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 |
Microsoft
MSFT
|
+$2.27B |
| 2 |
Amazon
AMZN
|
+$2.16B |
| 3 |
Tesla
TSLA
|
+$1.15B |
| 4 |
NXP Semiconductors
NXPI
|
+$1.12B |
| 5 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$990M |
Top Sells
| 1 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$4.19B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$2.33B |
| 3 |
Meta Platforms (Facebook)
META
|
+$1.52B |
| 4 |
JPMorgan BetaBuilders Japan ETF
BBJP
|
+$1.27B |
| 5 |
PayPal
PYPL
|
+$1.01B |
Sector Composition
| 1 | Technology | 18.04% |
| 2 | Financials | 11.12% |
| 3 | Healthcare | 10.53% |
| 4 | Consumer Discretionary | 10.3% |
| 5 | Industrials | 7.85% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
INZY
3026
DELISTED
Inozyme Pharma
INZY
| $2.21M | ﹤0.01% |
324,387
-7,504
| -2% | -$51.2K |
|
|
JNCE
3027
DELISTED
Jounce Therapeutics, Inc. Common Stock
JNCE
| $2.2M | ﹤0.01% |
263,893
-28,532
| -10% | -$238K |
|
3028
Smith & Wesson
SWBI
$418M
| $2.19M | ﹤0.01% |
123,146
+39,857
| +48% | +$709K |
|
3029
Vanguard Intermediate-Term Bond ETF
BIV
$25.2B
| $2.19M | ﹤0.01% |
25,009
-53,395
| -68% | -$4.68M |
|
3030
Nuveen Multi-Asset Income Fund
NMAI
$431M
| $2.19M | ﹤0.01% |
+117,352
| New | +$2.19M |
|
3031
Tucows
TCX
$204M
| $2.19M | ﹤0.01% |
26,077
+6,589
| +34% | +$552K |
|
3032
TriMas Corp
TRS
$1.59B
| $2.18M | ﹤0.01% |
59,023
+1,604
| +3% | +$59.4K |
|
|
HNGR
3033
DELISTED
Hanger Inc.
HNGR
| $2.18M | ﹤0.01% |
120,314
+14,318
| +14% | +$260K |
|
3034
Seacoast Banking Corp of Florida
SBCF
$2.69B
| $2.18M | ﹤0.01% |
61,605
-6,671
| -10% | -$236K |
|
|
CLYM
3035
Climb Bio, Inc. Common Stock
CLYM
$144M
| $2.18M | ﹤0.01% |
208,028
+4,590
| +2% | +$48K |
|
3036
Tyra Biosciences
TYRA
$648M
| $2.18M | ﹤0.01% |
+154,579
| New | +$2.18M |
|
|
AESC
3037
DELISTED
The AES Corporation
AESC
| $2.17M | ﹤0.01% |
+22,588
| New | +$2.17M |
|
3038
Amplify Cybersecurity ETF
HACK
$2.3B
| $2.16M | ﹤0.01% |
35,179
-98,747
| -74% | -$6.07M |
|
3039
JELD-WEN Holding
JELD
$500M
| $2.16M | ﹤0.01% |
81,883
-1,070,068
| -93% | -$28.2M |
|
|
ASTR
3040
DELISTED
Astra Space, Inc. Class A Common Stock
ASTR
| $2.16M | ﹤0.01% |
20,735
-6,791
| -25% | -$706K |
|
3041
Alto Ingredients
ALTO
$90.6M
| $2.15M | ﹤0.01% |
447,766
+420,991
| +1,572% | +$2.03M |
|
3042
Verra Mobility
VRRM
$3.84B
| $2.15M | ﹤0.01% |
139,445
-1,160,805
| -89% | -$17.9M |
|
3043
TechTarget
TTGT
$484M
| $2.15M | ﹤0.01% |
22,469
+7,090
| +46% | +$678K |
|
3044
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.46B
| $2.15M | ﹤0.01% |
43,612
-1,360
| -3% | -$66.9K |
|
|
MTTR
3045
DELISTED
Matterport, Inc. Class A Common Stock
MTTR
| $2.14M | ﹤0.01% |
103,627
+91,190
| +733% | +$1.88M |
|
3046
ProShares Ultra VIX Short-Term Futures ETF
UVXY
$557M
| $2.14M | ﹤0.01% |
3,444
+2,879
| +510% | +$1.79M |
|
|
DM
3047
DELISTED
Desktop Metal, Inc.
DM
| $2.14M | ﹤0.01% |
43,140
-60,681
| -58% | -$3M |
|
3048
First Internet Bancorp
INBK
$210M
| $2.13M | ﹤0.01% |
45,281
+5,158
| +13% | +$243K |
|
|
SHYF
3049
DELISTED
The Shyft Group
SHYF
| $2.13M | ﹤0.01% |
43,302
-29,137
| -40% | -$1.43M |
|
|
KDNY
3050
DELISTED
Chinook Therapeutics, Inc. Common Stock
KDNY
| $2.12M | ﹤0.01% |
130,165
-1,114
| -0.8% | -$18.2K |
|