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 7-10 Year Treasury Bond ETF
IEF
|
+$2.03B |
| 2 |
Vanguard Total International Bond ETF
BNDX
|
+$1.94B |
| 3 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
+$1.28B |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$936M |
| 5 |
iShares Russell 2000 ETF
IWM
|
+$912M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$3.07B |
| 2 |
iShares Short Treasury Bond ETF
SHV
|
+$2.61B |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
+$1.48B |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
+$1.26B |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$1B |
Sector Composition
| 1 | Technology | 13.69% |
| 2 | Financials | 13.03% |
| 3 | Healthcare | 9.54% |
| 4 | Consumer Discretionary | 9.38% |
| 5 | Industrials | 7.69% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
IMGN
3576
DELISTED
Immunogen Inc
IMGN
| $191K | ﹤0.01% |
79,253
-1,322,384
| -94% | -$3.19M |
|
3577
VanEck Short Muni ETF
SMB
$288M
| $190K | ﹤0.01% |
10,713
| – | – |
|
3578
Xenon Pharmaceuticals
XENE
$2.85B
| $190K | ﹤0.01% |
21,132
-12,462
| -37% | -$112K |
|
3579
CoreCard
CCRD
$215M
| $189K | ﹤0.01% |
4,552
+2,679
| +143% | +$111K |
|
3580
Fidelity MSCI Information Technology Index ETF
FTEC
$16B
| $189K | ﹤0.01% |
2,975
+830
| +39% | +$52.7K |
|
3581
Corbus Pharmaceuticals
CRBP
$141M
| $188K | ﹤0.01% |
1,290
+648
| +101% | +$94.4K |
|
3582
CRISPR Therapeutics
CRSP
$5.67B
| $188K | ﹤0.01% |
4,604
-126,933
| -96% | -$5.18M |
|
3583
RE/MAX Holdings
RMAX
$196M
| $188K | ﹤0.01% |
5,859
-750,162
| -99% | -$24.1M |
|
3584
TETRA Technologies
TTI
$706M
| $188K | ﹤0.01% |
93,388
-318,725
| -77% | -$642K |
|
3585
Pegasystems
PEGA
$10.2B
| $187K | ﹤0.01% |
5,476
-15,252
| -74% | -$521K |
|
3586
American Vanguard Corp
AVD
$154M
| $187K | ﹤0.01% |
11,965
+1,052
| +10% | +$16.4K |
|
|
TPHS
3587
DELISTED
Trinity Place Holdings Inc.com
TPHS
| $186K | ﹤0.01% |
+46,505
| New | +$186K |
|
3588
Goosehead Insurance
GSHD
$1.98B
| $185K | ﹤0.01% |
3,748
+676
| +22% | +$33.4K |
|
3589
iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV
$332M
| $185K | ﹤0.01% |
5,377
-1,851
| -26% | -$63.7K |
|
|
FLIC
3590
DELISTED
First of Long Island Corp
FLIC
| $184K | ﹤0.01% |
8,048
+1,273
| +19% | +$29.1K |
|
3591
Peoples Financial Services
PFIS
$513M
| $184K | ﹤0.01% |
4,063
+2,170
| +115% | +$98.3K |
|
3592
QCR Holdings
QCRH
$1.32B
| $184K | ﹤0.01% |
4,838
+785
| +19% | +$29.9K |
|
3593
Invesco DB US Dollar Index Bullish Fund
UUP
$160M
| $184K | ﹤0.01% |
6,820
+2,060
| +43% | +$55.6K |
|
3594
ProShares Large Cap Core Plus
CSM
$479M
| $183K | ﹤0.01% |
5,158
-3,804
| -42% | -$135K |
|
3595
Willis Lease Finance
WLFC
$1.11B
| $183K | ﹤0.01% |
3,310
+150
| +5% | +$8.29K |
|
|
CVLY
3596
DELISTED
Codorus Valley Bancorp Inc
CVLY
| $182K | ﹤0.01% |
8,219
+2,365
| +40% | +$52.4K |
|
|
GTT
3597
DELISTED
GTT Communications, Inc.
GTT
| $182K | ﹤0.01% |
19,255
+850
| +5% | +$8.03K |
|
3598
ACNB Corp
ACNB
$473M
| $181K | ﹤0.01% |
5,285
+549
| +12% | +$18.8K |
|
3599
Aldeyra Therapeutics
ALDX
$296M
| $181K | ﹤0.01% |
34,323
+28,128
| +454% | +$148K |
|
3600
Invesco Zacks Mid-Cap ETF
CZA
$182M
| $181K | ﹤0.01% |
2,490
+142
| +6% | +$10.3K |
|