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 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$5.59B |
| 2 |
iShares Short Treasury Bond ETF
SHV
|
+$3.18B |
| 3 |
Amazon
AMZN
|
+$2.09B |
| 4 |
NVIDIA
NVDA
|
+$2.01B |
| 5 |
Meta Platforms (Facebook)
META
|
+$1.99B |
Top Sells
| 1 |
Eli Lilly
LLY
|
+$1.75B |
| 2 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$1.33B |
| 3 |
UnitedHealth
UNH
|
+$1.23B |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$1.17B |
| 5 |
Automatic Data Processing
ADP
|
+$1.16B |
Sector Composition
| 1 | Technology | 18.3% |
| 2 | Healthcare | 11.5% |
| 3 | Financials | 9.97% |
| 4 | Consumer Discretionary | 9.25% |
| 5 | Industrials | 7.55% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2976
iShares Ultra Short Duration Bond Active ETF
ICSH
$6.38B
| $1.68M | ﹤0.01% |
33,408
-52,507
| -61% | -$2.64M |
|
|
TRTX
2977
TPG RE Finance Trust
TRTX
$734M
| $1.68M | ﹤0.01% |
231,338
-265,154
| -53% | -$1.92M |
|
2978
Atlanta Braves Holdings Series B
BATRK
$2.62B
| $1.68M | ﹤0.01% |
49,726
+2,023
| +4% | +$68.2K |
|
2979
Hyster-Yale Materials Handling
HY
$673M
| $1.68M | ﹤0.01% |
33,573
+9,637
| +40% | +$481K |
|
2980
Invesco S&P Emerging Markets Low Volatility ETF
EELV
$407M
| $1.67M | ﹤0.01% |
71,992
-2,273,005
| -97% | -$52.8M |
|
2981
Caleres
CAL
$507M
| $1.67M | ﹤0.01% |
77,291
+21,136
| +38% | +$457K |
|
2982
Warby Parker
WRBY
$3.46B
| $1.67M | ﹤0.01% |
157,716
+9,978
| +7% | +$106K |
|
2983
BlackRock Capital Allocation Term Trust
BCAT
$1.55B
| $1.67M | ﹤0.01% |
110,244
+72,968
| +196% | +$1.1M |
|
2984
Lineage Cell Therapeutics
LCTX
$354M
| $1.67M | ﹤0.01% |
1,112,111
+23,532
| +2% | +$35.3K |
|
2985
LSB Industries
LXU
$603M
| $1.67M | ﹤0.01% |
161,277
+34,507
| +27% | +$356K |
|
2986
Overlay Shares Large Cap Equity ETF
OVL
$175M
| $1.66M | ﹤0.01% |
50,392
+32,573
| +183% | +$1.07M |
|
2987
Pulmonx
LUNG
$65.2M
| $1.66M | ﹤0.01% |
148,218
+90,404
| +156% | +$1.01M |
|
2988
Quanex
NX
$668M
| $1.65M | ﹤0.01% |
76,796
+19,498
| +34% | +$420K |
|
|
MNM
2989
DELISTED
Direxion Daily Metal Miners Bull 2X Shares
MNM
| $1.65M | ﹤0.01% |
50,000
| – | – |
|
2990
EVgo
EVGO
$626M
| $1.65M | ﹤0.01% |
211,724
-18,958
| -8% | -$148K |
|
2991
XPeng
XPEV
$20.3B
| $1.65M | ﹤0.01% |
148,348
+40,947
| +38% | +$455K |
|
|
NAPA
2992
DELISTED
The Duckhorn Portfolio, Inc.
NAPA
| $1.64M | ﹤0.01% |
103,090
+26,202
| +34% | +$417K |
|
2993
iShares Core MSCI International Developed Markets ETF
IDEV
$22.1B
| $1.64M | ﹤0.01% |
27,059
+1,536
| +6% | +$92.9K |
|
2994
Domo
DOMO
$732M
| $1.63M | ﹤0.01% |
114,975
+81,699
| +246% | +$1.16M |
|
2995
Kornit Digital
KRNT
$664M
| $1.63M | ﹤0.01% |
84,266
+80,940
| +2,434% | +$1.57M |
|
2996
Clearwater Paper
CLW
$351M
| $1.63M | ﹤0.01% |
48,753
+10,989
| +29% | +$367K |
|
2997
Rocket Lab Corporation Common Stock
RKLB
$22.8B
| $1.63M | ﹤0.01% |
403,232
+163,293
| +68% | +$660K |
|
2998
Zeta Global
ZETA
$5.02B
| $1.62M | ﹤0.01% |
149,846
+28,400
| +23% | +$308K |
|
2999
Invesco WilderHill Clean Energy ETF
PBW
$421M
| $1.62M | ﹤0.01% |
40,117
-2,198
| -5% | -$88.8K |
|
|
CBD
3000
DELISTED
Companhia Brasileira de Distribuicao
CBD
| $1.62M | ﹤0.01% |
+549,669
| New | +$1.62M |
|