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 | |
|---|---|---|---|---|---|---|
4176
iShares CMBS ETF
CMBS
$468M
| $276K | ﹤0.01% |
5,210
-1,053
| -17% | -$55.8K |
|
|
MGI
4177
DELISTED
MoneyGram International, Inc. New
MGI
| $276K | ﹤0.01% |
34,952
-5,172
| -13% | -$40.8K |
|
|
AGEN
4178
Agenus
AGEN
$143M
| $274K | ﹤0.01% |
4,335
+369
| +9% | +$23.3K |
|
4179
Vanguard Utilities ETF
VPU
$7.37B
| $274K | ﹤0.01% |
1,746
+57
| +3% | +$8.95K |
|
4180
Caribou Biosciences
CRBU
$168M
| $273K | ﹤0.01% |
18,066
+11,002
| +156% | +$166K |
|
|
URG
4181
Ur-Energy
URG
$533M
| $273K | ﹤0.01% |
223,024
+140,250
| +169% | +$172K |
|
|
CIR
4182
DELISTED
CIRCOR International, Inc
CIR
| $273K | ﹤0.01% |
10,085
+339
| +3% | +$9.18K |
|
|
HYRE
4183
DELISTED
HyreCar Inc. Common Stock
HYRE
| $273K | ﹤0.01% |
58,089
+51,188
| +742% | +$241K |
|
4184
ACM Research
ACMR
$1.92B
| $272K | ﹤0.01% |
9,585
+936
| +11% | +$26.6K |
|
4185
Hippo Holdings
HIPO
$933M
| $272K | ﹤0.01% |
+3,838
| New | +$272K |
|
4186
abrdn Physical Palladium Shares ETF
PALL
$569M
| $271K | ﹤0.01% |
1,536
-145
| -9% | -$25.6K |
|
4187
Daily Journal
DJCO
$562M
| $270K | ﹤0.01% |
756
+303
| +67% | +$108K |
|
4188
Mitsubishi UFJ Financial
MUFG
$177B
| $270K | ﹤0.01% |
49,660
+2,398
| +5% | +$13K |
|
4189
Ceco Environmental
CECO
$1.7B
| $269K | ﹤0.01% |
43,305
+22,818
| +111% | +$142K |
|
|
LOMA
4190
Loma Negra
LOMA
$888M
| $269K | ﹤0.01% |
40,300
+37,002
| +1,122% | +$247K |
|
4191
Pharvaris
PHVS
$1.49B
| $268K | ﹤0.01% |
16,964
+1,060
| +7% | +$16.7K |
|
|
ICVX
4192
DELISTED
Icosavax, Inc. Common Stock
ICVX
| $268K | ﹤0.01% |
11,665
+6,737
| +137% | +$155K |
|
4193
Wallbox
WBX
$68.6M
| $267K | ﹤0.01% |
+816
| New | +$267K |
|
|
PETQ
4194
DELISTED
PetIQ, Inc. Class A Common Stock
PETQ
| $267K | ﹤0.01% |
11,770
-19,204
| -62% | -$436K |
|
4195
LG Display
LPL
$4.46B
| $266K | ﹤0.01% |
+26,374
| New | +$266K |
|
4196
Viemed Healthcare
VMD
$263M
| $265K | ﹤0.01% |
50,706
-34,435
| -40% | -$180K |
|
|
ENIA
4197
DELISTED
Enel Amricas S.A. American Depositary Shares (Each representing 50 shares of Common Stock)
ENIA
| $265K | ﹤0.01% |
48,707
-31,768
| -39% | -$173K |
|
4198
ProShares UltraPro Short S&P 500
SPXU
$505M
| $263K | ﹤0.01% |
4,228
+456
| +12% | +$28.4K |
|
4199
Clover Health Investments
CLOV
$1.57B
| $262K | ﹤0.01% |
70,520
-65,535
| -48% | -$243K |
|
4200
European Wax Center
EWCZ
$169M
| $262K | ﹤0.01% |
8,639
+2,134
| +33% | +$64.7K |
|