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 | |
|---|---|---|---|---|---|---|
3276
Nuveen ESG Mid-Cap Value ETF
NUMV
$395M
| $989K | ﹤0.01% |
34,457
+1
| +0% | +$29 |
|
|
TDSA
3277
DELISTED
Cabana Target Drawdown 5 ETF
TDSA
| $987K | ﹤0.01% |
+47,368
| New | +$987K |
|
3278
Dimensional Emerging Markets Value ETF
DFEV
$1.15B
| $987K | ﹤0.01% |
42,211
+8,316
| +25% | +$194K |
|
3279
Philips
PHG
$26.5B
| $986K | ﹤0.01% |
60,535
-87,711
| -59% | -$1.43M |
|
|
EVEN
3280
DELISTED
Direxion Daily S&P 500 Equal Weight Bull 2X Shares
EVEN
| $983K | ﹤0.01% |
50,000
| – | – |
|
3281
iShares Core Conservative Allocation ETF
AOK
$641M
| $982K | ﹤0.01% |
28,122
+26,822
| +2,063% | +$937K |
|
3282
MasterCraft Boat Holdings
MCFT
$365M
| $982K | ﹤0.01% |
32,278
+9,925
| +44% | +$302K |
|
|
YMAB
3283
DELISTED
Y-mAbs Therapeutics
YMAB
| $979K | ﹤0.01% |
195,435
+162,752
| +498% | +$815K |
|
3284
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
$1.02B
| $966K | ﹤0.01% |
40,137
+28,991
| +260% | +$698K |
|
|
NYXH
3285
Nyxoah
NYXH
$175M
| $965K | ﹤0.01% |
+137,891
| New | +$965K |
|
3286
Tilray
TLRY
$1.33B
| $962K | ﹤0.01% |
380,608
+49,823
| +15% | +$126K |
|
3287
Immunovant
IMVT
$2.63B
| $961K | ﹤0.01% |
61,992
+11,578
| +23% | +$179K |
|
3288
iShares Russell Top 200 Growth ETF
IWY
$15.4B
| $960K | ﹤0.01% |
6,908
+808
| +13% | +$112K |
|
|
SHYF
3289
DELISTED
The Shyft Group
SHYF
| $958K | ﹤0.01% |
42,046
+141
| +0.3% | +$3.21K |
|
3290
Phathom Pharmaceuticals
PHAT
$779M
| $954K | ﹤0.01% |
133,587
+4,438
| +3% | +$31.7K |
|
3291
Stoke Therapeutics
STOK
$1.27B
| $954K | ﹤0.01% |
114,467
+90,608
| +380% | +$755K |
|
3292
Open Lending Corp
LPRO
$248M
| $952K | ﹤0.01% |
135,238
+25,662
| +23% | +$181K |
|
3293
Waterstone Financial
WSBF
$281M
| $952K | ﹤0.01% |
62,904
-17,448
| -22% | -$264K |
|
3294
Corsair Gaming
CRSR
$902M
| $951K | ﹤0.01% |
51,844
+12,091
| +30% | +$222K |
|
|
TELL
3295
DELISTED
Tellurian Inc.
TELL
| $949K | ﹤0.01% |
772,554
-345,149
| -31% | -$424K |
|
3296
Aurora
AUR
$10.9B
| $946K | ﹤0.01% |
680,354
+102,305
| +18% | +$142K |
|
3297
Invesco DB Base Metals Fund
DBB
$125M
| $943K | ﹤0.01% |
46,708
+3,180
| +7% | +$64.2K |
|
|
OLP
3298
One Liberty Properties
OLP
$492M
| $943K | ﹤0.01% |
41,107
-5,545
| -12% | -$127K |
|
|
PSTL
3299
Postal Realty Trust
PSTL
$388M
| $940K | ﹤0.01% |
61,786
+184
| +0.3% | +$2.8K |
|
3300
OR Royalties Inc.
OR
$6.62B
| $939K | ﹤0.01% |
59,382
-146,441
| -71% | -$2.32M |
|