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 | |
|---|---|---|---|---|---|---|
2751
Lightspeed Commerce
LSPD
$1.67B
| $2.42M | ﹤0.01% |
172,814
-11,390
| -6% | -$160K |
|
2752
Bain Capital Specialty
BCSF
$950M
| $2.42M | ﹤0.01% |
157,938
+142,024
| +892% | +$2.17M |
|
2753
Marcus & Millichap
MMI
$1.24B
| $2.39M | ﹤0.01% |
81,529
-2,248
| -3% | -$66K |
|
2754
Appian
APPN
$2.29B
| $2.39M | ﹤0.01% |
52,430
-6,854
| -12% | -$313K |
|
2755
Community Trust Bancorp
CTBI
$1.01B
| $2.39M | ﹤0.01% |
69,633
-8,359
| -11% | -$286K |
|
2756
ArcelorMittal
MT
$26.2B
| $2.38M | ﹤0.01% |
95,247
-118,880
| -56% | -$2.98M |
|
2757
CCC Intelligent Solutions
CCCS
$6.32B
| $2.38M | ﹤0.01% |
178,355
+99,830
| +127% | +$1.33M |
|
2758
Direxion Daily NVDA Bull 2X Shares
NVDU
$674M
| $2.38M | ﹤0.01% |
+100,000
| New | +$2.38M |
|
2759
Grupo Aeroportuario del Pacifico
PAC
$12.5B
| $2.37M | ﹤0.01% |
14,435
-21,562
| -60% | -$3.54M |
|
2760
iShares MSCI Hong Kong ETF
EWH
$732M
| $2.37M | ﹤0.01% |
137,982
+86,789
| +170% | +$1.49M |
|
2761
Nuveen New York AMT-Free Quality Municipal Income Fund
NRK
$871M
| $2.36M | ﹤0.01% |
250,117
+46,941
| +23% | +$444K |
|
2762
Goldman Sachs MarketBeta International Equity ETF
GSID
$853M
| $2.36M | ﹤0.01% |
48,334
-506
| -1% | -$24.7K |
|
2763
Portillo's
PTLO
$447M
| $2.36M | ﹤0.01% |
153,149
+93,032
| +155% | +$1.43M |
|
2764
Enact Holdings
ACT
$5.57B
| $2.36M | ﹤0.01% |
86,533
+30,603
| +55% | +$833K |
|
2765
Stock Yards Bancorp
SYBT
$2.2B
| $2.35M | ﹤0.01% |
59,892
-4,597
| -7% | -$181K |
|
2766
Atmus Filtration Technologies
ATMU
$3.77B
| $2.35M | ﹤0.01% |
112,481
+10,799
| +11% | +$225K |
|
2767
Univest Financial
UVSP
$881M
| $2.34M | ﹤0.01% |
134,872
+3,515
| +3% | +$61.1K |
|
2768
Owens & Minor
OMI
$416M
| $2.33M | ﹤0.01% |
144,277
-11,334
| -7% | -$183K |
|
2769
Perion Network
PERI
$428M
| $2.32M | ﹤0.01% |
75,659
-118,948
| -61% | -$3.64M |
|
2770
American Vanguard Corp
AVD
$159M
| $2.31M | ﹤0.01% |
211,406
+117,231
| +124% | +$1.28M |
|
|
CLCO
2771
Cool Company
CLCO
$405M
| $2.3M | ﹤0.01% |
166,223
-109,800
| -40% | -$1.52M |
|
2772
Scholastic
SCHL
$683M
| $2.3M | ﹤0.01% |
60,283
-4,432
| -7% | -$169K |
|
2773
Eldorado Gold
EGO
$5.54B
| $2.3M | ﹤0.01% |
257,948
-26,156
| -9% | -$233K |
|
2774
Fidelity MSCI Industrials Index ETF
FIDU
$1.5B
| $2.29M | ﹤0.01% |
42,311
-41
| -0.1% | -$2.22K |
|
2775
Wolverine World Wide
WWW
$2.47B
| $2.29M | ﹤0.01% |
283,818
+136,672
| +93% | +$1.1M |
|