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 | |
|---|---|---|---|---|---|---|
2076
Verint Systems
VRNT
$1.22B
| $7.62M | ﹤0.01% |
331,327
-22,077
| -6% | -$508K |
|
2077
Biohaven
BHVN
$1.45B
| $7.61M | ﹤0.01% |
292,560
-35,403
| -11% | -$921K |
|
2078
Powell Industries
POWL
$3.65B
| $7.59M | ﹤0.01% |
91,580
-1,161
| -1% | -$96.2K |
|
2079
Franklin US Core Bond ETF
FLCB
$2.72B
| $7.58M | ﹤0.01% |
+369,519
| New | +$7.58M |
|
2080
Victory Portfolios II VictoryShares Core Intermediate Bond ETF
UITB
$2.47B
| $7.55M | ﹤0.01% |
+169,557
| New | +$7.55M |
|
2081
Schrodinger
SDGR
$1.36B
| $7.48M | ﹤0.01% |
264,600
+2,575
| +1% | +$72.8K |
|
2082
4D Molecular Therapeutics
FDMT
$318M
| $7.45M | ﹤0.01% |
585,451
+128,237
| +28% | +$1.63M |
|
2083
Dimensional World ex US Core Equity 2 ETF
DFAX
$9.51B
| $7.45M | ﹤0.01% |
330,787
+95,316
| +40% | +$2.15M |
|
2084
Smith & Nephew
SNN
$16.2B
| $7.44M | ﹤0.01% |
300,345
-316,065
| -51% | -$7.83M |
|
2085
SPX Corp
SPXC
$9.24B
| $7.43M | ﹤0.01% |
91,236
-2,057
| -2% | -$167K |
|
2086
Marathon Digital Holdings
MARA
$6.02B
| $7.42M | ﹤0.01% |
873,510
+447,966
| +105% | +$3.81M |
|
2087
Ambarella
AMBA
$3.45B
| $7.42M | ﹤0.01% |
139,893
-35,139
| -20% | -$1.86M |
|
2088
Nokia
NOK
$24.5B
| $7.41M | ﹤0.01% |
1,980,548
+1,893,597
| +2,178% | +$7.08M |
|
|
PDM
2089
Piedmont Realty Trust, Inc.
PDM
$1.1B
| $7.4M | ﹤0.01% |
1,316,610
-251,987
| -16% | -$1.42M |
|
2090
ACI Worldwide
ACIW
$5.12B
| $7.39M | ﹤0.01% |
327,702
-31,229
| -9% | -$705K |
|
2091
Tenable Holdings
TENB
$3.58B
| $7.39M | ﹤0.01% |
164,974
-18,657
| -10% | -$836K |
|
2092
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$11.4B
| $7.39M | ﹤0.01% |
141,356
+34,145
| +32% | +$1.78M |
|
|
PRFT
2093
DELISTED
Perficient Inc
PRFT
| $7.38M | ﹤0.01% |
127,609
+1,308
| +1% | +$75.7K |
|
2094
Ingevity
NGVT
$2.14B
| $7.37M | ﹤0.01% |
154,859
-28,811
| -16% | -$1.37M |
|
|
JIB
2095
DELISTED
Janus Henderson Sustainable & Impact Core Bond ETF
JIB
| $7.34M | ﹤0.01% |
182,873
| – | – |
|
2096
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$8.13B
| $7.34M | ﹤0.01% |
250,257
-4,588,646
| -95% | -$135M |
|
2097
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$3.53B
| $7.33M | ﹤0.01% |
345,715
-76,426
| -18% | -$1.62M |
|
2098
Lennar Class B
LEN.B
$33.1B
| $7.33M | ﹤0.01% |
75,409
-6,796
| -8% | -$660K |
|
2099
Enovis
ENOV
$1.85B
| $7.32M | ﹤0.01% |
138,904
-6,562
| -5% | -$346K |
|
2100
Nutanix
NTNX
$21B
| $7.31M | ﹤0.01% |
209,480
-74,422
| -26% | -$2.6M |
|