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 | |
|---|---|---|---|---|---|---|
3251
FuelCell Energy
FCEL
$269M
| $934K | ﹤0.01% |
24,315
-2,336
| -9% | -$89.7K |
|
3252
WisdomTree Managed Futures Strategy Fund
WTMF
$169M
| $933K | ﹤0.01% |
26,494
+937
| +4% | +$33K |
|
3253
First Trust Water ETF
FIW
$1.92B
| $932K | ﹤0.01% |
11,265
+49
| +0.4% | +$4.06K |
|
3254
PRA Group
PRAA
$676M
| $931K | ﹤0.01% |
48,490
-6,202
| -11% | -$119K |
|
3255
Cellebrite
CLBT
$4.37B
| $931K | ﹤0.01% |
121,739
+66,196
| +119% | +$506K |
|
3256
United States Copper Index Fund
CPER
$224M
| $930K | ﹤0.01% |
40,388
-7,960
| -16% | -$183K |
|
3257
Hartford Municipal Opportunities ETF
HMOP
$589M
| $927K | ﹤0.01% |
+25,184
| New | +$927K |
|
|
SII
3258
Sprott
SII
$1.86B
| $927K | ﹤0.01% |
30,407
+5,341
| +21% | +$163K |
|
3259
Clarus
CLAR
$149M
| $921K | ﹤0.01% |
121,842
-5,134
| -4% | -$38.8K |
|
|
EDN
3260
Edenor
EDN
$675M
| $918K | ﹤0.01% |
+76,489
| New | +$918K |
|
3261
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
$1.02B
| $914K | ﹤0.01% |
38,446
+36,863
| +2,329% | +$876K |
|
|
CMRC
3262
Commerce.com, Inc. Series 1 Common Stock
CMRC
$427M
| $907K | ﹤0.01% |
91,900
-25,107
| -21% | -$248K |
|
3263
South Plains Financial
SPFI
$660M
| $902K | ﹤0.01% |
34,124
-6,086
| -15% | -$161K |
|
3264
Schwab Fundamental International Large Company Index ETF
FNDF
$17.7B
| $902K | ﹤0.01% |
28,473
+3,059
| +12% | +$96.9K |
|
3265
Alerian MLP ETF
AMLP
$10.5B
| $899K | ﹤0.01% |
21,294
-64,356
| -75% | -$2.72M |
|
3266
Insteel Industries
IIIN
$764M
| $899K | ﹤0.01% |
27,681
-98,864
| -78% | -$3.21M |
|
|
SP
3267
DELISTED
SP Plus Corporation
SP
| $893K | ﹤0.01% |
24,748
-2,840
| -10% | -$103K |
|
3268
Energy Fuels
UUUU
$3.25B
| $891K | ﹤0.01% |
108,349
-19,038
| -15% | -$156K |
|
3269
Castle Biosciences
CSTL
$681M
| $889K | ﹤0.01% |
52,663
+1,165
| +2% | +$19.7K |
|
3270
SmartFinancial
SMBK
$644M
| $888K | ﹤0.01% |
41,564
-7,733
| -16% | -$165K |
|
3271
Weave Communications
WEAV
$592M
| $887K | ﹤0.01% |
108,849
+62,079
| +133% | +$506K |
|
3272
KraneShares Global Carbon Strategy ETF
KRBN
$172M
| $887K | ﹤0.01% |
24,552
+59
| +0.2% | +$2.13K |
|
|
MSB
3273
Mesabi Trust
MSB
$399M
| $881K | ﹤0.01% |
43,911
-57
| -0.1% | -$1.14K |
|
3274
Nuveen ESG Mid-Cap Growth ETF
NUMG
$414M
| $881K | ﹤0.01% |
24,018
| – | – |
|
3275
iRadimed
IRMD
$921M
| $879K | ﹤0.01% |
19,814
+5,267
| +36% | +$234K |
|