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 | |
|---|---|---|---|---|---|---|
4276
Kayne Anderson Energy Infrastructure Fund
KYN
$2.07B
| $119K | ﹤0.01% |
14,137
+11,368
| +411% | +$95.6K |
|
4277
FT Vest US Equity Deep Buffer ETF June
DJUN
$282M
| $119K | ﹤0.01% |
3,361
| – | – |
|
4278
WPP
WPP
$5.19B
| $118K | ﹤0.01% |
2,657
-5,656
| -68% | -$252K |
|
4279
Hyliion Holdings
HYLN
$347M
| $118K | ﹤0.01% |
100,190
-15,198
| -13% | -$17.9K |
|
4280
Harvard Bioscience
HBIO
$20.9M
| $117K | ﹤0.01% |
27,311
-3,878
| -12% | -$16.7K |
|
4281
Parke Bancorp
PKBK
$261M
| $117K | ﹤0.01% |
7,209
-3,029
| -30% | -$49.3K |
|
4282
Nuveen Quality Municipal Income Fund
NAD
$2.72B
| $117K | ﹤0.01% |
+11,543
| New | +$117K |
|
4283
Aegon
AEG
$12.3B
| $117K | ﹤0.01% |
24,372
+925
| +4% | +$4.44K |
|
4284
ESS Tech
GWH
$21.9M
| $117K | ﹤0.01% |
4,141
-24,294
| -85% | -$685K |
|
4285
PCB Bancorp
PCB
$308M
| $117K | ﹤0.01% |
7,553
-19,799
| -72% | -$306K |
|
4286
American Coastal Insurance
ACIC
$546M
| $116K | ﹤0.01% |
15,793
-448
| -3% | -$3.3K |
|
|
CVLY
4287
DELISTED
Codorus Valley Bancorp Inc
CVLY
| $116K | ﹤0.01% |
6,228
-1,816
| -23% | -$33.9K |
|
4288
SoundThinking
SSTI
$157M
| $116K | ﹤0.01% |
6,474
-666
| -9% | -$11.9K |
|
4289
iShares Global Industrials ETF
EXI
$1.04B
| $115K | ﹤0.01% |
1,021
| – | – |
|
|
SSBK
4290
DELISTED
Southern States Bancshares
SSBK
| $115K | ﹤0.01% |
5,092
-1,269
| -20% | -$28.7K |
|
4291
IBEX
IBEX
$545M
| $115K | ﹤0.01% |
7,429
-22,033
| -75% | -$340K |
|
4292
CVRx
CVRX
$187M
| $115K | ﹤0.01% |
7,548
-1,315
| -15% | -$19.9K |
|
4293
eGain
EGAN
$243M
| $114K | ﹤0.01% |
18,628
-1,308,475
| -99% | -$8.02M |
|
4294
C&F Financial
CFFI
$233M
| $114K | ﹤0.01% |
2,129
-418
| -16% | -$22.4K |
|
4295
TeraWulf
WULF
$4.48B
| $113K | ﹤0.01% |
89,894
+49,615
| +123% | +$62.5K |
|
4296
First Trust Indxx NextG ETF
NXTG
$412M
| $113K | ﹤0.01% |
1,661
+680
| +69% | +$46.1K |
|
4297
Butterfly Network
BFLY
$466M
| $113K | ﹤0.01% |
95,459
-20,025
| -17% | -$23.6K |
|
4298
John Hancock Multifactor Developed International ETF
JHMD
$773M
| $113K | ﹤0.01% |
+3,762
| New | +$113K |
|
4299
Sportsman's Warehouse
SPWH
$118M
| $113K | ﹤0.01% |
25,058
-6,988
| -22% | -$31.4K |
|
4300
Zevra Therapeutics
ZVRA
$431M
| $112K | ﹤0.01% |
23,263
-4,411
| -16% | -$21.3K |
|