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 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.57B |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$1.02B |
| 3 |
Northrop Grumman
NOC
|
+$504M |
| 4 |
Truist Financial
TFC
|
+$493M |
| 5 |
Analog Devices
ADI
|
+$490M |
Top Sells
| 1 |
Alibaba
BABA
|
+$1.87B |
| 2 |
Tesla
TSLA
|
+$1.01B |
| 3 |
Verizon
VZ
|
+$808M |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$798M |
| 5 |
TSMC
TSM
|
+$797M |
Sector Composition
| 1 | Technology | 17.8% |
| 2 | Consumer Discretionary | 11.45% |
| 3 | Healthcare | 10.78% |
| 4 | Financials | 10.38% |
| 5 | Industrials | 7.33% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
3726
Syndax Pharmaceuticals
SNDX
$1.34B
| $141K | ﹤0.01% |
10,042
+926
| +10% | +$13K |
|
3727
BayCom
BCML
$324M
| $140K | ﹤0.01% |
13,413
-2,193
| -14% | -$22.9K |
|
|
ORAN
3728
DELISTED
Orange
ORAN
| $140K | ﹤0.01% |
13,612
-781
| -5% | -$8.03K |
|
|
MORF
3729
DELISTED
Morphic Holding, Inc. Common Stock
MORF
| $140K | ﹤0.01% |
5,105
+487
| +11% | +$13.4K |
|
|
ALSK
3730
DELISTED
Alaska Communications Systems
ALSK
| $140K | ﹤0.01% |
68,107
+20,446
| +43% | +$42K |
|
3731
Distribution Solutions Group
DSGR
$1.44B
| $139K | ﹤0.01% |
6,716
-30,288
| -82% | -$627K |
|
3732
Home Bancorp
HBCP
$433M
| $139K | ﹤0.01% |
5,664
-3,898
| -41% | -$95.7K |
|
3733
International Money Express
IMXI
$430M
| $139K | ﹤0.01% |
8,813
+4,316
| +96% | +$68.1K |
|
3734
NI Holdings
NODK
$276M
| $139K | ﹤0.01% |
8,350
-964
| -10% | -$16K |
|
|
PSTL
3735
Postal Realty Trust
PSTL
$393M
| $139K | ﹤0.01% |
9,503
+4,401
| +86% | +$64.4K |
|
|
NAGE
3736
Niagen Bioscience, Inc. Common Stock
NAGE
$766M
| $139K | ﹤0.01% |
34,673
+1,146
| +3% | +$4.59K |
|
3737
Geospace Technologies
GEOS
$209M
| $138K | ﹤0.01% |
22,345
-4,203
| -16% | -$26K |
|
3738
Nexa Resources
NEXA
$657M
| $138K | ﹤0.01% |
26,170
+26,067
| +25,308% | +$137K |
|
3739
Nurix Therapeutics
NRIX
$691M
| $138K | ﹤0.01% |
+4,140
| New | +$138K |
|
|
RFP
3740
DELISTED
Resolute Forest Products Inc.
RFP
| $138K | ﹤0.01% |
32,348
-197,501
| -86% | -$843K |
|
|
LCIDW
3741
DELISTED
Lucid Group, Inc. Warrant
LCIDW
| – | – |
0
| – | – |
|
3742
Allient
ALNT
$779M
| $137K | ﹤0.01% |
5,004
-28,211
| -85% | -$772K |
|
3743
ALX Oncology
ALXO
$56.8M
| $137K | ﹤0.01% |
+3,568
| New | +$137K |
|
3744
Bank First Corp
BFC
$1.26B
| $137K | ﹤0.01% |
2,340
+223
| +11% | +$13.1K |
|
3745
Legacy Housing
LEGH
$657M
| $137K | ﹤0.01% |
10,103
+7,307
| +261% | +$99.1K |
|
3746
Tilly's
TLYS
$57.3M
| $137K | ﹤0.01% |
22,636
+2,746
| +14% | +$16.6K |
|
|
VWTR
3747
DELISTED
Vidler Water Resouces, Inc. Common Stock
VWTR
| $137K | ﹤0.01% |
15,287
-17,507
| -53% | -$157K |
|
3748
Genasys
GNSS
$99.3M
| $136K | ﹤0.01% |
22,170
-4,556
| -17% | -$27.9K |
|
|
COLO
3749
Global X MSCI Colombia ETF
COLO
$101M
| $136K | ﹤0.01% |
5,812
-100
| -2% | -$2.34K |
|
3750
SIGA Technologies
SIGA
$639M
| $136K | ﹤0.01% |
19,432
+1,055
| +6% | +$7.38K |
|