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 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$5.59B |
| 2 |
iShares Short Treasury Bond ETF
SHV
|
+$3.18B |
| 3 |
Amazon
AMZN
|
+$2.09B |
| 4 |
NVIDIA
NVDA
|
+$2.01B |
| 5 |
Meta Platforms (Facebook)
META
|
+$1.99B |
Top Sells
| 1 |
Eli Lilly
LLY
|
+$1.75B |
| 2 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$1.33B |
| 3 |
UnitedHealth
UNH
|
+$1.23B |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$1.17B |
| 5 |
Automatic Data Processing
ADP
|
+$1.16B |
Sector Composition
| 1 | Technology | 18.3% |
| 2 | Healthcare | 11.5% |
| 3 | Financials | 9.97% |
| 4 | Consumer Discretionary | 9.25% |
| 5 | Industrials | 7.55% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
3651
Schwab US Mid-Cap ETF
SCHM
$12.3B
| $474K | ﹤0.01% |
20,973
+11,355
| +118% | +$257K |
|
3652
Invesco NASDAQ Next Gen 100 ETF
QQQJ
$692M
| $474K | ﹤0.01% |
18,581
+9,750
| +110% | +$249K |
|
3653
ProQR Therapeutics
PRQR
$219M
| $474K | ﹤0.01% |
222,576
+220,778
| +12,279% | +$470K |
|
3654
Solid Power
SLDP
$711M
| $474K | ﹤0.01% |
157,457
+31,915
| +25% | +$96.1K |
|
3655
Direxion Daily AAPL Bull 2X Shares
AAPU
$221M
| $473K | ﹤0.01% |
20,298
-4,702
| -19% | -$110K |
|
3656
Ituran Location and Control
ITRN
$712M
| $472K | ﹤0.01% |
21,712
-366
| -2% | -$7.96K |
|
3657
Vanguard International Dividend Appreciation ETF
VIGI
$8.61B
| $469K | ﹤0.01% |
6,369
+1,071
| +20% | +$78.9K |
|
3658
Nuveen Floating Rate Income Fund
JFR
$1.11B
| $469K | ﹤0.01% |
+57,147
| New | +$469K |
|
|
VRN
3659
DELISTED
Veren
VRN
| $469K | ﹤0.01% |
66,451
+2,872
| +5% | +$20.3K |
|
3660
Telos
TLS
$501M
| $468K | ﹤0.01% |
184,931
-163,353
| -47% | -$413K |
|
3661
Arrow Financial
AROW
$475M
| $467K | ﹤0.01% |
19,283
+4,968
| +35% | +$120K |
|
3662
Xtrackers MSCI EAFE High Dividend Yield Equity ETF
HDEF
$2.12B
| $466K | ﹤0.01% |
20,011
+8,159
| +69% | +$190K |
|
3663
Amplify Transformational Data Sharing ETF
BLOK
$1.29B
| $466K | ﹤0.01% |
24,069
+618
| +3% | +$12K |
|
3664
ALPS Sector Dividend Dogs ETF
SDOG
$1.24B
| $466K | ﹤0.01% |
9,099
+6,420
| +240% | +$329K |
|
3665
FT Vest US Equity Buffer ETF September
FSEP
$961M
| $466K | ﹤0.01% |
13,167
| – | – |
|
3666
Invesco Dividend Achievers ETF
PFM
$734M
| $465K | ﹤0.01% |
12,703
+1,655
| +15% | +$60.6K |
|
3667
Invesco Financial Preferred ETF
PGF
$820M
| $464K | ﹤0.01% |
31,989
+74
| +0.2% | +$1.07K |
|
|
APCA
3668
DELISTED
AP Acquisition Corp
APCA
| $462K | ﹤0.01% |
43,800
| – | – |
|
3669
MediaAlpha
MAX
$711M
| $461K | ﹤0.01% |
30,815
+6,114
| +25% | +$91.5K |
|
3670
Rumble
RUM
$2.59B
| $459K | ﹤0.01% |
45,822
-9,775
| -18% | -$97.9K |
|
3671
Teekay
TK
$744M
| $458K | ﹤0.01% |
74,096
-38,842
| -34% | -$240K |
|
3672
Liquidity Services
LQDT
$883M
| $457K | ﹤0.01% |
34,697
+4,717
| +16% | +$62.1K |
|
3673
BlackRock Short Maturity Municipal Bond ETF
MEAR
$1.25B
| $457K | ﹤0.01% |
9,154
-1,800
| -16% | -$89.9K |
|
3674
Capital Bancorp
CBNK
$547M
| $456K | ﹤0.01% |
27,399
-548
| -2% | -$9.12K |
|
3675
Teucrium Wheat Fund
WEAT
$120M
| $456K | ﹤0.01% |
64,579
-535
| -0.8% | -$3.78K |
|