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 | |
|---|---|---|---|---|---|---|
|
TARO
3726
DELISTED
Taro Pharmaceutical Industries Ltd.
TARO
| $528K | ﹤0.01% |
12,477
+6,127
| +96% | +$259K |
|
3727
Village Super Market
VLGEA
$571M
| $528K | ﹤0.01% |
18,462
+6,236
| +51% | +$178K |
|
3728
ProShares Short 7-10 Year Treasury
TBX
$13.3M
| $528K | ﹤0.01% |
18,047
-2,654
| -13% | -$77.6K |
|
3729
Lightwave Logic
LWLG
$542M
| $527K | ﹤0.01% |
112,571
-26,255
| -19% | -$123K |
|
|
LOMA
3730
Loma Negra
LOMA
$841M
| $525K | ﹤0.01% |
78,636
+73,463
| +1,420% | +$491K |
|
3731
Viant Technology
DSP
$148M
| $524K | ﹤0.01% |
49,116
-143,543
| -75% | -$1.53M |
|
3732
Cardlytics
CDLX
$129M
| $523K | ﹤0.01% |
36,128
+11,826
| +49% | +$171K |
|
3733
Ivanhoe Electric
IE
$1.26B
| $523K | ﹤0.01% |
53,385
-37,329
| -41% | -$366K |
|
3734
Suzano
SUZ
$11.8B
| $522K | ﹤0.01% |
40,864
+40,813
| +80,025% | +$522K |
|
3735
Stevanato
STVN
$7.32B
| $521K | ﹤0.01% |
16,246
-890
| -5% | -$28.6K |
|
3736
Preformed Line Products
PLPC
$994M
| $520K | ﹤0.01% |
4,045
+358
| +10% | +$46.1K |
|
3737
West Bancorporation
WTBA
$346M
| $520K | ﹤0.01% |
29,180
+11,590
| +66% | +$207K |
|
|
TWKS
3738
DELISTED
Thoughtworks Holding, Inc. Common Stock
TWKS
| $520K | ﹤0.01% |
205,576
-43,346
| -17% | -$110K |
|
3739
NatWest
NWG
$55.9B
| $518K | ﹤0.01% |
76,213
-63,675
| -46% | -$433K |
|
|
SMMF
3740
DELISTED
Summit Financial Group, Inc.
SMMF
| $518K | ﹤0.01% |
19,060
+8,093
| +74% | +$220K |
|
3741
Northrim BanCorp
NRIM
$503M
| $517K | ﹤0.01% |
10,232
+6,218
| +155% | +$314K |
|
3742
Riley Exploration Permian
REPX
$587M
| $516K | ﹤0.01% |
15,646
+7,058
| +82% | +$233K |
|
3743
Citizens & Northern Corp
CZNC
$311M
| $516K | ﹤0.01% |
27,478
+11,667
| +74% | +$219K |
|
3744
Invesco Fundamental High Yield Corporate Bond ETF
PHB
$355M
| $516K | ﹤0.01% |
28,446
-1,464
| -5% | -$26.5K |
|
3745
Farmers & Merchants Bancorp
FMAO
$358M
| $515K | ﹤0.01% |
23,096
+9,099
| +65% | +$203K |
|
3746
ARS Pharmaceuticals
SPRY
$968M
| $513K | ﹤0.01% |
50,183
+15,534
| +45% | +$159K |
|
3747
MannKind Corp
MNKD
$1.67B
| $511K | ﹤0.01% |
112,799
-63,607
| -36% | -$288K |
|
3748
AllianzIM U.S. Large Cap Buffer20 Aug ETF
AUGW
$164M
| $510K | ﹤0.01% |
+18,787
| New | +$510K |
|
3749
Home Bancorp
HBCP
$439M
| $509K | ﹤0.01% |
13,289
+8,546
| +180% | +$327K |
|
|
YMAB
3750
DELISTED
Y-mAbs Therapeutics
YMAB
| $507K | ﹤0.01% |
31,168
-10,196
| -25% | -$166K |
|