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 | |
|---|---|---|---|---|---|---|
2976
PJT Partners
PJT
$4.46B
| $2.4M | ﹤0.01% |
32,436
+7,324
| +29% | +$543K |
|
|
BMTC
2977
DELISTED
Bryn Mawr Bank Corp
BMTC
| $2.39M | ﹤0.01% |
53,174
+11,669
| +28% | +$525K |
|
2978
Teekay Tankers
TNK
$1.91B
| $2.39M | ﹤0.01% |
219,073
+7,992
| +4% | +$87.1K |
|
|
CHNGU
2979
DELISTED
Change Healthcare Inc. Tangible Equity Units
CHNGU
| $2.38M | ﹤0.01% |
33,927
+23,037
| +212% | +$1.62M |
|
2980
Vor Biopharma
VOR
$193M
| $2.37M | ﹤0.01% |
203,963
-23,861
| -10% | -$277K |
|
2981
Covenant Logistics
CVLG
$564M
| $2.36M | ﹤0.01% |
178,918
+80,858
| +82% | +$1.07M |
|
2982
Warner Music
WMG
$17.3B
| $2.36M | ﹤0.01% |
54,731
-178,419
| -77% | -$7.7M |
|
|
HMCOU
2983
DELISTED
HumanCo Acquisition Corp. Unit
HMCOU
| $2.36M | ﹤0.01% |
+233,000
| New | +$2.36M |
|
|
FARO
2984
DELISTED
Faro Technologies
FARO
| $2.36M | ﹤0.01% |
33,666
+336
| +1% | +$23.5K |
|
2985
Scholastic
SCHL
$683M
| $2.36M | ﹤0.01% |
58,990
-20,669
| -26% | -$825K |
|
|
STKL
2986
SunOpta
STKL
$748M
| $2.36M | ﹤0.01% |
338,996
+49,865
| +17% | +$347K |
|
2987
Apyx Medical
APYX
$83.2M
| $2.36M | ﹤0.01% |
183,667
-1,178
| -0.6% | -$15.1K |
|
|
AGCB
2988
DELISTED
Altimeter Growth Corp. 2
AGCB
| $2.35M | ﹤0.01% |
238,337
+3,337
| +1% | +$32.9K |
|
|
FBRT
2989
Franklin BSP Realty Trust
FBRT
$927M
| $2.33M | ﹤0.01% |
+155,787
| New | +$2.33M |
|
2990
Ascendis Pharma
ASND
$12.1B
| $2.32M | ﹤0.01% |
17,279
+10,317
| +148% | +$1.39M |
|
|
MFGP
2991
DELISTED
Micro Focus International plc. American Depositary Shares, each representing One Ordinary Share
MFGP
| $2.32M | ﹤0.01% |
417,288
-867
| -0.2% | -$4.83K |
|
2992
Riot Platforms
RIOT
$6.51B
| $2.31M | ﹤0.01% |
103,587
+7,381
| +8% | +$165K |
|
2993
Beyond Meat
BYND
$209M
| $2.31M | ﹤0.01% |
35,485
-48,506
| -58% | -$3.16M |
|
2994
Zentalis Pharmaceuticals
ZNTL
$102M
| $2.31M | ﹤0.01% |
27,477
+2,420
| +10% | +$203K |
|
2995
Ranpak Holdings
PACK
$395M
| $2.3M | ﹤0.01% |
61,291
+22,276
| +57% | +$837K |
|
|
BWIN
2996
Baldwin Insurance Group
BWIN
$2.24B
| $2.3M | ﹤0.01% |
63,785
+11,015
| +21% | +$398K |
|
2997
HarborOne Bancorp
HONE
$570M
| $2.29M | ﹤0.01% |
154,559
+851
| +0.6% | +$12.6K |
|
2998
Nabors Industries
NBR
$590M
| $2.29M | ﹤0.01% |
28,292
-19,414
| -41% | -$1.57M |
|
|
SA
2999
Seabridge Gold
SA
$1.96B
| $2.29M | ﹤0.01% |
138,994
+138,029
| +14,304% | +$2.28M |
|
3000
Invesco S&P SmallCap Health Care ETF
PSCH
$141M
| $2.29M | ﹤0.01% |
38,292
+1,485
| +4% | +$88.6K |
|