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 | |
|---|---|---|---|---|---|---|
3726
Senseonics Holdings
SENS
$368M
| $558K | ﹤0.01% |
164,716
+4,165
| +3% | +$14.1K |
|
3727
OptimizeRx
OPRX
$322M
| $556K | ﹤0.01% |
6,507
-68
| -1% | -$5.81K |
|
|
GATO
3728
DELISTED
Gatos Silver, Inc.
GATO
| $556K | ﹤0.01% |
47,830
+34,541
| +260% | +$402K |
|
3729
German American Bancorp
GABC
$1.53B
| $553K | ﹤0.01% |
14,336
-18,737
| -57% | -$723K |
|
3730
B. Riley Financial
RILY
$198M
| $547K | ﹤0.01% |
9,259
-27,110
| -75% | -$1.6M |
|
3731
SPDR S&P Oil & Gas Equipment & Services ETF
XES
$155M
| $544K | ﹤0.01% |
10,001
| – | – |
|
3732
The ONE Group
STKS
$81.7M
| $542K | ﹤0.01% |
50,770
+23,835
| +88% | +$254K |
|
|
ARR
3733
Armour Residential REIT
ARR
$1.7B
| $539K | ﹤0.01% |
9,987
-35,161
| -78% | -$1.9M |
|
3734
Aclaris Therapeutics
ACRS
$199M
| $536K | ﹤0.01% |
29,826
+3,049
| +11% | +$54.8K |
|
3735
Global X Guru Index ETF
GURU
$54.8M
| $536K | ﹤0.01% |
+11,015
| New | +$536K |
|
3736
Lifecore Biomedical
LFCR
$287M
| $536K | ﹤0.01% |
58,185
-42,061
| -42% | -$387K |
|
3737
VistaGen Therapeutics
VTGN
$99.7M
| $536K | ﹤0.01% |
6,511
-430
| -6% | -$35.4K |
|
|
FMTX
3738
DELISTED
Forma Therapeutics Holdings, Inc. Common Stock
FMTX
| $536K | ﹤0.01% |
23,154
+3,947
| +21% | +$91.4K |
|
3739
Gossamer Bio
GOSS
$723M
| $535K | ﹤0.01% |
42,545
+1,932
| +5% | +$24.3K |
|
3740
Expro
XPRO
$1.41B
| $535K | ﹤0.01% |
30,321
-15,502
| -34% | -$274K |
|
3741
Stock Yards Bancorp
SYBT
$2.24B
| $532K | ﹤0.01% |
9,053
-5,960
| -40% | -$350K |
|
3742
Waterstone Financial
WSBF
$284M
| $532K | ﹤0.01% |
26,008
-13,841
| -35% | -$283K |
|
|
TELL
3743
DELISTED
Tellurian Inc.
TELL
| $527K | ﹤0.01% |
134,787
-1,299,766
| -91% | -$5.08M |
|
3744
Team
TISI
$82.7M
| $525K | ﹤0.01% |
17,402
-19,203
| -52% | -$579K |
|
3745
Bank of Marin Bancorp
BMRC
$393M
| $524K | ﹤0.01% |
13,878
-11,081
| -44% | -$418K |
|
3746
Investar Holding Corp
ISTR
$224M
| $523K | ﹤0.01% |
23,730
+445
| +2% | +$9.81K |
|
3747
MiMedx Group
MDXG
$1.03B
| $521K | ﹤0.01% |
85,911
+17,639
| +26% | +$107K |
|
|
PWSC
3748
DELISTED
PowerSchool Holdings, Inc.
PWSC
| $521K | ﹤0.01% |
+21,194
| New | +$521K |
|
3749
Citizens & Northern Corp
CZNC
$311M
| $520K | ﹤0.01% |
20,608
+1,247
| +6% | +$31.5K |
|
3750
iShares US Utilities ETF
IDU
$1.6B
| $520K | ﹤0.01% |
6,590
-940
| -12% | -$74.2K |
|