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 |
Vanguard Total Bond Market
BND
|
+$2.22B |
| 2 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$2.05B |
| 3 |
AbbVie
ABBV
|
+$1.78B |
| 4 |
Vanguard Total International Bond ETF
BNDX
|
+$1.63B |
| 5 |
Exxon Mobil
XOM
|
+$1.6B |
Top Sells
| 1 |
Vanguard Short-Term Bond ETF
BSV
|
+$3.92B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.35B |
| 3 |
Tesla
TSLA
|
+$1.22B |
| 4 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$1.13B |
| 5 |
iShares TIPS Bond ETF
TIP
|
+$1.03B |
Sector Composition
| 1 | Technology | 17.24% |
| 2 | Healthcare | 11.68% |
| 3 | Financials | 11.59% |
| 4 | Consumer Discretionary | 9.21% |
| 5 | Industrials | 7.93% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2476
Fulcrum Therapeutics
FULC
$391M
| $4.74M | ﹤0.01% |
200,386
-2,487
| -1% | -$58.8K |
|
2477
Caribou Biosciences
CRBU
$168M
| $4.74M | ﹤0.01% |
515,758
+497,692
| +2,755% | +$4.57M |
|
|
DUET
2478
DELISTED
DUET Acquisition Corp. Class A Common Stock
DUET
| $4.73M | ﹤0.01% |
+478,502
| New | +$4.73M |
|
2479
Dycom Industries
DY
$7.67B
| $4.72M | ﹤0.01% |
49,555
+2,993
| +6% | +$285K |
|
2480
Tortoise North American Pipeline Fund
TPYP
$708M
| $4.72M | ﹤0.01% |
178,198
-6,703
| -4% | -$178K |
|
2481
Arbor Realty Trust
ABR
$2.28B
| $4.72M | ﹤0.01% |
276,501
-41,956
| -13% | -$716K |
|
|
UTAA
2482
DELISTED
UTA Acquisition Corporation Class A Ordinary Shares
UTAA
| $4.71M | ﹤0.01% |
+477,580
| New | +$4.71M |
|
2483
iShares Silver Trust
SLV
$20.3B
| $4.7M | ﹤0.01% |
205,506
-1,982,174
| -91% | -$45.4M |
|
|
TIOA
2484
DELISTED
Tio Tech A Class A Ordinary Share
TIOA
| $4.7M | ﹤0.01% |
480,000
| – | – |
|
2485
Zenvia
ZENV
$62.4M
| $4.68M | ﹤0.01% |
766,893
| – | – |
|
2486
Ligand Pharmaceuticals
LGND
$3.28B
| $4.68M | ﹤0.01% |
66,617
+2,620
| +4% | +$184K |
|
2487
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.13B
| $4.66M | ﹤0.01% |
137,486
+4,561
| +3% | +$155K |
|
2488
Veeco
VECO
$1.61B
| $4.65M | ﹤0.01% |
171,171
-91,516
| -35% | -$2.49M |
|
2489
Great Lakes Dredge & Dock
GLDD
$833M
| $4.65M | ﹤0.01% |
331,575
-16,967
| -5% | -$238K |
|
2490
Pacira BioSciences
PCRX
$1.18B
| $4.65M | ﹤0.01% |
60,888
+9,350
| +18% | +$714K |
|
2491
Weatherford International
WFRD
$4.65B
| $4.65M | ﹤0.01% |
139,569
+93,829
| +205% | +$3.12M |
|
2492
WIX.com
WIX
$9.9B
| $4.63M | ﹤0.01% |
44,370
+9,236
| +26% | +$965K |
|
2493
Artisan Partners
APAM
$3.21B
| $4.61M | ﹤0.01% |
117,143
-10,046
| -8% | -$395K |
|
2494
InterContinental Hotels
IHG
$18.3B
| $4.61M | ﹤0.01% |
66,910
-87,743
| -57% | -$6.04M |
|
|
EAR
2495
DELISTED
Eargo, Inc. Common Stock
EAR
| $4.58M | ﹤0.01% |
43,309
-5,608
| -11% | -$593K |
|
2496
Adaptive Biotechnologies
ADPT
$1.99B
| $4.57M | ﹤0.01% |
329,115
+49,451
| +18% | +$687K |
|
2497
Atlanta Braves Holdings Series B
BATRK
$2.62B
| $4.56M | ﹤0.01% |
163,367
-35,689
| -18% | -$996K |
|
|
PLYA
2498
DELISTED
Playa Hotels & Resorts
PLYA
| $4.54M | ﹤0.01% |
524,376
+166,474
| +47% | +$1.44M |
|
|
ANAT
2499
DELISTED
American National Group, Inc. Common Stock
ANAT
| $4.52M | ﹤0.01% |
23,880
-8,408
| -26% | -$1.59M |
|
2500
Pediatrix Medical
MD
$1.43B
| $4.51M | ﹤0.01% |
192,069
-60,890
| -24% | -$1.43M |
|