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 | |
|---|---|---|---|---|---|---|
3501
Schwab Emerging Markets Equity ETF
SCHE
$11.3B
| $589K | ﹤0.01% |
23,909
-2,174
| -8% | -$53.5K |
|
3502
Tootsie Roll Industries
TR
$2.95B
| $586K | ﹤0.01% |
17,558
-32,774
| -65% | -$1.09M |
|
3503
FT Vest US Equity Deep Buffer ETF August
DAUG
$353M
| $584K | ﹤0.01% |
17,148
+16,298
| +1,917% | +$555K |
|
3504
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$6.26B
| $583K | ﹤0.01% |
+5,829
| New | +$583K |
|
3505
HarborOne Bancorp
HONE
$579M
| $581K | ﹤0.01% |
66,925
+12,945
| +24% | +$112K |
|
3506
Direxion Shares ETF Trust Direxion Daily AMZN Bull 2X Shares
AMZU
$283M
| $581K | ﹤0.01% |
24,867
+3,220
| +15% | +$75.2K |
|
3507
Artivion
AORT
$1.91B
| $577K | ﹤0.01% |
33,589
-220
| -0.7% | -$3.78K |
|
3508
Rush Street Interactive
RSI
$2.1B
| $575K | ﹤0.01% |
184,279
+11,783
| +7% | +$36.8K |
|
3509
Washington Trust Bancorp
WASH
$572M
| $573K | ﹤0.01% |
21,387
-327,994
| -94% | -$8.79M |
|
|
PRSU
3510
Pursuit Attractions and Hospitality Inc
PRSU
$1.04B
| $570K | ﹤0.01% |
21,219
-8,284
| -28% | -$223K |
|
3511
Johnson Outdoors
JOUT
$424M
| $568K | ﹤0.01% |
9,248
+2,762
| +43% | +$170K |
|
3512
Embraer
ERJ
$10.6B
| $567K | ﹤0.01% |
36,646
-39,856
| -52% | -$616K |
|
3513
Invesco NASDAQ Next Gen 100 ETF
QQQJ
$699M
| $566K | ﹤0.01% |
21,656
+3,075
| +17% | +$80.4K |
|
3514
VSE Corp
VSEC
$3.33B
| $564K | ﹤0.01% |
10,316
+1,847
| +22% | +$101K |
|
3515
AnaptysBio
ANAB
$583M
| $559K | ﹤0.01% |
27,507
-186,234
| -87% | -$3.79M |
|
3516
iShares US Utilities ETF
IDU
$1.59B
| $557K | ﹤0.01% |
6,819
-138
| -2% | -$11.3K |
|
3517
SPDR S&P 600 Small Cap Growth ETF
SLYG
$3.6B
| $557K | ﹤0.01% |
7,243
+379
| +6% | +$29.2K |
|
3518
PLAYSTUDIOS Inc
MYPS
$125M
| $556K | ﹤0.01% |
113,149
+50,831
| +82% | +$250K |
|
3519
Global X SuperDividend US ETF
DIV
$642M
| $556K | ﹤0.01% |
33,266
+4,221
| +15% | +$70.5K |
|
3520
Pan American Silver
PAAS
$15.4B
| $555K | ﹤0.01% |
38,064
+14,278
| +60% | +$208K |
|
3521
Custom Truck One Source
CTOS
$1.31B
| $555K | ﹤0.01% |
82,320
+5,238
| +7% | +$35.3K |
|
3522
Red Robin
RRGB
$117M
| $551K | ﹤0.01% |
39,861
-49,921
| -56% | -$690K |
|
3523
EverCommerce
EVCM
$2.15B
| $548K | ﹤0.01% |
46,248
-147,071
| -76% | -$1.74M |
|
3524
Innovator US Equity Buffer ETF March
BMAR
$228M
| $546K | ﹤0.01% |
+14,710
| New | +$546K |
|
3525
iShares Core Moderate Allocation ETF
AOM
$1.6B
| $545K | ﹤0.01% |
13,490
-12,496
| -48% | -$505K |
|