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 | |
|---|---|---|---|---|---|---|
3226
Navitas Semiconductor
NVTS
$1.43B
| $988K | ﹤0.01% |
142,173
+11,788
| +9% | +$81.9K |
|
3227
Ternium
TX
$6.9B
| $987K | ﹤0.01% |
24,726
-2,345
| -9% | -$93.6K |
|
|
QHY
3228
WisdomTree U.S. High Yield Corporate Bond Fund
QHY
$201M
| $986K | ﹤0.01% |
+22,824
| New | +$986K |
|
3229
Vanda Pharmaceuticals
VNDA
$267M
| $982K | ﹤0.01% |
227,265
+95,615
| +73% | +$413K |
|
3230
Invesco DB Base Metals Fund
DBB
$125M
| $981K | ﹤0.01% |
51,219
+6,436
| +14% | +$123K |
|
3231
Nuveen ESG Mid-Cap Value ETF
NUMV
$398M
| $980K | ﹤0.01% |
34,456
-279
| -0.8% | -$7.93K |
|
3232
Eagle Bancorp
EGBN
$651M
| $979K | ﹤0.01% |
45,664
+2,609
| +6% | +$56K |
|
3233
Soleno Therapeutics
SLNO
$3.01B
| $979K | ﹤0.01% |
33,176
+33,170
| +552,833% | +$979K |
|
3234
Tilray
TLRY
$1.41B
| $977K | ﹤0.01% |
408,731
-53,610
| -12% | -$128K |
|
3235
Lightwave Logic
LWLG
$478M
| $976K | ﹤0.01% |
218,455
+2,621
| +1% | +$11.7K |
|
3236
German American Bancorp
GABC
$1.55B
| $975K | ﹤0.01% |
35,989
-6,889
| -16% | -$187K |
|
3237
SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
$2.69B
| $975K | ﹤0.01% |
31,736
+16,045
| +102% | +$493K |
|
3238
Novavax
NVAX
$1.39B
| $974K | ﹤0.01% |
134,527
-3,132
| -2% | -$22.7K |
|
3239
Orrstown Financial Services
ORRF
$697M
| $973K | ﹤0.01% |
46,307
-9,380
| -17% | -$197K |
|
3240
OptimizeRx
OPRX
$351M
| $972K | ﹤0.01% |
124,903
-9,620
| -7% | -$74.8K |
|
|
HUYA
3241
Huya Inc
HUYA
$780M
| $971K | ﹤0.01% |
341,910
-57,301
| -14% | -$163K |
|
3242
TechTarget
TTGT
$499M
| $971K | ﹤0.01% |
31,977
-4,513
| -12% | -$137K |
|
|
WW
3243
DELISTED
WW International
WW
| $968K | ﹤0.01% |
87,438
+44,457
| +103% | +$492K |
|
3244
Embraer
ERJ
$10.5B
| $966K | ﹤0.01% |
70,386
+33,740
| +92% | +$463K |
|
3245
Maxeon Solar Technologies
MAXN
$63.2M
| $962K | ﹤0.01% |
830
-2,283
| -73% | -$2.64M |
|
|
QOMO
3246
DELISTED
Qomolangma Acquisition Corp. Common Stock
QOMO
| $954K | ﹤0.01% |
90,000
-10,000
| -10% | -$106K |
|
3247
Lemonade
LMND
$4.23B
| $954K | ﹤0.01% |
82,070
+7,508
| +10% | +$87.2K |
|
3248
Fidelity MSCI Communication Services Index ETF
FCOM
$1.84B
| $954K | ﹤0.01% |
24,012
+6,860
| +40% | +$272K |
|
3249
Pitney Bowes
PBI
$2B
| $950K | ﹤0.01% |
314,493
-27,630
| -8% | -$83.4K |
|
3250
Sonic Automotive
SAH
$2.73B
| $938K | ﹤0.01% |
19,640
-9,829
| -33% | -$469K |
|