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
|
+$6.27B |
| 2 |
Vanguard S&P 500 ETF
VOO
|
+$5.61B |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
+$3.32B |
| 4 |
Meta Platforms (Facebook)
META
|
+$3.21B |
| 5 |
Apple
AAPL
|
+$2.9B |
Top Sells
| 1 |
iShares Short Treasury Bond ETF
SHV
|
+$3.23B |
| 2 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$1.76B |
| 3 |
Schwab US TIPS ETF
SCHP
|
+$702M |
| 4 |
Nike
NKE
|
+$702M |
| 5 |
Tesla
TSLA
|
+$652M |
Sector Composition
| 1 | Technology | 20.52% |
| 2 | Healthcare | 11.04% |
| 3 | Financials | 9.44% |
| 4 | Consumer Discretionary | 8.87% |
| 5 | Industrials | 7.44% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2976
Haleon
HLN
$41.3B
| $1.68M | ﹤0.01% |
200,442
+15,135
| +8% | +$127K |
|
2977
WisdomTree International Quality Dividend Growth Fund
IQDG
$756M
| $1.67M | ﹤0.01% |
48,624
+33,474
| +221% | +$1.15M |
|
|
CLDL
2978
DELISTED
Direxion Daily Cloud Computing Bull 2X Shares
CLDL
| $1.67M | ﹤0.01% |
196,000
-4,000
| -2% | -$34.1K |
|
2979
Hims & Hers Health
HIMS
$12.7B
| $1.67M | ﹤0.01% |
177,683
-174,032
| -49% | -$1.64M |
|
2980
Olaplex Holdings
OLPX
$987M
| $1.67M | ﹤0.01% |
448,131
+316,279
| +240% | +$1.18M |
|
2981
Claros Mortgage Trust
CMTG
$552M
| $1.67M | ﹤0.01% |
146,975
+13,954
| +10% | +$158K |
|
2982
Arlo Technologies
ARLO
$1.88B
| $1.66M | ﹤0.01% |
152,545
+85,180
| +126% | +$929K |
|
2983
National Presto Industries
NPK
$825M
| $1.66M | ﹤0.01% |
22,700
+14,440
| +175% | +$1.06M |
|
2984
MaxCyte
MXCT
$173M
| $1.66M | ﹤0.01% |
361,138
-18,717
| -5% | -$85.9K |
|
2985
Ocugen
OCGN
$437M
| $1.65M | ﹤0.01% |
3,040,056
-101,501
| -3% | -$55.1K |
|
2986
Amneal Pharmaceuticals
AMRX
$3.08B
| $1.65M | ﹤0.01% |
532,530
+217,193
| +69% | +$673K |
|
|
CCLP
2987
DELISTED
CSI Compressco LP
CCLP
| $1.65M | ﹤0.01% |
1,352,493
+60,697
| +5% | +$74.1K |
|
2988
Amalgamated Financial
AMAL
$865M
| $1.65M | ﹤0.01% |
102,449
-29,597
| -22% | -$476K |
|
|
AACT
2989
Ares Acquisition Corp II
AACT
$705M
| $1.65M | ﹤0.01% |
+161,991
| New | +$1.65M |
|
2990
Golden Entertainment
GDEN
$644M
| $1.64M | ﹤0.01% |
39,328
-31,914
| -45% | -$1.33M |
|
2991
Open Lending Corp
LPRO
$267M
| $1.64M | ﹤0.01% |
155,921
+20,683
| +15% | +$217K |
|
2992
TaskUs
TASK
$1.58B
| $1.64M | ﹤0.01% |
144,443
+130,029
| +902% | +$1.47M |
|
2993
iShares US Consumer Staples ETF
IYK
$1.3B
| $1.63M | ﹤0.01% |
24,480
+6,597
| +37% | +$440K |
|
2994
Krispy Kreme
DNUT
$623M
| $1.63M | ﹤0.01% |
110,669
+20,686
| +23% | +$305K |
|
2995
Intapp
INTA
$3.72B
| $1.62M | ﹤0.01% |
38,767
+6,504
| +20% | +$273K |
|
2996
Arcus Biosciences
RCUS
$1.32B
| $1.62M | ﹤0.01% |
79,800
-460,195
| -85% | -$9.35M |
|
2997
Clearwater Paper
CLW
$351M
| $1.61M | ﹤0.01% |
51,489
+2,736
| +6% | +$85.7K |
|
2998
SandRidge Energy
SD
$426M
| $1.61M | ﹤0.01% |
105,560
+1,901
| +2% | +$29K |
|
2999
Hovnanian Enterprises
HOV
$881M
| $1.61M | ﹤0.01% |
16,185
+6,848
| +73% | +$679K |
|
3000
Upwork
UPWK
$2.6B
| $1.6M | ﹤0.01% |
171,654
+9,490
| +6% | +$88.6K |
|