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
|
+$2.27B |
| 2 |
Amazon
AMZN
|
+$2.16B |
| 3 |
Tesla
TSLA
|
+$1.15B |
| 4 |
NXP Semiconductors
NXPI
|
+$1.12B |
| 5 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$990M |
Top Sells
| 1 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$4.19B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$2.33B |
| 3 |
Meta Platforms (Facebook)
META
|
+$1.52B |
| 4 |
JPMorgan BetaBuilders Japan ETF
BBJP
|
+$1.27B |
| 5 |
PayPal
PYPL
|
+$1.01B |
Sector Composition
| 1 | Technology | 18.04% |
| 2 | Financials | 11.12% |
| 3 | Healthcare | 10.53% |
| 4 | Consumer Discretionary | 10.3% |
| 5 | Industrials | 7.85% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2826
iQIYI
IQ
$2.57B
| $2.92M | ﹤0.01% |
640,710
-2,968,620
| -82% | -$13.5M |
|
2827
Schneider National
SNDR
$4.22B
| $2.91M | ﹤0.01% |
108,243
-10,521
| -9% | -$283K |
|
2828
Buckle
BKE
$3.11B
| $2.9M | ﹤0.01% |
68,642
-21,986
| -24% | -$930K |
|
2829
AB InBev
BUD
$115B
| $2.9M | ﹤0.01% |
47,865
-100,721
| -68% | -$6.1M |
|
2830
Metals Acquisition
MTAL
$1.01B
| $2.9M | ﹤0.01% |
298,837
-1,163
| -0.4% | -$11.3K |
|
2831
Peoples Bancorp
PEBO
$1.06B
| $2.89M | ﹤0.01% |
90,911
+76,911
| +549% | +$2.45M |
|
2832
Metropolitan Bank Holding Corp
MCB
$807M
| $2.89M | ﹤0.01% |
27,076
-27,849
| -51% | -$2.97M |
|
2833
Cimpress
CMPR
$1.52B
| $2.88M | ﹤0.01% |
40,246
+12,472
| +45% | +$893K |
|
|
HPLT
2834
DELISTED
Home Plate Acquisition Corporation Class A Common Stock
HPLT
| $2.88M | ﹤0.01% |
+298,000
| New | +$2.88M |
|
2835
Brinker International
EAT
$6.42B
| $2.87M | ﹤0.01% |
78,545
-27,193
| -26% | -$995K |
|
2836
Coca-Cola Femsa
KOF
$18.1B
| $2.87M | ﹤0.01% |
52,457
+46,678
| +808% | +$2.56M |
|
|
ORC
2837
Orchid Island Capital
ORC
$1.05B
| $2.87M | ﹤0.01% |
127,708
-16,991
| -12% | -$382K |
|
2838
Sera Prognostics
SERA
$122M
| $2.87M | ﹤0.01% |
417,325
+273,817
| +191% | +$1.88M |
|
2839
Q32 Bio
QTTB
$21.8M
| $2.87M | ﹤0.01% |
43,737
-20,524
| -32% | -$1.34M |
|
2840
Direxion Daily Semiconductor Bull 3X Shares
SOXL
$12.7B
| $2.86M | ﹤0.01% |
42,118
+16,229
| +63% | +$1.1M |
|
|
PLYA
2841
DELISTED
Playa Hotels & Resorts
PLYA
| $2.86M | ﹤0.01% |
357,902
+63,986
| +22% | +$511K |
|
2842
Oportun Financial
OPRT
$294M
| $2.85M | ﹤0.01% |
140,752
+13,453
| +11% | +$272K |
|
|
SLVRU
2843
DELISTED
SilverSPAC Inc. Unit
SLVRU
| $2.85M | ﹤0.01% |
286,693
+54,000
| +23% | +$537K |
|
2844
iShares US Healthcare Providers ETF
IHF
$801M
| $2.85M | ﹤0.01% |
49,020
-7,515
| -13% | -$436K |
|
|
DALS
2845
DELISTED
DA32 Life Science Tech Acquisition Corp. Class A Common Stock
DALS
| $2.84M | ﹤0.01% |
289,000
-10,349
| -3% | -$102K |
|
2846
Merchants Bancorp
MBIN
$1.44B
| $2.83M | ﹤0.01% |
89,699
+70,044
| +356% | +$2.21M |
|
2847
Horizon Kinetics Inflation Beneficiaries ETF
INFL
$1.28B
| $2.83M | ﹤0.01% |
+90,659
| New | +$2.83M |
|
|
BSLK
2848
Bolt Projects Holdings, Inc. Common Stock
BSLK
$10.5M
| $2.83M | ﹤0.01% |
14,586
+934
| +7% | +$181K |
|
2849
O-I Glass
OI
$1.94B
| $2.82M | ﹤0.01% |
234,826
+47,692
| +25% | +$574K |
|
|
SI
2850
DELISTED
Silvergate Capital Corporation
SI
| $2.81M | ﹤0.01% |
18,940
-3,273
| -15% | -$485K |
|