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 Short-Term Bond ETF
BSV
|
+$5.56B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.68B |
| 3 |
AbbVie
ABBV
|
+$964M |
| 4 |
Technology Select Sector SPDR Fund
XLK
|
+$801M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$756M |
Top Sells
| 1 |
Apple
AAPL
|
+$2.34B |
| 2 |
Amazon
AMZN
|
+$1.76B |
| 3 |
Cigna
CI
|
+$1.06B |
| 4 |
Morgan Stanley
MS
|
+$1.05B |
| 5 |
Microsoft
MSFT
|
+$1.05B |
Sector Composition
| 1 | Technology | 16.69% |
| 2 | Financials | 11.81% |
| 3 | Healthcare | 10.26% |
| 4 | Consumer Discretionary | 10% |
| 5 | Industrials | 7.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
ROSS
2176
DELISTED
Ross Acquisition Corp II
ROSS
| $7.68M | ﹤0.01% |
792,577
+792,547
| +2,641,823% | +$7.68M |
|
2177
iShares Global Infrastructure ETF
IGF
$8.22B
| $7.67M | ﹤0.01% |
167,188
-5,679
| -3% | -$261K |
|
2178
TripAdvisor
TRIP
$2.06B
| $7.67M | ﹤0.01% |
226,702
-28,159
| -11% | -$953K |
|
2179
ARK Autonomous Technology & Robotics ETF
ARKQ
$1.35B
| $7.67M | ﹤0.01% |
98,232
-52,232
| -35% | -$4.08M |
|
2180
American Axle
AXL
$697M
| $7.67M | ﹤0.01% |
870,098
+106,219
| +14% | +$936K |
|
|
AVTA
2181
DELISTED
Avantax, Inc. Common Stock
AVTA
| $7.66M | ﹤0.01% |
490,990
-52,289
| -10% | -$815K |
|
2182
RELX
RELX
$84.9B
| $7.65M | ﹤0.01% |
265,246
+13,200
| +5% | +$381K |
|
2183
Rithm Capital
RITM
$6.57B
| $7.64M | ﹤0.01% |
694,711
-100,719
| -13% | -$1.11M |
|
|
PPGH
2184
DELISTED
Poema Global Holdings Corp. Class A Ordinary Share
PPGH
| $7.64M | ﹤0.01% |
775,000
+100,000
| +15% | +$986K |
|
2185
Allison Transmission
ALSN
$7.39B
| $7.63M | ﹤0.01% |
216,114
+57,119
| +36% | +$2.02M |
|
2186
iShares MSCI Intl Momentum Factor ETF
IMTM
$3.29B
| $7.63M | ﹤0.01% |
200,368
-4,985
| -2% | -$190K |
|
2187
AngioDynamics
ANGO
$433M
| $7.62M | ﹤0.01% |
293,900
+3,911
| +1% | +$101K |
|
2188
Ichor Holdings
ICHR
$579M
| $7.61M | ﹤0.01% |
185,235
-23,642
| -11% | -$972K |
|
|
RDUS
2189
DELISTED
Radius Recycling
RDUS
| $7.6M | ﹤0.01% |
173,422
+83,174
| +92% | +$3.64M |
|
2190
Protagonist Therapeutics
PTGX
$3.66B
| $7.6M | ﹤0.01% |
428,695
-4,733
| -1% | -$83.9K |
|
2191
Grand Canyon Education
LOPE
$5.89B
| $7.59M | ﹤0.01% |
86,228
-11,835
| -12% | -$1.04M |
|
2192
AerCap
AER
$21.8B
| $7.57M | ﹤0.01% |
130,927
-34,483
| -21% | -$1.99M |
|
|
NLSN
2193
DELISTED
Nielsen Holdings plc
NLSN
| $7.57M | ﹤0.01% |
394,319
-710,314
| -64% | -$13.6M |
|
2194
Tower Semiconductor
TSEM
$7.39B
| $7.53M | ﹤0.01% |
251,755
+76,447
| +44% | +$2.29M |
|
|
RADI
2195
DELISTED
Radius Global Infrastructure, Inc. Class A Common Stock
RADI
| $7.49M | ﹤0.01% |
458,624
+415,129
| +954% | +$6.78M |
|
2196
Lantheus
LNTH
$3.6B
| $7.49M | ﹤0.01% |
291,455
+119,858
| +70% | +$3.08M |
|
|
KSI
2197
DELISTED
Kadem Sustainable Impact Corporation Class A common stock
KSI
| $7.48M | ﹤0.01% |
768,136
+12,890
| +2% | +$126K |
|
2198
Hydrofarm Holdings
HYFM
$15.3M
| $7.47M | ﹤0.01% |
19,728
+16,630
| +537% | +$6.3M |
|
|
MDP
2199
DELISTED
Meredith Corporation
MDP
| $7.47M | ﹤0.01% |
134,085
-73,149
| -35% | -$4.07M |
|
2200
Orthofix Medical
OFIX
$589M
| $7.45M | ﹤0.01% |
195,540
-61,747
| -24% | -$2.35M |
|