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 | |
|---|---|---|---|---|---|---|
2676
Global X Silver Miners ETF NEW
SIL
$3.13B
| $3.57M | ﹤0.01% |
97,286
+7,660
| +9% | +$281K |
|
2677
St. Joe Company
JOE
$2.98B
| $3.56M | ﹤0.01% |
68,398
+19,886
| +41% | +$1.04M |
|
2678
Dime Community Bancshares
DCOM
$1.35B
| $3.55M | ﹤0.01% |
101,062
-3,958
| -4% | -$139K |
|
2679
Goosehead Insurance
GSHD
$2.05B
| $3.55M | ﹤0.01% |
27,268
-1,520
| -5% | -$198K |
|
2680
Ingles Markets
IMKTA
$1.33B
| $3.54M | ﹤0.01% |
41,041
+20,474
| +100% | +$1.77M |
|
2681
iShares MSCI Europe Small-Cap ETF
IEUS
$159M
| $3.54M | ﹤0.01% |
50,840
-2,495
| -5% | -$174K |
|
|
MRNS
2682
DELISTED
Marinus Pharmaceuticals, Inc
MRNS
| $3.54M | ﹤0.01% |
298,121
-13,804
| -4% | -$164K |
|
2683
3D Systems Corporation
DDD
$287M
| $3.53M | ﹤0.01% |
164,040
-3,774
| -2% | -$81.3K |
|
|
MCFE
2684
DELISTED
McAfee Corp. Class A Common Stock
MCFE
| $3.53M | ﹤0.01% |
136,910
-2,536
| -2% | -$65.4K |
|
2685
iShares US Financials ETF
IYF
$4.07B
| $3.52M | ﹤0.01% |
40,647
-6,944
| -15% | -$602K |
|
2686
First Interstate BancSystem
FIBK
$3.4B
| $3.52M | ﹤0.01% |
86,516
-4,702
| -5% | -$191K |
|
2687
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
$1.47B
| $3.52M | ﹤0.01% |
35,500
-2,781,966
| -99% | -$276M |
|
|
TELL
2688
DELISTED
Tellurian Inc.
TELL
| $3.51M | ﹤0.01% |
1,140,607
+1,005,820
| +746% | +$3.1M |
|
|
LUXE
2689
LuxExperience B.V. American Depositary Shares, each representing one Ordinary Share
LUXE
$1.21B
| $3.51M | ﹤0.01% |
165,517
-4,123
| -2% | -$87.5K |
|
2690
Root
ROOT
$1.47B
| $3.51M | ﹤0.01% |
62,922
+25,079
| +66% | +$1.4M |
|
2691
Carriage Services
CSV
$677M
| $3.5M | ﹤0.01% |
54,260
+38,637
| +247% | +$2.49M |
|
2692
Spectral AI
MDAI
$56.1M
| $3.49M | ﹤0.01% |
+355,000
| New | +$3.49M |
|
2693
SPDR Portfolio Emerging Markets ETF
SPEM
$14.2B
| $3.48M | ﹤0.01% |
83,929
+11,908
| +17% | +$494K |
|
2694
Invesco WilderHill Clean Energy ETF
PBW
$408M
| $3.47M | ﹤0.01% |
48,634
+139
| +0.3% | +$9.93K |
|
2695
Sixth Street Specialty
TSLX
$2.21B
| $3.47M | ﹤0.01% |
148,413
+3,732
| +3% | +$87.3K |
|
|
GPP
2696
DELISTED
Green Plains Partners LP
GPP
| $3.47M | ﹤0.01% |
244,394
-70,892
| -22% | -$1.01M |
|
2697
Janus International
JBI
$1.41B
| $3.46M | ﹤0.01% |
+276,405
| New | +$3.46M |
|
2698
Farmers National Banc Corp
FMNB
$553M
| $3.46M | ﹤0.01% |
186,294
+33,692
| +22% | +$625K |
|
2699
Global X Uranium ETF
URA
$4.57B
| $3.44M | ﹤0.01% |
150,935
+49,148
| +48% | +$1.12M |
|
2700
Vanguard Global ex-US Real Estate ETF
VNQI
$3.56B
| $3.42M | ﹤0.01% |
63,463
-297,666
| -82% | -$16.1M |
|