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 | |
|---|---|---|---|---|---|---|
|
HPP
2251
Hudson Pacific Properties
HPP
$1.09B
| $5.58M | ﹤0.01% |
839,656
+174,418
| +26% | +$1.16M |
|
2252
BridgeBio Pharma
BBIO
$9.84B
| $5.58M | ﹤0.01% |
336,368
-192,757
| -36% | -$3.2M |
|
2253
Li Auto
LI
$26.5B
| $5.57M | ﹤0.01% |
223,242
-19,052
| -8% | -$475K |
|
2254
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$42B
| $5.57M | ﹤0.01% |
60,656
+20,664
| +52% | +$1.9M |
|
2255
James River Group
JRVR
$242M
| $5.57M | ﹤0.01% |
269,608
+6,922
| +3% | +$143K |
|
2256
ARK Genomic Revolution ETF
ARKG
$1.06B
| $5.56M | ﹤0.01% |
184,833
+168,398
| +1,025% | +$5.06M |
|
|
XM
2257
DELISTED
Qualtrics International Inc. Class A Common Stock
XM
| $5.55M | ﹤0.01% |
311,446
+245,344
| +371% | +$4.37M |
|
2258
Dimensional US Small Cap Value ETF
DFSV
$5.35B
| $5.55M | ﹤0.01% |
222,632
+36,633
| +20% | +$913K |
|
2259
Urban Edge Properties
UE
$2.57B
| $5.54M | ﹤0.01% |
368,054
-70,961
| -16% | -$1.07M |
|
2260
Cemex
CX
$13.8B
| $5.52M | ﹤0.01% |
998,796
+520,445
| +109% | +$2.88M |
|
2261
Newmark Group
NMRK
$3.33B
| $5.52M | ﹤0.01% |
779,960
+60,598
| +8% | +$429K |
|
|
INFN
2262
DELISTED
Infinera Corporation Common Stock
INFN
| $5.51M | ﹤0.01% |
710,162
+172,597
| +32% | +$1.34M |
|
2263
Rapid7
RPD
$1.26B
| $5.49M | ﹤0.01% |
119,681
-56,368
| -32% | -$2.59M |
|
2264
V2X
VVX
$1.71B
| $5.49M | ﹤0.01% |
138,196
-1,664
| -1% | -$66.1K |
|
2265
Trupanion
TRUP
$1.91B
| $5.49M | ﹤0.01% |
127,936
+20,085
| +19% | +$862K |
|
2266
Fidelity MSCI Health Care Index ETF
FHLC
$2.44B
| $5.48M | ﹤0.01% |
89,111
-27,853
| -24% | -$1.71M |
|
2267
Wolverine World Wide
WWW
$2.45B
| $5.47M | ﹤0.01% |
320,950
+73,992
| +30% | +$1.26M |
|
|
HIBB
2268
DELISTED
Hibbett, Inc. Common Stock
HIBB
| $5.46M | ﹤0.01% |
92,561
+2,247
| +2% | +$133K |
|
2269
Rivian
RIVN
$17.4B
| $5.46M | ﹤0.01% |
352,611
-212,957
| -38% | -$3.3M |
|
2270
Stellar Bancorp
STEL
$1.59B
| $5.45M | ﹤0.01% |
221,605
+44,395
| +25% | +$1.09M |
|
2271
Paymentus
PAY
$4.03B
| $5.45M | ﹤0.01% |
615,412
+46,252
| +8% | +$410K |
|
2272
Ardelyx
ARDX
$1.55B
| $5.45M | ﹤0.01% |
1,137,781
-207,544
| -15% | -$994K |
|
2273
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.25B
| $5.45M | ﹤0.01% |
317,565
+26,033
| +9% | +$446K |
|
|
TBI
2274
Trueblue
TBI
$184M
| $5.43M | ﹤0.01% |
305,253
-422,594
| -58% | -$7.52M |
|
2275
Sandstorm Gold
SAND
$3.47B
| $5.42M | ﹤0.01% |
932,993
-114,167
| -11% | -$663K |
|