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 | |
|---|---|---|---|---|---|---|
3476
First Western Financial
MYFW
$221M
| $662K | ﹤0.01% |
33,424
+397
| +1% | +$7.86K |
|
3477
Century Aluminum
CENX
$2.46B
| $661K | ﹤0.01% |
66,110
-152,747
| -70% | -$1.53M |
|
3478
Rush Enterprises Class B
RUSHB
$4.51B
| $661K | ﹤0.01% |
16,532
+711
| +4% | +$28.4K |
|
3479
HarborOne Bancorp
HONE
$570M
| $659K | ﹤0.01% |
53,980
-23,457
| -30% | -$286K |
|
3480
FlexShares Quality Dividend Index Fund
QDF
$1.96B
| $652K | ﹤0.01% |
11,970
+2,415
| +25% | +$132K |
|
3481
Crinetics Pharmaceuticals
CRNX
$3.22B
| $651K | ﹤0.01% |
40,513
+5,819
| +17% | +$93.5K |
|
3482
Horizon Bancorp
HBNC
$826M
| $650K | ﹤0.01% |
58,801
-15,583
| -21% | -$172K |
|
3483
OmniAb
OABI
$233M
| $649K | ﹤0.01% |
176,463
+14,175
| +9% | +$52.1K |
|
3484
Genie Energy
GNE
$398M
| $648K | ﹤0.01% |
46,920
+45,896
| +4,482% | +$634K |
|
|
NFGC
3485
New Found Gold
NFGC
$493M
| $648K | ﹤0.01% |
129,654
+120,937
| +1,387% | +$604K |
|
3486
Invesco Fundamental High Yield Corporate Bond ETF
PHB
$355M
| $647K | ﹤0.01% |
36,927
+3,284
| +10% | +$57.5K |
|
3487
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
$483M
| $643K | ﹤0.01% |
12,306
-1,502
| -11% | -$78.5K |
|
3488
First Trust Senior Loan Fund ETF
FTSL
$2.41B
| $641K | ﹤0.01% |
14,176
+13,658
| +2,637% | +$618K |
|
3489
Phibro Animal Health
PAHC
$1.56B
| $640K | ﹤0.01% |
41,760
+3,352
| +9% | +$51.4K |
|
3490
Schwab Emerging Markets Equity ETF
SCHE
$11.4B
| $640K | ﹤0.01% |
26,083
-44,625
| -63% | -$1.09M |
|
3491
CoreCard
CCRD
$208M
| $633K | ﹤0.01% |
21,016
+21,011
| +420,220% | +$633K |
|
3492
Hovnanian Enterprises
HOV
$873M
| $633K | ﹤0.01% |
9,337
-5,474
| -37% | -$371K |
|
3493
Nuveen AMT-Free Municipal Credit Income Fund
NVG
$2.62B
| $633K | ﹤0.01% |
+53,719
| New | +$633K |
|
3494
Novavax
NVAX
$1.36B
| $632K | ﹤0.01% |
91,273
+46,001
| +102% | +$319K |
|
3495
Bioceres Crop Solutions
BIOX
$109M
| $631K | ﹤0.01% |
54,346
-511
| -0.9% | -$5.93K |
|
3496
Invesco S&P International Developed Quality ETF
IDHQ
$512M
| $631K | ﹤0.01% |
23,882
+7,973
| +50% | +$211K |
|
3497
European Wax Center
EWCZ
$177M
| $630K | ﹤0.01% |
33,194
+5,948
| +22% | +$113K |
|
|
OOTO
3498
DELISTED
Direxion Daily Travel & Vacation Bull 2X Shares
OOTO
| $629K | ﹤0.01% |
50,000
| – | – |
|
3499
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
$2.37B
| $629K | ﹤0.01% |
12,975
-375
| -3% | -$18.2K |
|
3500
HighPeak Energy
HPK
$906M
| $628K | ﹤0.01% |
27,299
+7,187
| +36% | +$165K |
|