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 | |
|---|---|---|---|---|---|---|
2151
NETGEAR
NTGR
$842M
| $6.71M | ﹤0.01% |
532,656
-124,100
| -19% | -$1.56M |
|
2152
Spectrum Brands
SPB
$1.26B
| $6.71M | ﹤0.01% |
85,580
+27,742
| +48% | +$2.17M |
|
2153
SpartanNash
SPTN
$890M
| $6.7M | ﹤0.01% |
304,691
+438
| +0.1% | +$9.64K |
|
2154
Assured Guaranty
AGO
$3.88B
| $6.69M | ﹤0.01% |
110,612
-1,934
| -2% | -$117K |
|
2155
Vanguard Short-Term Tax-Exempt Bond ETF
VTES
$1.27B
| $6.69M | ﹤0.01% |
67,816
+67,776
| +169,440% | +$6.69M |
|
2156
Sunrun
RUN
$3.8B
| $6.68M | ﹤0.01% |
531,722
-146,975
| -22% | -$1.85M |
|
2157
Asana
ASAN
$3.17B
| $6.66M | ﹤0.01% |
363,819
-28,504
| -7% | -$522K |
|
2158
Global Net Lease
GNL
$1.81B
| $6.66M | ﹤0.01% |
692,807
+245,474
| +55% | +$2.36M |
|
2159
Globalstar
GSAT
$3.95B
| $6.65M | ﹤0.01% |
338,617
+213,500
| +171% | +$4.2M |
|
|
LTC
2160
LTC Properties
LTC
$1.67B
| $6.65M | ﹤0.01% |
206,901
-4,264
| -2% | -$137K |
|
2161
Roivant Sciences
ROIV
$9.53B
| $6.65M | ﹤0.01% |
569,120
+238,303
| +72% | +$2.78M |
|
|
TBI
2162
Trueblue
TBI
$184M
| $6.59M | ﹤0.01% |
448,988
+49,299
| +12% | +$723K |
|
2163
ESCO Technologies
ESE
$5.37B
| $6.59M | ﹤0.01% |
63,056
-12,387
| -16% | -$1.29M |
|
2164
Integer Holdings
ITGR
$3.51B
| $6.58M | ﹤0.01% |
83,894
-3,324
| -4% | -$261K |
|
|
RDUS
2165
DELISTED
Radius Recycling
RDUS
| $6.58M | ﹤0.01% |
236,238
-16,643
| -7% | -$464K |
|
|
RC
2166
Ready Capital
RC
$695M
| $6.58M | ﹤0.01% |
650,549
-904
| -0.1% | -$9.14K |
|
2167
WisdomTree Bloomberg US Dollar Bullish Fund
USDU
$151M
| $6.58M | ﹤0.01% |
238,100
+45,294
| +23% | +$1.25M |
|
2168
Replimune Group
REPL
$443M
| $6.55M | ﹤0.01% |
382,535
+79,616
| +26% | +$1.36M |
|
2169
Adecoagro
AGRO
$813M
| $6.54M | ﹤0.01% |
559,722
+95,197
| +20% | +$1.11M |
|
2170
AdaptHealth
AHCO
$1.23B
| $6.5M | ﹤0.01% |
714,481
-28,633
| -4% | -$261K |
|
2171
Employers Holdings
EIG
$971M
| $6.49M | ﹤0.01% |
162,470
-96,275
| -37% | -$3.85M |
|
2172
Pilgrim's Pride
PPC
$10.2B
| $6.48M | ﹤0.01% |
284,019
-410,506
| -59% | -$9.37M |
|
2173
Otter Tail
OTTR
$3.5B
| $6.48M | ﹤0.01% |
85,401
-1,444
| -2% | -$110K |
|
2174
Invesco Dorsey Wright Momentum ETF
PDP
$1.33B
| $6.48M | ﹤0.01% |
84,158
+3,499
| +4% | +$269K |
|
2175
Global X Artificial Intelligence & Technology ETF
AIQ
$4.96B
| $6.48M | ﹤0.01% |
240,638
+156,591
| +186% | +$4.21M |
|