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 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$5.59B |
| 2 |
iShares Short Treasury Bond ETF
SHV
|
+$3.18B |
| 3 |
Amazon
AMZN
|
+$2.09B |
| 4 |
NVIDIA
NVDA
|
+$2.01B |
| 5 |
Meta Platforms (Facebook)
META
|
+$1.99B |
Top Sells
| 1 |
Eli Lilly
LLY
|
+$1.75B |
| 2 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$1.33B |
| 3 |
UnitedHealth
UNH
|
+$1.23B |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$1.17B |
| 5 |
Automatic Data Processing
ADP
|
+$1.16B |
Sector Composition
| 1 | Technology | 18.3% |
| 2 | Healthcare | 11.5% |
| 3 | Financials | 9.97% |
| 4 | Consumer Discretionary | 9.25% |
| 5 | Industrials | 7.55% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
3376
MannKind Corp
MNKD
$1.65B
| $805K | ﹤0.01% |
196,389
-206,269
| -51% | -$845K |
|
3377
Flushing Financial
FFIC
$471M
| $803K | ﹤0.01% |
53,909
+14,357
| +36% | +$214K |
|
|
FSP
3378
Franklin Street Properties
FSP
$170M
| $801K | ﹤0.01% |
510,541
+223,936
| +78% | +$351K |
|
3379
Dimensional Emerging Core Equity Market ETF
DFAE
$6.87B
| $798K | ﹤0.01% |
34,678
+21,776
| +169% | +$501K |
|
|
CMCT
3380
Creative Media & Community Trust
CMCT
$5.79M
| $797K | ﹤0.01% |
800
| – | – |
|
3381
Denny's
DENN
$265M
| $796K | ﹤0.01% |
71,317
+2,097
| +3% | +$23.4K |
|
3382
Couchbase
BASE
$1.35B
| $795K | ﹤0.01% |
56,553
+3,522
| +7% | +$49.5K |
|
3383
South Plains Financial
SPFI
$643M
| $794K | ﹤0.01% |
37,135
-1,269
| -3% | -$27.1K |
|
3384
ZIM Integrated Shipping Services
ZIM
$1.78B
| $794K | ﹤0.01% |
33,629
-25,691
| -43% | -$607K |
|
3385
Gogoro
GGR
$97.4M
| $792K | ﹤0.01% |
195,593
-35,737
| -15% | -$145K |
|
3386
National Research Corp
NRC
$367M
| $789K | ﹤0.01% |
18,137
+3,501
| +24% | +$152K |
|
|
AMPS
3387
DELISTED
Altus Power, Inc.
AMPS
| $789K | ﹤0.01% |
144,001
-67,490
| -32% | -$370K |
|
3388
Great Lakes Dredge & Dock
GLDD
$814M
| $787K | ﹤0.01% |
145,031
+9,355
| +7% | +$50.8K |
|
|
TCRR
3389
DELISTED
TCR2 Therapeutics Inc. Common Stock
TCRR
| $787K | ﹤0.01% |
524,184
| – | – |
|
3390
Fidelity MSCI Communication Services Index ETF
FCOM
$1.83B
| $787K | ﹤0.01% |
21,488
-23,880
| -53% | -$874K |
|
3391
Dole
DOLE
$1.29B
| $786K | ﹤0.01% |
66,965
-4,609
| -6% | -$54.1K |
|
|
SVM
3392
Silvercorp Metals
SVM
$1.13B
| $786K | ﹤0.01% |
205,812
-49,384
| -19% | -$189K |
|
3393
Udemy
UDMY
$1.08B
| $786K | ﹤0.01% |
89,051
+17,557
| +25% | +$155K |
|
3394
Schwab Fundamental International Large Company Index ETF
FNDF
$17.7B
| $786K | ﹤0.01% |
25,135
+648
| +3% | +$20.3K |
|
3395
Columbia Financial
CLBK
$1.62B
| $784K | ﹤0.01% |
42,899
+8,321
| +24% | +$152K |
|
|
MTTR
3396
DELISTED
Matterport, Inc. Class A Common Stock
MTTR
| $782K | ﹤0.01% |
286,583
+49,579
| +21% | +$135K |
|
3397
OraSure Technologies
OSUR
$241M
| $779K | ﹤0.01% |
128,666
+25,307
| +24% | +$153K |
|
3398
Brookdale Senior Living
BKD
$1.79B
| $778K | ﹤0.01% |
263,792
+47,501
| +22% | +$140K |
|
|
TUP
3399
DELISTED
Tupperware Brands Corporation
TUP
| $778K | ﹤0.01% |
311,055
+80,582
| +35% | +$202K |
|
3400
DXP Enterprises
DXPE
$1.81B
| $775K | ﹤0.01% |
28,804
+12,703
| +79% | +$342K |
|