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 | |
|---|---|---|---|---|---|---|
2801
SPDR Dow Jones REIT ETF
RWR
$1.86B
| $2.36M | ﹤0.01% |
26,614
-2,401
| -8% | -$213K |
|
2802
Peoples Bancorp
PEBO
$1.1B
| $2.35M | ﹤0.01% |
91,306
-4,511
| -5% | -$116K |
|
2803
ING
ING
$74B
| $2.35M | ﹤0.01% |
197,998
-313,701
| -61% | -$3.72M |
|
|
CLCO
2804
Cool Company
CLCO
$412M
| $2.35M | ﹤0.01% |
+195,166
| New | +$2.35M |
|
2805
LegalZoom.com
LZ
$1.97B
| $2.34M | ﹤0.01% |
249,474
+151,614
| +155% | +$1.42M |
|
|
LOCC
2806
DELISTED
Live Oak Crestview Climate Acquisition Corp.
LOCC
| $2.34M | ﹤0.01% |
231,468
| – | – |
|
2807
Amalgamated Financial
AMAL
$859M
| $2.34M | ﹤0.01% |
132,046
-12,401
| -9% | -$219K |
|
2808
Capitol Federal Financial
CFFN
$840M
| $2.33M | ﹤0.01% |
346,267
-257,714
| -43% | -$1.73M |
|
2809
Invesco S&P 500 Pure Growth ETF
RPG
$1.76B
| $2.33M | ﹤0.01% |
77,045
-845
| -1% | -$25.5K |
|
2810
Aurinia Pharmaceuticals
AUPH
$1.65B
| $2.32M | ﹤0.01% |
211,942
+70,932
| +50% | +$777K |
|
2811
FuelCell Energy
FCEL
$259M
| $2.32M | ﹤0.01% |
27,121
+4,429
| +20% | +$379K |
|
2812
Seaboard Corp
SEB
$3.72B
| $2.31M | ﹤0.01% |
613
+185
| +43% | +$698K |
|
2813
New Oriental
EDU
$8.61B
| $2.31M | ﹤0.01% |
59,829
+15,460
| +35% | +$597K |
|
2814
Theravance Biopharma
TBPH
$711M
| $2.31M | ﹤0.01% |
212,527
-1,321
| -0.6% | -$14.3K |
|
|
HAYN
2815
DELISTED
Haynes International, Inc.
HAYN
| $2.31M | ﹤0.01% |
46,016
+6,739
| +17% | +$338K |
|
2816
Procept Biorobotics
PRCT
$2.08B
| $2.3M | ﹤0.01% |
81,116
+51,679
| +176% | +$1.47M |
|
2817
AAR Corp
AIR
$2.7B
| $2.3M | ﹤0.01% |
42,091
+7,238
| +21% | +$395K |
|
|
TCVA
2818
DELISTED
TCV Acquisition Corp. Class A Ordinary Shares
TCVA
| $2.28M | ﹤0.01% |
223,002
+23,002
| +12% | +$236K |
|
|
HEES
2819
DELISTED
H&E Equipment Services
HEES
| $2.28M | ﹤0.01% |
51,636
-1,438
| -3% | -$63.6K |
|
2820
Compass Minerals
CMP
$750M
| $2.28M | ﹤0.01% |
66,531
+10,934
| +20% | +$375K |
|
2821
iPath Series B S&P 500 VIX Short-Term Futures ETN
VXX
$240M
| $2.27M | ﹤0.01% |
12,633
+4,957
| +65% | +$890K |
|
2822
Roku
ROKU
$14.6B
| $2.27M | ﹤0.01% |
34,460
+21,580
| +168% | +$1.42M |
|
2823
Kratos Defense & Security Solutions
KTOS
$13.2B
| $2.26M | ﹤0.01% |
167,274
-11,105
| -6% | -$150K |
|
2824
Fidelity MSCI Industrials Index ETF
FIDU
$1.52B
| $2.25M | ﹤0.01% |
42,588
-23,905
| -36% | -$1.26M |
|
2825
Aris Water Solutions
ARIS
$788M
| $2.24M | ﹤0.01% |
287,523
+141,323
| +97% | +$1.1M |
|