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 Developed Asia Pacific-ex Japan ETF
BBAX
|
+$1.79B |
| 2 |
JPMorgan BetaBuilders Japan ETF
BBJP
|
+$1.7B |
| 3 |
Alphabet (Google) Class C
GOOG
|
+$1.66B |
| 4 |
Deere & Co
DE
|
+$1.52B |
| 5 |
Amazon
AMZN
|
+$1.21B |
Top Sells
| 1 |
iShares TIPS Bond ETF
TIP
|
+$1.6B |
| 2 |
TSMC
TSM
|
+$1.44B |
| 3 |
Tesla
TSLA
|
+$1.37B |
| 4 |
Salesforce
CRM
|
+$1.25B |
| 5 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$1.05B |
Sector Composition
| 1 | Technology | 16.81% |
| 2 | Financials | 11.84% |
| 3 | Consumer Discretionary | 10.87% |
| 4 | Healthcare | 10.26% |
| 5 | Industrials | 8.26% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
BPYU
3401
DELISTED
Brookfield Property REIT Inc. Class A Common Stock
BPYU
| $1.22M | ﹤0.01% |
68,096
+45,202
| +197% | +$811K |
|
3402
Vanguard S&P Mid-Cap 400 ETF
IVOO
$2.81B
| $1.22M | ﹤0.01% |
13,844
-19,562
| -59% | -$1.73M |
|
|
CLVS
3403
DELISTED
Clovis Oncology, Inc.
CLVS
| $1.22M | ﹤0.01% |
173,891
-43,246
| -20% | -$304K |
|
3404
Viemed Healthcare
VMD
$263M
| $1.22M | ﹤0.01% |
120,329
-86,782
| -42% | -$878K |
|
3405
iShares Morningstar Small-Cap Value ETF
ISCV
$527M
| $1.22M | ﹤0.01% |
21,597
+20,997
| +3,500% | +$1.18M |
|
|
KRTX
3406
DELISTED
Karuna Therapeutics, Inc. Common Stock
KRTX
| $1.21M | ﹤0.01% |
10,101
+2,976
| +42% | +$358K |
|
|
PPD
3407
DELISTED
PPD, Inc. Common Stock
PPD
| $1.21M | ﹤0.01% |
32,092
+21,121
| +193% | +$799K |
|
3408
Grid Dynamics Holdings
GDYN
$642M
| $1.21M | ﹤0.01% |
76,112
-633
| -0.8% | -$10.1K |
|
3409
abrdn Physical Platinum Shares ETF
PPLT
$1.64B
| $1.21M | ﹤0.01% |
10,860
+2,192
| +25% | +$244K |
|
3410
SmartFinancial
SMBK
$627M
| $1.21M | ﹤0.01% |
55,850
+13,049
| +30% | +$282K |
|
3411
STMicroelectronics
STM
$23.1B
| $1.21M | ﹤0.01% |
31,526
+3,361
| +12% | +$129K |
|
3412
VirnetX
VHC
$74.7M
| $1.19M | ﹤0.01% |
10,727
+173
| +2% | +$19.3K |
|
3413
WisdomTree
WT
$2.11B
| $1.19M | ﹤0.01% |
190,281
-125,017
| -40% | -$781K |
|
3414
Axogen
AXGN
$755M
| $1.18M | ﹤0.01% |
58,204
-229,724
| -80% | -$4.65M |
|
3415
ProShares UltraPro Short QQQ
SQQQ
$2.2B
| $1.18M | ﹤0.01% |
3,588
+910
| +34% | +$299K |
|
3416
Pliant Therapeutics
PLRX
$97.6M
| $1.17M | ﹤0.01% |
29,690
+25,014
| +535% | +$983K |
|
3417
Gilat Satellite Networks
GILT
$619M
| $1.16M | ﹤0.01% |
111,284
+110,615
| +16,534% | +$1.16M |
|
3418
Merchants Bancorp
MBIN
$1.5B
| $1.16M | ﹤0.01% |
41,588
-2,310
| -5% | -$64.6K |
|
|
WALDU
3419
DELISTED
Waldencast Acquisition Corp. Units
WALDU
| $1.16M | ﹤0.01% |
+116,177
| New | +$1.16M |
|
|
GSEVU
3420
DELISTED
Gores Holdings VII, Inc. Units
GSEVU
| $1.16M | ﹤0.01% |
+116,500
| New | +$1.16M |
|
3421
Olympic Steel
ZEUS
$368M
| $1.16M | ﹤0.01% |
39,326
+1,957
| +5% | +$57.7K |
|
3422
Stoneridge
SRI
$228M
| $1.15M | ﹤0.01% |
36,164
+11,070
| +44% | +$352K |
|
|
ESSA
3423
DELISTED
ESSA Bancorp
ESSA
| $1.15M | ﹤0.01% |
71,714
-1,375
| -2% | -$22K |
|
3424
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
$1.34B
| $1.15M | ﹤0.01% |
10,296
+968
| +10% | +$108K |
|
|
STFC
3425
DELISTED
State Auto Financial Corp
STFC
| $1.15M | ﹤0.01% |
58,162
+3,792
| +7% | +$74.8K |
|