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 | |
|---|---|---|---|---|---|---|
2726
Lucid Motors
LCID
$6.26B
| $3.19M | ﹤0.01% |
12,565
+4,588
| +58% | +$1.16M |
|
|
HERA
2727
DELISTED
FTAC Hera Acquisition Corp. Class A Ordinary Shares
HERA
| $3.18M | ﹤0.01% |
324,764
+230,000
| +243% | +$2.25M |
|
2728
Amphastar Pharmaceuticals
AMPH
$1.25B
| $3.18M | ﹤0.01% |
88,468
-22,047
| -20% | -$792K |
|
2729
iShares US Healthcare ETF
IYH
$2.74B
| $3.17M | ﹤0.01% |
54,885
+2,110
| +4% | +$122K |
|
|
CNDA
2730
DELISTED
Concord Acquisition Corp II
CNDA
| $3.17M | ﹤0.01% |
327,327
+227,327
| +227% | +$2.2M |
|
2731
SPX Corp
SPXC
$9.14B
| $3.17M | ﹤0.01% |
64,052
-28,270
| -31% | -$1.4M |
|
2732
iShares MSCI France ETF
EWQ
$392M
| $3.16M | ﹤0.01% |
89,545
+86,170
| +2,553% | +$3.04M |
|
|
SFT
2733
DELISTED
Shift Technologies, Inc. Class A Common Stock
SFT
| $3.16M | ﹤0.01% |
143,718
+85,408
| +146% | +$1.88M |
|
|
HTLF
2734
DELISTED
Heartland Financial USA, Inc.
HTLF
| $3.15M | ﹤0.01% |
65,785
+30,040
| +84% | +$1.44M |
|
2735
iShares US Aerospace & Defense ETF
ITA
$9.25B
| $3.14M | ﹤0.01% |
28,359
+14,016
| +98% | +$1.55M |
|
2736
Pegasystems
PEGA
$10B
| $3.14M | ﹤0.01% |
77,830
+30,394
| +64% | +$1.23M |
|
2737
Denali Therapeutics
DNLI
$1.91B
| $3.13M | ﹤0.01% |
97,372
+14,227
| +17% | +$458K |
|
|
RXDX
2738
DELISTED
Prometheus Biosciences, Inc. Common Stock
RXDX
| $3.13M | ﹤0.01% |
82,927
+67,975
| +455% | +$2.57M |
|
2739
E.W. Scripps
SSP
$251M
| $3.13M | ﹤0.01% |
150,550
-19,287
| -11% | -$401K |
|
2740
Kodiak Sciences
KOD
$486M
| $3.12M | ﹤0.01% |
404,726
+367,367
| +983% | +$2.84M |
|
2741
Equity Bancshares
EQBK
$788M
| $3.11M | ﹤0.01% |
96,257
-11,491
| -11% | -$371K |
|
|
USDP
2742
DELISTED
USD PARTNERS LP
USDP
| $3.08M | ﹤0.01% |
512,198
+199,696
| +64% | +$1.2M |
|
2743
Photronics
PLAB
$1.38B
| $3.08M | ﹤0.01% |
181,577
-32,509
| -15% | -$552K |
|
|
HTPA
2744
DELISTED
Highland Transcend Partners I Corp.
HTPA
| $3.08M | ﹤0.01% |
313,516
+216,516
| +223% | +$2.13M |
|
2745
Impinj
PI
$5.57B
| $3.07M | ﹤0.01% |
48,385
+25,370
| +110% | +$1.61M |
|
2746
Nkarta
NKTX
$136M
| $3.07M | ﹤0.01% |
270,124
-5,140
| -2% | -$58.5K |
|
2747
Trustco Bank Corp NY
TRST
$733M
| $3.07M | ﹤0.01% |
96,012
-31,959
| -25% | -$1.02M |
|
2748
FuelCell Energy
FCEL
$247M
| $3.06M | ﹤0.01% |
17,711
+655
| +4% | +$113K |
|
2749
Akebia Therapeutics
AKBA
$742M
| $3.06M | ﹤0.01% |
4,258,198
-174,005
| -4% | -$125K |
|
2750
Helios Technologies
HLIO
$1.78B
| $3.06M | ﹤0.01% |
38,072
-35,146
| -48% | -$2.82M |
|