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 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$4.22B |
| 2 |
iShares TIPS Bond ETF
TIP
|
+$1.55B |
| 3 |
JPMorgan BetaBuilders US Mid Cap Equity ETF
BBMC
|
+$1.31B |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$1.1B |
| 5 |
Wells Fargo
WFC
|
+$899M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$2.46B |
| 2 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$2.45B |
| 3 |
Tesla
TSLA
|
+$2.03B |
| 4 |
TSMC
TSM
|
+$1.66B |
| 5 |
Texas Instruments
TXN
|
+$1.62B |
Sector Composition
| 1 | Technology | 18.09% |
| 2 | Financials | 11.43% |
| 3 | Consumer Discretionary | 11.01% |
| 4 | Healthcare | 10.73% |
| 5 | Industrials | 7.44% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
3751
BlackRock Taxable Municipal Bond Trust
BBN
$1.01B
| $359K | ﹤0.01% |
+13,306
| New | +$359K |
|
3752
Peabody Energy
BTU
$2.76B
| $356K | ﹤0.01% |
147,961
-132,656
| -47% | -$319K |
|
|
EARN
3753
Ellington Residential Mortgage REIT
EARN
$214M
| $356K | ﹤0.01% |
27,337
+18,837
| +222% | +$245K |
|
3754
SPDR S&P Telecom ETF
XTL
$158M
| $356K | ﹤0.01% |
4,203
-45
| -1% | -$3.81K |
|
3755
Invesco FTSE RAFI US 1000 ETF
PRF
$8.24B
| $354K | ﹤0.01% |
13,285
+4,255
| +47% | +$113K |
|
3756
SoundThinking
SSTI
$157M
| $353K | ﹤0.01% |
9,349
+6,350
| +212% | +$240K |
|
3757
Sunoco
SUN
$6.71B
| $352K | ﹤0.01% |
12,232
-16,172
| -57% | -$465K |
|
|
VIIAU
3758
DELISTED
7GC & Co. Holdings Inc. Unit
VIIAU
| $352K | ﹤0.01% |
+33,332
| New | +$352K |
|
|
SQZ
3759
DELISTED
SQZ Biotechnologies Company
SQZ
| $352K | ﹤0.01% |
+12,158
| New | +$352K |
|
3760
EVI Industries
EVI
$399M
| $350K | ﹤0.01% |
11,679
+9,871
| +546% | +$296K |
|
3761
Nexa Resources
NEXA
$657M
| $350K | ﹤0.01% |
36,318
+10,148
| +39% | +$97.8K |
|
|
CAMP
3762
DELISTED
CalAmp Corp.
CAMP
| $350K | ﹤0.01% |
1,535
+808
| +111% | +$184K |
|
3763
Information Services Group
III
$259M
| $349K | ﹤0.01% |
106,395
+71,994
| +209% | +$236K |
|
3764
Wipro
WIT
$29.3B
| $349K | ﹤0.01% |
+123,380
| New | +$349K |
|
3765
INNOVATE Corp
VATE
$67.2M
| $345K | ﹤0.01% |
10,577
+9,164
| +649% | +$299K |
|
|
AGTC
3766
DELISTED
Applied Genetic Technologies Corporation
AGTC
| $344K | ﹤0.01% |
84,013
+74,942
| +826% | +$307K |
|
3767
Ardelyx
ARDX
$1.5B
| $343K | ﹤0.01% |
52,972
+25,739
| +95% | +$167K |
|
|
PBIP
3768
DELISTED
Prudential Bancorp, Inc.
PBIP
| $342K | ﹤0.01% |
24,733
+17,090
| +224% | +$236K |
|
|
BPYU
3769
DELISTED
Brookfield Property REIT Inc. Class A Common Stock
BPYU
| $342K | ﹤0.01% |
22,894
-2,416
| -10% | -$36.1K |
|
3770
Genprex
GNPX
$7.78M
| $341K | ﹤0.01% |
2,059
+1,451
| +239% | +$240K |
|
3771
ProShares Short VIX Short-Term Futures ETF
SVXY
$253M
| $341K | ﹤0.01% |
16,446
+5,582
| +51% | +$116K |
|
3772
HCI Group
HCI
$2.35B
| $340K | ﹤0.01% |
6,496
+1,823
| +39% | +$95.4K |
|
3773
Invesco BuyBack Achievers ETF
PKW
$1.5B
| $340K | ﹤0.01% |
4,633
-1,200
| -21% | -$88.1K |
|
3774
Construction Partners
ROAD
$7.5B
| $340K | ﹤0.01% |
11,713
+1,894
| +19% | +$55K |
|
|
NBSE
3775
DELISTED
NeuBase Therapeutics, Inc. Common Stock
NBSE
| $340K | ﹤0.01% |
2,429
+1,913
| +371% | +$268K |
|