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 | |
|---|---|---|---|---|---|---|
2751
SandRidge Energy
SD
$431M
| $3.06M | ﹤0.01% |
190,697
+24,007
| +14% | +$385K |
|
2752
SPDR S&P Insurance ETF
KIE
$744M
| $3.05M | ﹤0.01% |
72,644
-127
| -0.2% | -$5.34K |
|
|
ALLK
2753
DELISTED
Allakos
ALLK
| $3.05M | ﹤0.01% |
535,368
+409,478
| +325% | +$2.33M |
|
2754
Fidelity MSCI Health Care Index ETF
FHLC
$2.45B
| $3.05M | ﹤0.01% |
46,435
+231
| +0.5% | +$15.2K |
|
|
GMDA
2755
DELISTED
Gamida Cell Ltd. Ordinary Shares
GMDA
| $3.04M | ﹤0.01% |
731,328
+83,009
| +13% | +$344K |
|
|
CHAA
2756
DELISTED
Catcha Investment Corp
CHAA
| $3.03M | ﹤0.01% |
309,791
-8,109
| -3% | -$79.4K |
|
2757
Celsius Holdings
CELH
$14.5B
| $3.03M | ﹤0.01% |
164,859
+12,855
| +8% | +$237K |
|
|
SA
2758
Seabridge Gold
SA
$1.99B
| $3.03M | ﹤0.01% |
163,874
+24,880
| +18% | +$460K |
|
2759
S&T Bancorp
STBA
$1.46B
| $3.03M | ﹤0.01% |
102,301
-33,155
| -24% | -$980K |
|
|
CSTR
2760
DELISTED
CapStar Financial Holdings, Inc
CSTR
| $3.02M | ﹤0.01% |
143,249
+11,517
| +9% | +$243K |
|
|
NSTG
2761
DELISTED
NanoString Technologies, Inc.
NSTG
| $3.01M | ﹤0.01% |
86,603
+23,872
| +38% | +$829K |
|
2762
Openlane
KAR
$3.02B
| $3M | ﹤0.01% |
166,441
-32,816
| -16% | -$592K |
|
|
LBC
2763
DELISTED
Luther Burbank Corporation Common Stock
LBC
| $3M | ﹤0.01% |
225,570
-14,522
| -6% | -$193K |
|
|
BKEP
2764
DELISTED
Blueknight Energy Partners L.P.
BKEP
| $3M | ﹤0.01% |
897,565
+62,878
| +8% | +$210K |
|
2765
First Trust Enhanced Short Maturity ETF
FTSM
$6.17B
| $2.99M | ﹤0.01% |
50,267
-14,224
| -22% | -$847K |
|
|
AVAC
2766
DELISTED
Avalon Acquisition Inc. Class A Common Stock
AVAC
| $2.99M | ﹤0.01% |
300,000
| – | – |
|
|
GSEV
2767
DELISTED
Gores Holdings VII, Inc. Class A Common Stock
GSEV
| $2.98M | ﹤0.01% |
304,000
+154,000
| +103% | +$1.51M |
|
|
CCXI
2768
DELISTED
ChemoCentryx, Inc.
CCXI
| $2.97M | ﹤0.01% |
118,636
+74,101
| +166% | +$1.86M |
|
2769
Buckle
BKE
$3.11B
| $2.97M | ﹤0.01% |
89,952
+21,310
| +31% | +$704K |
|
2770
iShares Europe ETF
IEV
$2.28B
| $2.97M | ﹤0.01% |
59,140
-9,355
| -14% | -$470K |
|
2771
Treehouse Foods
THS
$877M
| $2.97M | ﹤0.01% |
92,055
-65,319
| -42% | -$2.11M |
|
2772
Allbirds
BIRD
$49.6M
| $2.96M | ﹤0.01% |
24,662
+20,922
| +559% | +$2.51M |
|
|
SOHU
2773
Sohu.com
SOHU
$471M
| $2.96M | ﹤0.01% |
176,169
-53,628
| -23% | -$902K |
|
2774
Microvast
MVST
$1.09B
| $2.96M | ﹤0.01% |
441,347
+183,506
| +71% | +$1.23M |
|
2775
Olympic Steel
ZEUS
$369M
| $2.94M | ﹤0.01% |
76,506
-41,315
| -35% | -$1.59M |
|