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 |
iShares Core S&P 500 ETF
IVV
|
+$3.57B |
| 2 |
Amazon
AMZN
|
+$2.84B |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$2.47B |
| 4 |
Mastercard
MA
|
+$1.44B |
| 5 |
Meta Platforms (Facebook)
META
|
+$1.31B |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$4.44B |
| 2 |
Apple
AAPL
|
+$3.14B |
| 3 |
Invesco QQQ Trust
QQQ
|
+$1.87B |
| 4 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$1.84B |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$1.57B |
Sector Composition
| 1 | Technology | 20.05% |
| 2 | Healthcare | 11.18% |
| 3 | Financials | 9.56% |
| 4 | Consumer Discretionary | 9.09% |
| 5 | Industrials | 7.17% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
3551
Bally's
BALY
$519M
| $478K | ﹤0.01% |
36,466
-3,971
| -10% | -$52.1K |
|
3552
Centrus Energy
LEU
$5.29B
| $478K | ﹤0.01% |
8,422
-1,424
| -14% | -$80.8K |
|
3553
Seneca Foods Class A
SENEA
$714M
| $478K | ﹤0.01% |
8,873
-22,609
| -72% | -$1.22M |
|
|
TDSD
3554
DELISTED
Cabana Target Drawdown 13 ETF
TDSD
| $477K | ﹤0.01% |
22,311
+13,377
| +150% | +$286K |
|
|
PETQ
3555
DELISTED
PetIQ, Inc. Class A Common Stock
PETQ
| $477K | ﹤0.01% |
24,205
+2,179
| +10% | +$42.9K |
|
3556
Orthofix Medical
OFIX
$600M
| $476K | ﹤0.01% |
37,036
-4,367
| -11% | -$56.2K |
|
3557
Olaplex Holdings
OLPX
$974M
| $476K | ﹤0.01% |
244,159
-203,972
| -46% | -$398K |
|
|
BLDP
3558
Ballard Power Systems
BLDP
$809M
| $476K | ﹤0.01% |
129,713
-17,016
| -12% | -$62.4K |
|
3559
Invesco Taxable Municipal Bond ETF
BAB
$919M
| $476K | ﹤0.01% |
18,816
+17,116
| +1,007% | +$433K |
|
|
PTVE
3560
DELISTED
Pactiv Evergreen Inc. Common stock
PTVE
| $476K | ﹤0.01% |
58,508
+2,997
| +5% | +$24.4K |
|
3561
Overlay Shares Foreign Equity ETF
OVF
$25.8M
| $475K | ﹤0.01% |
22,345
-26,255
| -54% | -$558K |
|
3562
Distillate US Fundamental Stability & Value ETF
DSTL
$1.82B
| $475K | ﹤0.01% |
10,630
-8,921
| -46% | -$398K |
|
3563
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
$494M
| $474K | ﹤0.01% |
11,116
-525
| -5% | -$22.4K |
|
|
OPRA
3564
Opera Ltd
OPRA
$1.73B
| $474K | ﹤0.01% |
42,043
+36,843
| +709% | +$415K |
|
|
MOMO
3565
Hello Group
MOMO
$1.22B
| $473K | ﹤0.01% |
67,722
+55,525
| +455% | +$388K |
|
3566
Hyster-Yale Materials Handling
HY
$662M
| $472K | ﹤0.01% |
10,592
-10,783
| -50% | -$481K |
|
3567
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
$703M
| $471K | ﹤0.01% |
+20,952
| New | +$471K |
|
3568
Greif Class B
GEF.B
$2.42B
| $471K | ﹤0.01% |
7,069
-1,550
| -18% | -$103K |
|
3569
Atlas Energy Solutions
AESI
$1.34B
| $470K | ﹤0.01% |
21,162
-2,615
| -11% | -$58.1K |
|
3570
Century Aluminum
CENX
$2.58B
| $466K | ﹤0.01% |
64,857
-373,813
| -85% | -$2.69M |
|
3571
Covenant Logistics
CVLG
$561M
| $465K | ﹤0.01% |
21,218
-2,424
| -10% | -$53.1K |
|
3572
Sprott Uranium Miners ETF
URNM
$1.87B
| $465K | ﹤0.01% |
9,851
-27,826
| -74% | -$1.31M |
|
3573
FT Vest US Equity Buffer ETF October
FOCT
$969M
| $463K | ﹤0.01% |
12,661
-24,327
| -66% | -$889K |
|
3574
Ituran Location and Control
ITRN
$718M
| $462K | ﹤0.01% |
15,464
-5,672
| -27% | -$170K |
|
3575
York Water
YORW
$441M
| $461K | ﹤0.01% |
12,299
-2,090
| -15% | -$78.4K |
|