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 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$5.59B |
| 2 |
iShares Short Treasury Bond ETF
SHV
|
+$3.18B |
| 3 |
Amazon
AMZN
|
+$2.09B |
| 4 |
NVIDIA
NVDA
|
+$2.01B |
| 5 |
Meta Platforms (Facebook)
META
|
+$1.99B |
Top Sells
| 1 |
Eli Lilly
LLY
|
+$1.75B |
| 2 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$1.33B |
| 3 |
UnitedHealth
UNH
|
+$1.23B |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$1.17B |
| 5 |
Automatic Data Processing
ADP
|
+$1.16B |
Sector Composition
| 1 | Technology | 18.3% |
| 2 | Healthcare | 11.5% |
| 3 | Financials | 9.97% |
| 4 | Consumer Discretionary | 9.25% |
| 5 | Industrials | 7.55% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
3151
abrdn Physical Palladium Shares ETF
PALL
$544M
| $1.21M | ﹤0.01% |
8,954
+6,785
| +313% | +$916K |
|
3152
Pitney Bowes
PBI
$1.99B
| $1.21M | ﹤0.01% |
310,724
+50,899
| +20% | +$198K |
|
3153
Cambium Networks
CMBM
$21.7M
| $1.21M | ﹤0.01% |
68,086
+11,236
| +20% | +$199K |
|
3154
Dimensional International Core Equity Market ETF
DFAI
$11.6B
| $1.21M | ﹤0.01% |
44,772
+19,326
| +76% | +$521K |
|
3155
Calavo Growers
CVGW
$495M
| $1.21M | ﹤0.01% |
41,914
+8,558
| +26% | +$246K |
|
3156
BlackRock Health Sciences Trust II
BMEZ
$896M
| $1.2M | ﹤0.01% |
72,023
+53,742
| +294% | +$898K |
|
3157
ARK Autonomous Technology & Robotics ETF
ARKQ
$1.42B
| $1.2M | ﹤0.01% |
23,932
+1,626
| +7% | +$81.8K |
|
|
TGH
3158
DELISTED
Textainer Group Holdings limited
TGH
| $1.2M | ﹤0.01% |
37,443
+9,275
| +33% | +$298K |
|
3159
SkyWater Technology
SKYT
$659M
| $1.2M | ﹤0.01% |
105,399
+99,216
| +1,605% | +$1.13M |
|
|
STKL
3160
SunOpta
STKL
$759M
| $1.2M | ﹤0.01% |
155,321
+21,556
| +16% | +$166K |
|
3161
iShares US Regional Banks ETF
IAT
$680M
| $1.2M | ﹤0.01% |
33,440
+22,952
| +219% | +$821K |
|
3162
Cassava Sciences
SAVA
$110M
| $1.2M | ﹤0.01% |
49,607
+10,242
| +26% | +$247K |
|
|
HSHP
3163
Himalaya Shipping
HSHP
$407M
| $1.19M | ﹤0.01% |
+205,947
| New | +$1.19M |
|
|
PINE
3164
Alpine Income Property Trust
PINE
$206M
| $1.19M | ﹤0.01% |
70,924
+66,649
| +1,559% | +$1.12M |
|
3165
German American Bancorp
GABC
$1.54B
| $1.19M | ﹤0.01% |
35,684
-920
| -3% | -$30.7K |
|
|
RUTH
3166
DELISTED
Ruth's Hospitality Group, Inc.
RUTH
| $1.19M | ﹤0.01% |
72,427
+27,269
| +60% | +$448K |
|
|
BRSP
3167
BrightSpire Capital
BRSP
$746M
| $1.19M | ﹤0.01% |
201,446
+100,104
| +99% | +$590K |
|
3168
Clarus
CLAR
$146M
| $1.19M | ﹤0.01% |
125,731
+11,789
| +10% | +$111K |
|
3169
iShares US Consumer Staples ETF
IYK
$1.3B
| $1.19M | ﹤0.01% |
17,883
-861
| -5% | -$57.2K |
|
|
LUNA
3170
DELISTED
Luna Innovations Incorporated
LUNA
| $1.19M | ﹤0.01% |
165,022
+162,654
| +6,869% | +$1.17M |
|
3171
Global Ship Lease
GSL
$1.16B
| $1.18M | ﹤0.01% |
63,137
+55,399
| +716% | +$1.04M |
|
3172
Complete Solaria, Inc. Common Stock
SPWR
$137M
| $1.18M | ﹤0.01% |
114,710
| – | – |
|
3173
Capital Group Growth ETF
CGGR
$16.4B
| $1.18M | ﹤0.01% |
+52,624
| New | +$1.18M |
|
3174
Equillium
EQ
$92.8M
| $1.18M | ﹤0.01% |
+1,619,000
| New | +$1.18M |
|
3175
PAR Technology
PAR
$1.73B
| $1.18M | ﹤0.01% |
34,777
+6,462
| +23% | +$220K |
|