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 | |
|---|---|---|---|---|---|---|
|
BWCAU
2951
DELISTED
Blue Whale Acquisition Corp I Unit
BWCAU
| $2.48M | ﹤0.01% |
+250,000
| New | +$2.48M |
|
2952
Federal Agricultural Mortgage
AGM
$2.03B
| $2.48M | ﹤0.01% |
19,987
+5,935
| +42% | +$736K |
|
2953
Philips
PHG
$26.5B
| $2.48M | ﹤0.01% |
78,468
+51,854
| +195% | +$1.64M |
|
|
THCPU
2954
DELISTED
Thunder Bridge Capital Partners IV, Inc. Unit
THCPU
| $2.48M | ﹤0.01% |
250,000
-49,000
| -16% | -$485K |
|
2955
Sanofi
SNY
$114B
| $2.47M | ﹤0.01% |
49,318
-23,474
| -32% | -$1.18M |
|
2956
Dorchester Minerals
DMLP
$1.2B
| $2.47M | ﹤0.01% |
124,775
+12,656
| +11% | +$250K |
|
|
SRG
2957
Seritage Growth Properties
SRG
$229M
| $2.46M | ﹤0.01% |
185,637
+29,558
| +19% | +$392K |
|
2958
B. Riley Financial
RILY
$230M
| $2.45M | ﹤0.01% |
27,602
+18,343
| +198% | +$1.63M |
|
|
XIFR
2959
XPLR Infrastructure, LP
XIFR
$931M
| $2.45M | ﹤0.01% |
29,054
-481
| -2% | -$40.6K |
|
2960
Adtalem Global Education
ATGE
$4.89B
| $2.45M | ﹤0.01% |
82,812
+35,895
| +77% | +$1.06M |
|
2961
Cytokinetics
CYTK
$5.95B
| $2.45M | ﹤0.01% |
53,727
+18,582
| +53% | +$847K |
|
2962
Accuray
ARAY
$181M
| $2.45M | ﹤0.01% |
512,523
-8,354
| -2% | -$39.9K |
|
2963
National Beverage
FIZZ
$3.61B
| $2.44M | ﹤0.01% |
53,846
+26,799
| +99% | +$1.22M |
|
|
CSPR
2964
DELISTED
Casper Sleep Inc.
CSPR
| $2.44M | ﹤0.01% |
365,705
+164,684
| +82% | +$1.1M |
|
2965
SPDR Portfolio Mortgage Backed Bond ETF
SPMB
$6.39B
| $2.44M | ﹤0.01% |
96,076
-2,606
| -3% | -$66.1K |
|
2966
89bio
ETNB
$1.2B
| $2.44M | ﹤0.01% |
186,472
+65,280
| +54% | +$853K |
|
2967
SPDR MSCI USA Gender Diversity ETF
SHE
$274M
| $2.43M | ﹤0.01% |
23,803
+148
| +0.6% | +$15.1K |
|
|
ORTX
2968
DELISTED
Orchard Therapeutics plc American Depositary Shares
ORTX
| $2.43M | ﹤0.01% |
184,363
-137,404
| -43% | -$1.81M |
|
|
FRXB
2969
DELISTED
Forest Road Acquisition Corp. II
FRXB
| $2.43M | ﹤0.01% |
+250,000
| New | +$2.43M |
|
2970
Installed Building Products
IBP
$7.15B
| $2.43M | ﹤0.01% |
17,397
-95,933
| -85% | -$13.4M |
|
2971
Full Truck Alliance
YMM
$14.5B
| $2.43M | ﹤0.01% |
+290,313
| New | +$2.43M |
|
2972
FS KKR Capital
FSK
$4.74B
| $2.43M | ﹤0.01% |
115,875
+33,574
| +41% | +$703K |
|
|
FTVI
2973
DELISTED
FinTech Acquisition Corp. VI Class A Common Stock
FTVI
| $2.42M | ﹤0.01% |
+247,000
| New | +$2.42M |
|
|
SEI
2974
Solaris Energy Infrastructure, Inc.
SEI
$1.48B
| $2.41M | ﹤0.01% |
368,222
+23,558
| +7% | +$154K |
|
2975
InvenTrust Properties
IVT
$2.31B
| $2.41M | ﹤0.01% |
+88,333
| New | +$2.41M |
|