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
|
+$6.27B |
| 2 |
Vanguard S&P 500 ETF
VOO
|
+$5.61B |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
+$3.32B |
| 4 |
Meta Platforms (Facebook)
META
|
+$3.21B |
| 5 |
Apple
AAPL
|
+$2.9B |
Top Sells
| 1 |
iShares Short Treasury Bond ETF
SHV
|
+$3.23B |
| 2 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$1.76B |
| 3 |
Schwab US TIPS ETF
SCHP
|
+$702M |
| 4 |
Nike
NKE
|
+$702M |
| 5 |
Tesla
TSLA
|
+$652M |
Sector Composition
| 1 | Technology | 20.52% |
| 2 | Healthcare | 11.04% |
| 3 | Financials | 9.44% |
| 4 | Consumer Discretionary | 8.87% |
| 5 | Industrials | 7.44% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
3276
MakeMyTrip
MMYT
$9.53B
| $982K | ﹤0.01% |
36,383
-37,591
| -51% | -$1.01M |
|
3277
Bilibili
BILI
$11.2B
| $979K | ﹤0.01% |
64,853
-90,899
| -58% | -$1.37M |
|
|
CMCT
3278
Creative Media & Community Trust
CMCT
$5.55M
| $978K | ﹤0.01% |
800
| – | – |
|
3279
SPDR Portfolio High Yield Bond ETF
SPHY
$9.22B
| $973K | ﹤0.01% |
42,622
+13,473
| +46% | +$308K |
|
3280
Waterstone Financial
WSBF
$283M
| $970K | ﹤0.01% |
66,917
+4,013
| +6% | +$58.1K |
|
3281
abrdn Physical Palladium Shares ETF
PALL
$536M
| $969K | ﹤0.01% |
8,518
-436
| -5% | -$49.6K |
|
3282
Bristow Group
VTOL
$1.09B
| $969K | ﹤0.01% |
33,719
+7,880
| +30% | +$226K |
|
3283
Couchbase
BASE
$1.35B
| $962K | ﹤0.01% |
60,803
+4,250
| +8% | +$67.2K |
|
3284
VanEck Morningstar International Moat ETF
MOTI
$195M
| $962K | ﹤0.01% |
30,313
+3,148
| +12% | +$99.9K |
|
3285
Xometry
XMTR
$2.67B
| $959K | ﹤0.01% |
45,299
-864,105
| -95% | -$18.3M |
|
3286
SPDR S&P 400 Mid Cap Value ETF
MDYV
$2.46B
| $952K | ﹤0.01% |
13,838
-310
| -2% | -$21.3K |
|
3287
TruBridge
TBRG
$323M
| $951K | ﹤0.01% |
38,515
-226,940
| -85% | -$5.6M |
|
3288
Bioceres Crop Solutions
BIOX
$106M
| $949K | ﹤0.01% |
71,017
+16,671
| +31% | +$223K |
|
|
TIO
3289
DELISTED
Tingo Group, Inc. Common Stock
TIO
| $949K | ﹤0.01% |
+784,088
| New | +$949K |
|
3290
FT Vest US Equity Deep Buffer ETF February
DFEB
$409M
| $948K | ﹤0.01% |
+26,798
| New | +$948K |
|
3291
Nuveen ESG Mid-Cap Growth ETF
NUMG
$412M
| $937K | ﹤0.01% |
24,018
-216
| -0.9% | -$8.43K |
|
3292
SPDR Portfolio Long Term Corporate Bond ETF
SPLB
$921M
| $937K | ﹤0.01% |
40,268
-2,042
| -5% | -$47.5K |
|
|
CTEV
3293
Claritev Corp
CTEV
$904M
| $936K | ﹤0.01% |
11,092
+323
| +3% | +$27.3K |
|
|
STKL
3294
SunOpta
STKL
$742M
| $935K | ﹤0.01% |
139,719
-15,602
| -10% | -$104K |
|
3295
KraneShares Global Carbon Strategy ETF
KRBN
$172M
| $929K | ﹤0.01% |
24,493
-651
| -3% | -$24.7K |
|
|
OLP
3296
One Liberty Properties
OLP
$498M
| $924K | ﹤0.01% |
45,474
+4,367
| +11% | +$88.7K |
|
3297
iShares MSCI Global Metals & Mining Producers ETF
PICK
$819M
| $924K | ﹤0.01% |
22,832
+5,259
| +30% | +$213K |
|
3298
Costamare
CMRE
$1.49B
| $923K | ﹤0.01% |
95,408
-280
| -0.3% | -$2.71K |
|
3299
MVB Financial
MVBF
$308M
| $918K | ﹤0.01% |
43,529
+1,834
| +4% | +$38.7K |
|
3300
OneWater Marine
ONEW
$251M
| $916K | ﹤0.01% |
25,267
+16,269
| +181% | +$590K |
|