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 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$5.59B |
| 2 |
iShares Short Treasury Bond ETF
SHV
|
+$3.18B |
| 3 |
Amazon
AMZN
|
+$2.09B |
| 4 |
NVIDIA
NVDA
|
+$2.01B |
| 5 |
Meta Platforms (Facebook)
META
|
+$1.99B |
Top Sells
| 1 |
Eli Lilly
LLY
|
+$1.75B |
| 2 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$1.33B |
| 3 |
UnitedHealth
UNH
|
+$1.23B |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$1.17B |
| 5 |
Automatic Data Processing
ADP
|
+$1.16B |
Sector Composition
| 1 | Technology | 18.3% |
| 2 | Healthcare | 11.5% |
| 3 | Financials | 9.97% |
| 4 | Consumer Discretionary | 9.25% |
| 5 | Industrials | 7.55% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
4026
iShares Dow Jones US ETF
IYY
$2.64B
| $228K | ﹤0.01% |
2,277
+588
| +35% | +$59K |
|
4027
Cullinan Oncology
CGEM
$375M
| $228K | ﹤0.01% |
22,243
+2,858
| +15% | +$29.3K |
|
4028
HUTCHMED
HCM
$3.01B
| $228K | ﹤0.01% |
17,499
-5,503
| -24% | -$71.7K |
|
4029
Century Therapeutics
IPSC
$42.3M
| $228K | ﹤0.01% |
65,752
+291
| +0.4% | +$1.01K |
|
4030
Nano X Imaging
NNOX
$247M
| $228K | ﹤0.01% |
39,592
+9,594
| +32% | +$55.2K |
|
|
TBLD
4031
Thornburg Income Builder Opportunities Trust
TBLD
$652M
| $228K | ﹤0.01% |
+14,599
| New | +$228K |
|
|
KMF
4032
DELISTED
Kayne Anderson NextGen Energy & Infrastructure, Inc.
KMF
| $228K | ﹤0.01% |
29,711
+25,636
| +629% | +$197K |
|
4033
Ranger Energy Services
RNGR
$317M
| $227K | ﹤0.01% |
+22,254
| New | +$227K |
|
4034
Southern Missouri Bancorp
SMBC
$616M
| $227K | ﹤0.01% |
6,088
-270
| -4% | -$10.1K |
|
|
LOMA
4035
Loma Negra
LOMA
$892M
| $226K | ﹤0.01% |
32,410
-11,451
| -26% | -$79.9K |
|
4036
Schwab 1000 Index ETF
SCHK
$4.61B
| $225K | ﹤0.01% |
11,396
+3,878
| +52% | +$76.7K |
|
4037
Bank7 Corp
BSVN
$453M
| $225K | ﹤0.01% |
9,164
+9,159
| +183,180% | +$225K |
|
|
BHIL
4038
DELISTED
Benson Hill, Inc.
BHIL
| $225K | ﹤0.01% |
5,590
+380
| +7% | +$15.3K |
|
4039
SIGA Technologies
SIGA
$649M
| $224K | ﹤0.01% |
38,920
-17,179
| -31% | -$98.9K |
|
4040
The RealReal
REAL
$1.16B
| $223K | ﹤0.01% |
177,015
-10,071
| -5% | -$12.7K |
|
4041
Shinhan Financial Group
SHG
$24.5B
| $223K | ﹤0.01% |
8,279
-4,671
| -36% | -$126K |
|
4042
Park Aerospace
PKE
$381M
| $221K | ﹤0.01% |
16,391
+5,299
| +48% | +$71.4K |
|
4043
NuScale Power
SMR
$5B
| $221K | ﹤0.01% |
24,308
-41,284
| -63% | -$375K |
|
4044
Invesco International Dividend Achievers ETF
PID
$874M
| $219K | ﹤0.01% |
12,326
+7,035
| +133% | +$125K |
|
|
AWF
4045
AllianceBernstein Global High Income Fund
AWF
$974M
| $219K | ﹤0.01% |
22,579
+20,469
| +970% | +$199K |
|
4046
Hippo Holdings
HIPO
$927M
| $219K | ﹤0.01% |
13,465
+3,719
| +38% | +$60.5K |
|
4047
Direxion Daily Gold Miners Index Bull 2X Shares
NUGT
$873M
| $219K | ﹤0.01% |
5,213
-17,440
| -77% | -$733K |
|
4048
Semrush
SEMR
$1.1B
| $219K | ﹤0.01% |
21,824
+18,588
| +574% | +$187K |
|
4049
Timothy Plan International ETF
TPIF
$161M
| $219K | ﹤0.01% |
8,747
-219
| -2% | -$5.47K |
|
4050
BlackRock Income Trust
BKT
$281M
| $218K | ﹤0.01% |
17,351
+17,345
| +289,083% | +$218K |
|