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 |
Apple
AAPL
|
+$5.25B |
| 2 |
Alphabet (Google) Class C
GOOG
|
+$2.24B |
| 3 |
Microsoft
MSFT
|
+$2.17B |
| 4 |
Vanguard Total International Bond ETF
BNDX
|
+$1.64B |
| 5 |
Broadcom
AVGO
|
+$1.54B |
Top Sells
| 1 |
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
|
+$2.4B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$2.19B |
| 3 |
Progressive
PGR
|
+$1.63B |
| 4 |
Adobe
ADBE
|
+$1.62B |
| 5 |
Salesforce
CRM
|
+$1.48B |
Sector Composition
| 1 | Technology | 25.26% |
| 2 | Healthcare | 9.71% |
| 3 | Consumer Discretionary | 9.24% |
| 4 | Financials | 9.04% |
| 5 | Industrials | 7.2% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
3451
Boston Omaha
BOC
$419M
| $760K | ﹤0.01% |
56,449
+28,360
| +101% | +$382K |
|
3452
Invesco S&P SmallCap 600 Revenue ETF
RWJ
$1.61B
| $759K | ﹤0.01% |
18,940
-31,077
| -62% | -$1.25M |
|
3453
First Trust Technology AlphaDEX Fund
FXL
$1.43B
| $759K | ﹤0.01% |
5,569
+1,197
| +27% | +$163K |
|
|
RDUS
3454
DELISTED
Radius Recycling
RDUS
| $758K | ﹤0.01% |
49,621
-115,165
| -70% | -$1.76M |
|
3455
Hartford Multifactor Developed Markets ex-US ETF
RODM
$1.24B
| $755K | ﹤0.01% |
27,322
-36,859
| -57% | -$1.02M |
|
3456
iRadimed
IRMD
$909M
| $755K | ﹤0.01% |
17,175
-14,062
| -45% | -$618K |
|
3457
Cracker Barrel
CBRL
$1.1B
| $754K | ﹤0.01% |
17,878
-28,944
| -62% | -$1.22M |
|
3458
Kamada
KMDA
$404M
| $754K | ﹤0.01% |
151,949
+29,569
| +24% | +$147K |
|
3459
United States Copper Index Fund
CPER
$225M
| $751K | ﹤0.01% |
27,582
-36,859
| -57% | -$1M |
|
3460
KRONOS Worldwide
KRO
$717M
| $748K | ﹤0.01% |
59,615
-35,406
| -37% | -$444K |
|
|
ARTY
3461
iShares Future AI & Tech ETF
ARTY
$1.48B
| $748K | ﹤0.01% |
22,539
+5,267
| +30% | +$175K |
|
3462
Takeda Pharmaceutical
TAK
$47.8B
| $747K | ﹤0.01% |
57,704
-15,649
| -21% | -$202K |
|
3463
Olaplex Holdings
OLPX
$961M
| $743K | ﹤0.01% |
482,789
-219,455
| -31% | -$338K |
|
3464
fuboTV
FUBO
$1.44B
| $743K | ﹤0.01% |
599,114
+31,797
| +6% | +$39.4K |
|
3465
PureCycle Technologies
PCT
$2.42B
| $742K | ﹤0.01% |
125,296
-8,411
| -6% | -$49.8K |
|
|
MSB
3466
Mesabi Trust
MSB
$402M
| $740K | ﹤0.01% |
42,966
+148
| +0.3% | +$2.55K |
|
3467
Porch Group
PRCH
$1.87B
| $737K | ﹤0.01% |
488,070
-113,034
| -19% | -$171K |
|
3468
ATN International
ATNI
$233M
| $736K | ﹤0.01% |
32,280
-7,955
| -20% | -$181K |
|
3469
SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
EFAX
$398M
| $735K | ﹤0.01% |
18,015
+1,108
| +7% | +$45.2K |
|
3470
Camping World
CWH
$1.09B
| $735K | ﹤0.01% |
41,140
+2,809
| +7% | +$50.2K |
|
|
FLIC
3471
DELISTED
First of Long Island Corp
FLIC
| $735K | ﹤0.01% |
73,305
-25,460
| -26% | -$255K |
|
3472
ReNew
RNW
$2.79B
| $734K | ﹤0.01% |
117,652
+97,612
| +487% | +$609K |
|
3473
Civeo
CVEO
$286M
| $734K | ﹤0.01% |
29,442
-27,275
| -48% | -$680K |
|
3474
Superior Group of Companies
SGC
$179M
| $732K | ﹤0.01% |
38,709
+698
| +2% | +$13.2K |
|
3475
SandRidge Energy
SD
$431M
| $731K | ﹤0.01% |
56,552
-81,213
| -59% | -$1.05M |
|