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 | |
|---|---|---|---|---|---|---|
2451
Southern Copper
SCCO
$87.8B
| $5.12M | ﹤0.01% |
87,148
-113,205
| -57% | -$6.65M |
|
|
FSRD
2452
DELISTED
Fast Radius, Inc. Class A Common Stock
FSRD
| $5.12M | ﹤0.01% |
519,000
+346,874
| +202% | +$3.42M |
|
2453
Clearwater Paper
CLW
$354M
| $5.11M | ﹤0.01% |
139,391
+124,841
| +858% | +$4.58M |
|
2454
Lifetime Brands
LCUT
$90.2M
| $5.11M | ﹤0.01% |
319,817
-4,020
| -1% | -$64.2K |
|
|
SUM
2455
DELISTED
Summit Materials, Inc. Class A Common Stock
SUM
| $5.11M | ﹤0.01% |
129,411
-16,974
| -12% | -$670K |
|
2456
Columbus McKinnon
CMCO
$441M
| $5.1M | ﹤0.01% |
110,240
+2,077
| +2% | +$96.1K |
|
2457
QCR Holdings
QCRH
$1.33B
| $5.1M | ﹤0.01% |
91,005
+15,002
| +20% | +$840K |
|
|
RFP
2458
DELISTED
Resolute Forest Products Inc.
RFP
| $5.09M | ﹤0.01% |
333,465
-21,612
| -6% | -$330K |
|
2459
Semrush
SEMR
$1.12B
| $5.09M | ﹤0.01% |
+244,140
| New | +$5.09M |
|
2460
Mesa Laboratories
MLAB
$365M
| $5.08M | ﹤0.01% |
15,493
-2,118
| -12% | -$695K |
|
2461
iShares Morningstar Value ETF
ILCV
$1.1B
| $5.08M | ﹤0.01% |
73,004
+484
| +0.7% | +$33.7K |
|
|
TWO
2462
Two Harbors Investment
TWO
$1.05B
| $5.08M | ﹤0.01% |
220,132
+61,645
| +39% | +$1.42M |
|
2463
Vanguard Emerging Markets Government Bond ETF
VWOB
$4.85B
| $5.08M | ﹤0.01% |
65,378
-15,337
| -19% | -$1.19M |
|
|
SIXG
2464
Defiance Connective Technologies ETF
SIXG
$658M
| $5.08M | ﹤0.01% |
121,744
-3,433
| -3% | -$143K |
|
|
LAND
2465
Gladstone Land Corp
LAND
$329M
| $5.07M | ﹤0.01% |
150,259
+117,327
| +356% | +$3.96M |
|
2466
Kaltura
KLTR
$270M
| $5.07M | ﹤0.01% |
1,504,517
+1,341,797
| +825% | +$4.52M |
|
2467
Glaukos
GKOS
$4.7B
| $5.07M | ﹤0.01% |
114,074
-10,327
| -8% | -$459K |
|
|
VGR
2468
DELISTED
Vector Group Ltd.
VGR
| $5.06M | ﹤0.01% |
440,650
+182,090
| +70% | +$2.09M |
|
|
BBBY
2469
DELISTED
Bed Bath & Beyond Inc
BBBY
| $5.04M | ﹤0.01% |
345,862
-74,516
| -18% | -$1.09M |
|
2470
Viasat
VSAT
$4.28B
| $5.02M | ﹤0.01% |
112,736
+14,189
| +14% | +$632K |
|
2471
SPDR S&P Semiconductor ETF
XSD
$1.51B
| $5.02M | ﹤0.01% |
20,639
+5,202
| +34% | +$1.27M |
|
2472
Healthcare Services Group
HCSG
$1.15B
| $5.01M | ﹤0.01% |
281,761
+5,455
| +2% | +$97K |
|
2473
Invesco DB US Dollar Index Bullish Fund
UUP
$159M
| $5.01M | ﹤0.01% |
195,298
+8,408
| +4% | +$215K |
|
2474
Titan International
TWI
$567M
| $5M | ﹤0.01% |
456,511
+408,373
| +848% | +$4.48M |
|
2475
IPG Photonics
IPGP
$3.42B
| $4.99M | ﹤0.01% |
28,997
-14,436
| -33% | -$2.49M |
|