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 | |
|---|---|---|---|---|---|---|
|
SJI
2751
DELISTED
South Jersey Industries, Inc.
SJI
| $3.19M | ﹤0.01% |
150,112
+31,290
| +26% | +$665K |
|
2752
Oportun Financial
OPRT
$295M
| $3.19M | ﹤0.01% |
127,299
-24,437
| -16% | -$612K |
|
2753
Sibanye-Stillwater
SBSW
$6.12B
| $3.19M | ﹤0.01% |
258,171
-108,284
| -30% | -$1.34M |
|
2754
Flex
FLEX
$21.3B
| $3.18M | ﹤0.01% |
238,557
+69,236
| +41% | +$923K |
|
|
KBAL
2755
DELISTED
Kimball International
KBAL
| $3.17M | ﹤0.01% |
282,712
+39,591
| +16% | +$443K |
|
2756
Global X Silver Miners ETF NEW
SIL
$3.19B
| $3.15M | ﹤0.01% |
89,626
+4,953
| +6% | +$174K |
|
2757
Nuveen New York AMT-Free Quality Municipal Income Fund
NRK
$873M
| $3.14M | ﹤0.01% |
227,289
+11,197
| +5% | +$155K |
|
|
MBAC
2758
DELISTED
M3-Brigade Acquisition II Corp.
MBAC
| $3.14M | ﹤0.01% |
+317,129
| New | +$3.14M |
|
2759
Immunovant
IMVT
$2.67B
| $3.12M | ﹤0.01% |
358,793
+328,156
| +1,071% | +$2.85M |
|
|
ZGNX
2760
DELISTED
Zogenix, Inc.
ZGNX
| $3.11M | ﹤0.01% |
204,494
-31,531
| -13% | -$479K |
|
2761
First Trust Technology AlphaDEX Fund
FXL
$1.43B
| $3.1M | ﹤0.01% |
25,213
+2,208
| +10% | +$271K |
|
|
MCFE
2762
DELISTED
McAfee Corp. Class A Common Stock
MCFE
| $3.08M | ﹤0.01% |
139,446
-148,519
| -52% | -$3.28M |
|
|
AEACU
2763
DELISTED
Authentic Equity Acquisition Corp. Unit
AEACU
| $3.08M | ﹤0.01% |
306,675
| – | – |
|
2764
Teekay Tankers
TNK
$1.87B
| $3.07M | ﹤0.01% |
211,081
-188
| -0.1% | -$2.73K |
|
2765
WD-40
WDFC
$2.83B
| $3.07M | ﹤0.01% |
13,238
-8,749
| -40% | -$2.03M |
|
2766
SPDR Portfolio Emerging Markets ETF
SPEM
$14.1B
| $3.06M | ﹤0.01% |
72,021
-49,890
| -41% | -$2.12M |
|
2767
Tactile Systems Technology
TCMD
$308M
| $3.06M | ﹤0.01% |
68,855
-16,759
| -20% | -$745K |
|
2768
Frontdoor
FTDR
$4.74B
| $3.06M | ﹤0.01% |
73,018
-3,032
| -4% | -$127K |
|
2769
Skillz
SKLZ
$113M
| $3.06M | ﹤0.01% |
15,571
+8,307
| +114% | +$1.63M |
|
2770
Red Rock Resorts
RRR
$3.52B
| $3.06M | ﹤0.01% |
59,686
+4,202
| +8% | +$215K |
|
2771
Qfin Holdings, Inc. American Depositary Shares
QFIN
$3.81B
| $3.06M | ﹤0.01% |
150,389
-105,610
| -41% | -$2.15M |
|
2772
SPDR S&P Semiconductor ETF
XSD
$1.5B
| $3.06M | ﹤0.01% |
15,437
-4,834
| -24% | -$957K |
|
|
HZN
2773
DELISTED
Horizon Global Corporation
HZN
| $3.05M | ﹤0.01% |
433,378
+740
| +0.2% | +$5.2K |
|
2774
Comtech Telecommunications
CMTL
$71.7M
| $3.04M | ﹤0.01% |
118,844
-33,617
| -22% | -$861K |
|
2775
Digi International
DGII
$1.32B
| $3.04M | ﹤0.01% |
144,381
-36,163
| -20% | -$760K |
|