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 | |
|---|---|---|---|---|---|---|
3751
Ponce Financial Group
PDLB
$337M
| $387K | ﹤0.01% |
49,324
+49,300
| +205,417% | +$387K |
|
3752
Gulf Island Fabrication
GIFI
$119M
| $387K | ﹤0.01% |
104,584
+8,764
| +9% | +$32.4K |
|
3753
eHealth
EHTH
$121M
| $384K | ﹤0.01% |
41,005
-94,920
| -70% | -$889K |
|
3754
Direxion Daily FTSE China Bull 3X Shares
YINN
$1.17B
| $384K | ﹤0.01% |
8,091
-919
| -10% | -$43.6K |
|
3755
First Trust Large Cap Core AlphaDEX Fund
FEX
$1.37B
| $383K | ﹤0.01% |
4,766
-1,641
| -26% | -$132K |
|
|
FPF
3756
First Trust Intermediate Duration Preferred & Income Fund
FPF
$1.2B
| $383K | ﹤0.01% |
+24,268
| New | +$383K |
|
|
CNTA
3757
Centessa Pharmaceuticals
CNTA
$2.86B
| $382K | ﹤0.01% |
99,225
+86,478
| +678% | +$333K |
|
3758
MediciNova
MNOV
$61.3M
| $381K | ﹤0.01% |
176,376
-72,969
| -29% | -$158K |
|
3759
VSE Corp
VSEC
$3.56B
| $380K | ﹤0.01% |
8,469
+2,066
| +32% | +$92.7K |
|
3760
Matrix Service
MTRX
$359M
| $379K | ﹤0.01% |
70,260
-24,002
| -25% | -$129K |
|
3761
Oramed Pharmaceuticals
ORMP
$93.9M
| $379K | ﹤0.01% |
174,122
-230,495
| -57% | -$502K |
|
|
RENT
3762
Rent the Runway
RENT
$20.9M
| $379K | ﹤0.01% |
6,663
-1,485
| -18% | -$84.5K |
|
|
VLRS
3763
Controladora Vuela Compañía de Aviación
VLRS
$738M
| $379K | ﹤0.01% |
+30,427
| New | +$379K |
|
|
DBTX
3764
DELISTED
Decibel Therapeutics, Inc. Common Stock
DBTX
| $379K | ﹤0.01% |
125,661
-4,911
| -4% | -$14.8K |
|
3765
TFS Financial
TFSL
$3.69B
| $378K | ﹤0.01% |
29,965
+4,305
| +17% | +$54.3K |
|
3766
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
$1.39B
| $377K | ﹤0.01% |
16,327
+3,479
| +27% | +$80.3K |
|
3767
Paysafe
PSFE
$815M
| $377K | ﹤0.01% |
21,815
+5,310
| +32% | +$91.8K |
|
3768
REV Group
REVG
$2.91B
| $377K | ﹤0.01% |
31,378
+910
| +3% | +$10.9K |
|
|
AEVA
3769
Aeva Technologies
AEVA
$864M
| $376K | ﹤0.01% |
63,201
-217
| -0.3% | -$1.29K |
|
3770
BlackRock MuniYield Quality Fund III
MYI
$732M
| $376K | ﹤0.01% |
+33,125
| New | +$376K |
|
|
TVRD
3771
Tvardi Therapeutics, Inc. Common Stock
TVRD
$317M
| $375K | ﹤0.01% |
2,116
+202
| +11% | +$35.8K |
|
3772
Esquire Financial Holdings
ESQ
$848M
| $374K | ﹤0.01% |
9,560
+2,138
| +29% | +$83.6K |
|
|
ALPN
3773
DELISTED
Alpine Immune Sciences, Inc. Common Stock
ALPN
| $372K | ﹤0.01% |
48,149
+33,919
| +238% | +$262K |
|
3774
ZimVie
ZIMV
$533M
| $370K | ﹤0.01% |
51,360
+31,458
| +158% | +$227K |
|
3775
Oil-Dri
ODC
$991M
| $369K | ﹤0.01% |
17,742
+17,686
| +31,582% | +$368K |
|