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 | |
|---|---|---|---|---|---|---|
|
OMGA
4626
DELISTED
Omega Therapeutics, Inc. Common Stock
OMGA
| $56.1K | ﹤0.01% |
26,102
+4,779
| +22% | +$10.3K |
|
4627
PrimeEnergy Resources
PNRG
$273M
| $55.8K | ﹤0.01% |
481
-143
| -23% | -$16.6K |
|
4628
Duluth Holdings
DLTH
$138M
| $55.7K | ﹤0.01% |
9,268
-2,514
| -21% | -$15.1K |
|
4629
PepGen
PEPG
$61.7M
| $55.7K | ﹤0.01% |
10,961
+2,200
| +25% | +$11.2K |
|
|
HNW
4630
Pioneer Diversified High Income Fund
HNW
$107M
| $55.6K | ﹤0.01% |
+5,441
| New | +$55.6K |
|
4631
Natural Gas Services Group
NGS
$339M
| $55.6K | ﹤0.01% |
3,817
+214
| +6% | +$3.12K |
|
4632
Invesco AI and Next Gen Software ETF
IGPT
$562M
| $55.6K | ﹤0.01% |
1,714
+601
| +54% | +$19.5K |
|
4633
Direxion Daily Homebuilders & Supplies Bull 3X Shares
NAIL
$568M
| $55.5K | ﹤0.01% |
1,011
+1,009
| +50,450% | +$55.4K |
|
4634
iShares MSCI USA Equal Weighted ETF
EUSA
$1.53B
| $55.4K | ﹤0.01% |
736
-24
| -3% | -$1.81K |
|
4635
Nuveen Pennsylvania Quality Municipal Income Fund
NQP
$425M
| $54.9K | ﹤0.01% |
5,397
+3,828
| +244% | +$38.9K |
|
4636
Workhorse Group
WKHS
$17.2M
| $54.9K | ﹤0.01% |
530
-1,926
| -78% | -$199K |
|
4637
PIMCO 15+ Year US TIPS Index Exchange-Traded Fund
LTPZ
$693M
| $54.8K | ﹤0.01% |
1,043
+967
| +1,272% | +$50.8K |
|
4638
Hippo Holdings
HIPO
$935M
| $54.7K | ﹤0.01% |
6,864
-1,572
| -19% | -$12.5K |
|
4639
Bank7 Corp
BSVN
$446M
| $54.6K | ﹤0.01% |
2,425
-1,859
| -43% | -$41.8K |
|
4640
Citius Pharmaceuticals
CTXR
$20.2M
| $54.6K | ﹤0.01% |
3,190
-731
| -19% | -$12.5K |
|
4641
Bakkt Holdings
BKKT
$166M
| $54.5K | ﹤0.01% |
1,862
-415
| -18% | -$12.1K |
|
4642
Adaptive Core ETF
RULE
$12M
| $54.4K | ﹤0.01% |
+2,897
| New | +$54.4K |
|
4643
Direxion Daily Aerospace & Defense Bull 3X Shares
DFEN
$353M
| $54.3K | ﹤0.01% |
3,630
+1,084
| +43% | +$16.2K |
|
4644
Nuveen Floating Rate Income Fund
JFR
$1.1B
| $54.1K | ﹤0.01% |
+6,588
| New | +$54.1K |
|
4645
AirSculpt Technologies
AIRS
$409M
| $54K | ﹤0.01% |
7,893
-1,811
| -19% | -$12.4K |
|
4646
Ocugen
OCGN
$418M
| $53.8K | ﹤0.01% |
134,477
-2,905,579
| -96% | -$1.16M |
|
4647
Vor Biopharma
VOR
$173M
| $53.7K | ﹤0.01% |
25,307
-5,603
| -18% | -$11.9K |
|
4648
Prelude Therapeutics
PRLD
$55.7M
| $53.6K | ﹤0.01% |
17,353
+8,014
| +86% | +$24.8K |
|
4649
SharkNinja
SN
$16.2B
| $53.3K | ﹤0.01% |
+1,150
| New | +$53.3K |
|
4650
Century Therapeutics
IPSC
$41.2M
| $53K | ﹤0.01% |
26,523
+5,807
| +28% | +$11.6K |
|