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 |
Microsoft
MSFT
|
+$7.49B |
| 2 |
NVIDIA
NVDA
|
+$6.55B |
| 3 |
Apple
AAPL
|
+$3.25B |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$2.72B |
| 5 |
Walt Disney
DIS
|
+$2.57B |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$4.98B |
| 2 |
Meta Platforms (Facebook)
META
|
+$2.57B |
| 3 |
Linde
LIN
|
+$1.98B |
| 4 |
UnitedHealth
UNH
|
+$1.96B |
| 5 |
Union Pacific
UNP
|
+$1.93B |
Sector Composition
| 1 | Technology | 25.87% |
| 2 | Financials | 10.43% |
| 3 | Consumer Discretionary | 10.13% |
| 4 | Communication Services | 7.61% |
| 5 | Healthcare | 7.59% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
AAMI
2376
Acadian Asset Management
AAMI
$1.75B
| $6.96M | ﹤0.01% |
197,609
-41,663
| -17% | -$1.47M |
|
2377
Minerals Technologies
MTX
$1.97B
| $6.95M | ﹤0.01% |
126,141
-38,840
| -24% | -$2.14M |
|
2378
Nice
NICE
$9.47B
| $6.94M | ﹤0.01% |
41,098
+15
| +0% | +$2.53K |
|
2379
Eldorado Gold
EGO
$5.67B
| $6.9M | ﹤0.01% |
339,370
+313,449
| +1,209% | +$6.38M |
|
2380
BioNTech
BNTX
$23.1B
| $6.9M | ﹤0.01% |
64,774
+63,002
| +3,555% | +$6.71M |
|
2381
JPMorgan High Yield Municipal ETF
JMHI
$224M
| $6.89M | ﹤0.01% |
138,337
-684
| -0.5% | -$34.1K |
|
2382
Weibo
WB
$3.07B
| $6.86M | ﹤0.01% |
720,348
+599,700
| +497% | +$5.72M |
|
2383
HealthStream
HSTM
$860M
| $6.86M | ﹤0.01% |
247,905
+186,231
| +302% | +$5.15M |
|
|
SARO
2384
StandardAero Inc
SARO
$9.22B
| $6.83M | ﹤0.01% |
215,870
+6,269
| +3% | +$198K |
|
2385
SPDR Portfolio MSCI Global Stock Market ETF
SPGM
$1.24B
| $6.83M | ﹤0.01% |
99,002
+85,632
| +640% | +$5.91M |
|
2386
AtriCure
ATRC
$1.81B
| $6.83M | ﹤0.01% |
208,271
-46,195
| -18% | -$1.51M |
|
2387
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.29B
| $6.78M | ﹤0.01% |
405,374
+12,914
| +3% | +$216K |
|
2388
BlackRock World ex US Carbon Transition Readiness ETF
LCTD
$246M
| $6.78M | ﹤0.01% |
133,206
-8,469
| -6% | -$431K |
|
2389
Capital Group Global Growth Equity ETF
CGGO
$7.26B
| $6.77M | ﹤0.01% |
211,635
+193,351
| +1,057% | +$6.18M |
|
|
EVRI
2390
DELISTED
Everi Holdings
EVRI
| $6.75M | ﹤0.01% |
473,852
-100,160
| -17% | -$1.43M |
|
2391
Select Medical
SEM
$1.53B
| $6.75M | ﹤0.01% |
444,415
+86,343
| +24% | +$1.31M |
|
2392
HUB Group
HUBG
$2.18B
| $6.74M | ﹤0.01% |
201,557
-50,674
| -20% | -$1.69M |
|
2393
St. Joe Company
JOE
$2.93B
| $6.74M | ﹤0.01% |
141,201
+7,739
| +6% | +$369K |
|
2394
Mercury Systems
MRCY
$4.55B
| $6.73M | ﹤0.01% |
124,973
+29,057
| +30% | +$1.57M |
|
2395
Acadia Pharmaceuticals
ACAD
$4.12B
| $6.73M | ﹤0.01% |
311,937
-12,788
| -4% | -$276K |
|
2396
GigaCloud Technology
GCT
$1.11B
| $6.72M | ﹤0.01% |
339,885
+137,201
| +68% | +$2.71M |
|
2397
Consensus Cloud Solutions
CCSI
$550M
| $6.71M | ﹤0.01% |
291,172
-16,989
| -6% | -$392K |
|
2398
Xtrackers MSCI Europe Hedged Equity ETF
DBEU
$682M
| $6.7M | ﹤0.01% |
152,095
+33
| +0% | +$1.46K |
|
2399
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$7.71B
| $6.7M | ﹤0.01% |
202,997
-21,892
| -10% | -$723K |
|
2400
Neogen
NEOG
$1.22B
| $6.7M | ﹤0.01% |
1,401,326
-486,012
| -26% | -$2.32M |
|