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 Short-Term Bond ETF
BSV
|
+$5.56B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.68B |
| 3 |
AbbVie
ABBV
|
+$964M |
| 4 |
Technology Select Sector SPDR Fund
XLK
|
+$801M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$756M |
Top Sells
| 1 |
Apple
AAPL
|
+$2.34B |
| 2 |
Amazon
AMZN
|
+$1.76B |
| 3 |
Cigna
CI
|
+$1.06B |
| 4 |
Morgan Stanley
MS
|
+$1.05B |
| 5 |
Microsoft
MSFT
|
+$1.05B |
Sector Composition
| 1 | Technology | 16.69% |
| 2 | Financials | 11.81% |
| 3 | Healthcare | 10.26% |
| 4 | Consumer Discretionary | 10% |
| 5 | Industrials | 7.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
3301
TechTarget
TTGT
$485M
| $1.27M | ﹤0.01% |
15,379
-8,120
| -35% | -$669K |
|
|
DOZR
3302
DELISTED
Direxion Daily US Infrastructure Bull 2X Shares
DOZR
| $1.27M | ﹤0.01% |
+50,000
| New | +$1.27M |
|
3303
StoneX
SNEX
$4.92B
| $1.27M | ﹤0.01% |
43,184
-38,894
| -47% | -$1.14M |
|
3304
Dynavax Technologies
DVAX
$1.12B
| $1.26M | ﹤0.01% |
65,718
-36
| -0.1% | -$691 |
|
3305
Cytokinetics
CYTK
$5.69B
| $1.26M | ﹤0.01% |
35,145
+5,346
| +18% | +$191K |
|
3306
First Internet Bancorp
INBK
$211M
| $1.25M | ﹤0.01% |
40,123
-7,998
| -17% | -$249K |
|
|
INAQU
3307
DELISTED
Insight Acquisition Corp. Units
INAQU
| $1.24M | ﹤0.01% |
+125,000
| New | +$1.24M |
|
3308
Butterfly Network
BFLY
$410M
| $1.24M | ﹤0.01% |
119,068
-165,618
| -58% | -$1.73M |
|
|
GOGL
3309
DELISTED
Golden Ocean Group
GOGL
| $1.24M | ﹤0.01% |
115,110
-424,144
| -79% | -$4.57M |
|
3310
KRONOS Worldwide
KRO
$693M
| $1.24M | ﹤0.01% |
99,773
+12,454
| +14% | +$155K |
|
3311
Verastem
VSTM
$581M
| $1.24M | ﹤0.01% |
33,531
+27,297
| +438% | +$1.01M |
|
3312
Quince Therapeutics
QNCX
$86.5M
| $1.24M | ﹤0.01% |
13,509
+1,345
| +11% | +$123K |
|
3313
Vanguard S&P Mid-Cap 400 ETF
IVOO
$2.84B
| $1.24M | ﹤0.01% |
13,888
-22
| -0.2% | -$1.96K |
|
3314
ATN International
ATNI
$234M
| $1.24M | ﹤0.01% |
26,376
-13,655
| -34% | -$640K |
|
|
AEVA
3315
Aeva Technologies
AEVA
$972M
| $1.23M | ﹤0.01% |
31,015
+24,916
| +409% | +$988K |
|
3316
Vimeo
VMEO
$1.29B
| $1.23M | ﹤0.01% |
41,851
+3,199
| +8% | +$93.9K |
|
3317
Live Oak Bancshares
LOB
$1.67B
| $1.23M | ﹤0.01% |
19,299
-72
| -0.4% | -$4.58K |
|
3318
Coeur Mining
CDE
$10.3B
| $1.22M | ﹤0.01% |
197,972
+2,662
| +1% | +$16.4K |
|
|
LCAAU
3319
DELISTED
L Catterton Asia Acquisition Corp Units
LCAAU
| $1.22M | ﹤0.01% |
122,976
+46,936
| +62% | +$466K |
|
3320
ESCO Technologies
ESE
$5.47B
| $1.22M | ﹤0.01% |
15,845
-37,668
| -70% | -$2.9M |
|
3321
Dimensional US Core Equity 2 ETF
DFAC
$37.8B
| $1.22M | ﹤0.01% |
45,719
| – | – |
|
3322
Viper Energy
VNOM
$6.39B
| $1.21M | ﹤0.01% |
55,333
-20,682
| -27% | -$452K |
|
3323
MVB Financial
MVBF
$310M
| $1.2M | ﹤0.01% |
27,959
-3,639
| -12% | -$156K |
|
|
XOG
3324
DELISTED
Extraction Oil & Gas, Inc. Common Stock
XOG
| $1.2M | ﹤0.01% |
21,219
-39,071
| -65% | -$2.21M |
|
|
BNFT
3325
DELISTED
Benefitfocus, Inc.
BNFT
| $1.2M | ﹤0.01% |
107,767
-22,893
| -18% | -$254K |
|