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 | |
|---|---|---|---|---|---|---|
3926
Schwab 1000 Index ETF
SCHK
$4.65B
| $234K | ﹤0.01% |
11,308
+272
| +2% | +$5.62K |
|
3927
Equinox Gold
EQX
$8.44B
| $233K | ﹤0.01% |
+55,131
| New | +$233K |
|
3928
Semrush
SEMR
$1.09B
| $233K | ﹤0.01% |
27,408
+2,901
| +12% | +$24.7K |
|
3929
Savara
SVRA
$610M
| $233K | ﹤0.01% |
61,585
+2,191
| +4% | +$8.28K |
|
3930
Edgewise Therapeutics
EWTX
$1.5B
| $232K | ﹤0.01% |
40,504
+4,926
| +14% | +$28.2K |
|
3931
iShares Morningstar Small-Cap Growth ETF
ISCG
$757M
| $232K | ﹤0.01% |
5,975
+5,527
| +1,234% | +$214K |
|
3932
Rigel Pharmaceuticals
RIGL
$623M
| $231K | ﹤0.01% |
21,405
-5,699
| -21% | -$61.6K |
|
3933
Zymeworks
ZYME
$1.23B
| $231K | ﹤0.01% |
36,404
-5,163
| -12% | -$32.7K |
|
3934
Overlay Shares Small Cap Equity ETF
OVS
$16.8M
| $231K | ﹤0.01% |
8,051
+3,682
| +84% | +$106K |
|
|
ENFN
3935
DELISTED
Enfusion, Inc.
ENFN
| $231K | ﹤0.01% |
25,707
-19,917
| -44% | -$179K |
|
3936
Waldencast
WALD
$256M
| $231K | ﹤0.01% |
24,476
+648
| +3% | +$6.1K |
|
3937
Entrada Therapeutics
TRDA
$206M
| $230K | ﹤0.01% |
14,581
-2,069
| -12% | -$32.7K |
|
3938
American Public Education
APEI
$649M
| $230K | ﹤0.01% |
46,172
-8,448
| -15% | -$42.1K |
|
3939
Fidus Investment
FDUS
$736M
| $230K | ﹤0.01% |
11,955
+10,755
| +896% | +$206K |
|
3940
DNP Select Income Fund
DNP
$3.7B
| $229K | ﹤0.01% |
24,076
+16,646
| +224% | +$158K |
|
3941
Rush Street Interactive
RSI
$2.1B
| $229K | ﹤0.01% |
49,509
-134,770
| -73% | -$623K |
|
3942
Daktronics
DAKT
$1.07B
| $228K | ﹤0.01% |
25,614
-4,969
| -16% | -$44.3K |
|
3943
Hartford Multifactor Developed Markets ex-US ETF
RODM
$1.23B
| $228K | ﹤0.01% |
8,883
+5,262
| +145% | +$135K |
|
3944
Direxion Daily Junior Gold Miners Index Bull 2X Shares
JNUG
$501M
| $228K | ﹤0.01% |
8,911
+2,005
| +29% | +$51.2K |
|
3945
SEACOR Marine Holdings
SMHI
$184M
| $228K | ﹤0.01% |
16,398
-2,330
| -12% | -$32.3K |
|
3946
John Hancock Multifactor Large Cap ETF
JHML
$1.05B
| $227K | ﹤0.01% |
4,283
+204
| +5% | +$10.8K |
|
3947
Olema Pharmaceuticals
OLMA
$561M
| $227K | ﹤0.01% |
18,373
-2,596
| -12% | -$32.1K |
|
3948
Southern Missouri Bancorp
SMBC
$632M
| $227K | ﹤0.01% |
5,863
-832
| -12% | -$32.2K |
|
|
HTZWW
3949
Hertz Global Holdings Warrants
HTZWW
$320M
| – | – |
0
| – | -$360K |
|
3950
Forge Global Holdings
FRGE
$236M
| $226K | ﹤0.01% |
7,422
-708
| -9% | -$21.6K |
|