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 7-10 Year Treasury Bond ETF
IEF
|
+$2.03B |
| 2 |
Vanguard Total International Bond ETF
BNDX
|
+$1.94B |
| 3 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
+$1.28B |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$936M |
| 5 |
iShares Russell 2000 ETF
IWM
|
+$912M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$3.07B |
| 2 |
iShares Short Treasury Bond ETF
SHV
|
+$2.61B |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
+$1.48B |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
+$1.26B |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$1B |
Sector Composition
| 1 | Technology | 13.69% |
| 2 | Financials | 13.03% |
| 3 | Healthcare | 9.54% |
| 4 | Consumer Discretionary | 9.38% |
| 5 | Industrials | 7.69% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
3626
Teekay Tankers
TNK
$1.85B
| $167K | ﹤0.01% |
16,002
-101,412
| -86% | -$1.06M |
|
3627
Digital Turbine
APPS
$598M
| $166K | ﹤0.01% |
25,726
+4,472
| +21% | +$28.9K |
|
|
AXDX
3628
DELISTED
Accelerate Diagnostics
AXDX
| $166K | ﹤0.01% |
894
+145
| +19% | +$26.9K |
|
3629
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
$1.93B
| $166K | ﹤0.01% |
3,620
+878
| +32% | +$40.3K |
|
3630
Stellar Bancorp
STEL
$1.58B
| $165K | ﹤0.01% |
5,901
+792
| +16% | +$22.1K |
|
|
IBML
3631
DELISTED
iShares iBonds Dec 2023 Term Muni Bond ETF
IBML
| $165K | ﹤0.01% |
6,400
-75
| -1% | -$1.93K |
|
3632
WisdomTree Emerging Markets Corporate Bond Fund
EMCB
$87.4M
| $164K | ﹤0.01% |
2,259
+632
| +39% | +$45.9K |
|
3633
Invesco Preferred ETF
PGX
$4B
| $164K | ﹤0.01% |
10,916
-110
| -1% | -$1.65K |
|
3634
TFS Financial
TFSL
$3.71B
| $164K | ﹤0.01% |
9,100
+4,951
| +119% | +$89.2K |
|
|
AIF
3635
DELISTED
Apollo Tactical Income Fund Inc.
AIF
| $164K | ﹤0.01% |
10,875
-26
| -0.2% | -$392 |
|
|
MMAC
3636
DELISTED
MMA Capital Holdings, Inc. Common Stock
MMAC
| $164K | ﹤0.01% |
5,469
+2,957
| +118% | +$88.7K |
|
3637
WisdomTree International Equity Fund
DWM
$599M
| $163K | ﹤0.01% |
3,286
-54
| -2% | -$2.68K |
|
|
BGG
3638
DELISTED
Briggs & Stratton Corp.
BGG
| $163K | ﹤0.01% |
26,920
-11,849
| -31% | -$71.7K |
|
3639
Kodak
KODK
$500M
| $162K | ﹤0.01% |
61,549
+60,699
| +7,141% | +$160K |
|
3640
Western New England Bancorp
WNEB
$258M
| $162K | ﹤0.01% |
17,023
+954
| +6% | +$9.08K |
|
3641
Gogo Inc
GOGO
$1.19B
| $160K | ﹤0.01% |
26,384
+600
| +2% | +$3.64K |
|
3642
Banco de Chile
BCH
$14.8B
| $159K | ﹤0.01% |
5,662
-33,878
| -86% | -$951K |
|
|
COLO
3643
Global X MSCI Colombia ETF
COLO
$104M
| $159K | ﹤0.01% |
4,432
+425
| +11% | +$15.2K |
|
3644
B. Riley Financial
RILY
$206M
| $159K | ﹤0.01% |
6,727
+1,183
| +21% | +$28K |
|
3645
Regional Management Corp
RM
$433M
| $159K | ﹤0.01% |
5,664
+1,678
| +42% | +$47.1K |
|
3646
Astrana Health
ASTH
$1.28B
| $158K | ﹤0.01% |
8,969
+7,236
| +418% | +$127K |
|
|
CS
3647
DELISTED
Credit Suisse Group
CS
| $158K | ﹤0.01% |
12,958
-493,685
| -97% | -$6.02M |
|
|
WIFI
3648
DELISTED
Boingo Wireless, Inc.
WIFI
| $158K | ﹤0.01% |
14,248
-1,974
| -12% | -$21.9K |
|
3649
Ternium
TX
$6.91B
| $157K | ﹤0.01% |
8,219
+8,202
| +48,247% | +$157K |
|
3650
Park Aerospace
PKE
$393M
| $155K | ﹤0.01% |
8,811
-68,516
| -89% | -$1.21M |
|