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 | |
|---|---|---|---|---|---|---|
4051
Funko
FNKO
$189M
| $182K | ﹤0.01% |
23,854
-3,372
| -12% | -$25.8K |
|
4052
Five Star Bancorp
FSBC
$704M
| $182K | ﹤0.01% |
9,094
-6,297
| -41% | -$126K |
|
|
JKS
4053
JinkoSolar
JKS
$1.29B
| $182K | ﹤0.01% |
5,988
+5,888
| +5,888% | +$179K |
|
4054
Bandwidth Inc
BAND
$529M
| $181K | ﹤0.01% |
16,088
-65,436
| -80% | -$737K |
|
|
NXDR
4055
Nextdoor Holdings
NXDR
$895M
| $181K | ﹤0.01% |
99,283
-14,078
| -12% | -$25.6K |
|
4056
Humacyte
HUMA
$295M
| $180K | ﹤0.01% |
61,595
+8,069
| +15% | +$23.6K |
|
4057
ATAI Life Sciences
ATAI
$1.06B
| $180K | ﹤0.01% |
139,879
+49,574
| +55% | +$64K |
|
4058
West Bancorporation
WTBA
$346M
| $179K | ﹤0.01% |
11,004
-2,918
| -21% | -$47.6K |
|
4059
Nautilus Biotechnolgy
NAUT
$86M
| $179K | ﹤0.01% |
56,786
+14,150
| +33% | +$44.7K |
|
4060
SelectQuote
SLQT
$354M
| $179K | ﹤0.01% |
153,312
-28,443
| -16% | -$33.3K |
|
4061
NuScale Power
SMR
$6.26B
| $179K | ﹤0.01% |
36,522
-5,327
| -13% | -$26.1K |
|
4062
Core Molding Technologies
CMT
$184M
| $178K | ﹤0.01% |
6,263
-17,301
| -73% | -$493K |
|
|
BTX
4063
BlackRock Technology and Private Equity Term Trust
BTX
$816M
| $178K | ﹤0.01% |
25,581
+22,581
| +753% | +$157K |
|
|
EBTC
4064
DELISTED
Enterprise Bancorp
EBTC
| $178K | ﹤0.01% |
6,502
-1,587
| -20% | -$43.5K |
|
|
YMAB
4065
DELISTED
Y-mAbs Therapeutics
YMAB
| $177K | ﹤0.01% |
32,523
-6,000
| -16% | -$32.7K |
|
4066
Destination XL Group
DXLG
$74.4M
| $177K | ﹤0.01% |
39,562
-5,638
| -12% | -$25.3K |
|
4067
VictoryShares US 500 Enhanced Volatility Wtd ETF
CFO
$418M
| $177K | ﹤0.01% |
3,002
-218
| -7% | -$12.8K |
|
|
PDT
4068
John Hancock Premium Dividend Fund
PDT
$655M
| $177K | ﹤0.01% |
18,382
+16,905
| +1,145% | +$163K |
|
4069
Franklin International Core Dividend Tilt Index ETF
DIVI
$1.81B
| $177K | ﹤0.01% |
6,325
+1,407
| +29% | +$39.3K |
|
4070
VanEck Rare Earth/Strategic Metals ETF
REMX
$777M
| $176K | ﹤0.01% |
2,659
-513
| -16% | -$34K |
|
4071
Inspired Entertainment
INSE
$258M
| $176K | ﹤0.01% |
14,730
-2,099
| -12% | -$25.1K |
|
4072
Sprott Physical Gold and Silver Trust
CEF
$6.71B
| $176K | ﹤0.01% |
10,155
-9,443
| -48% | -$164K |
|
4073
Legacy Housing
LEGH
$650M
| $175K | ﹤0.01% |
9,036
-4,038
| -31% | -$78.4K |
|
4074
Direxion Daily Small Cap Bull 3x Shares
TNA
$2.38B
| $175K | ﹤0.01% |
+6,102
| New | +$175K |
|
4075
Arrow Financial
AROW
$484M
| $175K | ﹤0.01% |
10,294
-6,887
| -40% | -$117K |
|