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 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.57B |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$1.02B |
| 3 |
Northrop Grumman
NOC
|
+$504M |
| 4 |
Truist Financial
TFC
|
+$493M |
| 5 |
Analog Devices
ADI
|
+$490M |
Top Sells
| 1 |
Alibaba
BABA
|
+$1.87B |
| 2 |
Tesla
TSLA
|
+$1.01B |
| 3 |
Verizon
VZ
|
+$808M |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$798M |
| 5 |
TSMC
TSM
|
+$797M |
Sector Composition
| 1 | Technology | 17.8% |
| 2 | Consumer Discretionary | 11.45% |
| 3 | Healthcare | 10.78% |
| 4 | Financials | 10.38% |
| 5 | Industrials | 7.33% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
3351
iShares Core 60/40 Balanced Allocation ETF
AOR
$2.74B
| $350K | ﹤0.01% |
7,239
-629
| -8% | -$30.4K |
|
3352
Vaxcyte
PCVX
$4.18B
| $350K | ﹤0.01% |
+6,788
| New | +$350K |
|
3353
Invesco BuyBack Achievers ETF
PKW
$1.48B
| $348K | ﹤0.01% |
5,833
-1,544
| -21% | -$92.1K |
|
|
ISEE
3354
DELISTED
IVERIC bio, Inc. Common Stock
ISEE
| $347K | ﹤0.01% |
64,229
-45,738
| -42% | -$247K |
|
3355
Korro Bio
KRRO
$289M
| $346K | ﹤0.01% |
350
+43
| +14% | +$42.5K |
|
3356
IMAX
IMAX
$1.74B
| $345K | ﹤0.01% |
28,854
-66,309
| -70% | -$793K |
|
3357
BrightView Holdings
BV
$1.32B
| $344K | ﹤0.01% |
28,919
-383,602
| -93% | -$4.56M |
|
3358
Clarus
CLAR
$147M
| $344K | ﹤0.01% |
24,280
-1,107
| -4% | -$15.7K |
|
|
CHNG
3359
DELISTED
Change Healthcare Inc. Common Stock
CHNG
| $344K | ﹤0.01% |
24,038
-125,921
| -84% | -$1.8M |
|
3360
Suburban Propane Partners
SPH
$1.21B
| $343K | ﹤0.01% |
21,797
+21,097
| +3,014% | +$332K |
|
|
TGP
3361
DELISTED
Teekay LNG Partners L.P.
TGP
| $343K | ﹤0.01% |
33,060
-40,969
| -55% | -$425K |
|
3362
Direxion Daily South Korea Bull 3X Shares
KORU
$134M
| $342K | ﹤0.01% |
2,061
+1,941
| +1,618% | +$322K |
|
3363
Matthews International
MATW
$763M
| $342K | ﹤0.01% |
15,436
+2,143
| +16% | +$47.5K |
|
3364
iRadimed
IRMD
$907M
| $341K | ﹤0.01% |
16,140
-1,302
| -7% | -$27.5K |
|
3365
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
$702M
| $339K | ﹤0.01% |
14,610
+5,000
| +52% | +$116K |
|
|
LUNA
3366
DELISTED
Luna Innovations Incorporated
LUNA
| $339K | ﹤0.01% |
56,784
+552
| +1% | +$3.3K |
|
3367
Surmodics
SRDX
$457M
| $338K | ﹤0.01% |
8,633
-3,845
| -31% | -$151K |
|
3368
BRF SA
BRFS
$6.22B
| $336K | ﹤0.01% |
104,091
+10,523
| +11% | +$34K |
|
3369
Digimarc
DMRC
$204M
| $336K | ﹤0.01% |
15,337
-34,627
| -69% | -$759K |
|
3370
ProShares Ultra Consumer Discretionary
UCC
$16.3M
| $336K | ﹤0.01% |
+9,600
| New | +$336K |
|
3371
Real Estate Select Sector SPDR Fund
XLRE
$7.81B
| $336K | ﹤0.01% |
9,586
-51,329
| -84% | -$1.8M |
|
3372
iShares Core International Aggregate Bond Fund
IAGG
$10.9B
| $335K | ﹤0.01% |
5,999
-47
| -0.8% | -$2.63K |
|
3373
Willdan Group
WLDN
$1.48B
| $334K | ﹤0.01% |
11,769
+8,301
| +239% | +$236K |
|
3374
Cyclerion Therapeutics
CYCN
$7.88M
| $332K | ﹤0.01% |
2,410
+2,034
| +541% | +$280K |
|
3375
Invesco DB US Dollar Index Bullish Fund
UUP
$162M
| $328K | ﹤0.01% |
12,953
+3,482
| +37% | +$88.2K |
|