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 Total International Bond ETF
BNDX
|
+$2.34B |
| 2 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$1.65B |
| 3 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$1.58B |
| 4 |
iShares MBS ETF
MBB
|
+$1.3B |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.18B |
Top Sells
| 1 |
Apple
AAPL
|
+$776M |
| 2 |
Johnson & Johnson
JNJ
|
+$698M |
| 3 |
Mondelez International
MDLZ
|
+$646M |
| 4 |
CVS Health
CVS
|
+$591M |
| 5 |
UnitedHealth
UNH
|
+$555M |
Sector Composition
| 1 | Technology | 13.13% |
| 2 | Financials | 12.96% |
| 3 | Healthcare | 10.58% |
| 4 | Consumer Discretionary | 9.3% |
| 5 | Industrials | 7.58% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
3626
Daktronics
DAKT
$1.14B
| $173K | ﹤0.01% |
23,166
+83
| +0.4% | +$620 |
|
3627
Veracyte
VCYT
$2.43B
| $173K | ﹤0.01% |
6,903
-69,749
| -91% | -$1.75M |
|
|
PAMT
3628
PAMT CORP Common Stock
PAMT
$258M
| $173K | ﹤0.01% |
14,104
+3,604
| +34% | +$44.2K |
|
3629
Apellis Pharmaceuticals
APLS
$3.14B
| $172K | ﹤0.01% |
8,811
-414
| -4% | -$8.08K |
|
3630
First Bank
FRBA
$413M
| $172K | ﹤0.01% |
14,894
+10,069
| +209% | +$116K |
|
3631
Koppers
KOP
$567M
| $172K | ﹤0.01% |
6,627
-35,092
| -84% | -$911K |
|
3632
MacroGenics
MGNX
$100M
| $172K | ﹤0.01% |
9,564
-21,039
| -69% | -$378K |
|
|
NCOM
3633
DELISTED
National Commerce Corporation
NCOM
| $172K | ﹤0.01% |
4,388
-4,316
| -50% | -$169K |
|
3634
Astronics
ATRO
$1.41B
| $171K | ﹤0.01% |
5,214
-246
| -5% | -$8.07K |
|
3635
Esquire Financial Holdings
ESQ
$828M
| $170K | ﹤0.01% |
7,462
-1,692
| -18% | -$38.5K |
|
3636
Invesco Preferred ETF
PGX
$3.99B
| $170K | ﹤0.01% |
11,739
-8,319
| -41% | -$120K |
|
3637
RPC Inc
RES
$986M
| $170K | ﹤0.01% |
14,867
-159,951
| -91% | -$1.83M |
|
|
GARS
3638
DELISTED
Garrison Capital Inc.
GARS
| $170K | ﹤0.01% |
23,675
+9,587
| +68% | +$68.8K |
|
|
NSTG
3639
DELISTED
NanoString Technologies, Inc.
NSTG
| $169K | ﹤0.01% |
7,090
-2,165
| -23% | -$51.6K |
|
3640
Harrow
HROW
$1.46B
| $168K | ﹤0.01% |
+33,733
| New | +$168K |
|
3641
Invesco National AMT-Free Municipal Bond ETF
PZA
$3.08B
| $168K | ﹤0.01% |
6,538
-147
| -2% | -$3.78K |
|
3642
Global X Silver Miners ETF NEW
SIL
$3.19B
| $168K | ﹤0.01% |
6,374
+324
| +5% | +$8.54K |
|
3643
Tidewater
TDW
$2.93B
| $168K | ﹤0.01% |
7,243
-43,354
| -86% | -$1.01M |
|
3644
Digimarc
DMRC
$204M
| $167K | ﹤0.01% |
5,303
-9,690
| -65% | -$305K |
|
3645
Ovid Therapeutics
OVID
$89.6M
| $167K | ﹤0.01% |
94,091
-40,236
| -30% | -$71.4K |
|
3646
SPDR S&P Emerging Asia Pacific ETF
GMF
$390M
| $166K | ﹤0.01% |
1,678
+1,675
| +55,833% | +$166K |
|
3647
Invesco Dorsey Wright Emerging Markets Momentum ETF
PIE
$120M
| $166K | ﹤0.01% |
9,796
-998
| -9% | -$16.9K |
|
|
ECOM
3648
DELISTED
CHANNELADVISOR CORPORATION
ECOM
| $166K | ﹤0.01% |
13,674
-45,779
| -77% | -$556K |
|
3649
Chefs' Warehouse
CHEF
$2.7B
| $165K | ﹤0.01% |
5,305
-48,839
| -90% | -$1.52M |
|
3650
Schwab US Aggregate Bond ETF
SCHZ
$9.01B
| $165K | ﹤0.01% |
6,380
-5,318
| -45% | -$138K |
|