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 | |
|---|---|---|---|---|---|---|
3426
iRadimed
IRMD
$897M
| $694K | ﹤0.01% |
14,547
+5,686
| +64% | +$271K |
|
3427
Ivanhoe Electric
IE
$1.26B
| $694K | ﹤0.01% |
53,249
+8,090
| +18% | +$105K |
|
3428
SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.29B
| $693K | ﹤0.01% |
15,008
-32,799
| -69% | -$1.51M |
|
3429
Fidelity MSCI Communication Services Index ETF
FCOM
$1.84B
| $690K | ﹤0.01% |
17,152
-4,336
| -20% | -$175K |
|
|
ME
3430
DELISTED
23andMe Holding Co. Class A Common Stock
ME
| $690K | ﹤0.01% |
19,701
+1,883
| +11% | +$65.9K |
|
|
STER
3431
DELISTED
Sterling Check Corp. Common Stock
STER
| $689K | ﹤0.01% |
56,205
+26,147
| +87% | +$321K |
|
|
IAUX
3432
i-80 Gold Corp
IAUX
$775M
| $687K | ﹤0.01% |
305,499
+137,198
| +82% | +$309K |
|
3433
Invesco KBW High Dividend Yield Financial ETF
KBWD
$423M
| $686K | ﹤0.01% |
43,886
+10,860
| +33% | +$170K |
|
3434
VanEck Junior Gold Miners ETF
GDXJ
$7.7B
| $686K | ﹤0.01% |
19,228
-1,319,260
| -99% | -$47M |
|
3435
MeridianLink
MLNK
$1.48B
| $685K | ﹤0.01% |
32,943
+4,786
| +17% | +$99.5K |
|
3436
Genesco
GCO
$358M
| $685K | ﹤0.01% |
27,361
-73,747
| -73% | -$1.85M |
|
3437
Bridgewater Bancshares
BWB
$477M
| $682K | ﹤0.01% |
69,232
-16,340
| -19% | -$161K |
|
3438
Invesco S&P International Developed Quality ETF
IDHQ
$513M
| $682K | ﹤0.01% |
25,143
+1,261
| +5% | +$34.2K |
|
3439
Upland Software
UPLD
$71.9M
| $682K | ﹤0.01% |
189,309
-676,605
| -78% | -$2.44M |
|
3440
Accel Entertainment
ACEL
$932M
| $680K | ﹤0.01% |
64,432
+16,410
| +34% | +$173K |
|
3441
Arcutis Biotherapeutics
ARQT
$2.08B
| $677K | ﹤0.01% |
71,008
+15,969
| +29% | +$152K |
|
3442
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
$1.86B
| $676K | ﹤0.01% |
+29,237
| New | +$676K |
|
3443
First Trust Large Cap Growth AlphaDEX Fund
FTC
$1.28B
| $675K | ﹤0.01% |
6,661
+455
| +7% | +$46.1K |
|
3444
Gilat Satellite Networks
GILT
$665M
| $671K | ﹤0.01% |
107,776
+42,380
| +65% | +$264K |
|
|
EFXT
3445
Enerflex
EFXT
$1.31B
| $671K | ﹤0.01% |
98,371
+288
| +0.3% | +$1.96K |
|
3446
Seres Therapeutics
MCRB
$153M
| $671K | ﹤0.01% |
7,000
-24,201
| -78% | -$2.32M |
|
3447
Direxion Daily GOOGL Bull 2X Shares
GGLL
$507M
| $669K | ﹤0.01% |
25,000
| – | – |
|
3448
Innoviz Technologies
INVZ
$400M
| $667K | ﹤0.01% |
234,961
-20,113
| -8% | -$57.1K |
|
3449
Fidelity Quality Factor ETF
FQAL
$1.12B
| $666K | ﹤0.01% |
13,181
+6,726
| +104% | +$340K |
|
3450
Greif Class B
GEF.B
$2.41B
| $666K | ﹤0.01% |
8,619
+1,406
| +19% | +$109K |
|