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 | |
|---|---|---|---|---|---|---|
2201
Invesco Dorsey Wright Momentum ETF
PDP
$1.32B
| $6.15M | ﹤0.01% |
80,977
-872
| -1% | -$66.2K |
|
|
JLQD
2202
Janus Henderson Corporate Bond ETF
JLQD
$25.5M
| $6.15M | ﹤0.01% |
148,376
-324
| -0.2% | -$13.4K |
|
2203
Spirit AeroSystems
SPR
$4.53B
| $6.15M | ﹤0.01% |
177,984
+25,843
| +17% | +$892K |
|
2204
RadNet
RDNT
$5.72B
| $6.15M | ﹤0.01% |
245,487
+119,126
| +94% | +$2.98M |
|
|
CNR
2205
Core Natural Resources, Inc.
CNR
$3.98B
| $6.13M | ﹤0.01% |
105,228
-4,047
| -4% | -$236K |
|
2206
iShares Global Clean Energy ETF
ICLN
$1.61B
| $6.11M | ﹤0.01% |
309,186
-127,858
| -29% | -$2.53M |
|
|
JWN
2207
DELISTED
Nordstrom
JWN
| $6.11M | ﹤0.01% |
375,652
+85,704
| +30% | +$1.39M |
|
2208
Zumiez
ZUMZ
$342M
| $6.1M | ﹤0.01% |
330,622
+27,403
| +9% | +$505K |
|
2209
TG Therapeutics
TGTX
$5.08B
| $6.09M | ﹤0.01% |
404,748
+116,932
| +41% | +$1.76M |
|
2210
J&J Snack Foods
JJSF
$2.02B
| $6.06M | ﹤0.01% |
40,904
+4,484
| +12% | +$665K |
|
2211
Kemper
KMPR
$3.3B
| $6.05M | ﹤0.01% |
110,712
+18,178
| +20% | +$994K |
|
2212
Kyndryl
KD
$7.33B
| $6.05M | ﹤0.01% |
409,962
+99,766
| +32% | +$1.47M |
|
2213
Hyatt Hotels
H
$13.7B
| $6.03M | ﹤0.01% |
53,977
-27,120
| -33% | -$3.03M |
|
|
PDM
2214
Piedmont Realty Trust, Inc.
PDM
$1.11B
| $6.03M | ﹤0.01% |
825,978
-314,631
| -28% | -$2.3M |
|
2215
ADC Therapeutics
ADCT
$372M
| $6.03M | ﹤0.01% |
3,091,814
+87,348
| +3% | +$170K |
|
|
XIFR
2216
XPLR Infrastructure, LP
XIFR
$913M
| $6.01M | ﹤0.01% |
98,866
+62,352
| +171% | +$3.79M |
|
|
MDC
2217
DELISTED
M.D.C. Holdings, Inc.
MDC
| $6M | ﹤0.01% |
154,384
+18,735
| +14% | +$728K |
|
2218
Dimensional International Value ETF
DFIV
$13.7B
| $5.99M | ﹤0.01% |
186,000
+25,145
| +16% | +$810K |
|
|
MAXR
2219
DELISTED
Maxar Technologies Inc. Common Stock
MAXR
| $5.99M | ﹤0.01% |
117,389
+35,936
| +44% | +$1.83M |
|
2220
Camping World
CWH
$1.09B
| $5.99M | ﹤0.01% |
286,763
-4,471
| -2% | -$93.3K |
|
2221
Toast
TOST
$23.3B
| $5.98M | ﹤0.01% |
336,730
+120,391
| +56% | +$2.14M |
|
2222
SPDR S&P Health Care Equipment ETF
XHE
$152M
| $5.97M | ﹤0.01% |
63,817
+25,755
| +68% | +$2.41M |
|
2223
Marqeta
MQ
$2.6B
| $5.97M | ﹤0.01% |
1,307,104
+847,097
| +184% | +$3.87M |
|
2224
Lennar Class B
LEN.B
$33B
| $5.97M | ﹤0.01% |
70,313
+2,553
| +4% | +$217K |
|
2225
Otter Tail
OTTR
$3.49B
| $5.97M | ﹤0.01% |
82,561
-30,180
| -27% | -$2.18M |
|