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 |
Vanguard Total Bond Market
BND
|
+$1.86B |
| 2 |
Invesco QQQ Trust
QQQ
|
+$1.75B |
| 3 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$1.55B |
| 4 |
UnitedHealth
UNH
|
+$1.06B |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$1.02B |
Top Sells
| 1 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$1.11B |
| 2 |
Centene
CNC
|
+$720M |
| 3 |
Amazon
AMZN
|
+$707M |
| 4 |
Texas Instruments
TXN
|
+$660M |
| 5 |
iShares MSCI EAFE ETF
EFA
|
+$511M |
Sector Composition
| 1 | Technology | 15.76% |
| 2 | Healthcare | 13.45% |
| 3 | Financials | 11.28% |
| 4 | Consumer Discretionary | 8.75% |
| 5 | Industrials | 7.73% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
DNZ
3451
DELISTED
D and Z Media Acquisition Corp.
DNZ
| $568K | ﹤0.01% |
57,580
+7,582
| +15% | +$74.8K |
|
3452
Porch Group
PRCH
$1.97B
| $566K | ﹤0.01% |
251,973
+2,078
| +0.8% | +$4.67K |
|
3453
Senseonics Holdings
SENS
$360M
| $565K | ﹤0.01% |
428,623
+20,989
| +5% | +$27.7K |
|
|
BLDP
3454
Ballard Power Systems
BLDP
$821M
| $564K | ﹤0.01% |
92,210
-13,474
| -13% | -$82.4K |
|
3455
Global X MLP & Energy Infrastructure ETF
MLPX
$2.57B
| $563K | ﹤0.01% |
15,021
-9,014
| -38% | -$338K |
|
3456
Community Health Systems
CYH
$434M
| $562K | ﹤0.01% |
261,360
-577,916
| -69% | -$1.24M |
|
3457
American Public Education
APEI
$660M
| $561K | ﹤0.01% |
61,408
+23,401
| +62% | +$214K |
|
3458
Vanguard Total World Bond ETF
BNDW
$1.39B
| $561K | ﹤0.01% |
8,383
+6,353
| +313% | +$425K |
|
3459
SPDR Portfolio Long Term Corporate Bond ETF
SPLB
$921M
| $561K | ﹤0.01% |
25,804
-9,243
| -26% | -$201K |
|
3460
Direxion Daily TSLA Bear 1X Shares
TSLS
$61.7M
| $561K | ﹤0.01% |
+21,000
| New | +$561K |
|
|
FINV
3461
FinVolution Group
FINV
$1.95B
| $559K | ﹤0.01% |
130,518
+44,649
| +52% | +$191K |
|
3462
Dyne Therapeutics
DYN
$1.92B
| $557K | ﹤0.01% |
43,776
+8,456
| +24% | +$108K |
|
3463
Big 5 Sporting Goods
BGFV
$32.3M
| $556K | ﹤0.01% |
51,774
+10,285
| +25% | +$110K |
|
3464
Matrix Service
MTRX
$362M
| $556K | ﹤0.01% |
134,221
-15,058
| -10% | -$62.4K |
|
3465
Manitowoc
MTW
$357M
| $554K | ﹤0.01% |
71,412
-96,704
| -58% | -$750K |
|
|
BRSP
3466
BrightSpire Capital
BRSP
$753M
| $551K | ﹤0.01% |
87,383
+334
| +0.4% | +$2.11K |
|
|
CFB
3467
DELISTED
CrossFirst Bankshares, Inc. Common Stock
CFB
| $551K | ﹤0.01% |
42,196
-8,806
| -17% | -$115K |
|
3468
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.6B
| $550K | ﹤0.01% |
7,750
-20,980
| -73% | -$1.49M |
|
3469
Direxion Daily MSFT Bull 2X Shares
MSFU
$172M
| $549K | ﹤0.01% |
+25,000
| New | +$549K |
|
3470
Enact Holdings
ACT
$5.71B
| $547K | ﹤0.01% |
24,688
+8,480
| +52% | +$188K |
|
3471
Domo
DOMO
$736M
| $547K | ﹤0.01% |
30,377
-34,299
| -53% | -$618K |
|
3472
Pulmonx
LUNG
$67.2M
| $545K | ﹤0.01% |
32,763
+1,026
| +3% | +$17.1K |
|
3473
Expro
XPRO
$1.37B
| $544K | ﹤0.01% |
42,692
-6,579
| -13% | -$83.8K |
|
3474
iShares MSCI Intl Value Factor ETF
IVLU
$2.62B
| $543K | ﹤0.01% |
27,477
-37,775
| -58% | -$747K |
|
3475
Amylyx Pharmaceuticals
AMLX
$1.41B
| $542K | ﹤0.01% |
19,264
+13,132
| +214% | +$369K |
|