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 | |
|---|---|---|---|---|---|---|
2426
Alarm.com
ALRM
$2.76B
| $4.13M | ﹤0.01% |
67,502
-24,574
| -27% | -$1.5M |
|
2427
Gentherm
THRM
$1.08B
| $4.13M | ﹤0.01% |
76,035
-10,449
| -12% | -$567K |
|
2428
Granite Construction
GVA
$4.71B
| $4.12M | ﹤0.01% |
108,323
-4,250
| -4% | -$162K |
|
|
ARI
2429
Apollo Commercial Real Estate
ARI
$1.46B
| $4.11M | ﹤0.01% |
405,582
-53,283
| -12% | -$540K |
|
2430
SPDR Portfolio Long Term Corporate Bond ETF
SPLB
$929M
| $4.09M | ﹤0.01% |
192,409
+152,141
| +378% | +$3.23M |
|
|
SPWR
2431
DELISTED
SunPower Corporation Common Stock
SPWR
| $4.08M | ﹤0.01% |
661,164
+237,643
| +56% | +$1.47M |
|
2432
Cavco Industries
CVCO
$4.36B
| $4.08M | ﹤0.01% |
15,352
-4,365
| -22% | -$1.16M |
|
2433
Invesco S&P 500 Quality ETF
SPHQ
$15.3B
| $4.06M | ﹤0.01% |
81,107
-434
| -0.5% | -$21.7K |
|
2434
Vanguard S&P Mid-Cap 400 ETF
IVOO
$2.84B
| $4.05M | ﹤0.01% |
47,928
+13,265
| +38% | +$1.12M |
|
|
PNT
2435
DELISTED
POINT Biopharma Global Inc. Common Stock
PNT
| $4.05M | ﹤0.01% |
607,049
-42,943
| -7% | -$286K |
|
2436
dLocal
DLO
$4.28B
| $4.03M | ﹤0.01% |
210,303
+197,870
| +1,591% | +$3.79M |
|
2437
Procept Biorobotics
PRCT
$2.07B
| $4.03M | ﹤0.01% |
122,855
+896
| +0.7% | +$29.4K |
|
2438
Ooma
OOMA
$360M
| $4.01M | ﹤0.01% |
308,078
-71,535
| -19% | -$931K |
|
2439
Allient
ALNT
$777M
| $3.99M | ﹤0.01% |
129,165
-1,621
| -1% | -$50.1K |
|
2440
uniQure
QURE
$777M
| $3.98M | ﹤0.01% |
592,921
-26,434
| -4% | -$177K |
|
2441
Trinity Industries
TRN
$2.24B
| $3.96M | ﹤0.01% |
162,790
-41,026
| -20% | -$999K |
|
|
SVC
2442
Service Properties Trust
SVC
$462M
| $3.96M | ﹤0.01% |
515,436
-10,269
| -2% | -$79K |
|
|
BWIN
2443
Baldwin Insurance Group
BWIN
$2.24B
| $3.96M | ﹤0.01% |
170,604
-13,334
| -7% | -$310K |
|
2444
Walker & Dunlop
WD
$2.91B
| $3.95M | ﹤0.01% |
53,230
-3,214
| -6% | -$239K |
|
2445
Dime Community Bancshares
DCOM
$1.35B
| $3.95M | ﹤0.01% |
197,794
+15,186
| +8% | +$303K |
|
|
VSTO
2446
DELISTED
Vista Outdoor Inc.
VSTO
| $3.95M | ﹤0.01% |
119,190
+23,299
| +24% | +$772K |
|
2447
Pricesmart
PSMT
$3.59B
| $3.95M | ﹤0.01% |
53,016
-90,435
| -63% | -$6.73M |
|
|
BORR
2448
Borr Drilling
BORR
$873M
| $3.94M | ﹤0.01% |
555,132
-21,018
| -4% | -$149K |
|
|
BRSP
2449
BrightSpire Capital
BRSP
$740M
| $3.94M | ﹤0.01% |
629,540
+447,613
| +246% | +$2.8M |
|
2450
SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.4B
| $3.94M | ﹤0.01% |
112,318
+17,237
| +18% | +$605K |
|