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 |
Microsoft
MSFT
|
+$6.27B |
| 2 |
Vanguard S&P 500 ETF
VOO
|
+$5.61B |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
+$3.32B |
| 4 |
Meta Platforms (Facebook)
META
|
+$3.21B |
| 5 |
Apple
AAPL
|
+$2.9B |
Top Sells
| 1 |
iShares Short Treasury Bond ETF
SHV
|
+$3.23B |
| 2 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$1.76B |
| 3 |
Schwab US TIPS ETF
SCHP
|
+$702M |
| 4 |
Nike
NKE
|
+$702M |
| 5 |
Tesla
TSLA
|
+$652M |
Sector Composition
| 1 | Technology | 20.52% |
| 2 | Healthcare | 11.04% |
| 3 | Financials | 9.44% |
| 4 | Consumer Discretionary | 8.87% |
| 5 | Industrials | 7.44% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
3926
Alta Equipment Group
ALTG
$227M
| $257K | ﹤0.01% |
14,855
-1,404
| -9% | -$24.3K |
|
3927
Southern Missouri Bancorp
SMBC
$632M
| $257K | ﹤0.01% |
6,695
+607
| +10% | +$23.3K |
|
|
MHI
3928
DELISTED
Pioneer Municipal High Income Fund
MHI
| $257K | ﹤0.01% |
30,146
+29,567
| +5,107% | +$252K |
|
3929
Atlanticus Holdings
ATLC
$1.06B
| $257K | ﹤0.01% |
6,115
+365
| +6% | +$15.3K |
|
3930
Melco Resorts & Entertainment
MLCO
$3.74B
| $257K | ﹤0.01% |
21,036
+18,803
| +842% | +$230K |
|
3931
Direxion Daily S&P 500 Bear 3x Shares
SPXS
$410M
| $257K | ﹤0.01% |
+18,359
| New | +$257K |
|
3932
West Bancorporation
WTBA
$346M
| $256K | ﹤0.01% |
13,922
+1,266
| +10% | +$23.3K |
|
3933
Alerus Financial
ALRS
$587M
| $256K | ﹤0.01% |
14,247
+2,354
| +20% | +$42.3K |
|
3934
Timothy Plan International ETF
TPIF
$160M
| $256K | ﹤0.01% |
10,137
+1,390
| +16% | +$35.1K |
|
3935
First Bank
FRBA
$415M
| $255K | ﹤0.01% |
24,596
-277
| -1% | -$2.88K |
|
3936
Mizuho Financial
MFG
$82.5B
| $255K | ﹤0.01% |
83,135
+22,508
| +37% | +$69.1K |
|
|
TARO
3937
DELISTED
Taro Pharmaceutical Industries Ltd.
TARO
| $255K | ﹤0.01% |
6,718
+5,496
| +450% | +$208K |
|
3938
Santander
BSBR
$41.2B
| $254K | ﹤0.01% |
40,007
+39,895
| +35,621% | +$254K |
|
3939
Potbelly
PBPB
$515M
| $254K | ﹤0.01% |
28,975
+26,848
| +1,262% | +$236K |
|
3940
iShares US Oil Equipment & Services ETF
IEZ
$111M
| $253K | ﹤0.01% |
12,571
-3,466
| -22% | -$69.7K |
|
3941
Entrada Therapeutics
TRDA
$206M
| $252K | ﹤0.01% |
16,650
+8,110
| +95% | +$123K |
|
3942
Global X Copper Miners ETF NEW
COPX
$2.34B
| $252K | ﹤0.01% |
6,687
+2,090
| +45% | +$78.7K |
|
3943
Shinhan Financial Group
SHG
$24.1B
| $252K | ﹤0.01% |
9,655
+1,376
| +17% | +$35.9K |
|
|
MCBC
3944
DELISTED
Macatawa Bank Corp
MCBC
| $249K | ﹤0.01% |
26,855
-508
| -2% | -$4.71K |
|
3945
Invesco MSCI USA ETF
PBUS
$8.79B
| $249K | ﹤0.01% |
5,627
+3,695
| +191% | +$163K |
|
3946
Bowman Consulting
BWMN
$740M
| $248K | ﹤0.01% |
7,793
-47,045
| -86% | -$1.5M |
|
3947
Evolus
EOLS
$407M
| $248K | ﹤0.01% |
34,169
+4,371
| +15% | +$31.8K |
|
3948
Invesco International Corporate Bond ETF
PICB
$196M
| $248K | ﹤0.01% |
11,450
| – | – |
|
3949
Inspired Entertainment
INSE
$258M
| $248K | ﹤0.01% |
16,829
| – | – |
|
3950
SPDR Portfolio TIPS ETF
SPIP
$986M
| $248K | ﹤0.01% |
9,580
-40,901
| -81% | -$1.06M |
|