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 Short-Term Bond ETF
BSV
|
+$5.56B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.68B |
| 3 |
AbbVie
ABBV
|
+$964M |
| 4 |
Technology Select Sector SPDR Fund
XLK
|
+$801M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$756M |
Top Sells
| 1 |
Apple
AAPL
|
+$2.34B |
| 2 |
Amazon
AMZN
|
+$1.76B |
| 3 |
Cigna
CI
|
+$1.06B |
| 4 |
Morgan Stanley
MS
|
+$1.05B |
| 5 |
Microsoft
MSFT
|
+$1.05B |
Sector Composition
| 1 | Technology | 16.69% |
| 2 | Financials | 11.81% |
| 3 | Healthcare | 10.26% |
| 4 | Consumer Discretionary | 10% |
| 5 | Industrials | 7.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2676
Allot
ALLT
$423M
| $3.64M | ﹤0.01% |
244,760
-113,981
| -32% | -$1.69M |
|
|
DILA
2677
DELISTED
DILA Capital Acquisition Corp. Class A Common Stock
DILA
| $3.64M | ﹤0.01% |
+374,000
| New | +$3.64M |
|
2678
IBEX
IBEX
$520M
| $3.63M | ﹤0.01% |
213,588
-8,861
| -4% | -$151K |
|
|
AUY
2679
DELISTED
Yamana Gold, Inc.
AUY
| $3.63M | ﹤0.01% |
915,889
-1,464,361
| -62% | -$5.8M |
|
2680
Apogee Enterprises
APOG
$919M
| $3.63M | ﹤0.01% |
96,035
-63,762
| -40% | -$2.41M |
|
2681
Root
ROOT
$1.55B
| $3.59M | ﹤0.01% |
37,843
+35,416
| +1,459% | +$3.36M |
|
2682
Buckle
BKE
$3.14B
| $3.59M | ﹤0.01% |
90,628
+34,749
| +62% | +$1.38M |
|
|
VOSO
2683
DELISTED
Virtuoso Acquisition Corp. Class A Common Stock
VOSO
| $3.57M | ﹤0.01% |
360,681
-104,340
| -22% | -$1.03M |
|
2684
Vor Biopharma
VOR
$203M
| $3.57M | ﹤0.01% |
227,824
+217,202
| +2,045% | +$3.41M |
|
2685
iShares MSCI Japan Small-Cap ETF
SCJ
$150M
| $3.57M | ﹤0.01% |
43,330
-120
| -0.3% | -$9.87K |
|
|
SII
2686
Sprott
SII
$1.82B
| $3.55M | ﹤0.01% |
96,823
-1,905
| -2% | -$69.9K |
|
|
MRNS
2687
DELISTED
Marinus Pharmaceuticals, Inc
MRNS
| $3.55M | ﹤0.01% |
311,925
+180,939
| +138% | +$2.06M |
|
|
ORC
2688
Orchid Island Capital
ORC
$1.04B
| $3.54M | ﹤0.01% |
144,699
+4,410
| +3% | +$108K |
|
2689
Universal Insurance Holdings
UVE
$707M
| $3.52M | ﹤0.01% |
270,092
+128,294
| +90% | +$1.67M |
|
|
SPK
2690
DELISTED
SPK Acquisition Corp. Common Stock
SPK
| $3.52M | ﹤0.01% |
+354,527
| New | +$3.52M |
|
2691
Mercer International
MERC
$208M
| $3.51M | ﹤0.01% |
302,854
+183,593
| +154% | +$2.13M |
|
2692
Sanofi
SNY
$114B
| $3.51M | ﹤0.01% |
72,792
-58,678
| -45% | -$2.83M |
|
2693
SPX Corp
SPXC
$9.24B
| $3.49M | ﹤0.01% |
65,272
-69,366
| -52% | -$3.71M |
|
|
GPX
2694
DELISTED
GP Strategies Corp.
GPX
| $3.47M | ﹤0.01% |
167,367
+18,155
| +12% | +$376K |
|
2695
abrdn Physical Gold Shares ETF
SGOL
$5.86B
| $3.46M | ﹤0.01% |
205,330
+150,181
| +272% | +$2.53M |
|
2696
ASE Group
ASX
$24.4B
| $3.44M | ﹤0.01% |
437,628
+325,229
| +289% | +$2.55M |
|
2697
Dime Community Bancshares
DCOM
$1.35B
| $3.43M | ﹤0.01% |
105,020
+31,777
| +43% | +$1.04M |
|
2698
iShares MSCI Australia ETF
EWA
$1.57B
| $3.43M | ﹤0.01% |
138,234
-1,741,154
| -93% | -$43.2M |
|
2699
Grove Collaborative
GROV
$62.7M
| $3.43M | ﹤0.01% |
+70,600
| New | +$3.43M |
|
|
SQZ
2700
DELISTED
SQZ Biotechnologies Company
SQZ
| $3.42M | ﹤0.01% |
237,009
+54,980
| +30% | +$793K |
|