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 S&P 500 ETF
VOO
|
+$5B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$4.43B |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$4B |
| 4 |
Apple
AAPL
|
+$3.19B |
| 5 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$3.09B |
Top Sells
| 1 |
Vanguard Total International Bond ETF
BNDX
|
+$2.49B |
| 2 |
S&P Global
SPGI
|
+$2.41B |
| 3 |
Coca-Cola
KO
|
+$1.76B |
| 4 |
Adobe
ADBE
|
+$1.4B |
| 5 |
Schwab Short-Term US Treasury ETF
SCHO
|
+$1.3B |
Sector Composition
| 1 | Technology | 22.83% |
| 2 | Healthcare | 10.08% |
| 3 | Consumer Discretionary | 9.55% |
| 4 | Financials | 9.44% |
| 5 | Industrials | 7.7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
AMNB
3451
DELISTED
American National Bankshares Inc
AMNB
| $900K | ﹤0.01% |
18,844
-22,432
| -54% | -$1.07M |
|
|
AVDL
3452
Avadel Pharmaceuticals
AVDL
$1.58B
| $899K | ﹤0.01% |
53,221
+5,018
| +10% | +$84.8K |
|
3453
WisdomTree Dynamic International Equity Fund
DDWM
$818M
| $898K | ﹤0.01% |
26,260
+16,249
| +162% | +$556K |
|
3454
fuboTV
FUBO
$1.5B
| $896K | ﹤0.01% |
567,317
-61,286
| -10% | -$96.8K |
|
3455
Bioceres Crop Solutions
BIOX
$107M
| $895K | ﹤0.01% |
70,683
+2,019
| +3% | +$25.6K |
|
3456
iShares MSCI Sweden ETF
EWD
$321M
| $891K | ﹤0.01% |
22,288
+10,920
| +96% | +$436K |
|
3457
Washington Trust Bancorp
WASH
$582M
| $891K | ﹤0.01% |
33,129
+10,171
| +44% | +$273K |
|
3458
UNIFI
UFI
$86.1M
| $889K | ﹤0.01% |
148,444
+85,745
| +137% | +$514K |
|
3459
FuelCell Energy
FCEL
$269M
| $889K | ﹤0.01% |
24,903
+4,887
| +24% | +$174K |
|
3460
SGHC Ltd
SGHC
$5.91B
| $889K | ﹤0.01% |
257,653
+121,081
| +89% | +$418K |
|
3461
Bandwidth Inc
BAND
$545M
| $888K | ﹤0.01% |
48,630
+33,125
| +214% | +$605K |
|
3462
Provident Financial Services
PFS
$2.65B
| $888K | ﹤0.01% |
60,916
-43,060
| -41% | -$627K |
|
3463
Sangamo Therapeutics
SGMO
$166M
| $886K | ﹤0.01% |
1,322,548
-50,727
| -4% | -$34K |
|
3464
ProShares Ultra Semiconductors
USD
$1.49B
| $885K | ﹤0.01% |
17,844
| – | – |
|
3465
Metropolitan Bank Holding Corp
MCB
$841M
| $883K | ﹤0.01% |
22,927
+2,910
| +15% | +$112K |
|
3466
Invesco S&P 500 Equal Weight Materials ETF
RSPM
$163M
| $883K | ﹤0.01% |
24,294
-10,768
| -31% | -$391K |
|
3467
Graham Corp
GHM
$594M
| $880K | ﹤0.01% |
32,273
+19,070
| +144% | +$520K |
|
3468
Freedom 100 Emerging Markets ETF
FRDM
$1.43B
| $879K | ﹤0.01% |
26,051
-24,929
| -49% | -$841K |
|
3469
Enhabit
EHAB
$409M
| $875K | ﹤0.01% |
75,082
-271,843
| -78% | -$3.17M |
|
3470
Capital City Bank Group
CCBG
$746M
| $873K | ﹤0.01% |
31,516
-211,482
| -87% | -$5.86M |
|
3471
Semler Scientific
SMLR
$437M
| $872K | ﹤0.01% |
29,838
+9,537
| +47% | +$279K |
|
3472
Pliant Therapeutics
PLRX
$91.5M
| $869K | ﹤0.01% |
58,328
-27,265
| -32% | -$406K |
|
3473
World Acceptance Corp
WRLD
$954M
| $867K | ﹤0.01% |
5,983
-9,149
| -60% | -$1.33M |
|
3474
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$5.37B
| $865K | ﹤0.01% |
17,919
-34,579
| -66% | -$1.67M |
|
3475
CryoPort
CYRX
$503M
| $864K | ﹤0.01% |
48,799
+19,574
| +67% | +$346K |
|