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 Intermediate-Term Corporate Bond ETF
VCIT
|
+$3.65B |
| 2 |
Microsoft
MSFT
|
+$2.99B |
| 3 |
Eli Lilly
LLY
|
+$2.1B |
| 4 |
Broadcom
AVGO
|
+$1.57B |
| 5 |
ServiceNow
NOW
|
+$1.33B |
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$3.4B |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$2.57B |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$2.55B |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$2.15B |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$1.56B |
Sector Composition
| 1 | Technology | 21.83% |
| 2 | Healthcare | 10.29% |
| 3 | Financials | 9.88% |
| 4 | Consumer Discretionary | 9.44% |
| 5 | Industrials | 7.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
3526
Lightwave Logic
LWLG
$390M
| $691K | ﹤0.01% |
138,826
-79,629
| -36% | -$397K |
|
3527
iShares Core 80/20 Aggressive Allocation ETF
AOA
$2.59B
| $689K | ﹤0.01% |
9,981
+7,488
| +300% | +$517K |
|
|
GOOS
3528
Canada Goose Holdings
GOOS
$1.37B
| $688K | ﹤0.01% |
58,082
+58,000
| +70,732% | +$687K |
|
3529
Anika Therapeutics
ANIK
$125M
| $688K | ﹤0.01% |
30,349
+16,017
| +112% | +$363K |
|
3530
Invesco S&P Global Water Index ETF
CGW
$1B
| $686K | ﹤0.01% |
12,943
+7,804
| +152% | +$414K |
|
3531
Tecnoglass
TGLS
$3.27B
| $685K | ﹤0.01% |
14,978
-1,427
| -9% | -$65.2K |
|
3532
ProShares MSCI EAFE Dividend Growers ETF
EFAD
$72.5M
| $683K | ﹤0.01% |
17,666
-56,117
| -76% | -$2.17M |
|
3533
First Community Bankshares
FCBC
$672M
| $683K | ﹤0.01% |
18,417
+6,352
| +53% | +$236K |
|
3534
Franklin Covey
FC
$246M
| $682K | ﹤0.01% |
15,671
+2,102
| +15% | +$91.5K |
|
|
AVDL
3535
Avadel Pharmaceuticals
AVDL
$1.52B
| $681K | ﹤0.01% |
48,203
-404,269
| -89% | -$5.71M |
|
3536
Crescent Energy
CRGY
$2.23B
| $679K | ﹤0.01% |
51,423
+24,981
| +94% | +$330K |
|
|
FLIC
3537
DELISTED
First of Long Island Corp
FLIC
| $679K | ﹤0.01% |
51,282
+19,097
| +59% | +$253K |
|
3538
PRA Group
PRAA
$653M
| $676K | ﹤0.01% |
25,818
-22,672
| -47% | -$594K |
|
3539
First Trust Global Wind Energy ETF
FAN
$180M
| $676K | ﹤0.01% |
41,027
+35,781
| +682% | +$590K |
|
3540
iShares MSCI Spain ETF
EWP
$1.39B
| $674K | ﹤0.01% |
22,014
+21,412
| +3,557% | +$656K |
|
|
NOA
3541
North American Construction
NOA
$404M
| $674K | ﹤0.01% |
32,305
-49,061
| -60% | -$1.02M |
|
3542
Telos
TLS
$479M
| $673K | ﹤0.01% |
184,436
+143,739
| +353% | +$525K |
|
3543
York Water
YORW
$435M
| $673K | ﹤0.01% |
17,415
+5,116
| +42% | +$198K |
|
|
CTO
3544
CTO Realty Growth
CTO
$539M
| $672K | ﹤0.01% |
38,788
+17,125
| +79% | +$297K |
|
3545
Avantis Emerging Markets Value ETF
AVES
$811M
| $671K | ﹤0.01% |
+14,588
| New | +$671K |
|
3546
iShares MSCI Emerging Markets Small-Cap ETF
EEMS
$407M
| $670K | ﹤0.01% |
11,592
+7,199
| +164% | +$416K |
|
3547
MiMedx Group
MDXG
$1.03B
| $670K | ﹤0.01% |
76,356
-2,930
| -4% | -$25.7K |
|
|
TIGR
3548
UP Fintech Holding
TIGR
$1.96B
| $670K | ﹤0.01% |
151,479
+107
| +0.1% | +$473 |
|
3549
HarborOne Bancorp
HONE
$563M
| $667K | ﹤0.01% |
55,689
+21,337
| +62% | +$256K |
|
3550
Gevo
GEVO
$496M
| $667K | ﹤0.01% |
574,800
+364,185
| +173% | +$422K |
|