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 | |
|---|---|---|---|---|---|---|
1426
Organon & Co
OGN
$2.77B
| $21.5M | ﹤0.01% |
1,236,098
-149,728
| -11% | -$2.6M |
|
1427
Semtech
SMTC
$5.23B
| $21.4M | ﹤0.01% |
832,029
+506
| +0.1% | +$13K |
|
1428
Coupang
CPNG
$59.1B
| $21.4M | ﹤0.01% |
1,259,533
+428,362
| +52% | +$7.28M |
|
1429
PennyMac Financial
PFSI
$6.44B
| $21.4M | ﹤0.01% |
320,735
-19,169
| -6% | -$1.28M |
|
1430
SPDR Portfolio Emerging Markets ETF
SPEM
$13.6B
| $21.3M | ﹤0.01% |
634,785
-23,771
| -4% | -$798K |
|
1431
NIO
NIO
$14B
| $21.3M | ﹤0.01% |
2,355,894
-1,569,796
| -40% | -$14.2M |
|
1432
Celsius Holdings
CELH
$14.9B
| $21.3M | ﹤0.01% |
371,967
+17,616
| +5% | +$1.01M |
|
1433
Sony
SONY
$175B
| $21.2M | ﹤0.01% |
1,288,160
+227,700
| +21% | +$3.75M |
|
1434
iShares S&P Small-Cap 600 Value ETF
IJS
$6.63B
| $21.2M | ﹤0.01% |
237,723
+9,315
| +4% | +$831K |
|
1435
DraftKings
DKNG
$21.8B
| $21.2M | ﹤0.01% |
720,257
+75,362
| +12% | +$2.22M |
|
1436
Vanguard Russell 1000 Value ETF
VONV
$13.6B
| $21.2M | ﹤0.01% |
317,927
-817
| -0.3% | -$54.5K |
|
1437
Vericel Corp
VCEL
$1.62B
| $21.1M | ﹤0.01% |
630,686
-52,000
| -8% | -$1.74M |
|
|
LSXMA
1438
DELISTED
Liberty Media Corporation Series A Liberty SiriusXM Common Stock
LSXMA
| $21.1M | ﹤0.01% |
830,609
-1,463,788
| -64% | -$37.3M |
|
|
OKLO
1439
Oklo
OKLO
$12.2B
| $21.1M | ﹤0.01% |
2,041,035
-285,865
| -12% | -$2.96M |
|
1440
Real Estate Select Sector SPDR Fund
XLRE
$7.81B
| $21.1M | ﹤0.01% |
619,873
-247,102
| -29% | -$8.42M |
|
1441
Arm
ARM
$160B
| $21.1M | ﹤0.01% |
+394,579
| New | +$21.1M |
|
1442
Suburban Propane Partners
SPH
$1.21B
| $21.1M | ﹤0.01% |
1,315,623
+245,934
| +23% | +$3.95M |
|
1443
Forestar Group
FOR
$1.41B
| $21.1M | ﹤0.01% |
783,448
-41,417
| -5% | -$1.12M |
|
1444
Kulicke & Soffa
KLIC
$2.01B
| $21.1M | ﹤0.01% |
433,666
-7,856
| -2% | -$382K |
|
1445
Regal Rexnord
RRX
$9.22B
| $21M | ﹤0.01% |
147,232
-16,145
| -10% | -$2.31M |
|
1446
NewMarket
NEU
$7.87B
| $21M | ﹤0.01% |
46,216
-838
| -2% | -$381K |
|
1447
ODP
ODP
$624M
| $21M | ﹤0.01% |
454,957
-25,989
| -5% | -$1.2M |
|
1448
SLR Investment Corp
SLRC
$877M
| $20.9M | ﹤0.01% |
1,359,661
-805,162
| -37% | -$12.4M |
|
|
GTM
1449
ZoomInfo Technologies
GTM
$3.74B
| $20.9M | ﹤0.01% |
1,271,715
-357,513
| -22% | -$5.86M |
|
1450
Insperity
NSP
$1.99B
| $20.7M | ﹤0.01% |
212,177
-28,444
| -12% | -$2.78M |
|