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 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$5.59B |
| 2 |
iShares Short Treasury Bond ETF
SHV
|
+$3.18B |
| 3 |
Amazon
AMZN
|
+$2.09B |
| 4 |
NVIDIA
NVDA
|
+$2.01B |
| 5 |
Meta Platforms (Facebook)
META
|
+$1.99B |
Top Sells
| 1 |
Eli Lilly
LLY
|
+$1.75B |
| 2 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$1.33B |
| 3 |
UnitedHealth
UNH
|
+$1.23B |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$1.17B |
| 5 |
Automatic Data Processing
ADP
|
+$1.16B |
Sector Composition
| 1 | Technology | 18.3% |
| 2 | Healthcare | 11.5% |
| 3 | Financials | 9.97% |
| 4 | Consumer Discretionary | 9.25% |
| 5 | Industrials | 7.55% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1901
Fox Class B
FOX
$23.6B
| $10.2M | ﹤0.01% |
326,454
+109,116
| +50% | +$3.42M |
|
1902
3D Systems Corporation
DDD
$299M
| $10.2M | ﹤0.01% |
951,922
+72,162
| +8% | +$774K |
|
|
CDAQ
1903
DELISTED
Compass Digital Acquisition Corp. Class A Ordinary Shares
CDAQ
| $10.2M | ﹤0.01% |
+1,000,000
| New | +$10.2M |
|
1904
XPO
XPO
$15.8B
| $10.2M | ﹤0.01% |
319,548
+73,537
| +30% | +$2.35M |
|
1905
Cross Country Healthcare
CCRN
$431M
| $10.2M | ﹤0.01% |
454,749
+417,800
| +1,131% | +$9.33M |
|
1906
IPG Photonics
IPGP
$3.39B
| $10.1M | ﹤0.01% |
82,121
+21,848
| +36% | +$2.69M |
|
1907
Itron
ITRI
$5.49B
| $10.1M | ﹤0.01% |
182,492
+20,927
| +13% | +$1.16M |
|
1908
JPMorgan Active China ETF
JCHI
$15.8M
| $10.1M | ﹤0.01% |
+200,000
| New | +$10.1M |
|
1909
Asbury Automotive
ABG
$4.77B
| $10.1M | ﹤0.01% |
48,096
+8,474
| +21% | +$1.78M |
|
1910
Urban Outfitters
URBN
$6.46B
| $10.1M | ﹤0.01% |
364,106
+39,029
| +12% | +$1.08M |
|
1911
Prestige Consumer Healthcare
PBH
$3.1B
| $10.1M | ﹤0.01% |
160,912
+32,469
| +25% | +$2.03M |
|
|
GOGL
1912
DELISTED
Golden Ocean Group
GOGL
| $10.1M | ﹤0.01% |
1,057,586
+555,441
| +111% | +$5.29M |
|
1913
Panagram BBB-B CLO ETF
CLOZ
$845M
| $10.1M | ﹤0.01% |
+399,416
| New | +$10.1M |
|
1914
SLM Corp
SLM
$5.81B
| $10.1M | ﹤0.01% |
811,190
+2,422
| +0.3% | +$30K |
|
1915
Personalis
PSNL
$526M
| $10M | ﹤0.01% |
3,627,721
+124,482
| +4% | +$344K |
|
1916
Ezcorp Inc
EZPW
$1.05B
| $10M | ﹤0.01% |
1,162,429
+1,086,185
| +1,425% | +$9.34M |
|
1917
Lumentum
LITE
$11.8B
| $9.98M | ﹤0.01% |
184,764
-252
| -0.1% | -$13.6K |
|
1918
iShares MSCI United Kingdom ETF
EWU
$2.94B
| $9.98M | ﹤0.01% |
309,290
-283,760
| -48% | -$9.15M |
|
1919
First Trust Smith Unconstrained Bond ETF
UCON
$2.98B
| $9.97M | ﹤0.01% |
411,933
+408,096
| +10,636% | +$9.88M |
|
1920
Ternium
TX
$6.83B
| $9.97M | ﹤0.01% |
241,627
-62,442
| -21% | -$2.58M |
|
|
YTPG
1921
DELISTED
TPG Pace Beneficial II Corp.
YTPG
| $9.96M | ﹤0.01% |
999,377
+149,377
| +18% | +$1.49M |
|
1922
Trustmark
TRMK
$2.41B
| $9.96M | ﹤0.01% |
403,189
+55,951
| +16% | +$1.38M |
|
1923
iShares JPMorgan Broad USD Emerging Markets Bond ETF
BEMB
$43.4M
| $9.94M | ﹤0.01% |
+194,000
| New | +$9.94M |
|
1924
VanEck Biotech ETF
BBH
$348M
| $9.94M | ﹤0.01% |
61,302
-12,841
| -17% | -$2.08M |
|
1925
GoPro
GPRO
$380M
| $9.89M | ﹤0.01% |
1,965,363
-102,155
| -5% | -$514K |
|