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 | |
|---|---|---|---|---|---|---|
2826
monday.com
MNDY
$10.1B
| $2.77M | ﹤0.01% |
+8,495
| New | +$2.77M |
|
|
FTSI
2827
DELISTED
FTS International, Inc. Common Stock
FTSI
| $2.76M | ﹤0.01% |
112,124
-34,546
| -24% | -$850K |
|
|
HIIIU
2828
DELISTED
Hudson Executive Investment Corp. III Unit
HIIIU
| $2.76M | ﹤0.01% |
279,679
+30,000
| +12% | +$296K |
|
2829
FuelCell Energy
FCEL
$219M
| $2.75M | ﹤0.01% |
13,726
-6,484
| -32% | -$1.3M |
|
|
SHYF
2830
DELISTED
The Shyft Group
SHYF
| $2.75M | ﹤0.01% |
72,439
+21,380
| +42% | +$813K |
|
2831
Navios Maritime Partners
NMM
$1.41B
| $2.75M | ﹤0.01% |
84,945
+84,765
| +47,092% | +$2.74M |
|
2832
iPath Series B S&P 500 VIX Short-Term Futures ETN
VXX
$250M
| $2.75M | ﹤0.01% |
6,169
+4,109
| +199% | +$1.83M |
|
2833
iShares Global Energy ETF
IXC
$1.87B
| $2.75M | ﹤0.01% |
102,299
+53,220
| +108% | +$1.43M |
|
2834
Renasant Corp
RNST
$3.56B
| $2.74M | ﹤0.01% |
76,017
-126,439
| -62% | -$4.56M |
|
|
ALLK
2835
DELISTED
Allakos
ALLK
| $2.73M | ﹤0.01% |
25,777
+1,652
| +7% | +$175K |
|
|
AAC.U
2836
DELISTED
Ares Acquisition Corporation Units, each consisting of one Class A ordinary share, and one-fifth of one redeemable warrant
AAC.U
| $2.72M | ﹤0.01% |
275,101
-150,000
| -35% | -$1.49M |
|
|
CDMO
2837
DELISTED
Avid Bioservices, Inc. Common Stock
CDMO
| $2.72M | ﹤0.01% |
126,010
+98,256
| +354% | +$2.12M |
|
2838
First Trust New York Municipal High Income ETF
FMNY
$21.3M
| $2.71M | ﹤0.01% |
90,558
-9,442
| -9% | -$283K |
|
2839
AudioCodes
AUDC
$289M
| $2.71M | ﹤0.01% |
83,337
+16,941
| +26% | +$551K |
|
2840
Karyopharm Therapeutics
KPTI
$54.3M
| $2.71M | ﹤0.01% |
30,995
-1,220
| -4% | -$106K |
|
2841
Schneider National
SNDR
$4.22B
| $2.7M | ﹤0.01% |
118,764
-93,629
| -44% | -$2.13M |
|
|
SOL
2842
Emeren Group
SOL
$97M
| $2.7M | ﹤0.01% |
411,054
-125,173
| -23% | -$822K |
|
2843
Ubiquiti
UI
$36.2B
| $2.7M | ﹤0.01% |
9,038
-6,922
| -43% | -$2.07M |
|
2844
eHealth
EHTH
$121M
| $2.7M | ﹤0.01% |
66,635
-11,549
| -15% | -$468K |
|
2845
SI-BONE Inc
SIBN
$651M
| $2.69M | ﹤0.01% |
125,358
-29,628
| -19% | -$635K |
|
2846
Enova International
ENVA
$3.03B
| $2.68M | ﹤0.01% |
77,695
-10,726
| -12% | -$371K |
|
|
BFS
2847
Saul Centers
BFS
$776M
| $2.68M | ﹤0.01% |
60,902
-18,617
| -23% | -$820K |
|
2848
Helios Technologies
HLIO
$1.8B
| $2.68M | ﹤0.01% |
32,669
-37,852
| -54% | -$3.11M |
|
2849
LGI Homes
LGIH
$1.36B
| $2.68M | ﹤0.01% |
18,870
-44,883
| -70% | -$6.37M |
|
2850
Establishment Labs
ESTA
$1.13B
| $2.68M | ﹤0.01% |
37,381
+8,147
| +28% | +$583K |
|