24% | -$944K |
|
2673
Dimensional World ex US Core Equity 2 ETF
DFAX
$9.5B
| $2.91M | ﹤0.01% |
126,275
+84,450
| +202% | +$1.95M |
|
2674
Cogent Biosciences
COGT
$1.75B
| $2.91M | ﹤0.01% |
269,493
+28,073
| +12% | +$303K |
|
2675
Chefs' Warehouse
CHEF
$2.68B
| $2.9M | ﹤0.01% |
85,166
+28,666
| +51% | +$976K |
|