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 | |
|---|---|---|---|---|---|---|
|
AMLI
3551
DELISTED
American Lithium Corp. Common Stock
AMLI
| $734K | ﹤0.01% |
253,238
-226,961
| -47% | -$658K |
|
3552
ARK Web x.0 ETF
ARKW
$3.03B
| $731K | ﹤0.01% |
8,779
+5,259
| +149% | +$438K |
|
3553
ProShares MSCI EAFE Dividend Growers ETF
EFAD
$72.2M
| $730K | ﹤0.01% |
18,618
+952
| +5% | +$37.3K |
|
3554
Janux Therapeutics
JANX
$1.44B
| $728K | ﹤0.01% |
19,343
+1,607
| +9% | +$60.5K |
|
3555
Gannett
GCI
$629M
| $728K | ﹤0.01% |
298,244
+196,596
| +193% | +$480K |
|
|
NLOP
3556
Net Lease Office Properties
NLOP
$432M
| $723K | ﹤0.01% |
30,396
+6,518
| +27% | +$155K |
|
3557
First Trust Large Cap Growth AlphaDEX Fund
FTC
$1.27B
| $723K | ﹤0.01% |
5,862
-88
| -1% | -$10.8K |
|
3558
Stratasys
SSYS
$842M
| $718K | ﹤0.01% |
61,761
+43,926
| +246% | +$510K |
|
3559
Fiverr
FVRR
$1.02B
| $717K | ﹤0.01% |
34,043
-909
| -3% | -$19.2K |
|
3560
Avantis Emerging Markets Value ETF
AVES
$807M
| $715K | ﹤0.01% |
15,090
+502
| +3% | +$23.8K |
|
|
FSP
3561
Franklin Street Properties
FSP
$171M
| $714K | ﹤0.01% |
314,489
+167,987
| +115% | +$381K |
|
3562
iShares Russell 2500 ETF
SMMD
$1.71B
| $712K | ﹤0.01% |
10,852
-12,077
| -53% | -$792K |
|
3563
Natural Gas Services Group
NGS
$339M
| $712K | ﹤0.01% |
36,635
+22,031
| +151% | +$428K |
|
3564
Genie Energy
GNE
$410M
| $712K | ﹤0.01% |
47,197
+8,377
| +22% | +$126K |
|
3565
89bio
ETNB
$2.22B
| $708K | ﹤0.01% |
60,813
-138,119
| -69% | -$1.61M |
|
3566
Zynex
ZYXI
$47.9M
| $708K | ﹤0.01% |
57,220
+18,031
| +46% | +$223K |
|
|
ELEV
3567
DELISTED
Elevation Oncology
ELEV
| $704K | ﹤0.01% |
137,209
+136,968
| +56,833% | +$703K |
|
3568
Zai Lab
ZLAB
$3.62B
| $704K | ﹤0.01% |
43,922
+3,038
| +7% | +$48.7K |
|
3569
SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
EFAX
$397M
| $703K | ﹤0.01% |
16,907
-13,320
| -44% | -$554K |
|
3570
GoPro
GPRO
$399M
| $702K | ﹤0.01% |
314,963
+230,580
| +273% | +$514K |
|
3571
Cibus
CBUS
$75.1M
| $702K | ﹤0.01% |
31,251
+24,115
| +338% | +$542K |
|
3572
FT Vest US Equity Buffer ETF July
FJUL
$1.05B
| $702K | ﹤0.01% |
15,782
+15,199
| +2,607% | +$676K |
|
3573
BioNTech
BNTX
$23.1B
| $701K | ﹤0.01% |
7,596
-231
| -3% | -$21.3K |
|
3574
Stem
STEM
$152M
| $701K | ﹤0.01% |
15,993
+11,070
| +225% | +$485K |
|
|
TBIL
3575
US Treasury 3 Month Bill ETF
TBIL
$5.95B
| $700K | ﹤0.01% |
+13,999
| New | +$700K |
|