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 Total Bond Market
BND
|
+$2.22B |
| 2 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$2.05B |
| 3 |
AbbVie
ABBV
|
+$1.78B |
| 4 |
Vanguard Total International Bond ETF
BNDX
|
+$1.63B |
| 5 |
Exxon Mobil
XOM
|
+$1.6B |
Top Sells
| 1 |
Vanguard Short-Term Bond ETF
BSV
|
+$3.92B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.35B |
| 3 |
Tesla
TSLA
|
+$1.22B |
| 4 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$1.13B |
| 5 |
iShares TIPS Bond ETF
TIP
|
+$1.03B |
Sector Composition
| 1 | Technology | 17.24% |
| 2 | Healthcare | 11.68% |
| 3 | Financials | 11.59% |
| 4 | Consumer Discretionary | 9.21% |
| 5 | Industrials | 7.93% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
MORF
3551
DELISTED
Morphic Holding, Inc. Common Stock
MORF
| $816K | ﹤0.01% |
20,348
+3,825
| +23% | +$153K |
|
3552
RPC Inc
RES
$1.01B
| $815K | ﹤0.01% |
76,326
-63,700
| -45% | -$680K |
|
|
HMTV
3553
DELISTED
Hemisphere Media Group, Inc.
HMTV
| $815K | ﹤0.01% |
178,121
-15,498
| -8% | -$70.9K |
|
3554
CytomX Therapeutics
CTMX
$318M
| $814K | ﹤0.01% |
305,032
-2,197
| -0.7% | -$5.86K |
|
3555
Couchbase
BASE
$1.35B
| $813K | ﹤0.01% |
46,673
+40,825
| +698% | +$711K |
|
3556
GCM Grosvenor
GCMG
$685M
| $804K | ﹤0.01% |
82,872
-51,322
| -38% | -$498K |
|
3557
iShares US Telecommunications ETF
IYZ
$600M
| $804K | ﹤0.01% |
26,923
-49,708
| -65% | -$1.48M |
|
3558
Viant Technology
DSP
$152M
| $803K | ﹤0.01% |
122,417
+51,594
| +73% | +$338K |
|
3559
ATN International
ATNI
$236M
| $801K | ﹤0.01% |
20,084
-8,126
| -29% | -$324K |
|
3560
VanEck Video Gaming and eSports ETF
ESPO
$492M
| $799K | ﹤0.01% |
13,755
-3,275
| -19% | -$190K |
|
3561
ANI Pharmaceuticals
ANIP
$2.14B
| $796K | ﹤0.01% |
28,334
-3,813
| -12% | -$107K |
|
3562
Orion
OEC
$508M
| $794K | ﹤0.01% |
49,719
-344,429
| -87% | -$5.5M |
|
|
TGA
3563
DELISTED
Transglobe Energy Corp
TGA
| $794K | ﹤0.01% |
217,995
+17,495
| +9% | +$63.7K |
|
3564
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
$2.65B
| $791K | ﹤0.01% |
12,883
-426,958
| -97% | -$26.2M |
|
|
APPH
3565
DELISTED
AppHarvest, Inc. Common Stock
APPH
| $791K | ﹤0.01% |
147,088
-9,733
| -6% | -$52.3K |
|
3566
V2X
VVX
$1.75B
| $790K | ﹤0.01% |
22,018
+2,616
| +13% | +$93.9K |
|
3567
Aviat Networks
AVNW
$307M
| $789K | ﹤0.01% |
25,618
-14,416
| -36% | -$444K |
|
3568
American Public Education
APEI
$640M
| $786K | ﹤0.01% |
37,056
-13,733
| -27% | -$291K |
|
|
NP
3569
DELISTED
Neenah, Inc. Common Stock
NP
| $786K | ﹤0.01% |
19,807
-69,397
| -78% | -$2.75M |
|
|
CASA
3570
DELISTED
Casa Systems, Inc. Common Stock
CASA
| $785K | ﹤0.01% |
173,683
+44,449
| +34% | +$201K |
|
3571
Ituran Location and Control
ITRN
$708M
| $782K | ﹤0.01% |
33,980
-9,505
| -22% | -$219K |
|
3572
Prospect Capital
PSEC
$1.28B
| $782K | ﹤0.01% |
94,483
+54,907
| +139% | +$454K |
|
3573
Invesco National AMT-Free Municipal Bond ETF
PZA
$3.13B
| $777K | ﹤0.01% |
31,179
-28
| -0.1% | -$698 |
|
|
AD
3574
Array Digital Infrastructure, Inc.
AD
$4.32B
| $777K | ﹤0.01% |
25,692
-13,905
| -35% | -$421K |
|
|
MGI
3575
DELISTED
MoneyGram International, Inc. New
MGI
| $776K | ﹤0.01% |
73,419
+38,467
| +110% | +$407K |
|