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
|
+$2.27B |
| 2 |
Amazon
AMZN
|
+$2.16B |
| 3 |
Tesla
TSLA
|
+$1.15B |
| 4 |
NXP Semiconductors
NXPI
|
+$1.12B |
| 5 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$990M |
Top Sells
| 1 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$4.19B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$2.33B |
| 3 |
Meta Platforms (Facebook)
META
|
+$1.52B |
| 4 |
JPMorgan BetaBuilders Japan ETF
BBJP
|
+$1.27B |
| 5 |
PayPal
PYPL
|
+$1.01B |
Sector Composition
| 1 | Technology | 18.04% |
| 2 | Financials | 11.12% |
| 3 | Healthcare | 10.53% |
| 4 | Consumer Discretionary | 10.3% |
| 5 | Industrials | 7.85% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2401
Upwork
UPWK
$2.27B
| $5.54M | ﹤0.01% |
162,138
-50,362
| -24% | -$1.72M |
|
2402
SPX Corp
SPXC
$9.18B
| $5.51M | ﹤0.01% |
92,322
+27,050
| +41% | +$1.61M |
|
|
B
2403
DELISTED
Barnes Group Inc.
B
| $5.5M | ﹤0.01% |
117,996
-105,639
| -47% | -$4.92M |
|
2404
Precision BioSciences
DTIL
$55M
| $5.49M | ﹤0.01% |
24,718
-5,275
| -18% | -$1.17M |
|
2405
Orthofix Medical
OFIX
$586M
| $5.48M | ﹤0.01% |
176,364
-19,176
| -10% | -$596K |
|
2406
Great Lakes Dredge & Dock
GLDD
$825M
| $5.48M | ﹤0.01% |
348,542
-17,053
| -5% | -$268K |
|
2407
Pacific Biosciences
PACB
$369M
| $5.47M | ﹤0.01% |
267,189
+19,052
| +8% | +$390K |
|
2408
Consensus Cloud Solutions
CCSI
$537M
| $5.46M | ﹤0.01% |
+94,375
| New | +$5.46M |
|
2409
New Oriental
EDU
$8.64B
| $5.46M | ﹤0.01% |
260,007
-980,611
| -79% | -$20.6M |
|
2410
Vanda Pharmaceuticals
VNDA
$264M
| $5.44M | ﹤0.01% |
347,052
-2,938
| -0.8% | -$46.1K |
|
2411
Vanguard Energy ETF
VDE
$7.33B
| $5.44M | ﹤0.01% |
70,076
+12,998
| +23% | +$1.01M |
|
2412
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
$2.23B
| $5.41M | ﹤0.01% |
96,225
+2,827
| +3% | +$159K |
|
|
CNR
2413
Core Natural Resources, Inc.
CNR
$3.98B
| $5.41M | ﹤0.01% |
238,097
+174,150
| +272% | +$3.95M |
|
2414
EverQuote
EVER
$877M
| $5.38M | ﹤0.01% |
343,407
-77,405
| -18% | -$1.21M |
|
2415
Qfin Holdings, Inc. American Depositary Shares
QFIN
$3.82B
| $5.37M | ﹤0.01% |
234,351
+83,962
| +56% | +$1.93M |
|
2416
Radware
RDWR
$1.09B
| $5.36M | ﹤0.01% |
128,653
-127,972
| -50% | -$5.33M |
|
2417
NovaGold Resources
NG
$2.91B
| $5.36M | ﹤0.01% |
780,791
+463,848
| +146% | +$3.18M |
|
2418
LendingTree
TREE
$1B
| $5.35M | ﹤0.01% |
43,608
-18,180
| -29% | -$2.23M |
|
2419
Dave & Buster's
PLAY
$696M
| $5.35M | ﹤0.01% |
139,199
+94,183
| +209% | +$3.62M |
|
2420
Weis Markets
WMK
$1.78B
| $5.34M | ﹤0.01% |
81,109
+41,514
| +105% | +$2.74M |
|
2421
Universal Electronics
UEIC
$61.9M
| $5.32M | ﹤0.01% |
130,446
+12,662
| +11% | +$516K |
|
2422
Simply Good Foods
SMPL
$2.71B
| $5.31M | ﹤0.01% |
127,830
+18,669
| +17% | +$776K |
|
|
NTST
2423
NETSTREIT Corp
NTST
$1.76B
| $5.3M | ﹤0.01% |
231,502
+76,384
| +49% | +$1.75M |
|
2424
Armstrong World Industries
AWI
$8.44B
| $5.3M | ﹤0.01% |
45,606
+23,895
| +110% | +$2.77M |
|
2425
California Water Service
CWT
$2.68B
| $5.29M | ﹤0.01% |
73,576
-5,550
| -7% | -$399K |
|