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
|
+$2.27B |
| 2 |
Amazon
AMZN
|
+$2.16B |
| 3 |
Tesla
TSLA
|
+$1.15B |
| 4 |
NXP Semiconductors
NXPI
|
+$1.12B |
| 5 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$990M |
Top Sells
| 1 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$4.19B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$2.33B |
| 3 |
Meta Platforms (Facebook)
META
|
+$1.52B |
| 4 |
JPMorgan BetaBuilders Japan ETF
BBJP
|
+$1.27B |
| 5 |
PayPal
PYPL
|
+$1.01B |
Sector Composition
| 1 | Technology | 18.04% |
| 2 | Financials | 11.12% |
| 3 | Healthcare | 10.53% |
| 4 | Consumer Discretionary | 10.3% |
| 5 | Industrials | 7.85% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
VCXAU
4126
DELISTED
10X Capital Venture Acquisition Corp. II Unit
VCXAU
| $310K | ﹤0.01% |
30,000
-204,557
| -87% | -$2.11M |
|
4127
Cullinan Oncology
CGEM
$386M
| $309K | ﹤0.01% |
20,057
+4,918
| +32% | +$75.8K |
|
|
KG
4128
Kestrel Group, Ltd.
KG
$211M
| $309K | ﹤0.01% |
5,055
+2,123
| +72% | +$130K |
|
4129
Dutch Bros
BROS
$8.2B
| $308K | ﹤0.01% |
+6,043
| New | +$308K |
|
4130
Village Super Market
VLGEA
$580M
| $308K | ﹤0.01% |
13,209
+5,761
| +77% | +$134K |
|
|
AFMD
4131
DELISTED
Affimed
AFMD
| $307K | ﹤0.01% |
5,560
+419
| +8% | +$23.1K |
|
4132
Star Bulk Carriers
SBLK
$2.2B
| $307K | ﹤0.01% |
13,585
-169,899
| -93% | -$3.84M |
|
4133
Smith Micro Software
SMSI
$14.7M
| $307K | ﹤0.01% |
7,818
+5,600
| +252% | +$220K |
|
4134
BlackRock Science and Technology Trust
BST
$1.42B
| $306K | ﹤0.01% |
6,121
+1,121
| +22% | +$56K |
|
|
EBET
4135
DELISTED
EBET, INC. Common Stock
EBET
| $306K | ﹤0.01% |
496
+272
| +121% | +$168K |
|
4136
Cytosorbents Corp
CTSO
$58.9M
| $304K | ﹤0.01% |
72,386
+56,784
| +364% | +$238K |
|
4137
Gaotu Techedu
GOTU
$901M
| $304K | ﹤0.01% |
156,495
-1,626,359
| -91% | -$3.16M |
|
4138
Vicarious Surgical
RBOT
$34.6M
| $304K | ﹤0.01% |
+955
| New | +$304K |
|
|
BIOC
4139
DELISTED
Biocept, Inc.
BIOC
| $303K | ﹤0.01% |
2,793
+2,273
| +437% | +$247K |
|
4140
Thryv Holdings
THRY
$550M
| $302K | ﹤0.01% |
7,344
+2,523
| +52% | +$104K |
|
|
VBNK
4141
VersaBank
VBNK
$383M
| $302K | ﹤0.01% |
25,400
-600
| -2% | -$7.13K |
|
4142
Information Services Group
III
$253M
| $301K | ﹤0.01% |
39,566
+9,796
| +33% | +$74.5K |
|
4143
Enact Holdings
ACT
$5.74B
| $300K | ﹤0.01% |
+14,492
| New | +$300K |
|
4144
Seres Therapeutics
MCRB
$139M
| $300K | ﹤0.01% |
1,793
-28,479
| -94% | -$4.77M |
|
|
VRAY
4145
DELISTED
ViewRay, Inc.
VRAY
| $300K | ﹤0.01% |
54,501
+2,506
| +5% | +$13.8K |
|
4146
Direxion Daily Gold Miners Index Bull 2X Shares
NUGT
$928M
| $298K | ﹤0.01% |
5,818
-1,172
| -17% | -$60K |
|
4147
MBIA
MBI
$393M
| $297K | ﹤0.01% |
18,854
+972
| +5% | +$15.3K |
|
|
VXRT
4148
DELISTED
Vaxart
VXRT
| $297K | ﹤0.01% |
47,352
+2,043
| +5% | +$12.8K |
|
4149
BioAtla
BCAB
$45.5M
| $295K | ﹤0.01% |
14,987
-11,509
| -43% | -$227K |
|
4150
Amplify Alternative Harvest ETF
MJ
$171M
| $295K | ﹤0.01% |
2,222
+233
| +12% | +$30.9K |
|