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 | |
|---|---|---|---|---|---|---|
2301
A10 Networks
ATEN
$1.27B
| $5.15M | ﹤0.01% |
332,462
+232,729
| +233% | +$3.61M |
|
2302
Vanguard Total World Stock ETF
VT
$53.9B
| $5.14M | ﹤0.01% |
55,788
-71,692
| -56% | -$6.6M |
|
2303
Usana Health Sciences
USNA
$562M
| $5.14M | ﹤0.01% |
81,627
+5,848
| +8% | +$368K |
|
2304
Addus HomeCare
ADUS
$1.98B
| $5.13M | ﹤0.01% |
48,067
+17,966
| +60% | +$1.92M |
|
2305
Vanguard Global ex-US Real Estate ETF
VNQI
$3.57B
| $5.12M | ﹤0.01% |
126,228
+38,652
| +44% | +$1.57M |
|
2306
Biomea Fusion
BMEA
$121M
| $5.11M | ﹤0.01% |
164,899
-34,913
| -17% | -$1.08M |
|
|
LCAA
2307
DELISTED
L Catterton Asia Acquisition Corp Class A Ordinary Shares
LCAA
| $5.11M | ﹤0.01% |
+500,000
| New | +$5.11M |
|
2308
Invesco NASDAQ 100 ETF
QQQM
$60.9B
| $5.11M | ﹤0.01% |
38,693
+31,474
| +436% | +$4.15M |
|
|
NIMC
2309
DELISTED
NiSource Inc. Series A Corporate Units
NIMC
| $5.11M | ﹤0.01% |
48,879
+25,885
| +113% | +$2.7M |
|
|
ONC
2310
BeOne Medicines Ltd. American Depositary Shares
ONC
$36.6B
| $5.1M | ﹤0.01% |
23,637
+2,510
| +12% | +$541K |
|
2311
SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.44B
| $5.09M | ﹤0.01% |
134,061
-55,260
| -29% | -$2.1M |
|
2312
Goldman Sachs Access Municipal Bond ETF
GMUN
$10.1M
| $5.09M | ﹤0.01% |
+100,000
| New | +$5.09M |
|
2313
Spruce Power Holding Corp
SPRU
$31.7M
| $5.07M | ﹤0.01% |
773,006
-1,072
| -0.1% | -$7.03K |
|
2314
C3.ai
AI
$2.39B
| $5.07M | ﹤0.01% |
151,086
+71,159
| +89% | +$2.39M |
|
|
ABST
2315
DELISTED
Absolute Software Corporation Common Stock
ABST
| $5.07M | ﹤0.01% |
647,359
+29,512
| +5% | +$231K |
|
2316
Autohome
ATHM
$3.51B
| $5.06M | ﹤0.01% |
151,109
+150,108
| +14,996% | +$5.02M |
|
|
PACW
2317
DELISTED
PacWest Bancorp
PACW
| $5.05M | ﹤0.01% |
519,369
+165,035
| +47% | +$1.61M |
|
2318
Heartland Express
HTLD
$670M
| $5.05M | ﹤0.01% |
317,480
+22,764
| +8% | +$362K |
|
2319
Pearson
PSO
$9.14B
| $5.05M | ﹤0.01% |
483,156
+1,748
| +0.4% | +$18.3K |
|
2320
Harmonic Inc
HLIT
$1.14B
| $5.04M | ﹤0.01% |
345,597
+99,048
| +40% | +$1.45M |
|
|
MNTV
2321
DELISTED
Momentive Global Inc. Common Stock
MNTV
| $5.01M | ﹤0.01% |
537,373
+159,182
| +42% | +$1.48M |
|
2322
BioCryst Pharmaceuticals
BCRX
$1.63B
| $5M | ﹤0.01% |
599,817
-194,720
| -25% | -$1.62M |
|
2323
Grupo Aeroportuario del Pacifico
PAC
$12.6B
| $5M | ﹤0.01% |
25,636
+4,105
| +19% | +$801K |
|
2324
Insmed
INSM
$30.6B
| $5M | ﹤0.01% |
292,889
-97,110
| -25% | -$1.66M |
|
2325
Dimensional US High Profitability ETF
DUHP
$9.48B
| $4.99M | ﹤0.01% |
198,605
+33,749
| +20% | +$848K |
|