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 | |
|---|---|---|---|---|---|---|
3876
iShares MSCI Intl Momentum Factor ETF
IMTM
$3.28B
| $255K | ﹤0.01% |
8,099
+3,206
| +66% | +$101K |
|
3877
Acrivon Therapeutics
ACRV
$51.3M
| $254K | ﹤0.01% |
26,572
+19,645
| +284% | +$188K |
|
|
AIF
3878
DELISTED
Apollo Tactical Income Fund Inc.
AIF
| $253K | ﹤0.01% |
18,909
+14,124
| +295% | +$189K |
|
3879
SPDR Portfolio MSCI Global Stock Market ETF
SPGM
$1.24B
| $253K | ﹤0.01% |
5,007
-615
| -11% | -$31.1K |
|
3880
Asure Software
ASUR
$214M
| $252K | ﹤0.01% |
26,687
-131,637
| -83% | -$1.25M |
|
3881
Direxion Daily Financial Bull 3x Shares
FAS
$2.82B
| $252K | ﹤0.01% |
4,293
-759
| -15% | -$44.6K |
|
3882
Prospect Capital
PSEC
$1.23B
| $252K | ﹤0.01% |
41,678
-30,399
| -42% | -$184K |
|
3883
iShares MSCI India Small-Cap ETF
SMIN
$940M
| $252K | ﹤0.01% |
3,993
+755
| +23% | +$47.7K |
|
3884
Franklin US Core Dividend Tilt Index ETF
UDIV
$73.1M
| $252K | ﹤0.01% |
7,607
+1,382
| +22% | +$45.7K |
|
3885
Vanguard ESG US Corporate Bond ETF
VCEB
$915M
| $251K | ﹤0.01% |
+4,224
| New | +$251K |
|
3886
Gevo
GEVO
$489M
| $251K | ﹤0.01% |
210,615
-12,945
| -6% | -$15.4K |
|
3887
Holley
HLLY
$393M
| $250K | ﹤0.01% |
50,112
+9,160
| +22% | +$45.7K |
|
3888
CareDx
CDNA
$777M
| $250K | ﹤0.01% |
35,660
-15,389
| -30% | -$108K |
|
3889
Community Health Systems
CYH
$426M
| $249K | ﹤0.01% |
85,977
-61,181
| -42% | -$177K |
|
3890
Avita Medical
RCEL
$148M
| $249K | ﹤0.01% |
17,061
-2,431
| -12% | -$35.5K |
|
3891
Genie Energy
GNE
$397M
| $248K | ﹤0.01% |
16,832
+1,502
| +10% | +$22.1K |
|
3892
ProShares Ultra Bloomberg Crude Oil
UCO
$350M
| $248K | ﹤0.01% |
7,022
-10,965
| -61% | -$387K |
|
3893
Nuveen ESG US Aggregate Bond ETF
NUBD
$423M
| $247K | ﹤0.01% |
+11,720
| New | +$247K |
|
3894
Gran Tierra Energy
GTE
$137M
| $246K | ﹤0.01% |
35,450
+35,310
| +25,221% | +$245K |
|
3895
Cantaloupe
CTLP
$780M
| $245K | ﹤0.01% |
39,221
-5,246
| -12% | -$32.8K |
|
3896
iShares Residential and Multisector Real Estate ETF
REZ
$792M
| $244K | ﹤0.01% |
3,707
-125
| -3% | -$8.24K |
|
3897
The RealReal
REAL
$1.25B
| $244K | ﹤0.01% |
115,823
-29,233
| -20% | -$61.7K |
|
3898
Direxion Daily Gold Miners Index Bull 2X Shares
NUGT
$954M
| $244K | ﹤0.01% |
+9,135
| New | +$244K |
|
3899
Invesco Senior Income Trust
VVR
$535M
| $242K | ﹤0.01% |
61,860
-386,919
| -86% | -$1.52M |
|
3900
iShares New York Muni Bond ETF
NYF
$929M
| $242K | ﹤0.01% |
4,749
+2,544
| +115% | +$130K |
|