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 | |
|---|---|---|---|---|---|---|
|
EU
3751
enCore Energy
EU
$522M
| $313K | ﹤0.01% |
96,106
-13,695
| -12% | -$44.6K |
|
3752
Symbotic
SYM
$6.35B
| $313K | ﹤0.01% |
9,366
-441
| -4% | -$14.7K |
|
3753
Carlyle Secured Lending
CGBD
$986M
| $312K | ﹤0.01% |
21,550
+50
| +0.2% | +$725 |
|
3754
Inspire Global Hope ETF
BLES
$123M
| $312K | ﹤0.01% |
9,795
+2,584
| +36% | +$82.3K |
|
|
MUI
3755
DELISTED
BlackRock Municipal Income Fund, Inc.
MUI
| $312K | ﹤0.01% |
30,702
+30,364
| +8,983% | +$308K |
|
3756
FT Vest Fund of Buffer ETFs
BUFR
$7.51B
| $311K | ﹤0.01% |
12,695
+11,449
| +919% | +$280K |
|
3757
Innovator International Developed Power Buffer ETF January
IJAN
$169M
| $310K | ﹤0.01% |
11,118
+10,151
| +1,050% | +$283K |
|
3758
Virtus Newfleet Multi-Sector Bond ETF
NFLT
$302M
| $309K | ﹤0.01% |
+14,338
| New | +$309K |
|
3759
Genelux
GNLX
$157M
| $308K | ﹤0.01% |
12,593
+10,388
| +471% | +$254K |
|
|
NIE
3760
Virtus Equity & Convertible Income Fund
NIE
$693M
| $307K | ﹤0.01% |
15,415
-4,162
| -21% | -$82.8K |
|
3761
HighPeak Energy
HPK
$844M
| $306K | ﹤0.01% |
18,136
+1,077
| +6% | +$18.2K |
|
3762
Adams Diversified Equity Fund
ADX
$2.69B
| $306K | ﹤0.01% |
18,396
-4,806
| -21% | -$80K |
|
3763
TFS Financial
TFSL
$3.71B
| $305K | ﹤0.01% |
25,837
-14,960
| -37% | -$177K |
|
3764
ProShares UltraPro Short S&P 500
SPXU
$567M
| $304K | ﹤0.01% |
5,084
+105
| +2% | +$6.27K |
|
|
DDL
3765
Dingdong
DDL
$457M
| $303K | ﹤0.01% |
155,545
-352,507
| -69% | -$687K |
|
3766
Great Southern Bancorp
GSBC
$712M
| $302K | ﹤0.01% |
6,303
-2,359
| -27% | -$113K |
|
|
RESD
3767
DELISTED
WisdomTree International ESG Fund
RESD
| $301K | ﹤0.01% |
11,225
+235
| +2% | +$6.3K |
|
3768
Aspen Aerogels
ASPN
$563M
| $301K | ﹤0.01% |
34,958
-10,469
| -23% | -$90K |
|
|
SOHU
3769
Sohu.com
SOHU
$468M
| $300K | ﹤0.01% |
31,859
+28,118
| +752% | +$265K |
|
3770
Triple Flag Precious Metals
TFPM
$5.85B
| $300K | ﹤0.01% |
22,958
-1,671
| -7% | -$21.8K |
|
|
VTNR
3771
DELISTED
Vertex Energy, Inc
VTNR
| $300K | ﹤0.01% |
67,416
-75,419
| -53% | -$336K |
|
3772
CleanSpark
CLSK
$3.83B
| $299K | ﹤0.01% |
78,595
+16,259
| +26% | +$61.9K |
|
3773
Equity Bancshares
EQBK
$807M
| $299K | ﹤0.01% |
12,434
-77,689
| -86% | -$1.87M |
|
3774
BlackRock ESG Capital Allocation Term Trust
ECAT
$1.63B
| $299K | ﹤0.01% |
20,230
+20,105
| +16,084% | +$297K |
|
3775
Miller Industries
MLR
$438M
| $298K | ﹤0.01% |
7,612
-1,069
| -12% | -$41.9K |
|