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 Total Bond Market
BND
|
+$2.22B |
| 2 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$2.05B |
| 3 |
AbbVie
ABBV
|
+$1.78B |
| 4 |
Vanguard Total International Bond ETF
BNDX
|
+$1.63B |
| 5 |
Exxon Mobil
XOM
|
+$1.6B |
Top Sells
| 1 |
Vanguard Short-Term Bond ETF
BSV
|
+$3.92B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.35B |
| 3 |
Tesla
TSLA
|
+$1.22B |
| 4 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$1.13B |
| 5 |
iShares TIPS Bond ETF
TIP
|
+$1.03B |
Sector Composition
| 1 | Technology | 17.24% |
| 2 | Healthcare | 11.68% |
| 3 | Financials | 11.59% |
| 4 | Consumer Discretionary | 9.21% |
| 5 | Industrials | 7.93% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1826
Amkor Technology
AMKR
$6.29B
| $11.7M | ﹤0.01% |
538,980
-168,277
| -24% | -$3.65M |
|
1827
Sonic Automotive
SAH
$2.73B
| $11.7M | ﹤0.01% |
275,092
-24,855
| -8% | -$1.06M |
|
1828
Ambarella
AMBA
$3.43B
| $11.7M | ﹤0.01% |
111,385
-468,652
| -81% | -$49.2M |
|
|
CUTR
1829
DELISTED
Cutera, Inc.
CUTR
| $11.7M | ﹤0.01% |
169,353
-50,517
| -23% | -$3.49M |
|
1830
Community Trust Bancorp
CTBI
$1.03B
| $11.7M | ﹤0.01% |
283,420
-67,191
| -19% | -$2.77M |
|
|
SAIL
1831
DELISTED
SailPoint Technologies Holdings, Inc. Common Stock
SAIL
| $11.7M | ﹤0.01% |
227,742
+15,448
| +7% | +$791K |
|
1832
Piper Sandler
PIPR
$6.12B
| $11.6M | ﹤0.01% |
88,687
-8,205
| -8% | -$1.08M |
|
1833
Chegg
CHGG
$167M
| $11.6M | ﹤0.01% |
320,728
+209,504
| +188% | +$7.6M |
|
1834
Direxion NASDAQ-100 Equal Weighted Index Shares
QQQE
$1.21B
| $11.6M | ﹤0.01% |
+150,000
| New | +$11.6M |
|
1835
Seer Inc
SEER
$115M
| $11.6M | ﹤0.01% |
760,773
-69,360
| -8% | -$1.06M |
|
|
FLG
1836
Flagstar Financial, Inc.
FLG
$5.27B
| $11.6M | ﹤0.01% |
360,474
+21,139
| +6% | +$680K |
|
1837
Dorian LPG
LPG
$1.35B
| $11.6M | ﹤0.01% |
799,380
+196,749
| +33% | +$2.85M |
|
1838
Allete
ALE
$3.67B
| $11.6M | ﹤0.01% |
172,810
-47,718
| -22% | -$3.2M |
|
1839
Jack in the Box
JACK
$350M
| $11.6M | ﹤0.01% |
123,773
-32,676
| -21% | -$3.05M |
|
1840
monday.com
MNDY
$9.9B
| $11.5M | ﹤0.01% |
72,824
-134,355
| -65% | -$21.2M |
|
1841
Alpha Metallurgical Resources
AMR
$1.87B
| $11.5M | ﹤0.01% |
87,196
+45,975
| +112% | +$6.07M |
|
1842
WisdomTree US MidCap Dividend Fund
DON
$3.82B
| $11.5M | ﹤0.01% |
258,712
+1,608
| +0.6% | +$71.4K |
|
|
CLR
1843
DELISTED
CONTINENTAL RESOURCES INC.
CLR
| $11.5M | ﹤0.01% |
187,283
+61,688
| +49% | +$3.78M |
|
1844
Pathward Financial
CASH
$1.72B
| $11.5M | ﹤0.01% |
208,865
-46,760
| -18% | -$2.57M |
|
1845
Nu Holdings
NU
$75.8B
| $11.4M | ﹤0.01% |
1,483,049
-10,040,521
| -87% | -$77.5M |
|
1846
Fox Class B
FOX
$23.5B
| $11.4M | ﹤0.01% |
314,113
+85,770
| +38% | +$3.11M |
|
1847
Maximus
MMS
$5.05B
| $11.4M | ﹤0.01% |
151,442
-131,184
| -46% | -$9.83M |
|
1848
National Healthcare
NHC
$1.78B
| $11.3M | ﹤0.01% |
161,564
-21,072
| -12% | -$1.48M |
|
1849
Veritex Holdings
VBTX
$1.88B
| $11.3M | ﹤0.01% |
297,035
-24,101
| -8% | -$920K |
|
1850
Newmark Group
NMRK
$3.41B
| $11.3M | ﹤0.01% |
711,770
-138,024
| -16% | -$2.2M |
|