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 | |
|---|---|---|---|---|---|---|
|
OKUR
4576
OnKure Therapeutics
OKUR
$34.8M
| $65.1K | ﹤0.01% |
855
+84
| +11% | +$6.4K |
|
4577
KVH Industries
KVHI
$109M
| $65.1K | ﹤0.01% |
12,755
-1,792
| -12% | -$9.14K |
|
4578
BlackRock Core Bond Trust
BHK
$712M
| $64.9K | ﹤0.01% |
6,533
-4,993
| -43% | -$49.6K |
|
4579
Maui Land & Pineapple Co
MLP
$376M
| $64.9K | ﹤0.01% |
4,895
-1,122
| -19% | -$14.9K |
|
4580
Direxion Daily S&P Oil & Gas Exp & Prod Bull 2X Shares
GUSH
$239M
| $64.8K | ﹤0.01% |
1,657
-919
| -36% | -$36K |
|
4581
Pioneer Bancorp
PBFS
$336M
| $64.6K | ﹤0.01% |
7,563
-2,059
| -21% | -$17.6K |
|
4582
Velocity Financial
VEL
$710M
| $64.2K | ﹤0.01% |
5,677
-1,723
| -23% | -$19.5K |
|
4583
Noodles & Co
NDLS
$28.3M
| $64K | ﹤0.01% |
26,025
-8,083
| -24% | -$19.9K |
|
4584
Nuveen New Jersey Quality Municipal Income Fund
NXJ
$502M
| $64K | ﹤0.01% |
+6,048
| New | +$64K |
|
|
LOGC
4585
DELISTED
ContextLogic
LOGC
| $63.9K | ﹤0.01% |
14,497
-3,285
| -18% | -$14.5K |
|
4586
Security National Financial
SNFCA
$242M
| $63.9K | ﹤0.01% |
8,989
-2,738
| -23% | -$19.5K |
|
4587
First Trust Short Duration Managed Municipal ETF
FSMB
$485M
| $63.4K | ﹤0.01% |
3,268
-17,326
| -84% | -$336K |
|
4588
Purple Innovation
PRPL
$113M
| $63.4K | ﹤0.01% |
37,047
-13,680
| -27% | -$23.4K |
|
4589
Nuvectis Pharma
NVCT
$160M
| $63.2K | ﹤0.01% |
4,902
-558
| -10% | -$7.19K |
|
4590
LanzaTech
LNZA
$40.5M
| $63.2K | ﹤0.01% |
135
-29
| -18% | -$13.6K |
|
4591
Traeger
COOK
$177M
| $63K | ﹤0.01% |
23,064
-5,227
| -18% | -$14.3K |
|
4592
Innoviz Technologies
INVZ
$400M
| $62.8K | ﹤0.01% |
32,193
-202,768
| -86% | -$395K |
|
|
VOXX
4593
DELISTED
VOXX International Corporation Class A
VOXX
| $62.5K | ﹤0.01% |
7,830
-2,967
| -27% | -$23.7K |
|
4594
Lazydays
GORV
$7.84M
| $62.4K | ﹤0.01% |
274
-62
| -18% | -$14.1K |
|
|
ETW
4595
Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
ETW
$982M
| $61.8K | ﹤0.01% |
8,084
+7,993
| +8,784% | +$61.1K |
|
|
WTPI
4596
WisdomTree Equity Premium Income Fund
WTPI
$309M
| $61.7K | ﹤0.01% |
2,010
+500
| +33% | +$15.4K |
|
|
ABFL
4597
Abacus FCF Leaders ETF
ABFL
$758M
| $61.5K | ﹤0.01% |
1,202
+925
| +334% | +$47.4K |
|
4598
ALPS O'Shares US Quality Dividend ETF
OUSA
$824M
| $61.4K | ﹤0.01% |
1,464
+558
| +62% | +$23.4K |
|
4599
HireQuest
HQI
$139M
| $61.3K | ﹤0.01% |
3,974
-547
| -12% | -$8.44K |
|
4600
First Trust Eurozone AlphaDEX
FEUZ
$78.4M
| $61.2K | ﹤0.01% |
1,644
+9
| +0.6% | +$335 |
|