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 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$5.59B |
| 2 |
iShares Short Treasury Bond ETF
SHV
|
+$3.18B |
| 3 |
Amazon
AMZN
|
+$2.09B |
| 4 |
NVIDIA
NVDA
|
+$2.01B |
| 5 |
Meta Platforms (Facebook)
META
|
+$1.99B |
Top Sells
| 1 |
Eli Lilly
LLY
|
+$1.75B |
| 2 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$1.33B |
| 3 |
UnitedHealth
UNH
|
+$1.23B |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$1.17B |
| 5 |
Automatic Data Processing
ADP
|
+$1.16B |
Sector Composition
| 1 | Technology | 18.3% |
| 2 | Healthcare | 11.5% |
| 3 | Financials | 9.97% |
| 4 | Consumer Discretionary | 9.25% |
| 5 | Industrials | 7.55% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
3576
Fulcrum Therapeutics
FULC
$396M
| $543K | ﹤0.01% |
190,269
+5,583
| +3% | +$15.9K |
|
3577
ROBO Global Robotics & Automation Index ETF
ROBO
$1.13B
| $542K | ﹤0.01% |
9,918
+5,648
| +132% | +$309K |
|
|
AMLI
3578
DELISTED
American Lithium Corp. Common Stock
AMLI
| $541K | ﹤0.01% |
+186,702
| New | +$541K |
|
3579
Big 5 Sporting Goods
BGFV
$30.9M
| $540K | ﹤0.01% |
70,292
+13,534
| +24% | +$104K |
|
3580
Viemed Healthcare
VMD
$253M
| $540K | ﹤0.01% |
55,992
+55,841
| +36,981% | +$539K |
|
|
ZINGU
3581
DELISTED
FTAC Zeus Acquisition Corp. Unit
ZINGU
| $540K | ﹤0.01% |
+52,666
| New | +$540K |
|
3582
Core Laboratories
CLB
$585M
| $538K | ﹤0.01% |
24,393
+2,898
| +13% | +$63.9K |
|
|
FCT
3583
First Trust Senior Floating Rate Income Fund II
FCT
$259M
| $537K | ﹤0.01% |
54,059
+39,370
| +268% | +$391K |
|
3584
Rush Street Interactive
RSI
$2.02B
| $537K | ﹤0.01% |
172,496
-2,750
| -2% | -$8.56K |
|
3585
Douglas Elliman
DOUG
$257M
| $535K | ﹤0.01% |
180,795
+57,364
| +46% | +$170K |
|
3586
RE/MAX Holdings
RMAX
$198M
| $535K | ﹤0.01% |
28,551
+12,220
| +75% | +$229K |
|
3587
Avantis International Equity ETF
AVDE
$8.98B
| $535K | ﹤0.01% |
9,378
+5,103
| +119% | +$291K |
|
3588
Anterix
ATEX
$400M
| $532K | ﹤0.01% |
16,109
+1,000
| +7% | +$33K |
|
3589
Clarivate
CLVT
$2.75B
| $531K | ﹤0.01% |
56,536
+37,036
| +190% | +$348K |
|
3590
Vermilion Energy
VET
$1.2B
| $531K | ﹤0.01% |
40,946
+13,978
| +52% | +$181K |
|
3591
Blink Charging
BLNK
$156M
| $530K | ﹤0.01% |
61,283
-9,220
| -13% | -$79.7K |
|
|
EVA
3592
DELISTED
Enviva Inc.
EVA
| $529K | ﹤0.01% |
18,333
+2,490
| +16% | +$71.8K |
|
|
JPS
3593
DELISTED
Nuveen Preferred & Income Securities Fund
JPS
| $528K | ﹤0.01% |
+81,697
| New | +$528K |
|
|
NETC
3594
DELISTED
Nabors Energy Transition Corp.
NETC
| $525K | ﹤0.01% |
50,000
+49,348
| +7,569% | +$518K |
|
3595
iShares North American Natural Resources ETF
IGE
$617M
| $524K | ﹤0.01% |
13,402
-17,334
| -56% | -$678K |
|
3596
Custom Truck One Source
CTOS
$1.27B
| $524K | ﹤0.01% |
77,082
+14,483
| +23% | +$98.5K |
|
|
CIR
3597
DELISTED
CIRCOR International, Inc
CIR
| $523K | ﹤0.01% |
16,798
+3,635
| +28% | +$113K |
|
|
BLEU
3598
DELISTED
bleuacacia ltd Class A Ordinary Shares
BLEU
| $520K | ﹤0.01% |
+50,775
| New | +$520K |
|
3599
DMC Global
BOOM
$154M
| $519K | ﹤0.01% |
23,646
-22,547
| -49% | -$495K |
|
3600
WisdomTree US SmallCap Earnings Fund
EES
$637M
| $518K | ﹤0.01% |
11,995
+750
| +7% | +$32.4K |
|