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 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$5.59B |
| 2 |
iShares Short Treasury Bond ETF
SHV
|
+$3.18B |
| 3 |
Amazon
AMZN
|
+$2.09B |
| 4 |
NVIDIA
NVDA
|
+$2.01B |
| 5 |
Meta Platforms (Facebook)
META
|
+$1.99B |
Top Sells
| 1 |
Eli Lilly
LLY
|
+$1.75B |
| 2 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$1.33B |
| 3 |
UnitedHealth
UNH
|
+$1.23B |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$1.17B |
| 5 |
Automatic Data Processing
ADP
|
+$1.16B |
Sector Composition
| 1 | Technology | 18.3% |
| 2 | Healthcare | 11.5% |
| 3 | Financials | 9.97% |
| 4 | Consumer Discretionary | 9.25% |
| 5 | Industrials | 7.55% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
CTEV
3676
Claritev Corporation
CTEV
$962M
| $456K | ﹤0.01% |
10,769
+2,350
| +28% | +$99.5K |
|
|
HAIA
3677
DELISTED
Healthcare AI Acquisition Corp. Class A Ordinary Shares
HAIA
| $456K | ﹤0.01% |
43,600
| – | – |
|
3678
Bank First Corp
BFC
$1.25B
| $455K | ﹤0.01% |
6,184
+1,596
| +35% | +$117K |
|
3679
Sprinklr
CXM
$1.93B
| $454K | ﹤0.01% |
35,082
-110,068
| -76% | -$1.42M |
|
3680
Diamond Hill
DHIL
$390M
| $454K | ﹤0.01% |
2,756
+611
| +28% | +$101K |
|
3681
Gannett
GCI
$641M
| $454K | ﹤0.01% |
242,516
+83,890
| +53% | +$157K |
|
3682
Braskem
BAK
$1.37B
| $453K | ﹤0.01% |
58,902
+58,507
| +14,812% | +$450K |
|
3683
i3 Verticals
IIIV
$731M
| $452K | ﹤0.01% |
18,419
+5,409
| +42% | +$133K |
|
3684
United Fire Group
UFCS
$811M
| $452K | ﹤0.01% |
17,027
+4,178
| +33% | +$111K |
|
3685
RAPT Therapeutics
RAPT
$289M
| $451K | ﹤0.01% |
3,074
+1,013
| +49% | +$149K |
|
3686
Invesco S&P 500 Equal Weight Energy ETF
RSPG
$421M
| $448K | ﹤0.01% |
6,563
-5,645
| -46% | -$386K |
|
3687
F&G Annuities & Life
FG
$4.6B
| $446K | ﹤0.01% |
24,627
-1,128
| -4% | -$20.4K |
|
|
BBBY
3688
DELISTED
Bed Bath & Beyond Inc
BBBY
| $446K | ﹤0.01% |
1,041,302
+301,856
| +41% | +$129K |
|
3689
EverQuote
EVER
$888M
| $445K | ﹤0.01% |
32,066
+3,304
| +11% | +$45.9K |
|
3690
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.6B
| $443K | ﹤0.01% |
13,470
+1,475
| +12% | +$48.5K |
|
3691
Artivion
AORT
$1.88B
| $443K | ﹤0.01% |
33,809
+7,851
| +30% | +$103K |
|
3692
American Superconductor
AMSC
$2.61B
| $442K | ﹤0.01% |
89,938
-162,049
| -64% | -$796K |
|
3693
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$7.97B
| $440K | ﹤0.01% |
14,848
-1,957,243
| -99% | -$58M |
|
3694
Amneal Pharmaceuticals
AMRX
$3.07B
| $439K | ﹤0.01% |
315,337
+8,295
| +3% | +$11.5K |
|
|
CMRX
3695
DELISTED
Chimerix, Inc.
CMRX
| $439K | ﹤0.01% |
349,229
-143,476
| -29% | -$180K |
|
3696
Tortoise North American Pipeline Fund
TPYP
$708M
| $439K | ﹤0.01% |
18,048
-54,731
| -75% | -$1.33M |
|
3697
ARK Space Exploration & Innovation ETF
ARKX
$413M
| $439K | ﹤0.01% |
31,313
+3,416
| +12% | +$47.9K |
|
3698
Accel Entertainment
ACEL
$930M
| $438K | ﹤0.01% |
48,022
-2,495
| -5% | -$22.8K |
|
3699
Vita Coco
COCO
$2.35B
| $437K | ﹤0.01% |
22,253
+5,428
| +32% | +$107K |
|
3700
Senseonics Holdings
SENS
$365M
| $435K | ﹤0.01% |
612,092
+114,023
| +23% | +$81K |
|