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 | |
|---|---|---|---|---|---|---|
3351
Conduent
CNDT
$468M
| $772K | ﹤0.01% |
221,948
-19,627
| -8% | -$68.3K |
|
3352
CryoPort
CYRX
$503M
| $771K | ﹤0.01% |
56,237
-7,811
| -12% | -$107K |
|
3353
Schwab Fundamental International Small Company Index ETF
FNDC
$3.04B
| $769K | ﹤0.01% |
23,917
-1,187
| -5% | -$38.1K |
|
|
PSTL
3354
Postal Realty Trust
PSTL
$402M
| $766K | ﹤0.01% |
56,756
-12,248
| -18% | -$165K |
|
3355
Liquidity Services
LQDT
$882M
| $766K | ﹤0.01% |
43,480
-1,478
| -3% | -$26K |
|
|
MAGN
3356
Magnera Corporation
MAGN
$408M
| $766K | ﹤0.01% |
29,448
+25,911
| +733% | +$674K |
|
|
WDI
3357
Western Asset Diversified Income Fund
WDI
$786M
| $765K | ﹤0.01% |
57,774
+25,713
| +80% | +$340K |
|
3358
Stem
STEM
$144M
| $763K | ﹤0.01% |
8,999
-1,109
| -11% | -$94K |
|
3359
Nice
NICE
$9.34B
| $763K | ﹤0.01% |
4,488
-558
| -11% | -$94.9K |
|
3360
Cytek Biosciences
CTKB
$520M
| $763K | ﹤0.01% |
138,199
-6,291
| -4% | -$34.7K |
|
|
OLP
3361
One Liberty Properties
OLP
$500M
| $762K | ﹤0.01% |
40,375
-5,099
| -11% | -$96.2K |
|
|
LGTY
3362
DELISTED
Logility Supply Chain Solutions, Inc. Common Stock
LGTY
| $760K | ﹤0.01% |
66,343
+6,365
| +11% | +$72.9K |
|
3363
Milestone Pharmaceuticals
MIST
$166M
| $758K | ﹤0.01% |
244,356
-2,807
| -1% | -$8.7K |
|
3364
Capitol Federal Financial
CFFN
$851M
| $757K | ﹤0.01% |
158,757
-20,410
| -11% | -$97.4K |
|
3365
Planet Labs
PL
$3.27B
| $757K | ﹤0.01% |
291,178
-58,644
| -17% | -$152K |
|
3366
iShares MSCI Global Metals & Mining Producers ETF
PICK
$816M
| $756K | ﹤0.01% |
19,023
-3,809
| -17% | -$151K |
|
3367
iShares US Tech Independence Focused ETF
IETC
$896M
| $755K | ﹤0.01% |
14,185
+13,702
| +2,837% | +$729K |
|
3368
iShares Yield Optimized Bond ETF
BYLD
$274M
| $751K | ﹤0.01% |
+35,143
| New | +$751K |
|
3369
FlexShares Quality Dividend Index Fund
QDF
$1.97B
| $751K | ﹤0.01% |
13,456
-60
| -0.4% | -$3.35K |
|
3370
Intrepid Potash
IPI
$381M
| $750K | ﹤0.01% |
29,828
-4,514
| -13% | -$114K |
|
3371
Montauk Renewables
MNTK
$327M
| $746K | ﹤0.01% |
81,886
-56,307
| -41% | -$513K |
|
|
VZLA
3372
Vizsla Silver
VZLA
$1.27B
| $744K | ﹤0.01% |
314,108
+233,984
| +292% | +$555K |
|
3373
iShares 1-3 Year International Treasury Bond ETF
IGOV
$1.12B
| $743K | ﹤0.01% |
19,990
+1,938
| +11% | +$72K |
|
3374
Calavo Growers
CVGW
$497M
| $740K | ﹤0.01% |
29,318
+4,701
| +19% | +$119K |
|
3375
Couchbase
BASE
$1.35B
| $739K | ﹤0.01% |
43,062
-17,741
| -29% | -$304K |
|