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 | |
|---|---|---|---|---|---|---|
2676
Agilysys
AGYS
$3.01B
| $2.89M | ﹤0.01% |
35,057
+5,755
| +20% | +$475K |
|
2677
Replimune Group
REPL
$446M
| $2.88M | ﹤0.01% |
163,210
+10,518
| +7% | +$186K |
|
2678
Robinhood
HOOD
$105B
| $2.88M | ﹤0.01% |
296,515
+40,486
| +16% | +$393K |
|
2679
Hanesbrands
HBI
$2.22B
| $2.87M | ﹤0.01% |
546,484
-150,551
| -22% | -$792K |
|
2680
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
$1.94B
| $2.86M | ﹤0.01% |
43,744
-13,386
| -23% | -$877K |
|
2681
indie Semiconductor
INDI
$747M
| $2.86M | ﹤0.01% |
271,338
+17,896
| +7% | +$189K |
|
2682
Healthcare Services Group
HCSG
$1.13B
| $2.85M | ﹤0.01% |
205,579
+12,520
| +6% | +$174K |
|
2683
Equity Bancshares
EQBK
$784M
| $2.85M | ﹤0.01% |
116,983
-21,945
| -16% | -$535K |
|
2684
PROS Holdings
PRO
$721M
| $2.84M | ﹤0.01% |
103,756
+6,798
| +7% | +$186K |
|
2685
Openlane
KAR
$3.02B
| $2.84M | ﹤0.01% |
207,582
+19,535
| +10% | +$267K |
|
|
BRMK
2686
DELISTED
Broadmark Realty Capital Inc. Common Stock
BRMK
| $2.84M | ﹤0.01% |
603,096
+404,753
| +204% | +$1.9M |
|
|
RTL
2687
DELISTED
The Necessity Retail REIT, Inc. Class A Common Stock
RTL
| $2.84M | ﹤0.01% |
451,576
-150,129
| -25% | -$943K |
|
2688
BlackBerry
BB
$2.38B
| $2.82M | ﹤0.01% |
618,401
+409,887
| +197% | +$1.87M |
|
2689
Beazer Homes USA
BZH
$757M
| $2.82M | ﹤0.01% |
177,595
-3,426
| -2% | -$54.4K |
|
2690
Dimensional US Small Cap ETF
DFAS
$11.3B
| $2.81M | ﹤0.01% |
53,400
+9,734
| +22% | +$513K |
|
2691
Palomar
PLMR
$3.07B
| $2.81M | ﹤0.01% |
50,942
+19,168
| +60% | +$1.06M |
|
2692
Immunocore
IMCR
$1.68B
| $2.81M | ﹤0.01% |
56,730
-56,749
| -50% | -$2.81M |
|
2693
Coeur Mining
CDE
$10.3B
| $2.8M | ﹤0.01% |
700,765
+245,497
| +54% | +$980K |
|
2694
Marcus & Millichap
MMI
$1.24B
| $2.78M | ﹤0.01% |
86,567
+25,237
| +41% | +$810K |
|
2695
Myers Industries
MYE
$597M
| $2.78M | ﹤0.01% |
129,478
+26,675
| +26% | +$572K |
|
2696
Blue Owl Capital
OBDC
$7.02B
| $2.78M | ﹤0.01% |
220,089
+64,908
| +42% | +$818K |
|
2697
Cartesian Therapeutics
RNAC
$250M
| $2.77M | ﹤0.01% |
66,536
-845
| -1% | -$35.2K |
|
2698
Transportadora de Gas del Sur
TGS
$3.35B
| $2.77M | ﹤0.01% |
+270,784
| New | +$2.77M |
|
2699
Voyager Therapeutics
VYGR
$236M
| $2.77M | ﹤0.01% |
359,741
+37,946
| +12% | +$293K |
|
2700
Sangamo Therapeutics
SGMO
$155M
| $2.77M | ﹤0.01% |
1,574,172
+11,863
| +0.8% | +$20.9K |
|