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 | |
|---|---|---|---|---|---|---|
|
PARAA
4501
DELISTED
Paramount Global Class A
PARAA
| $79.8K | ﹤0.01% |
5,054
+1,269
| +34% | +$20K |
|
4502
ClearShares Piton Intermediate Fixed Income ETF
PIFI
$111M
| $79.8K | ﹤0.01% |
+893
| New | +$79.8K |
|
4503
Bolt Biotherapeutics
BOLT
$10M
| $79.3K | ﹤0.01% |
3,814
-2,618
| -41% | -$54.5K |
|
4504
Mayville Engineering Co
MEC
$291M
| $79K | ﹤0.01% |
7,201
-1,643
| -19% | -$18K |
|
4505
Invesco Aerospace & Defense ETF
PPA
$6.41B
| $78.9K | ﹤0.01% |
989
+845
| +587% | +$67.4K |
|
4506
Inogen
INGN
$234M
| $78.9K | ﹤0.01% |
15,107
-52,492
| -78% | -$274K |
|
4507
Marine Products Corp
MPX
$320M
| $78.8K | ﹤0.01% |
5,547
-1,197
| -18% | -$17K |
|
4508
Reservoir Media
RSVR
$518M
| $78.6K | ﹤0.01% |
12,882
-2,952
| -19% | -$18K |
|
|
ATYR
4509
aTyr Pharma
ATYR
$97.2M
| $78.4K | ﹤0.01% |
49,642
-9,657
| -16% | -$15.3K |
|
4510
EVI Industries
EVI
$400M
| $78.4K | ﹤0.01% |
3,159
-706
| -18% | -$17.5K |
|
4511
SOPHiA GENETICS
SOPH
$224M
| $77.8K | ﹤0.01% |
30,521
-5,603
| -16% | -$14.3K |
|
|
PEO
4512
Adams Natural Resources Fund
PEO
$578M
| $77.7K | ﹤0.01% |
3,495
-18,769
| -84% | -$417K |
|
4513
BioAtla
BCAB
$36.5M
| $77.4K | ﹤0.01% |
45,539
+173
| +0.4% | +$294 |
|
|
SRG
4514
Seritage Growth Properties
SRG
$232M
| $77.4K | ﹤0.01% |
10,002
-4,406
| -31% | -$34.1K |
|
4515
Alvotech
ALVO
$2.46B
| $77K | ﹤0.01% |
8,446
-51,783
| -86% | -$472K |
|
4516
Sanara MedTech
SMTI
$293M
| $76.6K | ﹤0.01% |
2,461
-564
| -19% | -$17.6K |
|
|
IVAC
4517
DELISTED
Intevac Inc
IVAC
| $76.5K | ﹤0.01% |
24,600
-2,513
| -9% | -$7.82K |
|
4518
Criteo
CRTO
$1.15B
| $76.4K | ﹤0.01% |
2,616
-27,837
| -91% | -$813K |
|
4519
iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV
$332M
| $76.4K | ﹤0.01% |
2,310
+2,114
| +1,079% | +$69.9K |
|
4520
Tenaya Therapeutics
TNYA
$230M
| $76.2K | ﹤0.01% |
29,864
-5,821
| -16% | -$14.8K |
|
4521
Nuveen Multi-Asset Income Fund
NMAI
$433M
| $76.1K | ﹤0.01% |
6,845
-1,222
| -15% | -$13.6K |
|
|
STK
4522
Columbia Seligman Premium Technology Growth Fund
STK
$615M
| $76.1K | ﹤0.01% |
+2,794
| New | +$76.1K |
|
4523
First Trust Global Wind Energy ETF
FAN
$179M
| $76K | ﹤0.01% |
5,246
| – | – |
|
4524
GDS Holdings
GDS
$7.46B
| $75.6K | ﹤0.01% |
6,903
-789,293
| -99% | -$8.64M |
|
4525
Impact Shares Womens Empowerment ETF Trading
WOMN
$64.3M
| $75.2K | ﹤0.01% |
2,503
+18
| +0.7% | +$541 |
|