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 | |
|---|---|---|---|---|---|---|
2901
Madison Square Garden
MSGE
$2.17B
| $1.78M | ﹤0.01% |
54,222
-192
| -0.4% | -$6.32K |
|
2902
Coeur Mining
CDE
$10.2B
| $1.78M | ﹤0.01% |
803,338
+202,544
| +34% | +$450K |
|
2903
Mirion Technologies
MIR
$5.31B
| $1.78M | ﹤0.01% |
237,766
+5,128
| +2% | +$38.3K |
|
2904
Aurinia Pharmaceuticals
AUPH
$1.65B
| $1.78M | ﹤0.01% |
228,519
-163,899
| -42% | -$1.27M |
|
2905
Clearwater Paper
CLW
$352M
| $1.77M | ﹤0.01% |
48,856
-2,633
| -5% | -$95.4K |
|
|
NOA
2906
North American Construction
NOA
$400M
| $1.77M | ﹤0.01% |
+81,366
| New | +$1.77M |
|
2907
ARK Fintech Innovation ETF
ARKF
$1.68B
| $1.77M | ﹤0.01% |
91,187
-14,569
| -14% | -$282K |
|
2908
FT Vest US Equity Buffer ETF June
FJUN
$1B
| $1.77M | ﹤0.01% |
43,543
-6,176
| -12% | -$250K |
|
2909
Energy Recovery
ERII
$794M
| $1.76M | ﹤0.01% |
83,109
-10,005
| -11% | -$212K |
|
2910
Warby Parker
WRBY
$3.36B
| $1.76M | ﹤0.01% |
133,735
-107,275
| -45% | -$1.41M |
|
2911
GrafTech
EAF
$312M
| $1.76M | ﹤0.01% |
45,866
-235
| -0.5% | -$9K |
|
|
BBT
2912
Beacon Financial Corporation
BBT
$2.15B
| $1.75M | ﹤0.01% |
87,502
+24,559
| +39% | +$492K |
|
2913
Oscar Health
OSCR
$4.71B
| $1.75M | ﹤0.01% |
314,053
-104,768
| -25% | -$584K |
|
2914
Mister Car Wash
MCW
$1.79B
| $1.75M | ﹤0.01% |
317,360
+24,944
| +9% | +$137K |
|
|
TGI
2915
DELISTED
Triumph Group
TGI
| $1.74M | ﹤0.01% |
227,677
-89,466
| -28% | -$685K |
|
2916
WisdomTree
WT
$2.11B
| $1.74M | ﹤0.01% |
248,764
-32,568
| -12% | -$228K |
|
2917
Live Oak Bancshares
LOB
$1.7B
| $1.74M | ﹤0.01% |
60,006
+12,916
| +27% | +$374K |
|
|
HAYN
2918
DELISTED
Haynes International, Inc.
HAYN
| $1.74M | ﹤0.01% |
37,297
-7,764
| -17% | -$361K |
|
2919
Invesco KBW Bank ETF
KBWB
$5.05B
| $1.73M | ﹤0.01% |
43,213
-728,535
| -94% | -$29.2M |
|
2920
SPDR Portfolio High Yield Bond ETF
SPHY
$9.21B
| $1.73M | ﹤0.01% |
77,222
+34,600
| +81% | +$776K |
|
2921
Intapp
INTA
$3.73B
| $1.73M | ﹤0.01% |
51,565
+12,798
| +33% | +$429K |
|
2922
Celldex Therapeutics
CLDX
$1.68B
| $1.72M | ﹤0.01% |
62,677
-37,146
| -37% | -$1.02M |
|
2923
iShares MSCI Europe Financials ETF
EUFN
$4.45B
| $1.72M | ﹤0.01% |
91,210
-7,446,550
| -99% | -$141M |
|
2924
FT Vest Growth-100 Buffer ETF March
QMAR
$454M
| $1.72M | ﹤0.01% |
+71,518
| New | +$1.72M |
|
2925
Xenon Pharmaceuticals
XENE
$2.87B
| $1.72M | ﹤0.01% |
50,297
-28,920
| -37% | -$988K |
|