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 | |
|---|---|---|---|---|---|---|
3651
Civeo
CVEO
$285M
| $384K | ﹤0.01% |
18,531
+2,665
| +17% | +$55.2K |
|
3652
Danaos Corp
DAC
$1.69B
| $383K | ﹤0.01% |
5,777
| – | – |
|
3653
Stitch Fix
SFIX
$723M
| $382K | ﹤0.01% |
110,693
-9,520
| -8% | -$32.8K |
|
|
ALLG
3654
DELISTED
Allego N.V.
ALLG
| $382K | ﹤0.01% |
+172,003
| New | +$382K |
|
3655
Simplify Volatility Premium ETF
SVOL
$765M
| $381K | ﹤0.01% |
+16,942
| New | +$381K |
|
3656
ProShares UltraShort Bloomberg Crude Oil
SCO
$128M
| $381K | ﹤0.01% |
22,644
+12,536
| +124% | +$211K |
|
3657
Cardlytics
CDLX
$133M
| $378K | ﹤0.01% |
22,930
-4,122
| -15% | -$68K |
|
3658
FlexShares Global Upstream Natural Resources Index Fund
GUNR
$5.06B
| $378K | ﹤0.01% |
9,349
+5,215
| +126% | +$211K |
|
3659
SES AI
SES
$569M
| $376K | ﹤0.01% |
165,775
-20,443
| -11% | -$46.4K |
|
3660
Surmodics
SRDX
$463M
| $375K | ﹤0.01% |
11,699
-1,264
| -10% | -$40.6K |
|
3661
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU
$957M
| $375K | ﹤0.01% |
7,661
+6,155
| +409% | +$301K |
|
3662
Lyell Immunopharma
LYEL
$248M
| $374K | ﹤0.01% |
12,723
+954
| +8% | +$28K |
|
3663
Dimensional National Municipal Bond ETF
DFNM
$1.67B
| $372K | ﹤0.01% |
+8,011
| New | +$372K |
|
|
RESP
3664
DELISTED
WisdomTree U.S. ESG Fund
RESP
| $372K | ﹤0.01% |
8,421
+141
| +2% | +$6.23K |
|
3665
Stoneridge
SRI
$238M
| $372K | ﹤0.01% |
18,532
-2,636
| -12% | -$52.9K |
|
3666
JPMorgan International Growth ETF
JIG
$151M
| $372K | ﹤0.01% |
6,949
+6,948
| +694,800% | +$372K |
|
3667
Park-Ohio Holdings
PKOH
$311M
| $372K | ﹤0.01% |
18,669
+11,960
| +178% | +$238K |
|
|
FLIC
3668
DELISTED
First of Long Island Corp
FLIC
| $370K | ﹤0.01% |
32,185
+15,342
| +91% | +$177K |
|
3669
Sabesp
SBS
$16.8B
| $370K | ﹤0.01% |
30,538
-1,683
| -5% | -$20.4K |
|
3670
Pennant Group
PNTG
$833M
| $369K | ﹤0.01% |
33,130
-2,955
| -8% | -$32.9K |
|
3671
Dream Finders Homes
DFH
$2.55B
| $368K | ﹤0.01% |
16,567
-2,328
| -12% | -$51.8K |
|
|
FM
3672
DELISTED
iShares Frontier and Select EM ETF
FM
| $366K | ﹤0.01% |
14,131
-5,218
| -27% | -$135K |
|
3673
Invesco Water Resources ETF
PHO
$2.23B
| $366K | ﹤0.01% |
6,873
+1,361
| +25% | +$72.4K |
|
3674
Pangaea Logistics
PANL
$356M
| $365K | ﹤0.01% |
62,061
+33,765
| +119% | +$199K |
|
3675
VanEck Video Gaming and eSports ETF
ESPO
$491M
| $365K | ﹤0.01% |
7,073
-2,415
| -25% | -$125K |
|