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 | |
|---|---|---|---|---|---|---|
3801
CureVac
CVAC
$1.2B
| $286K | ﹤0.01% |
41,849
+31,882
| +320% | +$218K |
|
3802
Douglas Elliman
DOUG
$263M
| $286K | ﹤0.01% |
126,448
-44,453
| -26% | -$100K |
|
3803
EVgo
EVGO
$599M
| $285K | ﹤0.01% |
84,348
-177,253
| -68% | -$599K |
|
3804
Mizuho Financial
MFG
$82.5B
| $285K | ﹤0.01% |
83,103
-32
| -0% | -$110 |
|
3805
PIMCO Broad US TIPS Index Exchange-Traded Fund
TIPZ
$104M
| $285K | ﹤0.01% |
5,505
+4,860
| +753% | +$252K |
|
3806
Amplify Energy
AMPY
$181M
| $285K | ﹤0.01% |
38,757
+4,820
| +14% | +$35.4K |
|
3807
Kodiak Gas Services
KGS
$2.88B
| $285K | ﹤0.01% |
+15,919
| New | +$285K |
|
3808
Disc Medicine
IRON
$2.11B
| $283K | ﹤0.01% |
6,032
+35
| +0.6% | +$1.64K |
|
3809
MediciNova
MNOV
$62.3M
| $283K | ﹤0.01% |
135,376
-32,836
| -20% | -$68.6K |
|
3810
Vinci Compass Investments Ltd
VINP
$661M
| $282K | ﹤0.01% |
+27,686
| New | +$282K |
|
3811
Apogee Therapeutics
APGE
$2.18B
| $282K | ﹤0.01% |
+13,234
| New | +$282K |
|
|
ORAN
3812
DELISTED
Orange
ORAN
| $281K | ﹤0.01% |
24,457
+1,418
| +6% | +$16.3K |
|
3813
VanEck IG Floating Rate ETF
FLTR
$2.57B
| $281K | ﹤0.01% |
+11,106
| New | +$281K |
|
3814
SoundHound AI
SOUN
$6.62B
| $281K | ﹤0.01% |
139,577
+30,257
| +28% | +$60.8K |
|
3815
SPDR DoubleLine Short Duration Total Return Tactical ETF
STOT
$285M
| $280K | ﹤0.01% |
+6,036
| New | +$280K |
|
3816
Shinhan Financial Group
SHG
$24.1B
| $279K | ﹤0.01% |
10,545
+890
| +9% | +$23.6K |
|
3817
Preformed Line Products
PLPC
$994M
| $279K | ﹤0.01% |
1,717
-566
| -25% | -$92K |
|
3818
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$7.71B
| $279K | ﹤0.01% |
10,628
+2,104
| +25% | +$55.2K |
|
3819
Anterix
ATEX
$417M
| $278K | ﹤0.01% |
8,847
-7,602
| -46% | -$239K |
|
|
AMNB
3820
DELISTED
American National Bankshares Inc
AMNB
| $275K | ﹤0.01% |
7,256
-1,234
| -15% | -$46.8K |
|
|
EMO
3821
ClearBridge Energy Midstream Opportunity Fund
EMO
$841M
| $275K | ﹤0.01% |
8,674
| – | – |
|
3822
Tejon Ranch
TRC
$437M
| $275K | ﹤0.01% |
16,951
-427
| -2% | -$6.93K |
|
3823
SPDR NYSE Technology ETF
XNTK
$1.39B
| $274K | ﹤0.01% |
2,005
+1,386
| +224% | +$189K |
|
3824
iShares North American Natural Resources ETF
IGE
$616M
| $273K | ﹤0.01% |
6,572
-2,262
| -26% | -$94.1K |
|
3825
Karat Packaging
KRT
$485M
| $273K | ﹤0.01% |
11,836
+7,285
| +160% | +$168K |
|