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 |
Microsoft
MSFT
|
+$6.27B |
| 2 |
Vanguard S&P 500 ETF
VOO
|
+$5.61B |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
+$3.32B |
| 4 |
Meta Platforms (Facebook)
META
|
+$3.21B |
| 5 |
Apple
AAPL
|
+$2.9B |
Top Sells
| 1 |
iShares Short Treasury Bond ETF
SHV
|
+$3.23B |
| 2 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$1.76B |
| 3 |
Schwab US TIPS ETF
SCHP
|
+$702M |
| 4 |
Nike
NKE
|
+$702M |
| 5 |
Tesla
TSLA
|
+$652M |
Sector Composition
| 1 | Technology | 20.52% |
| 2 | Healthcare | 11.04% |
| 3 | Financials | 9.44% |
| 4 | Consumer Discretionary | 8.87% |
| 5 | Industrials | 7.44% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2251
Cars.com
CARS
$819M
| $6.06M | ﹤0.01% |
305,788
+8,167
| +3% | +$162K |
|
|
JLQD
2252
Janus Henderson Corporate Bond ETF
JLQD
$25.4M
| $6.06M | ﹤0.01% |
148,376
| – | – |
|
|
API
2253
Agora
API
$347M
| $6.05M | ﹤0.01% |
1,934,039
+1,232,144
| +176% | +$3.86M |
|
2254
Installed Building Products
IBP
$7.02B
| $6.05M | ﹤0.01% |
43,159
+2,042
| +5% | +$286K |
|
|
HPP
2255
Hudson Pacific Properties
HPP
$1.05B
| $6.03M | ﹤0.01% |
1,428,229
+588,573
| +70% | +$2.48M |
|
2256
Ventyx Biosciences
VTYX
$165M
| $6.02M | ﹤0.01% |
183,542
-50,108
| -21% | -$1.64M |
|
2257
iShares MSCI Saudi Arabia ETF
KSA
$560M
| $6M | ﹤0.01% |
145,107
+61,301
| +73% | +$2.53M |
|
2258
Perion Network
PERI
$428M
| $5.97M | ﹤0.01% |
194,607
+84,463
| +77% | +$2.59M |
|
2259
Dimensional US Small Cap Value ETF
DFSV
$5.35B
| $5.97M | ﹤0.01% |
232,118
+9,486
| +4% | +$244K |
|
|
RDFN
2260
DELISTED
Redfin
RDFN
| $5.96M | ﹤0.01% |
479,664
+320,599
| +202% | +$3.98M |
|
2261
Rogers Corp
ROG
$1.48B
| $5.95M | ﹤0.01% |
36,730
-3,828
| -9% | -$620K |
|
2262
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.25B
| $5.93M | ﹤0.01% |
334,327
+16,762
| +5% | +$298K |
|
2263
ADC Therapeutics
ADCT
$366M
| $5.93M | ﹤0.01% |
2,760,081
-331,733
| -11% | -$713K |
|
2264
ON24
ONTF
$239M
| $5.92M | ﹤0.01% |
729,399
-42,427
| -5% | -$345K |
|
2265
U-Haul Holding Co Series N
UHAL.B
$9.63B
| $5.92M | ﹤0.01% |
116,846
+41,641
| +55% | +$2.11M |
|
2266
Toyota
TM
$262B
| $5.91M | ﹤0.01% |
36,782
-4,994
| -12% | -$803K |
|
|
VECT
2267
DELISTED
VectivBio Holding AG Ordinary Shares
VECT
| $5.9M | ﹤0.01% |
+349,944
| New | +$5.9M |
|
2268
Par Pacific Holdings
PARR
$1.79B
| $5.9M | ﹤0.01% |
221,683
-185,185
| -46% | -$4.93M |
|
2269
Marathon Digital Holdings
MARA
$6.42B
| $5.9M | ﹤0.01% |
425,544
-39,646
| -9% | -$549K |
|
|
PNT
2270
DELISTED
POINT Biopharma Global Inc. Common Stock
PNT
| $5.89M | ﹤0.01% |
649,992
+581,750
| +852% | +$5.27M |
|
2271
SPDR S&P Software & Services ETF
XSW
$488M
| $5.88M | ﹤0.01% |
44,071
+804
| +2% | +$107K |
|
|
HTO
2272
H2O America Common Stock
HTO
$1.71B
| $5.87M | ﹤0.01% |
83,746
+13,597
| +19% | +$953K |
|
2273
ArcelorMittal
MT
$26.2B
| $5.85M | ﹤0.01% |
214,127
+22,521
| +12% | +$616K |
|
2274
Pebblebrook Hotel Trust
PEB
$1.4B
| $5.85M | ﹤0.01% |
419,595
-215,869
| -34% | -$3.01M |
|
2275
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$11.4B
| $5.84M | ﹤0.01% |
107,211
+47,239
| +79% | +$2.57M |
|