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 | |
|---|---|---|---|---|---|---|
2276
ICF International
ICFI
$1.84B
| $5.36M | ﹤0.01% |
44,376
-1,519
| -3% | -$184K |
|
2277
FormFactor
FORM
$2.43B
| $5.35M | ﹤0.01% |
153,227
-38,495
| -20% | -$1.35M |
|
2278
REX American Resources
REX
$504M
| $5.35M | ﹤0.01% |
131,397
-4,271
| -3% | -$174K |
|
2279
iShares Short Maturity Bond ETF
NEAR
$3.56B
| $5.35M | ﹤0.01% |
107,244
+53,943
| +101% | +$2.69M |
|
2280
Generation Bio
GBIO
$39.5M
| $5.35M | ﹤0.01% |
141,045
+50,913
| +56% | +$1.93M |
|
2281
Dycom Industries
DY
$7.3B
| $5.34M | ﹤0.01% |
59,953
-22,581
| -27% | -$2.01M |
|
2282
Marqeta
MQ
$2.6B
| $5.33M | ﹤0.01% |
892,122
-495,181
| -36% | -$2.96M |
|
2283
First Trust Value Line Dividend Fund
FVD
$9.05B
| $5.33M | ﹤0.01% |
142,557
-10,468
| -7% | -$391K |
|
|
AHH
2284
Armada Hoffler Properties
AHH
$599M
| $5.32M | ﹤0.01% |
519,986
+23,342
| +5% | +$239K |
|
2285
Direxion Daily 20+ Year Treasury Bull 3X Shares
TMF
$5.26B
| $5.31M | ﹤0.01% |
110,086
+44,518
| +68% | +$2.15M |
|
|
TSVT
2286
DELISTED
2seventy bio
TSVT
| $5.3M | ﹤0.01% |
1,351,867
+179,653
| +15% | +$704K |
|
2287
Dimensional US Small Cap ETF
DFAS
$11.2B
| $5.3M | ﹤0.01% |
100,914
+6,925
| +7% | +$363K |
|
2288
SK Telecom
SKM
$8.42B
| $5.3M | ﹤0.01% |
246,813
-105,780
| -30% | -$2.27M |
|
2289
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$7.98B
| $5.3M | ﹤0.01% |
151,746
-1,450
| -0.9% | -$50.6K |
|
2290
Vitesse Energy
VTS
$951M
| $5.28M | ﹤0.01% |
230,549
+33,844
| +17% | +$775K |
|
2291
iShares US Energy ETF
IYE
$1.16B
| $5.28M | ﹤0.01% |
111,223
-22,726
| -17% | -$1.08M |
|
2292
Stevanato
STVN
$7.42B
| $5.27M | ﹤0.01% |
177,168
-26,452
| -13% | -$786K |
|
2293
New Oriental
EDU
$8.65B
| $5.26M | ﹤0.01% |
89,861
+82,727
| +1,160% | +$4.84M |
|
2294
Invesco S&P 500 Low Volatility ETF
SPLV
$7.8B
| $5.25M | ﹤0.01% |
89,271
+59,991
| +205% | +$3.53M |
|
2295
Corcept Therapeutics
CORT
$7.43B
| $5.25M | ﹤0.01% |
192,584
-29,922
| -13% | -$815K |
|
|
CIM
2296
Chimera Investment
CIM
$1.14B
| $5.25M | ﹤0.01% |
320,305
+205,114
| +178% | +$3.36M |
|
2297
American Woodmark
AMWD
$1.01B
| $5.25M | ﹤0.01% |
69,381
+9,432
| +16% | +$713K |
|
2298
Sally Beauty Holdings
SBH
$1.52B
| $5.24M | ﹤0.01% |
625,083
-112,884
| -15% | -$946K |
|
|
RBCP
2299
DELISTED
RBC Bearings Incorporated 5.00% Series A Mandatory Convertible Preferred Stock
RBCP
| $5.24M | ﹤0.01% |
47,565
-28,300
| -37% | -$3.12M |
|
2300
Vanguard Russell 2000 Value ETF
VTWV
$826M
| $5.22M | ﹤0.01% |
43,729
+912
| +2% | +$109K |
|