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 | |
|---|---|---|---|---|---|---|
3326
ARKO Corp
ARKO
$583M
| $1.2M | ﹤0.01% |
118,408
+95,452
| +416% | +$963K |
|
3327
Palomar
PLMR
$3.1B
| $1.2M | ﹤0.01% |
14,776
+206
| +1% | +$16.7K |
|
3328
Envoy Medical
COCH
$28.8M
| $1.19M | ﹤0.01% |
123,114
+73,116
| +146% | +$709K |
|
3329
HBT Financial
HBT
$813M
| $1.19M | ﹤0.01% |
76,643
-18,993
| -20% | -$295K |
|
|
SWI
3330
DELISTED
SolarWinds Corporation Common Stock
SWI
| $1.19M | ﹤0.01% |
71,244
-96,302
| -57% | -$1.61M |
|
3331
iShares Morningstar Small-Cap Value ETF
ISCV
$528M
| $1.19M | ﹤0.01% |
20,935
-595
| -3% | -$33.8K |
|
3332
The Beauty Health Co
SKIN
$311M
| $1.19M | ﹤0.01% |
45,685
+20,703
| +83% | +$538K |
|
|
APPH
3333
DELISTED
AppHarvest, Inc. Common Stock
APPH
| $1.18M | ﹤0.01% |
181,126
+112,274
| +163% | +$732K |
|
3334
American Superconductor
AMSC
$2.59B
| $1.18M | ﹤0.01% |
81,011
-183,955
| -69% | -$2.68M |
|
3335
FB Financial Corp
FBK
$2.87B
| $1.18M | ﹤0.01% |
27,502
-608
| -2% | -$26.1K |
|
|
TENG
3336
DELISTED
Direxion Daily 5G Communications Bull 2X Shares
TENG
| $1.18M | ﹤0.01% |
50,000
| – | – |
|
3337
Lazydays
GORV
$9.68M
| $1.18M | ﹤0.01% |
1,841
+1,198
| +186% | +$767K |
|
3338
Brookfield Renewable
BEP
$7.28B
| $1.18M | ﹤0.01% |
31,887
-28,086
| -47% | -$1.04M |
|
|
FPAC
3339
DELISTED
Far Peak Acquisition Corporation
FPAC
| $1.18M | ﹤0.01% |
118,320
-65,389
| -36% | -$650K |
|
|
RADA
3340
DELISTED
Rada Electronic Industries Ltd
RADA
| $1.18M | ﹤0.01% |
110,518
+107,683
| +3,798% | +$1.15M |
|
|
HUGS.U
3341
DELISTED
USHG Acquisition Corp. Units, each consisting of one share of Class A Common Stock, and one-third of one Warrant
HUGS.U
| $1.17M | ﹤0.01% |
117,902
+4,460
| +4% | +$44.4K |
|
3342
Camtek
CAMT
$3.94B
| $1.17M | ﹤0.01% |
28,967
-11,548
| -29% | -$468K |
|
3343
First Trust NYSE Arca Biotechnology Index Fund
FBT
$1.08B
| $1.16M | ﹤0.01% |
6,996
-1,523
| -18% | -$253K |
|
3344
FirstService
FSV
$9.33B
| $1.16M | ﹤0.01% |
6,429
-26,044
| -80% | -$4.7M |
|
3345
ADT
ADT
$7.14B
| $1.16M | ﹤0.01% |
143,177
-84,853
| -37% | -$686K |
|
|
BLDP
3346
Ballard Power Systems
BLDP
$730M
| $1.16M | ﹤0.01% |
82,261
-39,270
| -32% | -$551K |
|
3347
US Global Jets ETF
JETS
$826M
| $1.15M | ﹤0.01% |
48,787
+47,962
| +5,814% | +$1.13M |
|
3348
Sierra Bancorp
BSRR
$411M
| $1.15M | ﹤0.01% |
47,479
-12,169
| -20% | -$295K |
|
3349
Danaos Corp
DAC
$1.74B
| $1.15M | ﹤0.01% |
+14,072
| New | +$1.15M |
|
3350
Mitek Systems
MITK
$452M
| $1.15M | ﹤0.01% |
62,276
-337,464
| -84% | -$6.24M |
|