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 | |
|---|---|---|---|---|---|---|
2176
Fidelity Nasdaq Composite Index ETF
ONEQ
$8.85B
| $6.47M | ﹤0.01% |
124,480
+376
| +0.3% | +$19.5K |
|
2177
iShares 0-5 Year TIPS Bond ETF
STIP
$12.8B
| $6.45M | ﹤0.01% |
66,502
+10,370
| +18% | +$1.01M |
|
2178
Progress Software
PRGS
$1.79B
| $6.44M | ﹤0.01% |
122,541
-31,569
| -20% | -$1.66M |
|
2179
Peapack-Gladstone Financial
PGC
$515M
| $6.4M | ﹤0.01% |
249,340
-120,598
| -33% | -$3.09M |
|
2180
ARK Genomic Revolution ETF
ARKG
$1.04B
| $6.39M | ﹤0.01% |
229,269
+35,724
| +18% | +$995K |
|
2181
WisdomTree Global ex-US Quality Dividend Growth Fund
DNL
$504M
| $6.37M | ﹤0.01% |
190,437
-24,728
| -11% | -$827K |
|
2182
WisdomTree International Quality Dividend Growth Fund
IQDG
$749M
| $6.34M | ﹤0.01% |
198,144
+149,520
| +308% | +$4.79M |
|
2183
Titan Machinery
TITN
$455M
| $6.33M | ﹤0.01% |
238,299
+22,562
| +10% | +$600K |
|
2184
Integra LifeSciences
IART
$1.17B
| $6.33M | ﹤0.01% |
165,773
-30,530
| -16% | -$1.17M |
|
2185
Schwab International Equity ETF
SCHF
$51.7B
| $6.32M | ﹤0.01% |
372,394
+113,894
| +44% | +$1.93M |
|
2186
National Bank Holdings
NBHC
$1.44B
| $6.31M | ﹤0.01% |
212,012
-6,847
| -3% | -$204K |
|
2187
Acadia Realty Trust
AKR
$2.65B
| $6.3M | ﹤0.01% |
439,348
-80,296
| -15% | -$1.15M |
|
2188
Vanguard Russell 3000 ETF
VTHR
$3.62B
| $6.27M | ﹤0.01% |
32,872
-107
| -0.3% | -$20.4K |
|
2189
Golar LNG
GLNG
$4.1B
| $6.26M | ﹤0.01% |
257,850
+98,931
| +62% | +$2.4M |
|
2190
JPMorgan Diversified Return International Equity ETF
JPIN
$366M
| $6.24M | ﹤0.01% |
123,502
+114,095
| +1,213% | +$5.77M |
|
2191
XPEL
XPEL
$950M
| $6.22M | ﹤0.01% |
80,673
-5,578
| -6% | -$430K |
|
|
UCB
2192
United Community Banks, Inc.
UCB
$3.85B
| $6.22M | ﹤0.01% |
244,669
-217,622
| -47% | -$5.53M |
|
2193
Werner Enterprises
WERN
$1.69B
| $6.21M | ﹤0.01% |
159,541
-41,020
| -20% | -$1.6M |
|
2194
Genmab
GMAB
$17.2B
| $6.21M | ﹤0.01% |
175,994
+52,528
| +43% | +$1.85M |
|
2195
AXIS Capital
AXS
$7.5B
| $6.2M | ﹤0.01% |
110,014
-34,888
| -24% | -$1.97M |
|
2196
NETSCOUT
NTCT
$1.83B
| $6.2M | ﹤0.01% |
221,110
-20,760
| -9% | -$582K |
|
2197
Ovid Therapeutics
OVID
$91M
| $6.2M | ﹤0.01% |
1,613,409
+1,565,762
| +3,286% | +$6.01M |
|
2198
Avidity Biosciences
RNA
$5.17B
| $6.19M | ﹤0.01% |
970,702
+420,695
| +76% | +$2.68M |
|
2199
Seacoast Banking Corp of Florida
SBCF
$2.68B
| $6.19M | ﹤0.01% |
281,801
-193,307
| -41% | -$4.25M |
|
2200
Lincoln National
LNC
$7.82B
| $6.17M | ﹤0.01% |
250,034
-469,734
| -65% | -$11.6M |
|