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 |
Vanguard Short-Term Treasury ETF
VGSH
|
$2.7B |
| 2 |
Apple
AAPL
|
$1.81B |
| 3 |
Meta Platforms (Facebook)
META
|
$1.63B |
| 4 |
Schwab Short-Term US Treasury ETF
SCHO
|
$1.57B |
| 5 |
iShares US Treasury Bond ETF
GOVT
|
$1.45B |
Top Sells
Sector Composition
| 1 | Technology | 16.86% |
| 2 | Financials | 11.83% |
| 3 | Consumer Discretionary | 10.54% |
| 4 | Healthcare | 10.31% |
| 5 | Industrials | 8.17% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
5651
Natural Gas Services Group
NGS
$328M
| $0 | ﹤0.01% |
34
-504
| -94% | – |
|
5652
Nine Energy Service
NINE
$29.8M
| $0 | ﹤0.01% |
19
| – | – |
|
|
NREF
5653
NexPoint Real Estate Finance
NREF
$266M
| $0 | ﹤0.01% |
12
-2,188
| -99% | – |
|
5654
NetSol Technologies
NTWK
$47.4M
| – | – |
-1
| Closed | – |
|
5655
Nuvation Bio Inc. Redeemable warrants, each whole warrant exercisable for one share of Class A common stock at an exercise price of $11.50
NUVB.WS
$70.1M
| – | – |
0
| – | – |
|