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 | |
|---|---|---|---|---|---|---|
3576
Park-Ohio Holdings
PKOH
$314M
| $700K | ﹤0.01% |
26,234
+4,312
| +20% | +$115K |
|
3577
Fidelity Momentum Factor ETF
FDMO
$540M
| $700K | ﹤0.01% |
11,591
-597
| -5% | -$36K |
|
3578
Ginkgo Bioworks
DNA
$677M
| $698K | ﹤0.01% |
15,054
-11,720
| -44% | -$544K |
|
3579
AXT Inc
AXTI
$199M
| $698K | ﹤0.01% |
151,989
+150,541
| +10,396% | +$691K |
|
|
BIG
3580
DELISTED
Big Lots, Inc.
BIG
| $697K | ﹤0.01% |
160,946
+140,097
| +672% | +$607K |
|
3581
Anika Therapeutics
ANIK
$128M
| $695K | ﹤0.01% |
27,375
-2,974
| -10% | -$75.5K |
|
3582
Scilex Holding
SCLX
$202M
| $693K | ﹤0.01% |
12,447
-7
| -0.1% | -$390 |
|
3583
Emergent Biosolutions
EBS
$439M
| $692K | ﹤0.01% |
273,540
+222,583
| +437% | +$563K |
|
|
LGTY
3584
DELISTED
Logility Supply Chain Solutions, Inc. Common Stock
LGTY
| $691K | ﹤0.01% |
60,367
+16,454
| +37% | +$188K |
|
3585
Invesco Global Water ETF
PIO
$275M
| $691K | ﹤0.01% |
16,029
-200
| -1% | -$8.62K |
|
3586
Clover Health Investments
CLOV
$1.56B
| $690K | ﹤0.01% |
868,542
+741,421
| +583% | +$589K |
|
3587
LendingTree
TREE
$1.02B
| $689K | ﹤0.01% |
16,279
-15,605
| -49% | -$661K |
|
3588
Kamada
KMDA
$396M
| $687K | ﹤0.01% |
122,380
+108,707
| +795% | +$610K |
|
3589
Peoples Financial Services
PFIS
$514M
| $686K | ﹤0.01% |
15,919
+4,458
| +39% | +$192K |
|
3590
Adaptive Biotechnologies
ADPT
$2.04B
| $685K | ﹤0.01% |
213,507
-68,461
| -24% | -$220K |
|
|
NXDR
3591
Nextdoor Holdings
NXDR
$891M
| $683K | ﹤0.01% |
303,635
+187,609
| +162% | +$422K |
|
3592
Vermilion Energy
VET
$1.17B
| $682K | ﹤0.01% |
54,814
+22,243
| +68% | +$277K |
|
3593
GCM Grosvenor
GCMG
$693M
| $681K | ﹤0.01% |
70,500
+24,954
| +55% | +$241K |
|
3594
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
$1.27B
| $681K | ﹤0.01% |
+27,431
| New | +$681K |
|
3595
Lyra Therapeutics
LYRA
$10.8M
| $680K | ﹤0.01% |
2,188
+1,525
| +230% | +$474K |
|
3596
Lindblad Expeditions
LIND
$713M
| $680K | ﹤0.01% |
72,929
+48,852
| +203% | +$456K |
|
3597
Gilat Satellite Networks
GILT
$663M
| $679K | ﹤0.01% |
125,094
+21,148
| +20% | +$115K |
|
3598
JPMorgan Diversified Return US Mid Cap Equity ETF
JPME
$376M
| $678K | ﹤0.01% |
6,834
+158
| +2% | +$15.7K |
|
3599
Arrow Financial
AROW
$484M
| $676K | ﹤0.01% |
27,021
+10,033
| +59% | +$251K |
|
3600
United States Brent Oil Fund
BNO
$105M
| $676K | ﹤0.01% |
21,172
+760
| +4% | +$24.3K |
|