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 Intermediate-Term Corporate Bond ETF
VCIT
|
+$3.65B |
| 2 |
Microsoft
MSFT
|
+$2.99B |
| 3 |
Eli Lilly
LLY
|
+$2.1B |
| 4 |
Broadcom
AVGO
|
+$1.57B |
| 5 |
ServiceNow
NOW
|
+$1.33B |
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$3.4B |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$2.57B |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$2.55B |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$2.15B |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$1.56B |
Sector Composition
| 1 | Technology | 21.83% |
| 2 | Healthcare | 10.29% |
| 3 | Financials | 9.88% |
| 4 | Consumer Discretionary | 9.44% |
| 5 | Industrials | 7.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
ATRI
2976
DELISTED
Atrion Corp
ATRI
| $2M | ﹤0.01% |
5,278
+3,217
| +156% | +$1.22M |
|
2977
fuboTV
FUBO
$1.49B
| $2M | ﹤0.01% |
628,603
+107,415
| +21% | +$342K |
|
2978
Xometry
XMTR
$2.64B
| $2M | ﹤0.01% |
55,622
+9,648
| +21% | +$346K |
|
2979
Schwab Fundamental US Small Company Index ETF
FNDA
$9.07B
| $2M | ﹤0.01% |
72,134
+30,414
| +73% | +$842K |
|
2980
Madison Square Garden
MSGE
$2.17B
| $1.99M | ﹤0.01% |
62,654
+8,432
| +16% | +$268K |
|
2981
Direxion Daily S&P 500 Bull 3x Shares
SPXL
$5.62B
| $1.99M | ﹤0.01% |
19,140
+11,973
| +167% | +$1.25M |
|
2982
iShares MSCI USA Equal Weighted ETF
EUSA
$1.52B
| $1.99M | ﹤0.01% |
23,515
+22,779
| +3,095% | +$1.92M |
|
2983
First Bancorp
FBNC
$2.24B
| $1.98M | ﹤0.01% |
53,570
-12,481
| -19% | -$462K |
|
|
AYX
2984
DELISTED
Alteryx, Inc.
AYX
| $1.98M | ﹤0.01% |
41,966
+3,261
| +8% | +$154K |
|
2985
World Acceptance Corp
WRLD
$934M
| $1.98M | ﹤0.01% |
15,132
+3,494
| +30% | +$456K |
|
2986
Aurinia Pharmaceuticals
AUPH
$1.65B
| $1.97M | ﹤0.01% |
219,103
-9,416
| -4% | -$84.7K |
|
|
EGLE
2987
DELISTED
Eagle Bulk Shipping Inc.
EGLE
| $1.96M | ﹤0.01% |
35,410
+3,686
| +12% | +$204K |
|
|
CHS
2988
DELISTED
Chicos FAS, Inc.
CHS
| $1.96M | ﹤0.01% |
258,477
+87,319
| +51% | +$662K |
|
|
INBX
2989
DELISTED
Inhibrx, Inc. Common Stock
INBX
| $1.96M | ﹤0.01% |
51,526
-318,459
| -86% | -$12.1M |
|
2990
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.34B
| $1.96M | ﹤0.01% |
81,757
+4,273
| +6% | +$102K |
|
2991
Couchbase
BASE
$1.35B
| $1.95M | ﹤0.01% |
86,585
+43,523
| +101% | +$980K |
|
2992
Eaton Vance Tax-Advantaged Dividend Income Fund
EVT
$1.86B
| $1.95M | ﹤0.01% |
+87,558
| New | +$1.95M |
|
2993
Peapack-Gladstone Financial
PGC
$521M
| $1.94M | ﹤0.01% |
64,941
-184,399
| -74% | -$5.5M |
|
2994
Haleon
HLN
$41.4B
| $1.93M | ﹤0.01% |
234,398
+19,267
| +9% | +$159K |
|
2995
Designer Brands
DBI
$213M
| $1.93M | ﹤0.01% |
217,955
+165,078
| +312% | +$1.46M |
|
2996
Invesco DB US Dollar Index Bullish Fund
UUP
$160M
| $1.92M | ﹤0.01% |
70,923
-256,067
| -78% | -$6.94M |
|
2997
Hartford Multifactor Developed Markets ex-US ETF
RODM
$1.23B
| $1.91M | ﹤0.01% |
69,778
+60,895
| +686% | +$1.67M |
|
2998
Martin Midstream Partners
MMLP
$123M
| $1.91M | ﹤0.01% |
796,584
+183,369
| +30% | +$440K |
|
2999
Astec Industries
ASTE
$1.09B
| $1.91M | ﹤0.01% |
51,325
+10,280
| +25% | +$382K |
|
3000
SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.45B
| $1.9M | ﹤0.01% |
25,090
+14,841
| +145% | +$1.12M |
|