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 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$4.22B |
| 2 |
iShares TIPS Bond ETF
TIP
|
+$1.55B |
| 3 |
JPMorgan BetaBuilders US Mid Cap Equity ETF
BBMC
|
+$1.31B |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$1.1B |
| 5 |
Wells Fargo
WFC
|
+$899M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$2.46B |
| 2 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$2.45B |
| 3 |
Tesla
TSLA
|
+$2.03B |
| 4 |
TSMC
TSM
|
+$1.66B |
| 5 |
Texas Instruments
TXN
|
+$1.62B |
Sector Composition
| 1 | Technology | 18.09% |
| 2 | Financials | 11.43% |
| 3 | Consumer Discretionary | 11.01% |
| 4 | Healthcare | 10.73% |
| 5 | Industrials | 7.44% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
3251
Aspen Aerogels
ASPN
$575M
| $950K | ﹤0.01% |
56,880
+40,626
| +250% | +$679K |
|
3252
SPDR Portfolio Mortgage Backed Bond ETF
SPMB
$6.37B
| $944K | ﹤0.01% |
35,731
| – | – |
|
3253
ProShares VIX Short-Term Futures ETF
VIXY
$79.7M
| $944K | ﹤0.01% |
859
+171
| +25% | +$188K |
|
3254
Surmodics
SRDX
$461M
| $942K | ﹤0.01% |
21,643
+13,010
| +151% | +$566K |
|
3255
Clarivate
CLVT
$2.76B
| $937K | ﹤0.01% |
31,515
+26,032
| +475% | +$774K |
|
3256
VYNE Therapeutics
VYNE
$7.9M
| $935K | ﹤0.01% |
8,218
+2,462
| +43% | +$280K |
|
3257
NN Inc
NNBR
$116M
| $934K | ﹤0.01% |
142,143
+114,457
| +413% | +$752K |
|
|
AUD
3258
DELISTED
Audacy, Inc.
AUD
| $932K | ﹤0.01% |
377,410
+236,495
| +168% | +$584K |
|
3259
Civista Bancshares
CIVB
$411M
| $931K | ﹤0.01% |
53,097
+32,413
| +157% | +$568K |
|
3260
Metallus
MTUS
$696M
| $930K | ﹤0.01% |
199,150
+72,706
| +58% | +$340K |
|
3261
BOK Financial
BOKF
$7.19B
| $929K | ﹤0.01% |
13,566
+9,803
| +261% | +$671K |
|
3262
Citizens
CIA
$281M
| $926K | ﹤0.01% |
161,489
+118,066
| +272% | +$677K |
|
|
FINV
3263
FinVolution Group
FINV
$2.01B
| $926K | ﹤0.01% |
346,779
-83,676
| -19% | -$223K |
|
3264
iShares Currency Hedged MSCI Eurozone ETF
HEZU
$684M
| $924K | ﹤0.01% |
29,630
+2,835
| +11% | +$88.4K |
|
3265
Ryerson Holding
RYI
$748M
| $924K | ﹤0.01% |
67,700
+29,331
| +76% | +$400K |
|
3266
Tidewater
TDW
$2.83B
| $921K | ﹤0.01% |
106,582
+89,611
| +528% | +$774K |
|
3267
American Outdoor Brands
AOUT
$113M
| $919K | ﹤0.01% |
53,991
+41,430
| +330% | +$705K |
|
3268
GeneDx Holdings
WGS
$3.75B
| $919K | ﹤0.01% |
+2,521
| New | +$919K |
|
3269
Smith & Wesson
SWBI
$421M
| $918K | ﹤0.01% |
51,763
+10,468
| +25% | +$186K |
|
|
LORL
3270
DELISTED
Loral Space and Communications, Inc.
LORL
| $918K | ﹤0.01% |
43,758
-5,275
| -11% | -$111K |
|
3271
Constellium
CSTM
$2.28B
| $912K | ﹤0.01% |
65,162
-105,792
| -62% | -$1.48M |
|
3272
Tejon Ranch
TRC
$441M
| $911K | ﹤0.01% |
63,066
+51,881
| +464% | +$749K |
|
3273
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.92B
| $910K | ﹤0.01% |
22,701
| – | – |
|
|
CLCT
3274
DELISTED
Collectors Universe
CLCT
| $909K | ﹤0.01% |
12,046
+8,526
| +242% | +$643K |
|
3275
KVH Industries
KVHI
$120M
| $908K | ﹤0.01% |
80,041
-8,661
| -10% | -$98.3K |
|