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 | |
|---|---|---|---|---|---|---|
3576
Millicom
TIGO
$8.28B
| $503K | ﹤0.01% |
12,945
+7,423
| +134% | +$288K |
|
3577
Donegal Group Class A
DGICA
$704M
| $498K | ﹤0.01% |
35,468
+29,460
| +490% | +$414K |
|
3578
Harvard Bioscience
HBIO
$20.9M
| $498K | ﹤0.01% |
116,093
+77,375
| +200% | +$332K |
|
3579
KORU Medical Systems
KRMD
$193M
| $498K | ﹤0.01% |
82,670
+60,071
| +266% | +$362K |
|
3580
Olympic Steel
ZEUS
$361M
| $498K | ﹤0.01% |
37,369
+21,193
| +131% | +$282K |
|
3581
Fortress Biotech
FBIO
$109M
| $497K | ﹤0.01% |
10,452
+7,090
| +211% | +$337K |
|
3582
Entravision Communication
EVC
$226M
| $496K | ﹤0.01% |
180,408
+126,209
| +233% | +$347K |
|
|
IBDP
3583
DELISTED
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
| $496K | ﹤0.01% |
18,652
+796
| +4% | +$21.2K |
|
3584
Fathom Holdings
FTHM
$55.7M
| $495K | ﹤0.01% |
13,738
+11,440
| +498% | +$412K |
|
3585
Root
ROOT
$1.58B
| $494K | ﹤0.01% |
+1,745
| New | +$494K |
|
3586
United States Natural Gas Fund
UNG
$577M
| $494K | ﹤0.01% |
13,415
+9,050
| +207% | +$333K |
|
|
TREC
3587
DELISTED
Trecora Resources
TREC
| $494K | ﹤0.01% |
70,684
+46,427
| +191% | +$324K |
|
|
CVLY
3588
DELISTED
Codorus Valley Bancorp Inc
CVLY
| $493K | ﹤0.01% |
29,094
-785
| -3% | -$13.3K |
|
|
BVH
3589
DELISTED
Bluegreen Vacations Holding Corporation
BVH
| $492K | ﹤0.01% |
36,332
+25,928
| +249% | +$351K |
|
3590
Pampa Energía
PAM
$3.13B
| $490K | ﹤0.01% |
35,565
+33,870
| +1,998% | +$467K |
|
|
BGX
3591
Blackstone Long-Short Credit Income Fund
BGX
$157M
| $489K | ﹤0.01% |
36,408
-300
| -0.8% | -$4.03K |
|
3592
XPEL
XPEL
$915M
| $489K | ﹤0.01% |
9,476
+3,257
| +52% | +$168K |
|
|
CDAK
3593
DELISTED
Codiak BioSciences, Inc. Common Stock
CDAK
| $489K | ﹤0.01% |
+15,158
| New | +$489K |
|
3594
BCB Bancorp
BCBP
$149M
| $488K | ﹤0.01% |
44,120
+29,709
| +206% | +$329K |
|
3595
United States Lime & Minerals
USLM
$3.65B
| $488K | ﹤0.01% |
21,395
+17,655
| +472% | +$403K |
|
|
AGRX
3596
DELISTED
Agile Therapeutics, Inc
AGRX
| $485K | ﹤0.01% |
85
+61
| +254% | +$348K |
|
3597
SPDR Portfolio S&P 500 Value ETF
SPYV
$28.6B
| $483K | ﹤0.01% |
14,044
+2,171
| +18% | +$74.7K |
|
3598
Prospect Capital
PSEC
$1.23B
| $482K | ﹤0.01% |
89,138
+81,138
| +1,014% | +$439K |
|
|
WIFI
3599
DELISTED
Boingo Wireless, Inc.
WIFI
| $482K | ﹤0.01% |
37,881
-5,199
| -12% | -$66.2K |
|
3600
Global Water Resources
GWRS
$274M
| $481K | ﹤0.01% |
33,368
+23,534
| +239% | +$339K |
|