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 | |
|---|---|---|---|---|---|---|
|
GATO
4376
DELISTED
Gatos Silver, Inc.
GATO
| $188K | ﹤0.01% |
18,064
-29,766
| -62% | -$310K |
|
4377
Centrus Energy
LEU
$4.04B
| $187K | ﹤0.01% |
3,753
-4,386
| -54% | -$219K |
|
4378
STRATTEC Security
STRT
$283M
| $187K | ﹤0.01% |
+5,060
| New | +$187K |
|
4379
Xilio Therapeutics
XLO
$38.2M
| $187K | ﹤0.01% |
+11,686
| New | +$187K |
|
4380
Live Ventures
LIVE
$53.8M
| $185K | ﹤0.01% |
5,883
-1
| -0% | -$31 |
|
|
TBLT
4381
DELISTED
ToughBuilt Industries, Inc. Common Stock
TBLT
| $184K | ﹤0.01% |
52
+51
| +5,100% | +$180K |
|
|
VAPO
4382
DELISTED
Vapotherm, Inc. Common Stock
VAPO
| $184K | ﹤0.01% |
1,111
+50
| +5% | +$8.28K |
|
4383
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.21B
| $183K | ﹤0.01% |
6,695
+4,787
| +251% | +$131K |
|
|
SNPO
4384
DELISTED
Snap One Holdings Corp. Common Stock
SNPO
| $183K | ﹤0.01% |
8,650
-637
| -7% | -$13.5K |
|
|
RAIN
4385
DELISTED
Rain Oncology Inc. Common Stock
RAIN
| $183K | ﹤0.01% |
14,242
+11,393
| +400% | +$146K |
|
4386
MeridianLink
MLNK
$1.47B
| $182K | ﹤0.01% |
8,437
-1,189
| -12% | -$25.6K |
|
|
ATNX
4387
DELISTED
Athenex, Inc. Common Stock
ATNX
| $182K | ﹤0.01% |
6,694
-77
| -1% | -$2.09K |
|
4388
Hamilton Beach Brands
HBB
$196M
| $181K | ﹤0.01% |
12,605
+4,622
| +58% | +$66.4K |
|
|
ML
4389
DELISTED
MoneyLion Inc.
ML
| $181K | ﹤0.01% |
+1,494
| New | +$181K |
|
4390
CleanSpark
CLSK
$2.91B
| $180K | ﹤0.01% |
18,956
+3,723
| +24% | +$35.4K |
|
4391
Navigator Holdings
NVGS
$1.11B
| $180K | ﹤0.01% |
20,354
-3,645
| -15% | -$32.2K |
|
4392
Shattuck Labs
STTK
$92M
| $180K | ﹤0.01% |
21,231
+4,869
| +30% | +$41.3K |
|
4393
Geron
GERN
$810M
| $179K | ﹤0.01% |
146,773
+9,006
| +7% | +$11K |
|
4394
Invesco Russell 2000 Dynamic Multifactor ETF
OMFS
$256M
| $179K | ﹤0.01% |
+4,250
| New | +$179K |
|
4395
Tourmaline Bio
TRML
$1.22B
| $179K | ﹤0.01% |
1,174
+566
| +93% | +$86.3K |
|
|
RMO
4396
DELISTED
Romeo Power, Inc.
RMO
| $179K | ﹤0.01% |
49,121
-19,307
| -28% | -$70.4K |
|
4397
Schwab US Broad Market ETF
SCHB
$36.8B
| $178K | ﹤0.01% |
9,474
-1,320
| -12% | -$24.8K |
|
4398
Transportadora de Gas del Sur
TGS
$3.18B
| $178K | ﹤0.01% |
40,189
-1,733
| -4% | -$7.68K |
|
4399
Criteo
CRTO
$1.15B
| $177K | ﹤0.01% |
4,552
-4,359
| -49% | -$169K |
|
4400
CorMedix
CRMD
$966M
| $175K | ﹤0.01% |
38,474
+11,390
| +42% | +$51.8K |
|