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 |
iShares Core S&P 500 ETF
IVV
|
+$3.57B |
| 2 |
Amazon
AMZN
|
+$2.84B |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$2.47B |
| 4 |
Mastercard
MA
|
+$1.44B |
| 5 |
Meta Platforms (Facebook)
META
|
+$1.31B |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$4.44B |
| 2 |
Apple
AAPL
|
+$3.14B |
| 3 |
Invesco QQQ Trust
QQQ
|
+$1.87B |
| 4 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$1.84B |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$1.57B |
Sector Composition
| 1 | Technology | 20.05% |
| 2 | Healthcare | 11.18% |
| 3 | Financials | 9.56% |
| 4 | Consumer Discretionary | 9.09% |
| 5 | Industrials | 7.17% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2726
Victoria's Secret
VSCO
$2.11B
| $2.55M | ﹤0.01% |
152,845
+41,297
| +37% | +$689K |
|
2727
Direxion Daily Semiconductor Bull 3X Shares
SOXL
$12.7B
| $2.55M | ﹤0.01% |
134,879
+11,581
| +9% | +$219K |
|
2728
Sabre
SABR
$726M
| $2.54M | ﹤0.01% |
565,550
-544,370
| -49% | -$2.44M |
|
2729
BOK Financial
BOKF
$7B
| $2.53M | ﹤0.01% |
31,648
-17,855
| -36% | -$1.43M |
|
2730
PagerDuty
PD
$1.48B
| $2.53M | ﹤0.01% |
112,365
-5,985
| -5% | -$135K |
|
2731
Vital Farms
VITL
$2.1B
| $2.52M | ﹤0.01% |
217,940
+60,991
| +39% | +$706K |
|
2732
Cracker Barrel
CBRL
$1.1B
| $2.51M | ﹤0.01% |
37,317
-25,085
| -40% | -$1.69M |
|
2733
indie Semiconductor
INDI
$747M
| $2.5M | ﹤0.01% |
397,554
-149,098
| -27% | -$939K |
|
2734
Vita Coco
COCO
$2.27B
| $2.5M | ﹤0.01% |
96,166
+58,093
| +153% | +$1.51M |
|
2735
Agilysys
AGYS
$3.01B
| $2.5M | ﹤0.01% |
37,804
-2,693
| -7% | -$178K |
|
2736
Myers Industries
MYE
$597M
| $2.49M | ﹤0.01% |
138,888
+2,371
| +2% | +$42.5K |
|
2737
OR Royalties Inc.
OR
$6.62B
| $2.49M | ﹤0.01% |
211,718
+24,298
| +13% | +$286K |
|
2738
Amneal Pharmaceuticals
AMRX
$3.02B
| $2.48M | ﹤0.01% |
586,759
+54,229
| +10% | +$229K |
|
2739
Enerpac Tool Group
EPAC
$2.27B
| $2.48M | ﹤0.01% |
93,663
+11,300
| +14% | +$299K |
|
2740
AbCellera Biologics
ABCL
$1.37B
| $2.47M | ﹤0.01% |
536,294
+61,563
| +13% | +$283K |
|
2741
Kura Sushi USA
KRUS
$923M
| $2.46M | ﹤0.01% |
37,203
+32,547
| +699% | +$2.15M |
|
2742
CEVA Inc
CEVA
$593M
| $2.45M | ﹤0.01% |
126,456
+60,059
| +90% | +$1.16M |
|
2743
Claros Mortgage Trust
CMTG
$502M
| $2.45M | ﹤0.01% |
220,943
+73,968
| +50% | +$820K |
|
2744
ImmunityBio
IBRX
$2.61B
| $2.45M | ﹤0.01% |
1,448,432
-30,521
| -2% | -$51.6K |
|
2745
Quanterix
QTRX
$244M
| $2.44M | ﹤0.01% |
90,074
-8,649
| -9% | -$235K |
|
2746
Voyager Therapeutics
VYGR
$236M
| $2.44M | ﹤0.01% |
314,991
-40,092
| -11% | -$311K |
|
2747
Clearfield
CLFD
$464M
| $2.44M | ﹤0.01% |
85,102
+51,710
| +155% | +$1.48M |
|
2748
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
$2.82B
| $2.44M | ﹤0.01% |
100,004
-3,615
| -3% | -$88.1K |
|
2749
Aurora
AUR
$10.9B
| $2.44M | ﹤0.01% |
1,036,402
+115,503
| +13% | +$271K |
|
2750
Vanguard Utilities ETF
VPU
$7.41B
| $2.44M | ﹤0.01% |
19,093
+5,694
| +42% | +$726K |
|