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 | |
|---|---|---|---|---|---|---|
4526
Pyxis Oncology
PYXS
$113M
| $129K | ﹤0.01% |
+11,769
| New | +$129K |
|
4527
BlackSky Technology
BKSY
$684M
| $128K | ﹤0.01% |
+3,551
| New | +$128K |
|
4528
Momentus
MNTS
$14.5M
| $128K | ﹤0.01% |
44
+41
| +1,367% | +$119K |
|
4529
Quince Therapeutics
QNCX
$85.9M
| $128K | ﹤0.01% |
10,104
-3,405
| -25% | -$43.1K |
|
4530
iShares Core 80/20 Aggressive Allocation ETF
AOA
$2.57B
| $126K | ﹤0.01% |
1,731
+326
| +23% | +$23.7K |
|
4531
Holley
HLLY
$370M
| $126K | ﹤0.01% |
+9,647
| New | +$126K |
|
4532
Eos Energy Enterprises
EOSE
$2.29B
| $125K | ﹤0.01% |
16,596
-2,713
| -14% | -$20.4K |
|
|
CNVY
4533
DELISTED
Convey Health Solutions Holdings, Inc.
CNVY
| $125K | ﹤0.01% |
14,949
-21,982
| -60% | -$184K |
|
|
LEVL
4534
DELISTED
Level One Bancorp, Inc. Common Stock
LEVL
| $125K | ﹤0.01% |
3,185
+2,844
| +834% | +$112K |
|
4535
Direxion Daily Junior Gold Miners Index Bear 2X Shares
JDST
$48.8M
| $124K | ﹤0.01% |
1,145
+501
| +78% | +$54.3K |
|
4536
Merus
MRUS
$5.26B
| $124K | ﹤0.01% |
3,892
+3,798
| +4,040% | +$121K |
|
4537
PolyPid
PYPD
$55.2M
| $124K | ﹤0.01% |
718
+24
| +3% | +$4.15K |
|
4538
Schwab U.S Small- Cap ETF
SCHA
$18.9B
| $124K | ﹤0.01% |
4,860
| – | – |
|
4539
Viking Therapeutics
VKTX
$2.79B
| $124K | ﹤0.01% |
27,287
+1,152
| +4% | +$5.24K |
|
|
DS
4540
DELISTED
Drive Shack Inc.
DS
| $124K | ﹤0.01% |
87,490
+24,717
| +39% | +$35K |
|
|
BZUN
4541
Baozun
BZUN
$276M
| $123K | ﹤0.01% |
8,861
-847,153
| -99% | -$11.8M |
|
4542
Zevra Therapeutics
ZVRA
$435M
| $123K | ﹤0.01% |
14,105
-762
| -5% | -$6.65K |
|
4543
Kopin
KOPN
$412M
| $122K | ﹤0.01% |
30,039
+1,331
| +5% | +$5.41K |
|
4544
Paysafe
PSFE
$827M
| $122K | ﹤0.01% |
2,605
+1,770
| +212% | +$82.9K |
|
4545
SPDR NYSE Technology ETF
XNTK
$1.33B
| $121K | ﹤0.01% |
731
| – | – |
|
|
SBDS
4546
Solo Brands, Inc.
SBDS
$26M
| $121K | ﹤0.01% |
+7,754
| New | +$121K |
|
|
AC
4547
DELISTED
Associated Capital Group
AC
| $120K | ﹤0.01% |
2,805
+1,453
| +107% | +$62.2K |
|
|
VLD
4548
DELISTED
Velo3D, Inc.
VLD
| $120K | ﹤0.01% |
439
-204
| -32% | -$55.8K |
|
|
TCDA
4549
DELISTED
Tricida, Inc. Common Stock
TCDA
| $120K | ﹤0.01% |
12,524
+8,912
| +247% | +$85.4K |
|
|
OYST
4550
DELISTED
Oyster Point Pharma, Inc. Common Stock
OYST
| $120K | ﹤0.01% |
6,564
+2,298
| +54% | +$42K |
|