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 |
Vanguard Total Bond Market
BND
|
+$2.22B |
| 2 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$2.05B |
| 3 |
AbbVie
ABBV
|
+$1.78B |
| 4 |
Vanguard Total International Bond ETF
BNDX
|
+$1.63B |
| 5 |
Exxon Mobil
XOM
|
+$1.6B |
Top Sells
| 1 |
Vanguard Short-Term Bond ETF
BSV
|
+$3.92B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.35B |
| 3 |
Tesla
TSLA
|
+$1.22B |
| 4 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$1.13B |
| 5 |
iShares TIPS Bond ETF
TIP
|
+$1.03B |
Sector Composition
| 1 | Technology | 17.24% |
| 2 | Healthcare | 11.68% |
| 3 | Financials | 11.59% |
| 4 | Consumer Discretionary | 9.21% |
| 5 | Industrials | 7.93% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2351
AngloGold Ashanti
AU
$33.1B
| $5.73M | ﹤0.01% |
242,013
+31,052
| +15% | +$735K |
|
2352
Black Stone Minerals
BSM
$2.7B
| $5.73M | ﹤0.01% |
425,428
-15,839
| -4% | -$213K |
|
2353
EnerSys
ENS
$3.99B
| $5.72M | ﹤0.01% |
76,716
-23,148
| -23% | -$1.73M |
|
|
POSH
2354
DELISTED
Poshmark, Inc. Class A Common Stock
POSH
| $5.72M | ﹤0.01% |
451,842
+444,264
| +5,863% | +$5.63M |
|
2355
Sabre
SABR
$754M
| $5.71M | ﹤0.01% |
499,270
-1,256,203
| -72% | -$14.4M |
|
2356
Invesco Solar ETF
TAN
$741M
| $5.71M | ﹤0.01% |
75,624
+37,111
| +96% | +$2.8M |
|
2357
Berry Corp
BRY
$312M
| $5.7M | ﹤0.01% |
552,174
-656,005
| -54% | -$6.77M |
|
|
NFYS
2358
DELISTED
Enphys Acquisition Corp.
NFYS
| $5.7M | ﹤0.01% |
590,900
+401,500
| +212% | +$3.87M |
|
|
OSTR
2359
DELISTED
Oyster Enterprises Acquisition Corp. Class A Common Stock
OSTR
| $5.69M | ﹤0.01% |
580,672
-23,621
| -4% | -$231K |
|
2360
Autohome
ATHM
$3.52B
| $5.68M | ﹤0.01% |
186,914
+53,122
| +40% | +$1.62M |
|
2361
Patria Investments
PAX
$2.37B
| $5.68M | ﹤0.01% |
318,825
+18,825
| +6% | +$335K |
|
|
REGI
2362
DELISTED
Renewable Energy Group, Inc.
REGI
| $5.67M | ﹤0.01% |
93,527
-162,106
| -63% | -$9.83M |
|
2363
Enpro
NPO
$4.57B
| $5.67M | ﹤0.01% |
58,021
-19,514
| -25% | -$1.91M |
|
2364
IPG Photonics
IPGP
$3.41B
| $5.65M | ﹤0.01% |
51,443
+22,446
| +77% | +$2.46M |
|
2365
Orthofix Medical
OFIX
$585M
| $5.64M | ﹤0.01% |
172,552
-3,812
| -2% | -$125K |
|
2366
Duolingo
DUOL
$13.5B
| $5.64M | ﹤0.01% |
59,291
+31,446
| +113% | +$2.99M |
|
2367
Mercer International
MERC
$213M
| $5.64M | ﹤0.01% |
404,283
+7,581
| +2% | +$106K |
|
2368
CBIZ
CBZ
$2.94B
| $5.63M | ﹤0.01% |
134,129
-49,065
| -27% | -$2.06M |
|
2369
Helix Energy Solutions
HLX
$925M
| $5.61M | ﹤0.01% |
1,173,934
+717,074
| +157% | +$3.43M |
|
|
AHH
2370
Armada Hoffler Properties
AHH
$599M
| $5.59M | ﹤0.01% |
382,969
-633,490
| -62% | -$9.25M |
|
2371
Alliance Entertainment
AENT
$367M
| $5.58M | ﹤0.01% |
564,728
-51,240
| -8% | -$506K |
|
|
ARI
2372
Apollo Commercial Real Estate
ARI
$1.46B
| $5.58M | ﹤0.01% |
400,492
-341,824
| -46% | -$4.76M |
|
2373
SPDR Portfolio Emerging Markets ETF
SPEM
$14B
| $5.57M | ﹤0.01% |
144,187
+60,258
| +72% | +$2.33M |
|
2374
4D Molecular Therapeutics
FDMT
$315M
| $5.56M | ﹤0.01% |
367,545
+84,158
| +30% | +$1.27M |
|
2375
WisdomTree India Earnings Fund ETF
EPI
$2.89B
| $5.56M | ﹤0.01% |
154,276
+12,626
| +9% | +$455K |
|