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 | |
|---|---|---|---|---|---|---|
|
API
2751
Agora
API
$347M
| $2.54M | ﹤0.01% |
701,895
-137,382
| -16% | -$497K |
|
|
OKLO
2752
Oklo
OKLO
$14.1B
| $2.54M | ﹤0.01% |
+250,000
| New | +$2.54M |
|
2753
Construction Partners
ROAD
$7.07B
| $2.53M | ﹤0.01% |
94,066
+7,957
| +9% | +$214K |
|
|
DALS
2754
DELISTED
DA32 Life Science Tech Acquisition Corp. Class A Common Stock
DALS
| $2.53M | ﹤0.01% |
250,000
+175,000
| +233% | +$1.77M |
|
2755
First Foundation Inc
FFWM
$480M
| $2.52M | ﹤0.01% |
338,658
+190,649
| +129% | +$1.42M |
|
2756
Arhaus
ARHS
$1.58B
| $2.52M | ﹤0.01% |
+304,253
| New | +$2.52M |
|
2757
Mativ Holdings
MATV
$670M
| $2.52M | ﹤0.01% |
117,476
+19,427
| +20% | +$417K |
|
2758
Agilon Health
AGL
$472M
| $2.52M | ﹤0.01% |
106,103
+5,338
| +5% | +$127K |
|
2759
Interface
TILE
$1.7B
| $2.52M | ﹤0.01% |
309,979
+115,260
| +59% | +$936K |
|
2760
Roivant Sciences
ROIV
$10.4B
| $2.51M | ﹤0.01% |
340,758
+266,464
| +359% | +$1.97M |
|
2761
ProPetro Holding
PUMP
$500M
| $2.51M | ﹤0.01% |
348,866
-11,527
| -3% | -$82.9K |
|
2762
Enovix
ENVX
$2.03B
| $2.5M | ﹤0.01% |
191,683
-77,202
| -29% | -$1.01M |
|
2763
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.22B
| $2.49M | ﹤0.01% |
108,303
+51,718
| +91% | +$1.19M |
|
2764
Midland States Bancorp
MSBI
$380M
| $2.49M | ﹤0.01% |
116,352
+954
| +0.8% | +$20.4K |
|
2765
Resources Connection
RGP
$173M
| $2.48M | ﹤0.01% |
145,644
+36,504
| +33% | +$623K |
|
2766
Digital Turbine
APPS
$562M
| $2.48M | ﹤0.01% |
200,481
+20,948
| +12% | +$259K |
|
2767
Mister Car Wash
MCW
$1.76B
| $2.48M | ﹤0.01% |
287,554
+58,035
| +25% | +$500K |
|
2768
Dave & Buster's
PLAY
$696M
| $2.48M | ﹤0.01% |
67,368
-92,291
| -58% | -$3.39M |
|
2769
Horace Mann Educators
HMN
$1.86B
| $2.48M | ﹤0.01% |
73,996
-62,807
| -46% | -$2.1M |
|
2770
ePlus
PLUS
$2.03B
| $2.48M | ﹤0.01% |
50,460
+14,653
| +41% | +$719K |
|
2771
Appian
APPN
$2.29B
| $2.47M | ﹤0.01% |
55,713
+13,549
| +32% | +$601K |
|
2772
Dime Community Bancshares
DCOM
$1.35B
| $2.47M | ﹤0.01% |
108,842
+19,041
| +21% | +$433K |
|
2773
Schwab US Aggregate Bond ETF
SCHZ
$9.06B
| $2.47M | ﹤0.01% |
105,316
+86,984
| +474% | +$2.04M |
|
2774
Invesco China Technology ETF
CQQQ
$1.76B
| $2.46M | ﹤0.01% |
52,881
+6,454
| +14% | +$301K |
|
2775
Adtran
ADTN
$702M
| $2.46M | ﹤0.01% |
154,850
-38,836
| -20% | -$616K |
|