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 |
Bristol-Myers Squibb
BMY
|
+$1.02B |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$1.02B |
| 3 |
Truist Financial
TFC
|
+$1B |
| 4 |
Tesla
TSLA
|
+$912M |
| 5 |
Johnson & Johnson
JNJ
|
+$842M |
Top Sells
| 1 |
Pfizer
PFE
|
+$1.5B |
| 2 |
iShares Russell 2000 ETF
IWM
|
+$1.27B |
| 3 |
Microsoft
MSFT
|
+$1.05B |
| 4 |
STI
SunTrust Banks, Inc.
STI
|
+$987M |
| 5 |
CELG
Celgene Corp
CELG
|
+$929M |
Sector Composition
| 1 | Technology | 14.23% |
| 2 | Financials | 13.12% |
| 3 | Healthcare | 10.39% |
| 4 | Consumer Discretionary | 9.46% |
| 5 | Industrials | 7.5% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2851
Krystal Biotech
KRYS
$4.51B
| $1.09M | ﹤0.01% |
19,753
+16,312
| +474% | +$903K |
|
2852
Natural Gas Services Group
NGS
$340M
| $1.09M | ﹤0.01% |
89,228
+13,407
| +18% | +$164K |
|
2853
Invesco BuyBack Achievers ETF
PKW
$1.47B
| $1.09M | ﹤0.01% |
15,866
+237
| +2% | +$16.3K |
|
2854
Tencent Music
TME
$39.3B
| $1.09M | ﹤0.01% |
+93,040
| New | +$1.09M |
|
2855
LCNB Corp
LCNB
$226M
| $1.09M | ﹤0.01% |
56,515
+6,991
| +14% | +$135K |
|
2856
Novavax
NVAX
$1.31B
| $1.09M | ﹤0.01% |
274,321
-7,727
| -3% | -$30.7K |
|
|
ZNGA
2857
DELISTED
ZYNGA INC. CL A COMMON
ZNGA
| $1.09M | ﹤0.01% |
178,002
-80,173
| -31% | -$490K |
|
2858
Liberty Energy
LBRT
$1.77B
| $1.09M | ﹤0.01% |
97,646
+59,777
| +158% | +$665K |
|
2859
Inspire Medical Systems
INSP
$2.39B
| $1.09M | ﹤0.01% |
14,621
-14,281
| -49% | -$1.06M |
|
2860
iShares Mortgage Real Estate ETF
REM
$610M
| $1.08M | ﹤0.01% |
24,360
+379
| +2% | +$16.9K |
|
2861
SPDR Portfolio Long Term Treasury ETF
SPTL
$11.8B
| $1.08M | ﹤0.01% |
27,785
+448
| +2% | +$17.4K |
|
2862
Artesian Resources
ARTNA
$336M
| $1.08M | ﹤0.01% |
28,956
+7,659
| +36% | +$285K |
|
2863
Artivion
AORT
$1.88B
| $1.08M | ﹤0.01% |
39,737
+27,784
| +232% | +$753K |
|
2864
Invesco Taxable Municipal Bond ETF
BAB
$926M
| $1.08M | ﹤0.01% |
34,000
-10,301
| -23% | -$326K |
|
2865
Hingham Institution for Saving
HIFS
$631M
| $1.08M | ﹤0.01% |
5,118
+185
| +4% | +$38.9K |
|
|
EVBG
2866
DELISTED
Everbridge, Inc. Common Stock
EVBG
| $1.08M | ﹤0.01% |
13,766
-34,059
| -71% | -$2.66M |
|
|
MRNS
2867
DELISTED
Marinus Pharmaceuticals, Inc
MRNS
| $1.08M | ﹤0.01% |
124,380
+120,267
| +2,924% | +$1.04M |
|
2868
AZZ Inc
AZZ
$3.46B
| $1.07M | ﹤0.01% |
23,316
-336
| -1% | -$15.4K |
|
2869
Hilton Grand Vacations
HGV
$4.01B
| $1.07M | ﹤0.01% |
31,119
-434,038
| -93% | -$14.9M |
|
2870
Takeda Pharmaceutical
TAK
$47.6B
| $1.07M | ﹤0.01% |
54,237
+29,026
| +115% | +$573K |
|
2871
Y-mAbs Therapeutics
YMAB
$391M
| $1.07M | ﹤0.01% |
34,233
-963
| -3% | -$30.1K |
|
2872
CryoPort
CYRX
$439M
| $1.07M | ﹤0.01% |
64,857
+44,292
| +215% | +$729K |
|
2873
Horizon Bancorp
HBNC
$833M
| $1.07M | ﹤0.01% |
56,240
+43,392
| +338% | +$824K |
|
2874
HCI Group
HCI
$2.31B
| $1.07M | ﹤0.01% |
23,388
+8,866
| +61% | +$405K |
|
|
BGX
2875
Blackstone Long-Short Credit Income Fund
BGX
$158M
| $1.07M | ﹤0.01% |
68,252
+41
| +0.1% | +$641 |
|