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
|
+$6.27B |
| 2 |
Vanguard S&P 500 ETF
VOO
|
+$5.61B |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
+$3.32B |
| 4 |
Meta Platforms (Facebook)
META
|
+$3.21B |
| 5 |
Apple
AAPL
|
+$2.9B |
Top Sells
| 1 |
iShares Short Treasury Bond ETF
SHV
|
+$3.23B |
| 2 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$1.76B |
| 3 |
Schwab US TIPS ETF
SCHP
|
+$702M |
| 4 |
Nike
NKE
|
+$702M |
| 5 |
Tesla
TSLA
|
+$652M |
Sector Composition
| 1 | Technology | 20.52% |
| 2 | Healthcare | 11.04% |
| 3 | Financials | 9.44% |
| 4 | Consumer Discretionary | 8.87% |
| 5 | Industrials | 7.44% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2776
Fidelity High Dividend ETF
FDVV
$6.91B
| $2.45M | ﹤0.01% |
61,687
+9,970
| +19% | +$396K |
|
2777
ProShares S&P 500 ex-Technology ETF
SPXT
$220M
| $2.44M | ﹤0.01% |
33,386
-6,614
| -17% | -$483K |
|
2778
Avantis Emerging Markets Equity ETF
AVEM
$12.8B
| $2.44M | ﹤0.01% |
45,285
-260
| -0.6% | -$14K |
|
2779
Hudbay
HBM
$5.31B
| $2.43M | ﹤0.01% |
506,429
+4,888
| +1% | +$23.5K |
|
|
MODN
2780
DELISTED
MODEL N, INC.
MODN
| $2.43M | ﹤0.01% |
68,695
+7,273
| +12% | +$257K |
|
2781
Scilex Holding
SCLX
$178M
| $2.43M | ﹤0.01% |
12,454
| – | – |
|
|
KAMN
2782
DELISTED
Kaman Corp
KAMN
| $2.43M | ﹤0.01% |
99,747
+19,421
| +24% | +$473K |
|
|
AYX
2783
DELISTED
Alteryx, Inc.
AYX
| $2.42M | ﹤0.01% |
53,269
-6,359
| -11% | -$289K |
|
2784
Safe Bulkers
SB
$473M
| $2.42M | ﹤0.01% |
740,867
+215,077
| +41% | +$701K |
|
|
PGTI
2785
DELISTED
PGT, Inc.
PGTI
| $2.41M | ﹤0.01% |
82,766
-13,932
| -14% | -$406K |
|
2786
Fidelity MSCI Industrials Index ETF
FIDU
$1.52B
| $2.41M | ﹤0.01% |
42,352
-236
| -0.6% | -$13.4K |
|
2787
JPMorgan Diversified Return Emerging Markets Equity ETF
JPEM
$346M
| $2.41M | ﹤0.01% |
47,650
-5,927
| -11% | -$299K |
|
2788
Hope Bancorp
HOPE
$1.44B
| $2.39M | ﹤0.01% |
283,684
+15,518
| +6% | +$131K |
|
2789
Hanesbrands
HBI
$2.23B
| $2.38M | ﹤0.01% |
525,306
-21,178
| -4% | -$96.1K |
|
2790
Liberty Latin America Class A
LILA
$1.63B
| $2.38M | ﹤0.01% |
271,886
-283,446
| -51% | -$2.48M |
|
2791
Univest Financial
UVSP
$911M
| $2.37M | ﹤0.01% |
131,357
+4,658
| +4% | +$84.2K |
|
2792
Forrester Research
FORR
$214M
| $2.37M | ﹤0.01% |
81,346
+6,635
| +9% | +$193K |
|
2793
Televisa
TV
$1.46B
| $2.36M | ﹤0.01% |
460,990
-329,499
| -42% | -$1.69M |
|
2794
Harmony Gold Mining
HMY
$9.31B
| $2.36M | ﹤0.01% |
562,902
-195,558
| -26% | -$821K |
|
2795
Koppers
KOP
$579M
| $2.36M | ﹤0.01% |
69,303
+572
| +0.8% | +$19.5K |
|
2796
Standard Motor Products
SMP
$891M
| $2.36M | ﹤0.01% |
62,961
+23,718
| +60% | +$890K |
|
2797
Futu Holdings
FUTU
$24.2B
| $2.36M | ﹤0.01% |
59,398
-6,523
| -10% | -$259K |
|
2798
AMERISAFE
AMSF
$849M
| $2.36M | ﹤0.01% |
44,237
-111,887
| -72% | -$5.97M |
|
2799
UFP Technologies
UFPT
$1.55B
| $2.36M | ﹤0.01% |
12,164
+4,286
| +54% | +$831K |
|
2800
Invesco S&P 500 Pure Growth ETF
RPG
$1.76B
| $2.36M | ﹤0.01% |
77,250
+205
| +0.3% | +$6.26K |
|