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 | |
|---|---|---|---|---|---|---|
3826
Brookfield Infrastructure Partners
BIP
$14.3B
| $273K | ﹤0.01% |
9,283
+394
| +4% | +$11.6K |
|
|
ASCB
3827
DELISTED
A SPAC II Acquisition Corp. Ordinary Shares
ASCB
| $273K | ﹤0.01% |
+25,000
| New | +$273K |
|
3828
Hartford Schroders Tax-Aware Bond ETF
HTAB
$383M
| $272K | ﹤0.01% |
+14,913
| New | +$272K |
|
3829
Paysafe
PSFE
$816M
| $272K | ﹤0.01% |
22,678
-3,416
| -13% | -$41K |
|
3830
Cambium Networks
CMBM
$24.2M
| $272K | ﹤0.01% |
37,065
-35,726
| -49% | -$262K |
|
3831
ORIX
IX
$30.3B
| $272K | ﹤0.01% |
14,460
+1,570
| +12% | +$29.5K |
|
|
IVCA
3832
DELISTED
Investcorp India Acquisition Corp
IVCA
| $271K | ﹤0.01% |
25,000
-75,000
| -75% | -$812K |
|
|
MNTN
3833
DELISTED
Everest Consolidator Acquisition Corporation
MNTN
| $271K | ﹤0.01% |
25,000
-75,000
| -75% | -$812K |
|
|
AGEN
3834
Agenus
AGEN
$140M
| $270K | ﹤0.01% |
11,960
-1,589
| -12% | -$35.9K |
|
3835
SPDR SSGA US Large Cap Low Volatility Index ETF
LGLV
$1.09B
| $270K | ﹤0.01% |
2,017
+93
| +5% | +$12.4K |
|
|
AAC
3836
DELISTED
Ares Acquisition Corporation
AAC
| $269K | ﹤0.01% |
25,000
-324,999
| -93% | -$3.5M |
|
|
NFNT
3837
DELISTED
Infinite Acquisition Corp.
NFNT
| $269K | ﹤0.01% |
25,000
-175,000
| -88% | -$1.88M |
|
3838
Daily Journal
DJCO
$617M
| $268K | ﹤0.01% |
913
-2,578
| -74% | -$758K |
|
3839
CNB Financial Corp
CCNE
$771M
| $268K | ﹤0.01% |
14,784
-1,694
| -10% | -$30.7K |
|
3840
iShares Global 100 ETF
IOO
$7.27B
| $267K | ﹤0.01% |
3,648
+624
| +21% | +$45.7K |
|
3841
Anika Therapeutics
ANIK
$128M
| $267K | ﹤0.01% |
14,332
-3,740
| -21% | -$69.7K |
|
3842
UroGen Pharma
URGN
$830M
| $267K | ﹤0.01% |
19,043
-32,174
| -63% | -$451K |
|
|
MOR
3843
DELISTED
MorphoSys AG American Depositary Shares
MOR
| $267K | ﹤0.01% |
39,693
+1,184
| +3% | +$7.96K |
|
3844
Sutro Biopharma
STRO
$75.2M
| $267K | ﹤0.01% |
76,824
+2,115
| +3% | +$7.34K |
|
3845
Hartford Disciplined US Equity ETF
HDUS
$164M
| $266K | ﹤0.01% |
+6,300
| New | +$266K |
|
3846
NVE Corp
NVEC
$320M
| $266K | ﹤0.01% |
3,237
-462
| -12% | -$37.9K |
|
3847
Boston Omaha
BOC
$414M
| $266K | ﹤0.01% |
16,215
-2,016
| -11% | -$33K |
|
3848
Merus
MRUS
$5.16B
| $265K | ﹤0.01% |
11,248
+9,684
| +619% | +$228K |
|
|
CIO
3849
City Office REIT
CIO
$281M
| $264K | ﹤0.01% |
62,186
+179
| +0.3% | +$761 |
|
|
KCGI
3850
DELISTED
Kensington Capital Acquisition Corp. V
KCGI
| $264K | ﹤0.01% |
+25,000
| New | +$264K |
|