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 |
Microsoft
MSFT
|
+$2.27B |
| 2 |
Amazon
AMZN
|
+$2.16B |
| 3 |
Tesla
TSLA
|
+$1.15B |
| 4 |
NXP Semiconductors
NXPI
|
+$1.12B |
| 5 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$990M |
Top Sells
| 1 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$4.19B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$2.33B |
| 3 |
Meta Platforms (Facebook)
META
|
+$1.52B |
| 4 |
JPMorgan BetaBuilders Japan ETF
BBJP
|
+$1.27B |
| 5 |
PayPal
PYPL
|
+$1.01B |
Sector Composition
| 1 | Technology | 18.04% |
| 2 | Financials | 11.12% |
| 3 | Healthcare | 10.53% |
| 4 | Consumer Discretionary | 10.3% |
| 5 | Industrials | 7.85% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
APPH
3776
DELISTED
AppHarvest, Inc. Common Stock
APPH
| $610K | ﹤0.01% |
156,821
-24,305
| -13% | -$94.5K |
|
|
BTRS
3777
DELISTED
BTRS Holdings Inc. Class 1 Common Stock
BTRS
| $610K | ﹤0.01% |
78,074
+37,156
| +91% | +$290K |
|
3778
Valaris
VAL
$3.71B
| $609K | ﹤0.01% |
+16,913
| New | +$609K |
|
|
VEV
3779
DELISTED
Vicinity Motor Corp. Common Stock
VEV
| $607K | ﹤0.01% |
80,900
+35,187
| +77% | +$264K |
|
3780
Liberty Broadband Class A
LBRDA
$8.55B
| $605K | ﹤0.01% |
3,762
+3,149
| +514% | +$506K |
|
|
GOEV
3781
DELISTED
Canoo Inc. Class A Common Stock
GOEV
| $602K | ﹤0.01% |
169
+10
| +6% | +$35.6K |
|
3782
First Bancorp
FNLC
$304M
| $600K | ﹤0.01% |
19,083
+7,918
| +71% | +$249K |
|
|
EIGR
3783
DELISTED
Eiger BioPharmaceuticals, Inc.
EIGR
| $598K | ﹤0.01% |
3,837
-32
| -0.8% | -$4.99K |
|
3784
Tiptree Inc
TIPT
$905M
| $596K | ﹤0.01% |
43,128
+14,169
| +49% | +$196K |
|
3785
UroGen Pharma
URGN
$842M
| $595K | ﹤0.01% |
62,587
-2,426
| -4% | -$23.1K |
|
3786
Ouster
OUST
$1.68B
| $591K | ﹤0.01% |
11,362
+8,640
| +317% | +$449K |
|
|
RXDX
3787
DELISTED
Prometheus Biosciences, Inc. Common Stock
RXDX
| $591K | ﹤0.01% |
14,952
+10,606
| +244% | +$419K |
|
3788
Blue Foundry Bancorp
BLFY
$199M
| $590K | ﹤0.01% |
40,335
+8,033
| +25% | +$118K |
|
3789
ClearPoint Neuro
CLPT
$295M
| $590K | ﹤0.01% |
52,633
+1,413
| +3% | +$15.8K |
|
3790
VSE Corp
VSEC
$3.42B
| $590K | ﹤0.01% |
9,668
+5,753
| +147% | +$351K |
|
3791
Peabody Energy
BTU
$2.38B
| $588K | ﹤0.01% |
58,375
+28,611
| +96% | +$288K |
|
3792
Esperion Therapeutics
ESPR
$567M
| $587K | ﹤0.01% |
117,303
+30,848
| +36% | +$154K |
|
3793
Direxion Daily S&P Biotech Bull 3X Shares
LABU
$673M
| $586K | ﹤0.01% |
813
+790
| +3,435% | +$569K |
|
3794
Kamada
KMDA
$396M
| $585K | ﹤0.01% |
88,916
-23,272
| -21% | -$153K |
|
|
WSR
3795
Whitestone REIT
WSR
$664M
| $585K | ﹤0.01% |
57,790
+7,638
| +15% | +$77.3K |
|
3796
Capitol Federal Financial
CFFN
$840M
| $584K | ﹤0.01% |
51,552
-29,398
| -36% | -$333K |
|
3797
Kinetik
KNTK
$2.66B
| $580K | ﹤0.01% |
18,920
+11,766
| +164% | +$361K |
|
3798
Standard BioTools
LAB
$512M
| $579K | ﹤0.01% |
147,836
-10,543
| -7% | -$41.3K |
|
3799
Anavex Life Sciences
AVXL
$780M
| $578K | ﹤0.01% |
33,339
+8,741
| +36% | +$152K |
|
3800
PC Connection
CNXN
$1.61B
| $578K | ﹤0.01% |
13,404
+7,213
| +117% | +$311K |
|