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 | |
|---|---|---|---|---|---|---|
|
IRNT
3451
DELISTED
IronNet, Inc.
IRNT
| $261K | ﹤0.01% |
+25,705
| New | +$261K |
|
3452
Byline Bancorp
BY
$1.33B
| $260K | ﹤0.01% |
22,898
+407
| +2% | +$4.62K |
|
3453
Civista Bancshares
CIVB
$402M
| $260K | ﹤0.01% |
20,684
-724
| -3% | -$9.1K |
|
3454
iBio
IBIO
$18.3M
| $258K | ﹤0.01% |
247
+167
| +209% | +$174K |
|
3455
Invesco Aerospace & Defense ETF
PPA
$6.29B
| $258K | ﹤0.01% |
+4,591
| New | +$258K |
|
3456
Theravance Biopharma
TBPH
$720M
| $258K | ﹤0.01% |
17,147
+1,611
| +10% | +$24.2K |
|
|
ITRG
3457
Integra Resources
ITRG
$453M
| $257K | ﹤0.01% |
+30,640
| New | +$257K |
|
3458
Telefonica
TEF
$30.3B
| $257K | ﹤0.01% |
89,547
-25,683
| -22% | -$73.7K |
|
3459
First Trust Managed Municipal ETF
FMB
$1.9B
| $256K | ﹤0.01% |
4,590
| – | – |
|
3460
Security National Financial
SNFCA
$237M
| $256K | ﹤0.01% |
50,836
-1,416
| -3% | -$7.13K |
|
3461
Tactile Systems Technology
TCMD
$301M
| $256K | ﹤0.01% |
7,156
-1,279
| -15% | -$45.8K |
|
3462
Designer Brands
DBI
$225M
| $255K | ﹤0.01% |
46,985
-5,789
| -11% | -$31.4K |
|
|
FLIC
3463
DELISTED
First of Long Island Corp
FLIC
| $255K | ﹤0.01% |
17,189
-2,659
| -13% | -$39.4K |
|
|
LAND
3464
Gladstone Land Corp
LAND
$321M
| $255K | ﹤0.01% |
16,953
+10,524
| +164% | +$158K |
|
3465
Telkom Indonesia
TLK
$19B
| $255K | ﹤0.01% |
14,335
+237
| +2% | +$4.22K |
|
3466
Viridian Therapeutics
VRDN
$1.54B
| $255K | ﹤0.01% |
21,290
| – | – |
|
3467
Artivion
AORT
$1.92B
| $254K | ﹤0.01% |
13,726
+1,091
| +9% | +$20.2K |
|
3468
Miller Industries
MLR
$455M
| $254K | ﹤0.01% |
8,161
+4,386
| +116% | +$137K |
|
3469
Amphastar Pharmaceuticals
AMPH
$1.3B
| $253K | ﹤0.01% |
13,583
+1,408
| +12% | +$26.2K |
|
|
CMRC
3470
Commerce.com, Inc. Series 1 Common Stock
CMRC
$370M
| $252K | ﹤0.01% |
+2,881
| New | +$252K |
|
3471
Uranium Energy
UEC
$5.27B
| $252K | ﹤0.01% |
242,497
-195
| -0.1% | -$203 |
|
|
PFBI
3472
DELISTED
Premier Financial Bancorp
PFBI
| $252K | ﹤0.01% |
23,243
-1,715
| -7% | -$18.6K |
|
3473
First Bancorp
FNLC
$301M
| $250K | ﹤0.01% |
11,920
-397
| -3% | -$8.33K |
|
3474
First Bank
FRBA
$413M
| $249K | ﹤0.01% |
39,928
-1,023
| -2% | -$6.38K |
|
3475
Bassett Furniture
BSET
$142M
| $247K | ﹤0.01% |
18,031
-12,369
| -41% | -$169K |
|