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
|
+$6.27B |
| 2 |
Vanguard S&P 500 ETF
VOO
|
+$5.61B |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
+$3.32B |
| 4 |
Meta Platforms (Facebook)
META
|
+$3.21B |
| 5 |
Apple
AAPL
|
+$2.9B |
Top Sells
| 1 |
iShares Short Treasury Bond ETF
SHV
|
+$3.23B |
| 2 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$1.76B |
| 3 |
Schwab US TIPS ETF
SCHP
|
+$702M |
| 4 |
Nike
NKE
|
+$702M |
| 5 |
Tesla
TSLA
|
+$652M |
Sector Composition
| 1 | Technology | 20.52% |
| 2 | Healthcare | 11.04% |
| 3 | Financials | 9.44% |
| 4 | Consumer Discretionary | 8.87% |
| 5 | Industrials | 7.44% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2376
Stewart Information Services
STC
$2.08B
| $4.97M | ﹤0.01% |
120,810
-7,980
| -6% | -$328K |
|
2377
Generation Bio
GBIO
$38.9M
| $4.96M | ﹤0.01% |
90,132
+43,747
| +94% | +$2.41M |
|
2378
Corcept Therapeutics
CORT
$7.92B
| $4.95M | ﹤0.01% |
222,506
-68,086
| -23% | -$1.51M |
|
2379
PDF Solutions
PDFS
$792M
| $4.93M | ﹤0.01% |
109,264
+29,092
| +36% | +$1.31M |
|
2380
Tandem Diabetes Care
TNDM
$823M
| $4.92M | ﹤0.01% |
200,651
+56,565
| +39% | +$1.39M |
|
2381
Vanguard Long-Term Bond ETF
BLV
$5.77B
| $4.92M | ﹤0.01% |
65,665
-2,012
| -3% | -$151K |
|
2382
ANI Pharmaceuticals
ANIP
$2.07B
| $4.91M | ﹤0.01% |
91,212
+47,673
| +109% | +$2.57M |
|
2383
Cheesecake Factory
CAKE
$2.71B
| $4.91M | ﹤0.01% |
141,972
+3,855
| +3% | +$133K |
|
2384
Gentherm
THRM
$1.08B
| $4.89M | ﹤0.01% |
86,484
+4,691
| +6% | +$265K |
|
2385
Frontline
FRO
$5.31B
| $4.88M | ﹤0.01% |
335,663
-1,560,888
| -82% | -$22.7M |
|
2386
Opendoor
OPEN
$7.51B
| $4.87M | ﹤0.01% |
1,210,715
+801,734
| +196% | +$3.22M |
|
2387
First Trust Preferred Securities and Income ETF
FPE
$6.22B
| $4.87M | ﹤0.01% |
304,668
+121,917
| +67% | +$1.95M |
|
2388
QuinStreet
QNST
$947M
| $4.86M | ﹤0.01% |
550,324
-21,725
| -4% | -$192K |
|
2389
Atlantic Union Bankshares
AUB
$5.02B
| $4.85M | ﹤0.01% |
187,031
-750,454
| -80% | -$19.5M |
|
2390
RXO
RXO
$2.77B
| $4.84M | ﹤0.01% |
213,510
+123,947
| +138% | +$2.81M |
|
2391
Qfin Holdings, Inc. American Depositary Shares
QFIN
$4.07B
| $4.84M | ﹤0.01% |
280,032
+48,621
| +21% | +$840K |
|
2392
Takeda Pharmaceutical
TAK
$47.7B
| $4.83M | ﹤0.01% |
307,531
+233,423
| +315% | +$3.67M |
|
2393
iShares Micro-Cap ETF
IWC
$964M
| $4.83M | ﹤0.01% |
44,173
+340
| +0.8% | +$37.2K |
|
2394
Carriage Services
CSV
$677M
| $4.83M | ﹤0.01% |
148,682
+18,320
| +14% | +$595K |
|
2395
Celestica
CLS
$28.5B
| $4.82M | ﹤0.01% |
332,618
-22,153
| -6% | -$321K |
|
2396
Amphastar Pharmaceuticals
AMPH
$1.25B
| $4.82M | ﹤0.01% |
83,848
-33,919
| -29% | -$1.95M |
|
2397
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$42B
| $4.81M | ﹤0.01% |
52,376
-8,280
| -14% | -$760K |
|
2398
MP Materials
MP
$11.8B
| $4.81M | ﹤0.01% |
210,051
-23,367
| -10% | -$535K |
|
2399
Fastly
FSLY
$1.27B
| $4.8M | ﹤0.01% |
304,289
+97,612
| +47% | +$1.54M |
|
|
ESGR
2400
DELISTED
Enstar Group
ESGR
| $4.79M | ﹤0.01% |
19,614
+2,877
| +17% | +$703K |
|