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 |
Microsoft
MSFT
|
+$6.27B |
| 2 |
Vanguard S&P 500 ETF
VOO
|
+$5.61B |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
+$3.32B |
| 4 |
Meta Platforms (Facebook)
META
|
+$3.21B |
| 5 |
Apple
AAPL
|
+$2.9B |
Top Sells
| 1 |
iShares Short Treasury Bond ETF
SHV
|
+$3.23B |
| 2 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$1.76B |
| 3 |
Schwab US TIPS ETF
SCHP
|
+$702M |
| 4 |
Nike
NKE
|
+$702M |
| 5 |
Tesla
TSLA
|
+$652M |
Sector Composition
| 1 | Technology | 20.52% |
| 2 | Healthcare | 11.04% |
| 3 | Financials | 9.44% |
| 4 | Consumer Discretionary | 8.87% |
| 5 | Industrials | 7.44% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
3601
Anika Therapeutics
ANIK
$128M
| $470K | ﹤0.01% |
18,072
+3,136
| +21% | +$81.5K |
|
3602
Xtrackers S&P 500 ESG ETF
SNPE
$2.13B
| $468K | ﹤0.01% |
11,532
-16
| -0.1% | -$650 |
|
|
BELFB
3603
Bel Fuse Inc Class B
BELFB
$1.8B
| $468K | ﹤0.01% |
8,144
-42,838
| -84% | -$2.46M |
|
3604
Alvotech
ALVO
$2.46B
| $466K | ﹤0.01% |
60,229
+59,730
| +11,970% | +$462K |
|
3605
Barrett Business Services
BBSI
$1.19B
| $466K | ﹤0.01% |
21,356
-224
| -1% | -$4.88K |
|
3606
ARK Space Exploration & Innovation ETF
ARKX
$427M
| $465K | ﹤0.01% |
30,622
-691
| -2% | -$10.5K |
|
3607
Banco Bradesco
BBDO
$30.5B
| $465K | ﹤0.01% |
154,532
| – | – |
|
3608
Dream Finders Homes
DFH
$2.56B
| $465K | ﹤0.01% |
18,895
+2,544
| +16% | +$62.6K |
|
3609
Stitch Fix
SFIX
$740M
| $463K | ﹤0.01% |
120,213
+11,265
| +10% | +$43.4K |
|
3610
Epsilon Energy
EPSN
$114M
| $460K | ﹤0.01% |
86,207
+77,193
| +856% | +$412K |
|
3611
ALPS Sector Dividend Dogs ETF
SDOG
$1.22B
| $460K | ﹤0.01% |
9,203
+104
| +1% | +$5.2K |
|
3612
RAPT Therapeutics
RAPT
$328M
| $457K | ﹤0.01% |
3,052
-22
| -0.7% | -$3.29K |
|
3613
SES AI
SES
$576M
| $454K | ﹤0.01% |
186,218
+114,443
| +159% | +$279K |
|
3614
Cricut
CRCT
$1.45B
| $454K | ﹤0.01% |
37,229
+37,090
| +26,683% | +$452K |
|
|
AZUL
3615
DELISTED
Azul
AZUL
| $453K | ﹤0.01% |
33,125
+27,898
| +534% | +$382K |
|
3616
GrowGeneration
GRWG
$96.8M
| $452K | ﹤0.01% |
132,973
+19,328
| +17% | +$65.7K |
|
3617
Vermilion Energy
VET
$1.16B
| $452K | ﹤0.01% |
36,301
-4,645
| -11% | -$57.8K |
|
3618
iShares Morningstar Small-Cap Value ETF
ISCV
$525M
| $451K | ﹤0.01% |
8,342
-8,614
| -51% | -$465K |
|
|
DBTX
3619
DELISTED
Decibel Therapeutics, Inc. Common Stock
DBTX
| $450K | ﹤0.01% |
116,981
-8,680
| -7% | -$33.4K |
|
3620
Nuveen Municipal Credit Income Fund
NZF
$2.38B
| $450K | ﹤0.01% |
+38,558
| New | +$450K |
|
3621
Prime Medicine
PRME
$872M
| $449K | ﹤0.01% |
30,672
+17,775
| +138% | +$260K |
|
3622
Prospect Capital
PSEC
$1.23B
| $447K | ﹤0.01% |
72,077
+44,866
| +165% | +$278K |
|
|
PEO
3623
Adams Natural Resources Fund
PEO
$578M
| $446K | ﹤0.01% |
22,264
+16,866
| +312% | +$338K |
|
3624
Vanguard S&P Small-Cap 600 ETF
VIOO
$3.06B
| $446K | ﹤0.01% |
4,850
-19,231
| -80% | -$1.77M |
|
|
PRTK
3625
DELISTED
Paratek Pharmaceuticals, Inc.
PRTK
| $446K | ﹤0.01% |
201,636
+198,893
| +7,251% | +$440K |
|