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 | |
|---|---|---|---|---|---|---|
3126
Zynex
ZYXI
$47M
| $1.19M | ﹤0.01% |
148,154
+110,074
| +289% | +$881K |
|
3127
Amalgamated Financial
AMAL
$865M
| $1.18M | ﹤0.01% |
68,599
-33,850
| -33% | -$583K |
|
3128
Target Hospitality
TH
$857M
| $1.18M | ﹤0.01% |
74,320
-2,801
| -4% | -$44.5K |
|
3129
SPDR DoubleLine Total Return Tactical ETF
TOTL
$3.88B
| $1.18M | ﹤0.01% |
30,525
-1,763
| -5% | -$68.1K |
|
3130
iShares International Equity Factor ETF
INTF
$2.41B
| $1.18M | ﹤0.01% |
45,625
-29,683
| -39% | -$767K |
|
3131
Invesco Fundamental High Yield Corporate Bond ETF
PHB
$355M
| $1.18M | ﹤0.01% |
68,957
+28,238
| +69% | +$482K |
|
3132
Baytex Energy
BTE
$1.91B
| $1.17M | ﹤0.01% |
266,420
-1,051,970
| -80% | -$4.64M |
|
3133
Viant Technology
DSP
$153M
| $1.17M | ﹤0.01% |
209,775
+22,093
| +12% | +$124K |
|
3134
FT Vest US Equity Deep Buffer ETF October
DOCT
$302M
| $1.17M | ﹤0.01% |
+33,685
| New | +$1.17M |
|
3135
ARK Autonomous Technology & Robotics ETF
ARKQ
$1.42B
| $1.16M | ﹤0.01% |
22,178
-638
| -3% | -$33.5K |
|
3136
Innovator US Equity Buffer ETF November
BNOV
$135M
| $1.16M | ﹤0.01% |
+35,502
| New | +$1.16M |
|
3137
REV Group
REVG
$2.9B
| $1.16M | ﹤0.01% |
72,533
+26,688
| +58% | +$427K |
|
3138
Heartland Express
HTLD
$658M
| $1.16M | ﹤0.01% |
78,953
-24,517
| -24% | -$360K |
|
3139
FT Vest US Equity Deep Buffer ETF May
DMAY
$286M
| $1.16M | ﹤0.01% |
34,209
| – | – |
|
3140
TPG
TPG
$9.41B
| $1.16M | ﹤0.01% |
38,434
+1,742
| +5% | +$52.5K |
|
3141
Nicolet Bankshares
NIC
$2.03B
| $1.16M | ﹤0.01% |
16,576
-2,125
| -11% | -$148K |
|
3142
Dole
DOLE
$1.29B
| $1.16M | ﹤0.01% |
99,857
+44,370
| +80% | +$514K |
|
|
SVM
3143
Silvercorp Metals
SVM
$1.13B
| $1.15M | ﹤0.01% |
491,050
+115,687
| +31% | +$272K |
|
3144
Hackett Group
HCKT
$569M
| $1.15M | ﹤0.01% |
48,891
-17,794
| -27% | -$420K |
|
3145
Invesco Total Return Bond ETF
GTO
$1.94B
| $1.15M | ﹤0.01% |
+25,839
| New | +$1.15M |
|
3146
SPDR S&P 1500 Value Tilt ETF
VLU
$535M
| $1.15M | ﹤0.01% |
+7,939
| New | +$1.15M |
|
3147
F&G Annuities & Life
FG
$4.52B
| $1.14M | ﹤0.01% |
40,754
-3,809
| -9% | -$107K |
|
3148
Amplitude
AMPL
$1.58B
| $1.14M | ﹤0.01% |
98,701
-129,060
| -57% | -$1.49M |
|
3149
Kezar Life Sciences
KZR
$27.5M
| $1.14M | ﹤0.01% |
95,862
-12,106
| -11% | -$144K |
|
3150
Avantis US Small Cap Value ETF
AVUV
$18.7B
| $1.14M | ﹤0.01% |
14,573
-652
| -4% | -$50.8K |
|