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 | |
|---|---|---|---|---|---|---|
2276
FormFactor
FORM
$2.45B
| $5.42M | ﹤0.01% |
170,112
+22,844
| +16% | +$728K |
|
2277
Zurn Elkay Water Solutions
ZWS
$7.91B
| $5.41M | ﹤0.01% |
253,370
-2,079
| -0.8% | -$44.4K |
|
2278
Apogee Enterprises
APOG
$889M
| $5.39M | ﹤0.01% |
124,686
+26,160
| +27% | +$1.13M |
|
2279
Global X US Infrastructure Development ETF
PAVE
$9.29B
| $5.38M | ﹤0.01% |
189,883
+50,822
| +37% | +$1.44M |
|
2280
Turning Point Brands
TPB
$1.84B
| $5.38M | ﹤0.01% |
255,935
+114,283
| +81% | +$2.4M |
|
2281
HNI Corp
HNI
$2.05B
| $5.36M | ﹤0.01% |
192,674
+74,551
| +63% | +$2.08M |
|
2282
AbCellera Biologics
ABCL
$1.37B
| $5.36M | ﹤0.01% |
711,286
+118,102
| +20% | +$890K |
|
|
HTO
2283
H2O America Common Stock
HTO
$1.71B
| $5.34M | ﹤0.01% |
70,149
+7,565
| +12% | +$576K |
|
2284
AMC Networks
AMCX
$361M
| $5.34M | ﹤0.01% |
303,700
-196,122
| -39% | -$3.45M |
|
2285
Kennametal
KMT
$1.57B
| $5.34M | ﹤0.01% |
193,526
+7,131
| +4% | +$197K |
|
2286
SPDR S&P Software & Services ETF
XSW
$488M
| $5.32M | ﹤0.01% |
43,267
-1,717
| -4% | -$211K |
|
2287
iShares US Energy ETF
IYE
$1.16B
| $5.28M | ﹤0.01% |
120,588
-220,509
| -65% | -$9.65M |
|
|
ALTR
2288
DELISTED
Altair Engineering Inc. Class A Common Stock
ALTR
| $5.26M | ﹤0.01% |
72,994
+13,040
| +22% | +$940K |
|
|
SUMO
2289
DELISTED
Sumo Logic, Inc. Common Stock
SUMO
| $5.26M | ﹤0.01% |
439,115
+108,711
| +33% | +$1.3M |
|
2290
ProShares Equities for Rising Rates ETF
EQRR
$9.44M
| $5.25M | ﹤0.01% |
106,483
-3,604
| -3% | -$178K |
|
2291
Mercury Systems
MRCY
$4.43B
| $5.25M | ﹤0.01% |
102,637
+18,705
| +22% | +$956K |
|
|
PENG
2292
Penguin Solutions, Inc. Ordinary Shares
PENG
$1.38B
| $5.24M | ﹤0.01% |
304,157
-47,487
| -14% | -$819K |
|
2293
Enlight Renewable Energy
ENLT
$3.7B
| $5.24M | ﹤0.01% |
+309,783
| New | +$5.24M |
|
2294
NETSCOUT
NTCT
$1.82B
| $5.22M | ﹤0.01% |
182,144
+24,962
| +16% | +$715K |
|
2295
MINISO
MNSO
$7.65B
| $5.22M | ﹤0.01% |
+294,076
| New | +$5.22M |
|
2296
First Trust Dorsey Wright Focus 5 ETF
FV
$3.71B
| $5.21M | ﹤0.01% |
115,529
-19,870
| -15% | -$896K |
|
2297
LGI Homes
LGIH
$1.33B
| $5.2M | ﹤0.01% |
45,601
+11,228
| +33% | +$1.28M |
|
2298
Stewart Information Services
STC
$2.08B
| $5.2M | ﹤0.01% |
128,790
-332,774
| -72% | -$13.4M |
|
2299
Vanguard Long-Term Bond ETF
BLV
$5.77B
| $5.19M | ﹤0.01% |
67,677
-2,555
| -4% | -$196K |
|
2300
CRA International
CRAI
$1.36B
| $5.16M | ﹤0.01% |
47,893
+1,337
| +3% | +$144K |
|