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 Short-Term Bond ETF
BSV
|
+$5.56B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.68B |
| 3 |
AbbVie
ABBV
|
+$964M |
| 4 |
Technology Select Sector SPDR Fund
XLK
|
+$801M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$756M |
Top Sells
| 1 |
Apple
AAPL
|
+$2.34B |
| 2 |
Amazon
AMZN
|
+$1.76B |
| 3 |
Cigna
CI
|
+$1.06B |
| 4 |
Morgan Stanley
MS
|
+$1.05B |
| 5 |
Microsoft
MSFT
|
+$1.05B |
Sector Composition
| 1 | Technology | 16.69% |
| 2 | Financials | 11.81% |
| 3 | Healthcare | 10.26% |
| 4 | Consumer Discretionary | 10% |
| 5 | Industrials | 7.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
3676
Global X Copper Miners ETF NEW
COPX
$2.28B
| $622K | ﹤0.01% |
18,181
-23,432
| -56% | -$802K |
|
3677
Icahn Enterprises
IEP
$4.67B
| $622K | ﹤0.01% |
12,470
-10,057
| -45% | -$502K |
|
|
LTCHW
3678
DELISTED
Latch, Inc. Warrant expiring 6/4/2026
LTCHW
| – | – |
0
| – | -$452K |
|
3679
VanEck Rare Earth/Strategic Metals ETF
REMX
$757M
| $618K | ﹤0.01% |
5,986
-1,006
| -14% | -$104K |
|
|
APTX
3680
DELISTED
Aptinyx Inc. Common Stock
APTX
| $618K | ﹤0.01% |
263,954
+262,225
| +15,166% | +$614K |
|
3681
Altimmune
ALT
$317M
| $617K | ﹤0.01% |
54,597
+40,316
| +282% | +$456K |
|
|
ECOL
3682
DELISTED
US Ecology, Inc.
ECOL
| $615K | ﹤0.01% |
19,049
-19,562
| -51% | -$632K |
|
|
BGX
3683
Blackstone Long-Short Credit Income Fund
BGX
$158M
| $611K | ﹤0.01% |
40,308
+2,690
| +7% | +$40.8K |
|
3684
GeoPark
GPRK
$320M
| $611K | ﹤0.01% |
47,865
-1,003,857
| -95% | -$12.8M |
|
|
MRLN
3685
DELISTED
Marlin Business Services Corp
MRLN
| $611K | ﹤0.01% |
27,475
-2,900
| -10% | -$64.5K |
|
3686
Nice
NICE
$8.84B
| $610K | ﹤0.01% |
2,144
+104
| +5% | +$29.6K |
|
|
TSP
3687
DELISTED
TuSimple Holdings Inc. Class A Common Stock
TSP
| $610K | ﹤0.01% |
16,417
+594
| +4% | +$22.1K |
|
3688
Inotiv
NOTV
$47.1M
| $607K | ﹤0.01% |
20,752
-13,027
| -39% | -$381K |
|
3689
Superior Group of Companies
SGC
$179M
| $606K | ﹤0.01% |
26,033
-10,794
| -29% | -$251K |
|
3690
Allient
ALNT
$791M
| $603K | ﹤0.01% |
19,260
-5,669
| -23% | -$177K |
|
3691
MindMed
MNMD
$727M
| $603K | ﹤0.01% |
8,579
-12,306
| -59% | -$865K |
|
3692
Aspen Aerogels
ASPN
$553M
| $601K | ﹤0.01% |
13,061
-22,891
| -64% | -$1.05M |
|
|
TFFP
3693
DELISTED
TFF Pharmaceuticals, Inc. Common Stock
TFFP
| $601K | ﹤0.01% |
3,112
+2,812
| +937% | +$543K |
|
3694
Agilysys
AGYS
$3B
| $597K | ﹤0.01% |
11,396
-2,358
| -17% | -$124K |
|
3695
Celestica
CLS
$28.6B
| $597K | ﹤0.01% |
+67,187
| New | +$597K |
|
|
FRG
3696
DELISTED
Franchise Group, Inc.
FRG
| $597K | ﹤0.01% |
16,854
-302
| -2% | -$10.7K |
|
3697
Gilat Satellite Networks
GILT
$658M
| $596K | ﹤0.01% |
66,295
+9,489
| +17% | +$85.3K |
|
3698
Kamada
KMDA
$393M
| $595K | ﹤0.01% |
112,188
-1,599
| -1% | -$8.48K |
|
|
OCA
3699
DELISTED
Omnichannel Acquisition Corp.
OCA
| $594K | ﹤0.01% |
60,008
+3,500
| +6% | +$34.6K |
|
|
EBTC
3700
DELISTED
Enterprise Bancorp
EBTC
| $592K | ﹤0.01% |
16,468
-3,034
| -16% | -$109K |
|