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 | |
|---|---|---|---|---|---|---|
2351
Frontdoor
FTDR
$4.83B
| $4.78M | ﹤0.01% |
156,366
-34,859
| -18% | -$1.07M |
|
2352
Scorpio Tankers
STNG
$3.15B
| $4.76M | ﹤0.01% |
87,941
+6,325
| +8% | +$342K |
|
2353
Skyward Specialty Insurance
SKWD
$1.9B
| $4.76M | ﹤0.01% |
173,802
+2,167
| +1% | +$59.3K |
|
2354
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$14.4B
| $4.73M | ﹤0.01% |
108,124
+74,875
| +225% | +$3.28M |
|
2355
Banco Macro
BMA
$2.83B
| $4.7M | ﹤0.01% |
237,975
+236,376
| +14,783% | +$4.66M |
|
2356
Vanguard Materials ETF
VAW
$2.84B
| $4.69M | ﹤0.01% |
27,203
-33,594
| -55% | -$5.8M |
|
2357
Coursera
COUR
$1.84B
| $4.69M | ﹤0.01% |
250,994
-42,494
| -14% | -$794K |
|
2358
Rocket Companies
RKT
$44.6B
| $4.68M | ﹤0.01% |
571,601
+442,419
| +342% | +$3.62M |
|
|
AVDL
2359
Avadel Pharmaceuticals
AVDL
$1.51B
| $4.66M | ﹤0.01% |
452,472
+119,848
| +36% | +$1.23M |
|
2360
Addus HomeCare
ADUS
$1.98B
| $4.66M | ﹤0.01% |
54,678
-800
| -1% | -$68.2K |
|
|
FBMS
2361
DELISTED
The First Bancshares, Inc.
FBMS
| $4.64M | ﹤0.01% |
172,021
+57,730
| +51% | +$1.56M |
|
2362
On Holding
ONON
$14.3B
| $4.64M | ﹤0.01% |
166,677
+163,592
| +5,303% | +$4.55M |
|
2363
Ironwood Pharmaceuticals
IRWD
$216M
| $4.63M | ﹤0.01% |
481,305
-809,116
| -63% | -$7.79M |
|
2364
Viper Energy
VNOM
$6.47B
| $4.61M | ﹤0.01% |
165,288
+137,823
| +502% | +$3.84M |
|
|
SCPL
2365
DELISTED
SciPlay Corporation Class A Common Stock
SCPL
| $4.6M | ﹤0.01% |
202,186
+157,274
| +350% | +$3.58M |
|
2366
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.01B
| $4.6M | ﹤0.01% |
136,577
-94,383
| -41% | -$3.18M |
|
2367
Varonis Systems
VRNS
$6.46B
| $4.59M | ﹤0.01% |
150,409
-41,412
| -22% | -$1.26M |
|
2368
SPDR MSCI USA Gender Diversity ETF
SHE
$273M
| $4.59M | ﹤0.01% |
53,999
+14
| +0% | +$1.19K |
|
2369
QuinStreet
QNST
$944M
| $4.58M | ﹤0.01% |
511,004
-39,320
| -7% | -$353K |
|
2370
Treehouse Foods
THS
$888M
| $4.58M | ﹤0.01% |
105,055
-10,209
| -9% | -$445K |
|
2371
Global X Uranium ETF
URA
$4.54B
| $4.57M | ﹤0.01% |
169,125
-31,404
| -16% | -$849K |
|
2372
Treace Medical Concepts
TMCI
$447M
| $4.57M | ﹤0.01% |
348,568
-30,545
| -8% | -$400K |
|
2373
SPDR Bloomberg Convertible Securities ETF
CWB
$4.49B
| $4.56M | ﹤0.01% |
67,317
+31,668
| +89% | +$2.15M |
|
2374
Sana Biotechnology
SANA
$808M
| $4.56M | ﹤0.01% |
1,177,332
-60,466
| -5% | -$234K |
|
2375
Strategic Education
STRA
$1.96B
| $4.55M | ﹤0.01% |
60,453
-6,619
| -10% | -$498K |
|