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 S&P 500 ETF
VOO
|
+$5B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$4.43B |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$4B |
| 4 |
Apple
AAPL
|
+$3.19B |
| 5 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$3.09B |
Top Sells
| 1 |
Vanguard Total International Bond ETF
BNDX
|
+$2.49B |
| 2 |
S&P Global
SPGI
|
+$2.41B |
| 3 |
Coca-Cola
KO
|
+$1.76B |
| 4 |
Adobe
ADBE
|
+$1.4B |
| 5 |
Schwab Short-Term US Treasury ETF
SCHO
|
+$1.3B |
Sector Composition
| 1 | Technology | 22.83% |
| 2 | Healthcare | 10.08% |
| 3 | Consumer Discretionary | 9.55% |
| 4 | Financials | 9.44% |
| 5 | Industrials | 7.7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
3701
Primis Financial Corp
FRST
$266M
| $564K | ﹤0.01% |
46,367
+18,870
| +69% | +$230K |
|
3702
PLAYSTUDIOS Inc
MYPS
$125M
| $564K | ﹤0.01% |
202,727
+42,774
| +27% | +$119K |
|
3703
Lifestance Health
LFST
$2.03B
| $564K | ﹤0.01% |
91,339
-29,136
| -24% | -$180K |
|
3704
Carlyle Secured Lending
CGBD
$986M
| $563K | ﹤0.01% |
34,600
-6,774
| -16% | -$110K |
|
3705
FS KKR Capital
FSK
$4.44B
| $562K | ﹤0.01% |
29,460
-101,826
| -78% | -$1.94M |
|
3706
ProShares Short VIX Short-Term Futures ETF
SVXY
$253M
| $558K | ﹤0.01% |
9,902
+5,532
| +127% | +$312K |
|
3707
Bioventus
BVS
$464M
| $554K | ﹤0.01% |
106,506
+49,697
| +87% | +$258K |
|
3708
SPDR SSGA US Large Cap Low Volatility Index ETF
LGLV
$1.09B
| $553K | ﹤0.01% |
3,552
+1,343
| +61% | +$209K |
|
3709
Amplify Transformational Data Sharing ETF
BLOK
$1.31B
| $553K | ﹤0.01% |
15,163
-2,833
| -16% | -$103K |
|
3710
Artesian Resources
ARTNA
$326M
| $551K | ﹤0.01% |
14,837
+4,145
| +39% | +$154K |
|
3711
RBB Bancorp
RBB
$336M
| $543K | ﹤0.01% |
30,144
+12,353
| +69% | +$222K |
|
3712
Coherus Oncology
CHRS
$187M
| $543K | ﹤0.01% |
227,079
-208,587
| -48% | -$499K |
|
3713
Stitch Fix
SFIX
$740M
| $542K | ﹤0.01% |
205,315
+66,133
| +48% | +$175K |
|
3714
iShares Global Consumer Discretionary ETF
RXI
$279M
| $540K | ﹤0.01% |
3,214
-78
| -2% | -$13.1K |
|
3715
iShares MSCI Qatar ETF
QAT
$74.8M
| $538K | ﹤0.01% |
30,521
-6,070
| -17% | -$107K |
|
|
REFI
3716
Chicago Atlantic Real Estate Finance
REFI
$284M
| $535K | ﹤0.01% |
33,934
+13,826
| +69% | +$218K |
|
3717
Sera Prognostics
SERA
$126M
| $535K | ﹤0.01% |
58,794
+3,005
| +5% | +$27.3K |
|
3718
Stoneridge
SRI
$237M
| $535K | ﹤0.01% |
29,007
+10,455
| +56% | +$193K |
|
3719
SES AI
SES
$576M
| $534K | ﹤0.01% |
317,585
+137,334
| +76% | +$231K |
|
3720
HBT Financial
HBT
$819M
| $533K | ﹤0.01% |
27,998
+10,371
| +59% | +$197K |
|
3721
TScan Therapeutics
TCRX
$102M
| $532K | ﹤0.01% |
67,013
+33,783
| +102% | +$268K |
|
3722
Solarmax Technology
SMXT
$60.3M
| $531K | ﹤0.01% |
+58,082
| New | +$531K |
|
3723
CVRx
CVRX
$187M
| $531K | ﹤0.01% |
29,158
+21,801
| +296% | +$397K |
|
3724
Foster
FSTR
$294M
| $530K | ﹤0.01% |
19,404
+5,470
| +39% | +$149K |
|
3725
Limoneira
LMNR
$272M
| $530K | ﹤0.01% |
27,080
+15,455
| +133% | +$302K |
|