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 | |
|---|---|---|---|---|---|---|
4451
Invesco Zacks Mid-Cap ETF
CZA
$182M
| $88K | ﹤0.01% |
1,033
| – | – |
|
|
RCS
4452
PIMCO Strategic Income Fund
RCS
$350M
| $87.9K | ﹤0.01% |
+16,545
| New | +$87.9K |
|
4453
TELA Bio
TELA
$64.2M
| $87.8K | ﹤0.01% |
10,981
-1,666
| -13% | -$13.3K |
|
4454
BRC Inc
BRCC
$189M
| $87.8K | ﹤0.01% |
24,469
-8,828
| -27% | -$31.7K |
|
4455
J. Jill
JILL
$274M
| $87.8K | ﹤0.01% |
2,967
-1,441
| -33% | -$42.7K |
|
4456
Calamos Strategic Total Return Fund
CSQ
$3.11B
| $87.8K | ﹤0.01% |
6,238
+1,157
| +23% | +$16.3K |
|
4457
AGF US Market Neutral Anti-Beta Fund
BTAL
$368M
| $87.4K | ﹤0.01% |
4,399
-490
| -10% | -$9.73K |
|
4458
Franklin Emerging Market Core Dividend Tilt Index ETF
DIEM
$22.5M
| $87.1K | ﹤0.01% |
3,809
+537
| +16% | +$12.3K |
|
4459
Jakks Pacific
JAKK
$201M
| $87.1K | ﹤0.01% |
4,684
-1,074
| -19% | -$20K |
|
4460
Cadiz
CDZI
$355M
| $87K | ﹤0.01% |
26,289
-6,032
| -19% | -$20K |
|
4461
X4 Pharmaceuticals
XFOR
$71.2M
| $87K | ﹤0.01% |
2,660
-522
| -16% | -$17.1K |
|
4462
Schwab 1-5 Year Corporate Bond ETF
SCHJ
$592M
| $86.9K | ﹤0.01% |
+3,698
| New | +$86.9K |
|
4463
DHI Group
DHX
$138M
| $86.8K | ﹤0.01% |
28,372
-5,542
| -16% | -$17K |
|
4464
Atomera
ATOM
$117M
| $86.8K | ﹤0.01% |
13,860
-2,703
| -16% | -$16.9K |
|
4465
Cato Corp
CATO
$86.4M
| $86.4K | ﹤0.01% |
11,283
-2,848
| -20% | -$21.8K |
|
4466
Mineralys Therapeutics
MLYS
$3.05B
| $86.4K | ﹤0.01% |
9,084
-1,736
| -16% | -$16.5K |
|
4467
First Trust NASDAQ-100 Equal Weighted Index Fund
QQEW
$1.91B
| $86.2K | ﹤0.01% |
+829
| New | +$86.2K |
|
4468
Global X MSCI Norway ETF
NORW
$56.3M
| $86K | ﹤0.01% |
3,500
+3,448
| +6,631% | +$84.7K |
|
|
NREF
4469
NexPoint Real Estate Finance
NREF
$257M
| $85.9K | ﹤0.01% |
5,250
-1,200
| -19% | -$19.6K |
|
|
NOAH
4470
Noah Holdings
NOAH
$772M
| $85.5K | ﹤0.01% |
6,859
+3,498
| +104% | +$43.6K |
|
4471
Richardson Electronics
RELL
$145M
| $84.8K | ﹤0.01% |
7,759
-1,564
| -17% | -$17.1K |
|
|
TGB
4472
Taseko Mines
TGB
$1.19B
| $84.7K | ﹤0.01% |
66,677
-146,887
| -69% | -$187K |
|
|
ESSA
4473
DELISTED
ESSA Bancorp
ESSA
| $84.5K | ﹤0.01% |
5,632
-2,260
| -29% | -$33.9K |
|
4474
Stellus Capital Investment Corp
SCM
$398M
| $84.4K | ﹤0.01% |
6,209
-14,840
| -71% | -$202K |
|
4475
Red Robin
RRGB
$117M
| $84.2K | ﹤0.01% |
10,471
-29,390
| -74% | -$236K |
|