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 | |
|---|---|---|---|---|---|---|
2826
Zentalis Pharmaceuticals
ZNTL
$102M
| $2.04M | ﹤0.01% |
101,929
-8,764
| -8% | -$176K |
|
2827
Global X FinTech ETF
FINX
$315M
| $2.04M | ﹤0.01% |
101,434
+1,495
| +1% | +$30.1K |
|
2828
Payoneer
PAYO
$2.37B
| $2.03M | ﹤0.01% |
332,171
-540,769
| -62% | -$3.31M |
|
|
HEES
2829
DELISTED
H&E Equipment Services
HEES
| $2.02M | ﹤0.01% |
46,669
-11,209
| -19% | -$484K |
|
2830
Viasat
VSAT
$4.34B
| $2.01M | ﹤0.01% |
109,153
-29,499
| -21% | -$545K |
|
2831
The Greenbrier Companies
GBX
$1.43B
| $2.01M | ﹤0.01% |
50,247
-120,514
| -71% | -$4.82M |
|
2832
Rocket Lab Corporation Common Stock
RKLB
$23.3B
| $2.01M | ﹤0.01% |
458,847
-17,526
| -4% | -$76.8K |
|
2833
DXP Enterprises
DXPE
$1.81B
| $2.01M | ﹤0.01% |
57,491
+7,024
| +14% | +$245K |
|
2834
Compass Minerals
CMP
$759M
| $2M | ﹤0.01% |
71,504
-1,187
| -2% | -$33.2K |
|
2835
Structure Therapeutics
GPCR
$1.25B
| $1.99M | ﹤0.01% |
+39,559
| New | +$1.99M |
|
2836
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
$2.37B
| $1.99M | ﹤0.01% |
41,409
+28,434
| +219% | +$1.36M |
|
2837
Stellar Bancorp
STEL
$1.56B
| $1.98M | ﹤0.01% |
93,063
-9,756
| -9% | -$208K |
|
2838
iShares Russell Top 200 Growth ETF
IWY
$15.4B
| $1.98M | ﹤0.01% |
12,852
+5,322
| +71% | +$819K |
|
2839
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$6.27B
| $1.97M | ﹤0.01% |
84,489
+5,046
| +6% | +$118K |
|
|
DRD
2840
DRDGold
DRD
$2.07B
| $1.97M | ﹤0.01% |
237,219
+90,412
| +62% | +$750K |
|
2841
iRobot
IRBT
$127M
| $1.96M | ﹤0.01% |
51,676
-219,056
| -81% | -$8.3M |
|
|
SWI
2842
DELISTED
SolarWinds Corporation Common Stock
SWI
| $1.96M | ﹤0.01% |
207,421
+12,275
| +6% | +$116K |
|
2843
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.07B
| $1.96M | ﹤0.01% |
72,292
+68,874
| +2,015% | +$1.86M |
|
|
ENER
2844
DELISTED
Accretion Acquisition Corp. Common Stock
ENER
| $1.95M | ﹤0.01% |
+186,514
| New | +$1.95M |
|
2845
AMERISAFE
AMSF
$824M
| $1.95M | ﹤0.01% |
38,988
-5,249
| -12% | -$263K |
|
2846
Cerence
CRNC
$509M
| $1.95M | ﹤0.01% |
95,809
-8,870
| -8% | -$181K |
|
2847
QuantumScape
QS
$5.81B
| $1.95M | ﹤0.01% |
291,610
+100,677
| +53% | +$674K |
|
2848
Invesco PHLX Semiconductor ETF
SOXQ
$541M
| $1.95M | ﹤0.01% |
72,056
-809
| -1% | -$21.9K |
|
2849
Atlanta Braves Holdings Series B
BATRK
$2.61B
| $1.94M | ﹤0.01% |
54,370
-44,700
| -45% | -$1.6M |
|
2850
Innovator US Equity Power Buffer ETF November
PNOV
$657M
| $1.93M | ﹤0.01% |
58,504
+45,547
| +352% | +$1.51M |
|