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 | |
|---|---|---|---|---|---|---|
3626
E.W. Scripps
SSP
$259M
| $405K | ﹤0.01% |
73,878
-84,883
| -53% | -$465K |
|
|
KLNE
3627
DELISTED
Direxion Daily Global Clean Energy Bull 2X Shares
KLNE
| $401K | ﹤0.01% |
50,000
| – | – |
|
3628
FRP Holdings
FRPH
$473M
| $401K | ﹤0.01% |
14,872
-1,510
| -9% | -$40.7K |
|
3629
Goldman Sachs Access Inflation Protected USD Bond ETF
GTIP
$180M
| $401K | ﹤0.01% |
8,484
-2,274
| -21% | -$108K |
|
3630
Amplify Transformational Data Sharing ETF
BLOK
$1.31B
| $400K | ﹤0.01% |
20,085
-827
| -4% | -$16.5K |
|
3631
Summit Therapeutics
SMMT
$14.5B
| $400K | ﹤0.01% |
213,814
+97,399
| +84% | +$182K |
|
3632
Monarch Ambassador Income Index ETF
MAMB
$138M
| $399K | ﹤0.01% |
+19,085
| New | +$399K |
|
3633
iShares Dow Jones US ETF
IYY
$2.65B
| $398K | ﹤0.01% |
3,809
+1,586
| +71% | +$166K |
|
|
ME
3634
DELISTED
23andMe Holding Co. Class A Common Stock
ME
| $398K | ﹤0.01% |
20,353
+652
| +3% | +$12.7K |
|
3635
EverCommerce
EVCM
$2.17B
| $397K | ﹤0.01% |
39,614
-6,634
| -14% | -$66.4K |
|
3636
iShares US Utilities ETF
IDU
$1.59B
| $396K | ﹤0.01% |
5,382
-1,437
| -21% | -$106K |
|
|
SHYF
3637
DELISTED
The Shyft Group
SHYF
| $396K | ﹤0.01% |
26,447
-35,960
| -58% | -$538K |
|
3638
Hudson Technologies
HDSN
$435M
| $396K | ﹤0.01% |
29,759
-4,240
| -12% | -$56.4K |
|
3639
IHS Holding
IHS
$2.31B
| $396K | ﹤0.01% |
71,297
+38,588
| +118% | +$214K |
|
3640
Ultralife
ULBI
$116M
| $395K | ﹤0.01% |
40,474
+40,460
| +289,000% | +$395K |
|
3641
Cricut
CRCT
$1.47B
| $395K | ﹤0.01% |
42,501
+5,272
| +14% | +$49K |
|
3642
Tarsus Pharmaceuticals
TARS
$2.33B
| $393K | ﹤0.01% |
22,102
+2,903
| +15% | +$51.6K |
|
3643
ProShares Short QQQ
PSQ
$533M
| $392K | ﹤0.01% |
7,205
-4,630
| -39% | -$252K |
|
|
PLYA
3644
DELISTED
Playa Hotels & Resorts
PLYA
| $392K | ﹤0.01% |
54,187
+6,403
| +13% | +$46.4K |
|
|
PDO
3645
PIMCO Dynamic Income Opportunities Fund
PDO
$1.84B
| $392K | ﹤0.01% |
+32,989
| New | +$392K |
|
3646
Diamond Hill
DHIL
$384M
| $391K | ﹤0.01% |
2,319
-736
| -24% | -$124K |
|
3647
iShares US Pharmaceuticals ETF
IHE
$576M
| $391K | ﹤0.01% |
6,624
-528
| -7% | -$31.1K |
|
3648
Nomad Foods
NOMD
$2.04B
| $388K | ﹤0.01% |
25,515
-3,205
| -11% | -$48.8K |
|
3649
iShares CMBS ETF
CMBS
$476M
| $385K | ﹤0.01% |
8,546
+4,630
| +118% | +$209K |
|
3650
Methanex
MEOH
$3.02B
| $385K | ﹤0.01% |
8,543
-3,251
| -28% | -$146K |
|