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 | |
|---|---|---|---|---|---|---|
2451
Pegasystems
PEGA
$10B
| $3.93M | ﹤0.01% |
180,920
+19,918
| +12% | +$432K |
|
2452
Entravision Communication
EVC
$221M
| $3.9M | ﹤0.01% |
1,069,418
-66,790
| -6% | -$244K |
|
|
B
2453
DELISTED
Barnes Group Inc.
B
| $3.9M | ﹤0.01% |
114,855
-11,173
| -9% | -$380K |
|
|
NEWR
2454
DELISTED
New Relic, Inc.
NEWR
| $3.9M | ﹤0.01% |
45,565
-1,074,587
| -96% | -$92M |
|
2455
Capital Group Dividend Value ETF
CGDV
$21.9B
| $3.9M | ﹤0.01% |
147,366
+147,363
| +4,912,100% | +$3.9M |
|
2456
Equitable Holdings
EQH
$16B
| $3.9M | ﹤0.01% |
137,397
-154,586
| -53% | -$4.39M |
|
2457
Schneider National
SNDR
$4.08B
| $3.89M | ﹤0.01% |
140,485
-6,354
| -4% | -$176K |
|
2458
89bio
ETNB
$1.2B
| $3.88M | ﹤0.01% |
251,305
+36,051
| +17% | +$557K |
|
2459
Protagonist Therapeutics
PTGX
$3.68B
| $3.87M | ﹤0.01% |
232,290
-32,417
| -12% | -$541K |
|
2460
Vanguard Mega Cap Growth ETF
MGK
$30.3B
| $3.86M | ﹤0.01% |
17,017
+761
| +5% | +$173K |
|
2461
Dynavax Technologies
DVAX
$1.12B
| $3.85M | ﹤0.01% |
260,614
+1,749
| +0.7% | +$25.8K |
|
2462
Liberty Live Group Series A
LLYVA
$8.88B
| $3.85M | ﹤0.01% |
+120,570
| New | +$3.85M |
|
2463
Futu Holdings
FUTU
$24.4B
| $3.83M | ﹤0.01% |
66,313
+6,915
| +12% | +$400K |
|
2464
Chewy
CHWY
$15.8B
| $3.82M | ﹤0.01% |
209,232
-732,545
| -78% | -$13.4M |
|
2465
iShares AAA-A Rated Corporate Bond ETF
QLTA
$1.71B
| $3.82M | ﹤0.01% |
84,721
+84,637
| +100,758% | +$3.82M |
|
2466
Vanguard Extended Market ETF
VXF
$24.4B
| $3.8M | ﹤0.01% |
26,547
-377
| -1% | -$54K |
|
2467
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.8B
| $3.8M | ﹤0.01% |
120,794
-320,188
| -73% | -$10.1M |
|
2468
Kemper
KMPR
$3.3B
| $3.78M | ﹤0.01% |
90,044
-18,213
| -17% | -$765K |
|
2469
Trupanion
TRUP
$1.94B
| $3.78M | ﹤0.01% |
133,917
-5,763
| -4% | -$163K |
|
2470
Integral Ad Science
IAS
$1.39B
| $3.78M | ﹤0.01% |
317,531
+21,563
| +7% | +$256K |
|
2471
iShares Russell Top 200 Value ETF
IWX
$2.82B
| $3.76M | ﹤0.01% |
57,478
+13,258
| +30% | +$867K |
|
2472
Koppers
KOP
$571M
| $3.75M | ﹤0.01% |
94,775
+25,472
| +37% | +$1.01M |
|
2473
YPF
YPF
$10.7B
| $3.75M | ﹤0.01% |
305,934
+47,527
| +18% | +$582K |
|
|
LSEA
2474
DELISTED
Landsea Homes
LSEA
| $3.75M | ﹤0.01% |
416,718
-32,482
| -7% | -$292K |
|
2475
Vital Energy
VTLE
$634M
| $3.74M | ﹤0.01% |
67,519
+18,798
| +39% | +$1.04M |
|