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 | |
|---|---|---|---|---|---|---|
3651
Rafael Holdings
RFL
$50.5M
| $155K | ﹤0.01% |
7,537
-486
| -6% | -$10K |
|
3652
ImmunityBio
IBRX
$2.58B
| $154K | ﹤0.01% |
126,641
-2,860
| -2% | -$3.48K |
|
|
ECOM
3653
DELISTED
CHANNELADVISOR CORPORATION
ECOM
| $154K | ﹤0.01% |
16,501
-7,655
| -32% | -$71.4K |
|
|
CLLS
3654
Cellectis
CLLS
$345M
| $153K | ﹤0.01% |
14,705
+9,357
| +175% | +$97.4K |
|
|
ZAGG
3655
DELISTED
ZAGG Inc Common Stock (Delaware)
ZAGG
| $153K | ﹤0.01% |
24,367
-15,618
| -39% | -$98.1K |
|
|
STML
3656
DELISTED
Stemline Therapeutics, Inc.
STML
| $153K | ﹤0.01% |
14,694
+3,690
| +34% | +$38.4K |
|
|
IO
3657
DELISTED
ION Geophysical Corporation
IO
| $152K | ﹤0.01% |
16,657
-29,332
| -64% | -$268K |
|
3658
NCS Multistage Holdings
NCSM
$125M
| $151K | ﹤0.01% |
3,769
-1,670
| -31% | -$66.9K |
|
3659
Century Aluminum
CENX
$2.57B
| $150K | ﹤0.01% |
22,590
+1,169
| +5% | +$7.76K |
|
3660
Colliers International
CIGI
$8.36B
| $150K | ﹤0.01% |
2,000
+100
| +5% | +$7.5K |
|
3661
Custom Truck One Source
CTOS
$1.31B
| $150K | ﹤0.01% |
+25,021
| New | +$150K |
|
3662
Curis
CRIS
$21.2M
| $149K | ﹤0.01% |
3,336
+2,252
| +208% | +$101K |
|
3663
Ducommun
DCO
$1.4B
| $149K | ﹤0.01% |
3,519
+571
| +19% | +$24.2K |
|
|
TCS
3664
DELISTED
THE CONTAINER STORE GROUP, INC.
TCS
| $149K | ﹤0.01% |
2,248
-3,091
| -58% | -$205K |
|
|
MAXR
3665
DELISTED
Maxar Technologies Inc. Common Stock
MAXR
| $149K | ﹤0.01% |
19,594
+3,178
| +19% | +$24.2K |
|
3666
El Pollo Loco
LOCO
$297M
| $148K | ﹤0.01% |
13,505
-1,081
| -7% | -$11.8K |
|
|
SWCH
3667
DELISTED
Switch, Inc. Class A Common Stock
SWCH
| $148K | ﹤0.01% |
9,464
-25,774
| -73% | -$403K |
|
3668
Anixa Biosciences
ANIX
$109M
| $147K | ﹤0.01% |
36,716
+28,280
| +335% | +$113K |
|
3669
GSI Technology
GSIT
$106M
| $147K | ﹤0.01% |
16,647
+2,508
| +18% | +$22.1K |
|
3670
Tecnoglass
TGLS
$3.29B
| $147K | ﹤0.01% |
18,071
+6,800
| +60% | +$55.3K |
|
3671
Viking Therapeutics
VKTX
$2.86B
| $147K | ﹤0.01% |
21,435
+3,611
| +20% | +$24.8K |
|
3672
Calix
CALX
$4.11B
| $146K | ﹤0.01% |
22,834
-77,445
| -77% | -$495K |
|
3673
Donegal Group Class A
DGICA
$706M
| $146K | ﹤0.01% |
9,919
+7,083
| +250% | +$104K |
|
3674
Arbutus Biopharma
ABUS
$847M
| $145K | ﹤0.01% |
95,146
-209,194
| -69% | -$319K |
|
3675
SPDR S&P Transportation ETF
XTN
$144M
| $145K | ﹤0.01% |
2,369
-15,240
| -87% | -$933K |
|