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 | |
|---|---|---|---|---|---|---|
2976
Pediatrix Medical
MD
$1.45B
| $1.59M | ﹤0.01% |
125,466
-18,669
| -13% | -$237K |
|
2977
Enel Chile
ENIC
$5.3B
| $1.59M | ﹤0.01% |
538,383
-266,128
| -33% | -$788K |
|
2978
Cartesian Therapeutics
RNAC
$260M
| $1.59M | ﹤0.01% |
50,034
-18,194
| -27% | -$579K |
|
|
JUN
2979
DELISTED
Juniper II Corp.
JUN
| $1.59M | ﹤0.01% |
+150,000
| New | +$1.59M |
|
2980
abrdn Physical Palladium Shares ETF
PALL
$545M
| $1.59M | ﹤0.01% |
13,793
+5,275
| +62% | +$607K |
|
|
PLL
2981
DELISTED
Piedmont Lithium
PLL
| $1.58M | ﹤0.01% |
39,892
-18,198
| -31% | -$722K |
|
2982
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
$435M
| $1.58M | ﹤0.01% |
31,566
-3,385
| -10% | -$170K |
|
|
SRTA
2983
Strata Critical Medical, Inc. Class A Common Stock
SRTA
$473M
| $1.57M | ﹤0.01% |
607,482
+561,964
| +1,235% | +$1.46M |
|
2984
Peloton Interactive
PTON
$3.29B
| $1.57M | ﹤0.01% |
310,368
-1,484,383
| -83% | -$7.5M |
|
2985
Schwab US Mid-Cap ETF
SCHM
$12.3B
| $1.56M | ﹤0.01% |
69,285
+6,834
| +11% | +$154K |
|
2986
LSB Industries
LXU
$604M
| $1.56M | ﹤0.01% |
152,670
-5,170
| -3% | -$52.9K |
|
2987
S&T Bancorp
STBA
$1.52B
| $1.56M | ﹤0.01% |
57,579
-22,132
| -28% | -$599K |
|
2988
Ero Copper
ERO
$1.74B
| $1.56M | ﹤0.01% |
90,227
+6,498
| +8% | +$112K |
|
2989
KNOT Offshore Partners
KNOP
$310M
| $1.55M | ﹤0.01% |
+227,131
| New | +$1.55M |
|
2990
Rapid Micro Biosystems
RPID
$144M
| $1.55M | ﹤0.01% |
1,434,228
-1,479
| -0.1% | -$1.6K |
|
|
FSR
2991
DELISTED
Fisker Inc.
FSR
| $1.55M | ﹤0.01% |
241,106
-20,454
| -8% | -$131K |
|
2992
Cimpress
CMPR
$1.53B
| $1.54M | ﹤0.01% |
22,067
-4,189
| -16% | -$293K |
|
|
FPI
2993
Farmland Partners
FPI
$487M
| $1.54M | ﹤0.01% |
150,481
-34,380
| -19% | -$353K |
|
2994
Revolve Group
RVLV
$1.73B
| $1.54M | ﹤0.01% |
113,168
-14,096
| -11% | -$192K |
|
|
GOGL
2995
DELISTED
Golden Ocean Group
GOGL
| $1.53M | ﹤0.01% |
194,728
-70,783
| -27% | -$558K |
|
2996
ODDITY Tech
ODD
$3.48B
| $1.53M | ﹤0.01% |
+54,100
| New | +$1.53M |
|
|
RWT
2997
Redwood Trust
RWT
$792M
| $1.53M | ﹤0.01% |
214,982
-15,469
| -7% | -$110K |
|
|
TEN
2998
Tsakos Energy Navigation Ltd.
TEN
$699M
| $1.53M | ﹤0.01% |
73,755
-52,054
| -41% | -$1.08M |
|
2999
Pampa Energía
PAM
$3.06B
| $1.53M | ﹤0.01% |
41,004
-74,315
| -64% | -$2.78M |
|
3000
Methode Electronics
MEI
$293M
| $1.53M | ﹤0.01% |
66,925
-65,967
| -50% | -$1.51M |
|