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
|
+$6.27B |
| 2 |
Vanguard S&P 500 ETF
VOO
|
+$5.61B |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
+$3.32B |
| 4 |
Meta Platforms (Facebook)
META
|
+$3.21B |
| 5 |
Apple
AAPL
|
+$2.9B |
Top Sells
| 1 |
iShares Short Treasury Bond ETF
SHV
|
+$3.23B |
| 2 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$1.76B |
| 3 |
Schwab US TIPS ETF
SCHP
|
+$702M |
| 4 |
Nike
NKE
|
+$702M |
| 5 |
Tesla
TSLA
|
+$652M |
Sector Composition
| 1 | Technology | 20.52% |
| 2 | Healthcare | 11.04% |
| 3 | Financials | 9.44% |
| 4 | Consumer Discretionary | 8.87% |
| 5 | Industrials | 7.44% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
4651
Global X MSCI Argentina ETF
ARGT
$692M
| $43.4K | ﹤0.01% |
949
-1,058
| -53% | -$48.4K |
|
|
HMPT
4652
DELISTED
Home Point Capital, Inc Common Stock
HMPT
| $43.3K | ﹤0.01% |
18,654
+12,530
| +205% | +$29.1K |
|
|
VRAY
4653
DELISTED
ViewRay, Inc.
VRAY
| $43.2K | ﹤0.01% |
122,601
+5,080
| +4% | +$1.79K |
|
4654
LiveOne
LVO
$59.4M
| $42.8K | ﹤0.01% |
24,296
+24,060
| +10,195% | +$42.3K |
|
4655
BlackRock Debt Strategies Fund
DSU
$588M
| $42.4K | ﹤0.01% |
4,334
-3,806
| -47% | -$37.3K |
|
4656
Banco Macro
BMA
$2.51B
| $42.2K | ﹤0.01% |
+1,599
| New | +$42.2K |
|
4657
Roundhill Ball Metaverse ETF
METV
$332M
| $42.1K | ﹤0.01% |
4,056
-84,688
| -95% | -$879K |
|
4658
Prelude Therapeutics
PRLD
$55.7M
| $42K | ﹤0.01% |
9,339
+7,945
| +570% | +$35.8K |
|
4659
GeoPark
GPRK
$308M
| $42K | ﹤0.01% |
+4,239
| New | +$42K |
|
|
QD
4660
Qudian
QD
$646M
| $41.7K | ﹤0.01% |
20,829
+2,053
| +11% | +$4.11K |
|
|
OCEA
4661
DELISTED
Ocean Biomedical, Inc. Common Stock
OCEA
| $41.6K | ﹤0.01% |
+6,916
| New | +$41.6K |
|
4662
Minerva Neurosciences
NERV
$14.2M
| $41.3K | ﹤0.01% |
4,517
+4,514
| +150,467% | +$41.3K |
|
|
SOHU
4663
Sohu.com
SOHU
$468M
| $41.2K | ﹤0.01% |
3,741
| – | – |
|
4664
Merus
MRUS
$5.16B
| $41.2K | ﹤0.01% |
1,564
+1,403
| +871% | +$36.9K |
|
4665
Motorcar Parts of America
MPAA
$320M
| $41.2K | ﹤0.01% |
5,318
-9,355
| -64% | -$72.4K |
|
|
JEQ
4666
abrdn Japan Equity Fund
JEQ
$122M
| $41.1K | ﹤0.01% |
+6,776
| New | +$41.1K |
|
|
BGX
4667
Blackstone Long-Short Credit Income Fund
BGX
$157M
| $40.6K | ﹤0.01% |
+3,581
| New | +$40.6K |
|
|
LL
4668
DELISTED
LL Flooring Holdings, Inc.
LL
| $40.6K | ﹤0.01% |
10,602
-53,083
| -83% | -$203K |
|
|
VCSA
4669
DELISTED
Vacasa, Inc. Class A Common Stock
VCSA
| $40.3K | ﹤0.01% |
2,970
-3,542
| -54% | -$48.1K |
|
4670
NL Industries
NL
$287M
| $40.2K | ﹤0.01% |
7,272
+862
| +13% | +$4.77K |
|
4671
Invesco AI and Next Gen Software ETF
IGPT
$562M
| $40K | ﹤0.01% |
1,113
-87
| -7% | -$3.12K |
|
4672
ALPS O'Shares US Quality Dividend ETF
OUSA
$824M
| $39.9K | ﹤0.01% |
906
-357
| -28% | -$15.7K |
|
4673
Innovator US Equity Power Buffer ETF August
PAUG
$1B
| $39.4K | ﹤0.01% |
+1,262
| New | +$39.4K |
|
|
SWZ
4674
Swiss Helvetia Fund
SWZ
$79.5M
| $39.2K | ﹤0.01% |
4,766
+2,185
| +85% | +$18K |
|
4675
Hurco Companies Inc
HURC
$114M
| $39.1K | ﹤0.01% |
1,808
-48
| -3% | -$1.04K |
|