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 | |
|---|---|---|---|---|---|---|
2826
Sanofi
SNY
$114B
| $2.69M | ﹤0.01% |
52,455
+3,137
| +6% | +$161K |
|
2827
AtriCure
ATRC
$1.79B
| $2.69M | ﹤0.01% |
40,967
-22,323
| -35% | -$1.47M |
|
2828
ARK Fintech Innovation ETF
ARKF
$1.63B
| $2.69M | ﹤0.01% |
92,538
+21,006
| +29% | +$610K |
|
2829
Valaris
VAL
$3.73B
| $2.69M | ﹤0.01% |
51,750
+34,837
| +206% | +$1.81M |
|
2830
Virgin Galactic
SPCE
$187M
| $2.68M | ﹤0.01% |
13,582
+11,121
| +452% | +$2.2M |
|
2831
Cheesecake Factory
CAKE
$2.71B
| $2.68M | ﹤0.01% |
67,236
-47,539
| -41% | -$1.89M |
|
|
CPARU
2832
DELISTED
Catalyst Partners Acquisition Corp. Unit
CPARU
| $2.67M | ﹤0.01% |
264,376
-635,624
| -71% | -$6.42M |
|
2833
Voyager Therapeutics
VYGR
$236M
| $2.67M | ﹤0.01% |
350,217
-164,447
| -32% | -$1.25M |
|
2834
Avanos Medical
AVNS
$552M
| $2.66M | ﹤0.01% |
79,343
+29,216
| +58% | +$979K |
|
2835
Northwest Bancshares
NWBI
$1.8B
| $2.65M | ﹤0.01% |
196,439
-288,648
| -60% | -$3.9M |
|
2836
Vital Energy
VTLE
$639M
| $2.65M | ﹤0.01% |
33,502
-79,031
| -70% | -$6.25M |
|
2837
Nordic American Tanker
NAT
$680M
| $2.65M | ﹤0.01% |
1,243,858
-310,717
| -20% | -$662K |
|
|
TECX
2838
Tectonic Therapeutic, Inc. Common Stock
TECX
$300M
| $2.63M | ﹤0.01% |
166,199
-211,837
| -56% | -$3.35M |
|
2839
Insmed
INSM
$30.6B
| $2.63M | ﹤0.01% |
111,702
+15,774
| +16% | +$371K |
|
|
CPAR
2840
DELISTED
Catalyst Partners Acquisition Corp. Class A Ordinary Share
CPAR
| $2.63M | ﹤0.01% |
+269,885
| New | +$2.63M |
|
|
MNM
2841
DELISTED
Direxion Daily Metal Miners Bull 2X Shares
MNM
| $2.63M | ﹤0.01% |
50,000
| – | – |
|
2842
Simulations Plus
SLP
$311M
| $2.62M | ﹤0.01% |
51,431
+41,286
| +407% | +$2.1M |
|
2843
SPDR S&P Transportation ETF
XTN
$144M
| $2.62M | ﹤0.01% |
29,425
-9,587
| -25% | -$854K |
|
|
FSR
2844
DELISTED
Fisker Inc.
FSR
| $2.62M | ﹤0.01% |
202,946
-204,094
| -50% | -$2.63M |
|
2845
Lyell Immunopharma
LYEL
$254M
| $2.62M | ﹤0.01% |
25,920
+2,702
| +12% | +$273K |
|
2846
ESCO Technologies
ESE
$5.43B
| $2.61M | ﹤0.01% |
37,374
-4,961
| -12% | -$347K |
|
2847
Eos Energy Enterprises
EOSE
$2.37B
| $2.61M | ﹤0.01% |
624,856
+608,260
| +3,665% | +$2.54M |
|
2848
SPDR Gold MiniShares Trust
GLDM
$20B
| $2.61M | ﹤0.01% |
67,709
+67,230
| +14,035% | +$2.59M |
|
2849
Metallus
MTUS
$703M
| $2.6M | ﹤0.01% |
118,961
-111,712
| -48% | -$2.45M |
|
2850
Astrana Health
ASTH
$1.34B
| $2.6M | ﹤0.01% |
53,559
+9,293
| +21% | +$450K |
|