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 | |
|---|---|---|---|---|---|---|
|
HUGS
3201
DELISTED
USHG Acquisition Corp.
HUGS
| $1.63M | ﹤0.01% |
157,526
+154,555
| +5,202% | +$1.6M |
|
3202
Aspen Aerogels
ASPN
$544M
| $1.63M | ﹤0.01% |
32,674
+19,613
| +150% | +$976K |
|
|
BLDP
3203
Ballard Power Systems
BLDP
$757M
| $1.63M | ﹤0.01% |
129,454
+47,193
| +57% | +$593K |
|
3204
GrowGeneration
GRWG
$95.6M
| $1.63M | ﹤0.01% |
124,686
+81,234
| +187% | +$1.06M |
|
3205
Coastal Financial
CCB
$1.67B
| $1.62M | ﹤0.01% |
32,054
+17,582
| +121% | +$890K |
|
|
CCXI
3206
DELISTED
ChemoCentryx, Inc.
CCXI
| $1.62M | ﹤0.01% |
44,535
-2,800
| -6% | -$102K |
|
3207
CorVel
CRVL
$4.19B
| $1.61M | ﹤0.01% |
23,223
+2,136
| +10% | +$148K |
|
3208
CTS Corp
CTS
$1.22B
| $1.61M | ﹤0.01% |
43,742
+28,467
| +186% | +$1.05M |
|
|
SABRP
3209
DELISTED
Sabre Corporation 6.50% Series A Mandatory Convertible Preferred Stock
SABRP
| $1.61M | ﹤0.01% |
+14,003
| New | +$1.61M |
|
3210
Norwood Financial Corp
NWFL
$244M
| $1.6M | ﹤0.01% |
61,563
+36,761
| +148% | +$955K |
|
3211
fuboTV
FUBO
$1.44B
| $1.59M | ﹤0.01% |
102,521
-87,480
| -46% | -$1.36M |
|
3212
Kaiser Aluminum
KALU
$1.24B
| $1.59M | ﹤0.01% |
16,880
-107,209
| -86% | -$10.1M |
|
3213
Addus HomeCare
ADUS
$1.99B
| $1.58M | ﹤0.01% |
16,925
+907
| +6% | +$84.8K |
|
3214
Sibanye-Stillwater
SBSW
$6.05B
| $1.58M | ﹤0.01% |
126,095
-132,076
| -51% | -$1.66M |
|
|
AMNB
3215
DELISTED
American National Bankshares Inc
AMNB
| $1.58M | ﹤0.01% |
41,950
-114
| -0.3% | -$4.29K |
|
3216
Coupang
CPNG
$61.1B
| $1.58M | ﹤0.01% |
53,699
-561,017
| -91% | -$16.5M |
|
3217
Camtek
CAMT
$4.07B
| $1.57M | ﹤0.01% |
34,130
+5,163
| +18% | +$238K |
|
3218
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
$2.37B
| $1.57M | ﹤0.01% |
30,746
-152,379
| -83% | -$7.78M |
|
3219
News Corp Class B
NWS
$18.7B
| $1.57M | ﹤0.01% |
69,496
+1,079
| +2% | +$24.3K |
|
3220
DXP Enterprises
DXPE
$1.81B
| $1.56M | ﹤0.01% |
60,696
+16,898
| +39% | +$434K |
|
3221
Spero Therapeutics
SPRO
$107M
| $1.56M | ﹤0.01% |
97,185
-7,749
| -7% | -$124K |
|
|
NNDM
3222
Nano Dimension
NNDM
$322M
| $1.55M | ﹤0.01% |
408,846
+152,337
| +59% | +$579K |
|
|
TENG
3223
DELISTED
Direxion Daily 5G Communications Bull 2X Shares
TENG
| $1.55M | ﹤0.01% |
50,000
| – | – |
|
3224
Community Health Systems
CYH
$413M
| $1.54M | ﹤0.01% |
115,965
+18,053
| +18% | +$240K |
|
|
HARP
3225
DELISTED
Harpoon Therapeutics, Inc. Common Stock
HARP
| $1.54M | ﹤0.01% |
20,444
-985
| -5% | -$74.4K |
|