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 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$5.59B |
| 2 |
iShares Short Treasury Bond ETF
SHV
|
+$3.18B |
| 3 |
Amazon
AMZN
|
+$2.09B |
| 4 |
NVIDIA
NVDA
|
+$2.01B |
| 5 |
Meta Platforms (Facebook)
META
|
+$1.99B |
Top Sells
| 1 |
Eli Lilly
LLY
|
+$1.75B |
| 2 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$1.33B |
| 3 |
UnitedHealth
UNH
|
+$1.23B |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$1.17B |
| 5 |
Automatic Data Processing
ADP
|
+$1.16B |
Sector Composition
| 1 | Technology | 18.3% |
| 2 | Healthcare | 11.5% |
| 3 | Financials | 9.97% |
| 4 | Consumer Discretionary | 9.25% |
| 5 | Industrials | 7.55% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
3726
FT Vest US Equity Deep Buffer ETF November
DNOV
$328M
| $411K | ﹤0.01% |
11,983
+11,242
| +1,517% | +$386K |
|
|
BBUC
3727
Brookfield Business Corp
BBUC
$2.44B
| $409K | ﹤0.01% |
20,610
+5,357
| +35% | +$106K |
|
3728
Arlo Technologies
ARLO
$1.89B
| $408K | ﹤0.01% |
67,365
+15,513
| +30% | +$94K |
|
3729
Johnson Outdoors
JOUT
$431M
| $408K | ﹤0.01% |
6,486
+1,800
| +38% | +$113K |
|
3730
Cerus
CERS
$240M
| $407K | ﹤0.01% |
137,230
+12,535
| +10% | +$37.2K |
|
3731
First Mid Bancshares
FMBH
$957M
| $407K | ﹤0.01% |
14,939
+2,929
| +24% | +$79.8K |
|
3732
SPDR Portfolio Mortgage Backed Bond ETF
SPMB
$6.41B
| $407K | ﹤0.01% |
18,342
-2,088
| -10% | -$46.3K |
|
|
UGIC
3733
DELISTED
UGI Corporation
UGIC
| $407K | ﹤0.01% |
5,112
-34,888
| -87% | -$2.78M |
|
|
VRAY
3734
DELISTED
ViewRay, Inc.
VRAY
| $407K | ﹤0.01% |
117,521
-235,071
| -67% | -$814K |
|
3735
Grupo Cibest S.A. American Depositary Shares (each representing four (4) Preferred Shares)
CIB
$12.5B
| $401K | ﹤0.01% |
15,975
-1,722
| -10% | -$43.2K |
|
3736
JPMorgan Diversified Return US Mid Cap Equity ETF
JPME
$378M
| $400K | ﹤0.01% |
4,664
+3,095
| +197% | +$266K |
|
3737
Kimbell Royalty Partners
KRP
$1.24B
| $400K | ﹤0.01% |
26,315
| – | – |
|
3738
ProShares UltraPro Short Dow 30
SDOW
$169M
| $399K | ﹤0.01% |
+3,781
| New | +$399K |
|
3739
SmartRent
SMRT
$314M
| $399K | ﹤0.01% |
156,295
+30,956
| +25% | +$79K |
|
3740
Rhythm Pharmaceuticals
RYTM
$6.44B
| $398K | ﹤0.01% |
22,285
+2,644
| +13% | +$47.2K |
|
3741
Stoneridge
SRI
$227M
| $397K | ﹤0.01% |
21,228
+5,699
| +37% | +$107K |
|
3742
iShares US Pharmaceuticals ETF
IHE
$577M
| $393K | ﹤0.01% |
6,735
-1,761
| -21% | -$103K |
|
3743
Amplify Cybersecurity ETF
HACK
$2.31B
| $392K | ﹤0.01% |
8,185
+7,728
| +1,691% | +$370K |
|
3744
AMES National
ATLO
$183M
| $392K | ﹤0.01% |
18,844
+18,839
| +376,780% | +$392K |
|
3745
ProShares K-1 Free Crude Oil Strategy ETF
OILK
$71.2M
| $391K | ﹤0.01% |
9,212
+526
| +6% | +$22.3K |
|
3746
Invivyd
IVVD
$262M
| $391K | ﹤0.01% |
325,587
+754
| +0.2% | +$905 |
|
3747
Clover Health Investments
CLOV
$1.58B
| $390K | ﹤0.01% |
461,877
+92,006
| +25% | +$77.7K |
|
3748
GrowGeneration
GRWG
$97.4M
| $389K | ﹤0.01% |
113,645
-87,402
| -43% | -$299K |
|
3749
Pacer US Cash Cows 100 ETF
COWZ
$19.6B
| $389K | ﹤0.01% |
8,280
+280
| +4% | +$13.2K |
|
|
ILPT
3750
Industrial Logistics Properties Trust
ILPT
$427M
| $388K | ﹤0.01% |
126,483
-130,439
| -51% | -$400K |
|