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 Intermediate-Term Corporate Bond ETF
VCIT
|
+$3.65B |
| 2 |
Microsoft
MSFT
|
+$2.99B |
| 3 |
Eli Lilly
LLY
|
+$2.1B |
| 4 |
Broadcom
AVGO
|
+$1.57B |
| 5 |
ServiceNow
NOW
|
+$1.33B |
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$3.4B |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$2.57B |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$2.55B |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$2.15B |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$1.56B |
Sector Composition
| 1 | Technology | 21.83% |
| 2 | Healthcare | 10.29% |
| 3 | Financials | 9.88% |
| 4 | Consumer Discretionary | 9.44% |
| 5 | Industrials | 7.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
OAIA
3626
DELISTED
Teucrium AiLA Long-Short Agriculture Strategy ETF
OAIA
| $569K | ﹤0.01% |
+26,131
| New | +$569K |
|
3627
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
$1.52B
| $569K | ﹤0.01% |
5,243
+4,201
| +403% | +$456K |
|
3628
NET Power
NPWR
$174M
| $568K | ﹤0.01% |
56,191
+56,181
| +561,810% | +$567K |
|
3629
Invesco S&P SmallCap Industrials ETF
PSCI
$136M
| $566K | ﹤0.01% |
4,879
+351
| +8% | +$40.7K |
|
3630
iShares Global REIT ETF
REET
$3.86B
| $561K | ﹤0.01% |
23,216
+19,997
| +621% | +$484K |
|
3631
VSE Corp
VSEC
$3.56B
| $561K | ﹤0.01% |
8,677
-78
| -0.9% | -$5.04K |
|
3632
Peoples Financial Services
PFIS
$513M
| $558K | ﹤0.01% |
11,461
+6,465
| +129% | +$315K |
|
3633
Expensify
EXFY
$180M
| $558K | ﹤0.01% |
225,874
+33,294
| +17% | +$82.2K |
|
3634
Invesco Senior Income Trust
VVR
$536M
| $558K | ﹤0.01% |
136,048
+74,188
| +120% | +$304K |
|
3635
United States Brent Oil Fund
BNO
$107M
| $557K | ﹤0.01% |
20,412
+33
| +0.2% | +$901 |
|
3636
Rapid Micro Biosystems
RPID
$135M
| $556K | ﹤0.01% |
751,312
-682,916
| -48% | -$505K |
|
3637
Alerus Financial
ALRS
$578M
| $554K | ﹤0.01% |
24,747
+12,349
| +100% | +$276K |
|
3638
XP
XP
$10.5B
| $552K | ﹤0.01% |
21,164
-31,891
| -60% | -$831K |
|
3639
Dyne Therapeutics
DYN
$1.85B
| $552K | ﹤0.01% |
41,483
-296,691
| -88% | -$3.95M |
|
3640
Dakota Gold
DC
$504M
| $551K | ﹤0.01% |
210,246
+38,078
| +22% | +$99.8K |
|
3641
TRI-Continental Corp
TY
$1.77B
| $548K | ﹤0.01% |
19,013
+17,225
| +963% | +$497K |
|
3642
Tactile Systems Technology
TCMD
$308M
| $547K | ﹤0.01% |
38,280
-2,301
| -6% | -$32.9K |
|
3643
WisdomTree Mortgage Plus Bond Fund
MTGP
$67.2M
| $547K | ﹤0.01% |
12,463
+2,284
| +22% | +$100K |
|
|
AIRJ
3644
Montana Technologies Corp
AIRJ
$298M
| $546K | ﹤0.01% |
49,978
-2
| -0% | -$22 |
|
|
CLDL
3645
DELISTED
Direxion Daily Cloud Computing Bull 2X Shares
CLDL
| $545K | ﹤0.01% |
50,000
-130,000
| -72% | -$1.42M |
|
3646
Rush Street Interactive
RSI
$2.03B
| $544K | ﹤0.01% |
121,118
+71,609
| +145% | +$322K |
|
|
ZPTA
3647
DELISTED
Zapata Computing Holdings Inc. Common Stock
ZPTA
| $544K | ﹤0.01% |
50,000
| – | – |
|
|
ARTY
3648
iShares Future AI & Tech ETF
ARTY
$1.48B
| $543K | ﹤0.01% |
+15,745
| New | +$543K |
|
3649
Invesco Fundamental High Yield Corporate Bond ETF
PHB
$355M
| $542K | ﹤0.01% |
29,910
-39,047
| -57% | -$708K |
|
3650
Aspen Aerogels
ASPN
$544M
| $542K | ﹤0.01% |
34,332
-626
| -2% | -$9.88K |
|