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 |
Apple
AAPL
|
+$5.25B |
| 2 |
Alphabet (Google) Class C
GOOG
|
+$2.24B |
| 3 |
Microsoft
MSFT
|
+$2.17B |
| 4 |
Vanguard Total International Bond ETF
BNDX
|
+$1.64B |
| 5 |
Broadcom
AVGO
|
+$1.54B |
Top Sells
| 1 |
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
|
+$2.4B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$2.19B |
| 3 |
Progressive
PGR
|
+$1.63B |
| 4 |
Adobe
ADBE
|
+$1.62B |
| 5 |
Salesforce
CRM
|
+$1.48B |
Sector Composition
| 1 | Technology | 25.26% |
| 2 | Healthcare | 9.71% |
| 3 | Consumer Discretionary | 9.24% |
| 4 | Financials | 9.04% |
| 5 | Industrials | 7.2% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
3676
Inspire Global Hope ETF
BLES
$123M
| $477K | ﹤0.01% |
+13,061
| New | +$477K |
|
3677
Donegal Group Class A
DGICA
$699M
| $477K | ﹤0.01% |
37,003
-3,360
| -8% | -$43.3K |
|
3678
Pro-Dex
PDEX
$107M
| $476K | ﹤0.01% |
24,261
-1,565
| -6% | -$30.7K |
|
3679
Clean Energy Fuels
CLNE
$577M
| $476K | ﹤0.01% |
178,322
-727,520
| -80% | -$1.94M |
|
3680
Intrepid Potash
IPI
$382M
| $474K | ﹤0.01% |
20,235
-18,071
| -47% | -$423K |
|
3681
Magnachip Semiconductor
MX
$116M
| $474K | ﹤0.01% |
97,335
+77,738
| +397% | +$379K |
|
3682
The Honest Company
HNST
$445M
| $473K | ﹤0.01% |
161,962
-87,542
| -35% | -$256K |
|
3683
2x Long VIX Futures ETF
UVIX
$433M
| $472K | ﹤0.01% |
8,430
+4,664
| +124% | +$261K |
|
3684
Viant Technology
DSP
$152M
| $471K | ﹤0.01% |
47,770
-1,346
| -3% | -$13.3K |
|
3685
TeraWulf
WULF
$4.63B
| $469K | ﹤0.01% |
105,495
+41,573
| +65% | +$185K |
|
3686
Innovator US Equity Ultra Buffer ETF March
UMAR
$196M
| $466K | ﹤0.01% |
13,833
+9,909
| +253% | +$334K |
|
3687
Anterix
ATEX
$400M
| $465K | ﹤0.01% |
11,740
+6,043
| +106% | +$239K |
|
3688
Immersion
IMMR
$230M
| $464K | ﹤0.01% |
49,348
+35,164
| +248% | +$331K |
|
|
MOMO
3689
Hello Group
MOMO
$1.23B
| $462K | ﹤0.01% |
75,561
-43,408
| -36% | -$266K |
|
3690
Navitas Semiconductor
NVTS
$1.38B
| $461K | ﹤0.01% |
117,297
+29,477
| +34% | +$116K |
|
3691
Omega Flex
OFLX
$350M
| $458K | ﹤0.01% |
8,934
-466
| -5% | -$23.9K |
|
3692
Richardson Electronics
RELL
$145M
| $452K | ﹤0.01% |
38,017
+32,979
| +655% | +$392K |
|
3693
iShares Russell 2500 ETF
SMMD
$1.69B
| $451K | ﹤0.01% |
7,208
-3,644
| -34% | -$228K |
|
3694
SPDR S&P International Dividend ETF
DWX
$495M
| $451K | ﹤0.01% |
13,098
-704
| -5% | -$24.2K |
|
3695
89bio
ETNB
$1.2B
| $449K | ﹤0.01% |
56,083
-4,730
| -8% | -$37.9K |
|
3696
FT Vest US Equity Buffer ETF April
FAPR
$872M
| $447K | ﹤0.01% |
+11,457
| New | +$447K |
|
|
TELL
3697
DELISTED
Tellurian Inc.
TELL
| $447K | ﹤0.01% |
645,429
+400,978
| +164% | +$278K |
|
3698
Park-Ohio Holdings
PKOH
$313M
| $445K | ﹤0.01% |
17,185
-9,049
| -34% | -$234K |
|
3699
Bioventus
BVS
$464M
| $444K | ﹤0.01% |
77,298
-29,208
| -27% | -$168K |
|
3700
Peoples Bancorp
PEBO
$1.08B
| $444K | ﹤0.01% |
14,800
-47,958
| -76% | -$1.44M |
|