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 | |
|---|---|---|---|---|---|---|
|
VNET
3426
VNET Group
VNET
$2.57B
| $287K | ﹤0.01% |
12,602
-194,602
| -94% | -$4.43M |
|
3427
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.6B
| $284K | ﹤0.01% |
3,968
-38,379
| -91% | -$2.75M |
|
3428
Turning Point Brands
TPB
$1.84B
| $282K | ﹤0.01% |
10,049
+1,695
| +20% | +$47.6K |
|
3429
American Superconductor
AMSC
$2.54B
| $281K | ﹤0.01% |
17,587
-16,713
| -49% | -$267K |
|
3430
Evolution Petroleum
EPM
$179M
| $280K | ﹤0.01% |
122,191
-14,956
| -11% | -$34.3K |
|
3431
Harmonic Inc
HLIT
$1.13B
| $280K | ﹤0.01% |
49,872
+3,644
| +8% | +$20.5K |
|
3432
Cartesian Therapeutics
RNAC
$252M
| $278K | ﹤0.01% |
3,615
+2,855
| +376% | +$220K |
|
3433
Canadian Solar
CSIQ
$729M
| $277K | ﹤0.01% |
8,142
+7,782
| +2,162% | +$265K |
|
3434
First Trust Water ETF
FIW
$1.91B
| $276K | ﹤0.01% |
4,600
| – | – |
|
3435
Rackspace Technology
RXT
$347M
| $276K | ﹤0.01% |
+14,667
| New | +$276K |
|
3436
Astronics
ATRO
$1.41B
| $275K | ﹤0.01% |
35,741
+27,941
| +358% | +$215K |
|
3437
Anika Therapeutics
ANIK
$125M
| $272K | ﹤0.01% |
7,943
+596
| +8% | +$20.4K |
|
3438
Duluth Holdings
DLTH
$133M
| $270K | ﹤0.01% |
22,273
+16,018
| +256% | +$194K |
|
3439
REV Group
REVG
$3.02B
| $269K | ﹤0.01% |
34,668
-20,128
| -37% | -$156K |
|
3440
VirnetX
VHC
$74.7M
| $269K | ﹤0.01% |
2,564
+602
| +31% | +$63.2K |
|
3441
Option Care Health
OPCH
$4.62B
| $268K | ﹤0.01% |
20,940
+2,520
| +14% | +$32.3K |
|
|
FCT
3442
First Trust Senior Floating Rate Income Fund II
FCT
$259M
| $265K | ﹤0.01% |
24,044
| – | – |
|
3443
Peapack-Gladstone Financial
PGC
$517M
| $265K | ﹤0.01% |
17,322
-4,832
| -22% | -$73.9K |
|
3444
SPDR S&P Global Natural Resources ETF
GNR
$3.32B
| $264K | ﹤0.01% |
7,052
+44
| +0.6% | +$1.65K |
|
3445
Brookdale Senior Living
BKD
$1.78B
| $262K | ﹤0.01% |
102,352
+11,046
| +12% | +$28.3K |
|
3446
Relmada Therapeutics
RLMD
$52.8M
| $262K | ﹤0.01% |
6,982
+796
| +13% | +$29.9K |
|
|
AVEO
3447
DELISTED
AVEO Pharmaceuticals, Inc.
AVEO
| $262K | ﹤0.01% |
45,272
+40,696
| +889% | +$236K |
|
3448
AudioCodes
AUDC
$289M
| $261K | ﹤0.01% |
8,143
-44,769
| -85% | -$1.43M |
|
|
EVRI
3449
DELISTED
Everi Holdings
EVRI
| $261K | ﹤0.01% |
31,612
+2,864
| +10% | +$23.6K |
|
3450
SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.44B
| $261K | ﹤0.01% |
4,570
+1,500
| +49% | +$85.7K |
|