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 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$4.22B |
| 2 |
iShares TIPS Bond ETF
TIP
|
+$1.55B |
| 3 |
JPMorgan BetaBuilders US Mid Cap Equity ETF
BBMC
|
+$1.31B |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$1.1B |
| 5 |
Wells Fargo
WFC
|
+$899M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$2.46B |
| 2 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$2.45B |
| 3 |
Tesla
TSLA
|
+$2.03B |
| 4 |
TSMC
TSM
|
+$1.66B |
| 5 |
Texas Instruments
TXN
|
+$1.62B |
Sector Composition
| 1 | Technology | 18.09% |
| 2 | Financials | 11.43% |
| 3 | Consumer Discretionary | 11.01% |
| 4 | Healthcare | 10.73% |
| 5 | Industrials | 7.44% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
3526
Invesco Large Cap Growth ETF
PWB
$1.31B
| $551K | ﹤0.01% |
8,154
-3,506
| -30% | -$237K |
|
3527
1-800-Flowers.com
FLWS
$361M
| $549K | ﹤0.01% |
21,113
+1,137
| +6% | +$29.6K |
|
3528
Community Health Systems
CYH
$432M
| $548K | ﹤0.01% |
73,773
-1,485,603
| -95% | -$11M |
|
3529
Rafael Holdings
RFL
$48.8M
| $548K | ﹤0.01% |
23,810
+15,507
| +187% | +$357K |
|
|
MCF
3530
DELISTED
Contango Oil & Gas Co.
MCF
| $548K | ﹤0.01% |
239,156
+177,916
| +291% | +$408K |
|
3531
Alta Equipment Group
ALTG
$230M
| $545K | ﹤0.01% |
55,130
+39,284
| +248% | +$388K |
|
|
UBX
3532
DELISTED
Unity Biotechnology
UBX
| $543K | ﹤0.01% |
10,373
+9,074
| +699% | +$475K |
|
3533
CASI Pharmaceuticals
CASI
$28M
| $542K | ﹤0.01% |
18,392
+13,566
| +281% | +$400K |
|
|
PWOD
3534
DELISTED
Penns Woods Bancorp
PWOD
| $542K | ﹤0.01% |
20,824
+14,997
| +257% | +$390K |
|
3535
Timberland Bancorp
TSBK
$280M
| $542K | ﹤0.01% |
22,361
+15,271
| +215% | +$370K |
|
|
IVAC
3536
DELISTED
Intevac Inc
IVAC
| $540K | ﹤0.01% |
74,932
+47,343
| +172% | +$341K |
|
3537
Amplify Alternative Harvest ETF
MJ
$178M
| $539K | ﹤0.01% |
3,129
+2,753
| +732% | +$474K |
|
3538
Federal Agricultural Mortgage
AGM
$2.01B
| $536K | ﹤0.01% |
7,223
-3,063
| -30% | -$227K |
|
3539
BayCom
BCML
$332M
| $536K | ﹤0.01% |
35,315
+21,902
| +163% | +$332K |
|
3540
Intellicheck
IDN
$107M
| $535K | ﹤0.01% |
46,892
+33,286
| +245% | +$380K |
|
|
CYBE
3541
DELISTED
Cyberoptics Corp
CYBE
| $535K | ﹤0.01% |
23,604
+20,772
| +733% | +$471K |
|
|
PSTH
3542
DELISTED
Pershing Square Tontine Holdings, Ltd.
PSTH
| $535K | ﹤0.01% |
19,300
-84,101
| -81% | -$2.33M |
|
|
SEAH
3543
DELISTED
Sports Entertainment Acquisition Corp.
SEAH
| $534K | ﹤0.01% |
+52,768
| New | +$534K |
|
3544
CalciMedica
CALC
$42.8M
| $533K | ﹤0.01% |
+1,311
| New | +$533K |
|
3545
FVCBankcorp
FVCB
$247M
| $532K | ﹤0.01% |
45,221
+30,746
| +212% | +$362K |
|
3546
Gyre Therapeutics
GYRE
$674M
| $529K | ﹤0.01% |
11,172
+4,233
| +61% | +$200K |
|
3547
Brookfield Infrastructure Partners
BIP
$14.4B
| $528K | ﹤0.01% |
16,028
+3,203
| +25% | +$106K |
|
3548
CytomX Therapeutics
CTMX
$333M
| $528K | ﹤0.01% |
80,524
-11,781
| -13% | -$77.2K |
|
|
OYST
3549
DELISTED
Oyster Point Pharma, Inc. Common Stock
OYST
| $528K | ﹤0.01% |
28,088
+18,303
| +187% | +$344K |
|
|
SFE
3550
DELISTED
Safeguard Scientifics, Inc.
SFE
| $527K | ﹤0.01% |
82,630
+46,015
| +126% | +$293K |
|