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 | |
|---|---|---|---|---|---|---|
3626
Pennant Group
PNTG
$834M
| $443K | ﹤0.01% |
36,085
-11,454
| -24% | -$141K |
|
3627
Primis Financial Corp
FRST
$266M
| $443K | ﹤0.01% |
52,607
-10,122
| -16% | -$85.2K |
|
3628
Rumble
RUM
$2.61B
| $442K | ﹤0.01% |
49,580
+3,758
| +8% | +$33.5K |
|
|
TBCH
3629
Turtle Beach Corp
TBCH
$303M
| $442K | ﹤0.01% |
37,933
+25,969
| +217% | +$303K |
|
3630
1-800-Flowers.com
FLWS
$352M
| $440K | ﹤0.01% |
56,420
-645,424
| -92% | -$5.03M |
|
3631
Great Southern Bancorp
GSBC
$712M
| $439K | ﹤0.01% |
8,662
-1,302
| -13% | -$66.1K |
|
3632
Innovator US Equity Power Buffer ETF November
PNOV
$658M
| $439K | ﹤0.01% |
12,957
+8,601
| +197% | +$292K |
|
3633
Direxion Daily TSLA Bear 1X Shares
TSLS
$61.3M
| $439K | ﹤0.01% |
22,353
+1,353
| +6% | +$26.6K |
|
|
MRNS
3634
DELISTED
Marinus Pharmaceuticals, Inc
MRNS
| $437K | ﹤0.01% |
40,284
+39,536
| +5,286% | +$429K |
|
3635
Amplify CWP Enhanced Dividend Income ETF
DIVO
$5.17B
| $437K | ﹤0.01% |
12,138
-12,089
| -50% | -$435K |
|
3636
WPP
WPP
$5.19B
| $435K | ﹤0.01% |
8,313
+6,158
| +286% | +$322K |
|
3637
Direxion Daily MSFT Bear 1X Shares
MSFD
$9.79M
| $434K | ﹤0.01% |
25,000
| – | – |
|
3638
CareDx
CDNA
$777M
| $434K | ﹤0.01% |
51,049
-178,103
| -78% | -$1.51M |
|
|
AGEN
3639
Agenus
AGEN
$140M
| $434K | ﹤0.01% |
13,549
+1,206
| +10% | +$38.6K |
|
3640
Kura Sushi USA
KRUS
$888M
| $433K | ﹤0.01% |
4,656
+980
| +27% | +$91.1K |
|
3641
ProFrac Holding
ACDC
$649M
| $432K | ﹤0.01% |
38,716
+4,434
| +13% | +$49.5K |
|
|
WDI
3642
Western Asset Diversified Income Fund
WDI
$786M
| $432K | ﹤0.01% |
32,061
+14,081
| +78% | +$190K |
|
3643
Fidelity MSCI Utilities Index ETF
FUTY
$1.97B
| $431K | ﹤0.01% |
10,193
+3,263
| +47% | +$138K |
|
3644
Global X Cloud Computing ETF
CLOU
$317M
| $429K | ﹤0.01% |
21,647
+2,533
| +13% | +$50.3K |
|
3645
Fidelity Momentum Factor ETF
FDMO
$541M
| $429K | ﹤0.01% |
+8,866
| New | +$429K |
|
3646
Bausch Health
BHC
$2.49B
| $428K | ﹤0.01% |
53,511
+2,240
| +4% | +$17.9K |
|
3647
First Community Bankshares
FCBC
$666M
| $428K | ﹤0.01% |
14,397
+1,490
| +12% | +$44.3K |
|
3648
Northeast Bank
NBN
$938M
| $428K | ﹤0.01% |
10,262
+2,265
| +28% | +$94.4K |
|
3649
iShares US Pharmaceuticals ETF
IHE
$574M
| $427K | ﹤0.01% |
7,152
+417
| +6% | +$24.9K |
|
3650
ProShares Ultra Bloomberg Crude Oil
UCO
$350M
| $425K | ﹤0.01% |
17,987
-1,171
| -6% | -$27.7K |
|