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 | |
|---|---|---|---|---|---|---|
|
SLGC
3576
DELISTED
SomaLogic, Inc. Class A Common Stock
SLGC
| $458K | ﹤0.01% |
191,520
-22,955
| -11% | -$54.9K |
|
3577
Angi Inc
ANGI
$809M
| $458K | ﹤0.01% |
23,107
-1,020
| -4% | -$20.2K |
|
3578
Artivion
AORT
$1.93B
| $456K | ﹤0.01% |
30,090
-3,499
| -10% | -$53K |
|
3579
2x Long VIX Futures ETF
UVIX
$437M
| $454K | ﹤0.01% |
1,301
+795
| +157% | +$277K |
|
3580
Vanguard S&P Mid-Cap 400 Value ETF
IVOV
$1.07B
| $452K | ﹤0.01% |
5,804
| – | – |
|
3581
Xtrackers S&P 500 ESG ETF
SNPE
$2.12B
| $450K | ﹤0.01% |
11,503
-29
| -0.3% | -$1.14K |
|
3582
Invesco S&P SmallCap Industrials ETF
PSCI
$139M
| $450K | ﹤0.01% |
4,528
+977
| +28% | +$97.2K |
|
3583
Overlay Shares Core Bond ETF
OVB
$36.4M
| $450K | ﹤0.01% |
+22,910
| New | +$450K |
|
|
TE
3584
T1 Energy Inc
TE
$330M
| $448K | ﹤0.01% |
91,562
-2,220
| -2% | -$10.9K |
|
3585
ThredUp
TDUP
$1.3B
| $445K | ﹤0.01% |
110,903
+30,541
| +38% | +$122K |
|
3586
Great Lakes Dredge & Dock
GLDD
$828M
| $445K | ﹤0.01% |
55,776
+4,543
| +9% | +$36.2K |
|
3587
Dakota Gold
DC
$540M
| $444K | ﹤0.01% |
172,168
-7,040
| -4% | -$18.2K |
|
3588
Garrett Motion
GTX
$2.74B
| $442K | ﹤0.01% |
56,042
+40,488
| +260% | +$319K |
|
3589
VSE Corp
VSEC
$3.41B
| $442K | ﹤0.01% |
8,755
-1,561
| -15% | -$78.7K |
|
3590
Fidelity Momentum Factor ETF
FDMO
$538M
| $441K | ﹤0.01% |
9,438
+572
| +6% | +$26.7K |
|
3591
FT Vest Growth-100 Buffer ETF June
QJUN
$643M
| $441K | ﹤0.01% |
20,142
+19,480
| +2,943% | +$426K |
|
|
AMPS
3592
DELISTED
Altus Power, Inc.
AMPS
| $439K | ﹤0.01% |
83,604
+11,019
| +15% | +$57.9K |
|
3593
Telefônica Brasil
VIV
$20.1B
| $439K | ﹤0.01% |
51,334
+51,141
| +26,498% | +$437K |
|
3594
Informatica
INFA
$7.57B
| $439K | ﹤0.01% |
20,823
-1,409
| -6% | -$29.7K |
|
3595
RAPT Therapeutics
RAPT
$346M
| $439K | ﹤0.01% |
3,300
+248
| +8% | +$33K |
|
3596
Bausch Health
BHC
$2.51B
| $438K | ﹤0.01% |
53,311
-200
| -0.4% | -$1.64K |
|
3597
Johnson Outdoors
JOUT
$429M
| $437K | ﹤0.01% |
7,985
-1,263
| -14% | -$69.1K |
|
3598
Accel Entertainment
ACEL
$941M
| $434K | ﹤0.01% |
39,620
-24,812
| -39% | -$272K |
|
|
EBIX
3599
DELISTED
Ebix Inc
EBIX
| $434K | ﹤0.01% |
43,882
+8,372
| +24% | +$82.7K |
|
3600
Vanguard S&P Small-Cap 600 ETF
VIOO
$3.07B
| $433K | ﹤0.01% |
4,958
+108
| +2% | +$9.44K |
|