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 | |
|---|---|---|---|---|---|---|
3751
Nurix Therapeutics
NRIX
$645M
| $505K | ﹤0.01% |
34,324
-13,666
| -28% | -$201K |
|
3752
Overlay Shares Core Bond ETF
OVB
$36.4M
| $504K | ﹤0.01% |
24,138
-10,258
| -30% | -$214K |
|
|
NOA
3753
North American Construction
NOA
$394M
| $504K | ﹤0.01% |
22,622
-9,683
| -30% | -$216K |
|
3754
Motorcar Parts of America
MPAA
$320M
| $503K | ﹤0.01% |
62,620
+33,643
| +116% | +$270K |
|
3755
Red River Bancshares
RRBI
$441M
| $503K | ﹤0.01% |
10,110
+4,269
| +73% | +$213K |
|
3756
Impact Shares NAACP Minority Empowerment ETF
NACP
$56.9M
| $503K | ﹤0.01% |
13,114
-3,703
| -22% | -$142K |
|
3757
Immunocore
IMCR
$1.64B
| $501K | ﹤0.01% |
7,708
-93,374
| -92% | -$6.07M |
|
3758
Northeast Community Bancorp
NECB
$273M
| $501K | ﹤0.01% |
31,831
+14,195
| +80% | +$223K |
|
|
ARMN
3759
Aris Mining
ARMN
$1.92B
| $500K | ﹤0.01% |
139,019
+137,606
| +9,739% | +$495K |
|
3760
iShares Morningstar Multi-Asset Income ETF
IYLD
$122M
| $500K | ﹤0.01% |
25,069
-82
| -0.3% | -$1.63K |
|
3761
Cenovus Energy Inc Warrants
CVE.WS
$44.1M
| – | – |
0
| – | -$390K |
|
3762
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.28B
| $498K | ﹤0.01% |
+27,217
| New | +$498K |
|
3763
Invesco S&P Global Water Index ETF
CGW
$1B
| $498K | ﹤0.01% |
8,964
-3,979
| -31% | -$221K |
|
3764
SPDR S&P Telecom ETF
XTL
$158M
| $494K | ﹤0.01% |
6,651
-1,318
| -17% | -$97.9K |
|
3765
Invesco DB Energy Fund
DBE
$49.1M
| $491K | ﹤0.01% |
23,720
-3,435
| -13% | -$71.2K |
|
3766
Tootsie Roll Industries
TR
$2.95B
| $491K | ﹤0.01% |
15,787
+5,995
| +61% | +$186K |
|
3767
Tactile Systems Technology
TCMD
$313M
| $489K | ﹤0.01% |
30,111
-8,169
| -21% | -$133K |
|
|
EBTC
3768
DELISTED
Enterprise Bancorp
EBTC
| $486K | ﹤0.01% |
18,709
+9,240
| +98% | +$240K |
|
3769
SPDR S&P International Dividend ETF
DWX
$490M
| $485K | ﹤0.01% |
13,802
-13,820
| -50% | -$486K |
|
3770
Karat Packaging
KRT
$485M
| $485K | ﹤0.01% |
16,945
-998
| -6% | -$28.6K |
|
3771
Everspin Technologies
MRAM
$180M
| $484K | ﹤0.01% |
61,168
+32,536
| +114% | +$258K |
|
3772
Symbotic
SYM
$6.35B
| $483K | ﹤0.01% |
10,732
-5,113
| -32% | -$230K |
|
3773
Innovator Emerging Markets Power Buffer ETF January
EJAN
$110M
| $483K | ﹤0.01% |
+16,673
| New | +$483K |
|
3774
Oil-Dri
ODC
$957M
| $482K | ﹤0.01% |
12,922
+416
| +3% | +$15.5K |
|
3775
Pacer Swan SOS Flex July ETF
PSFJ
$36.4M
| $482K | ﹤0.01% |
+18,031
| New | +$482K |
|