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 | |
|---|---|---|---|---|---|---|
3776
BlackRock MuniYield Michigan Quality Fund
MIY
$331M
| $369K | ﹤0.01% |
32,996
-693
| -2% | -$7.75K |
|
3777
Universal Insurance Holdings
UVE
$698M
| $369K | ﹤0.01% |
20,219
-4,085
| -17% | -$74.6K |
|
|
AGEN
3778
Agenus
AGEN
$142M
| $368K | ﹤0.01% |
12,343
+3,073
| +33% | +$91.6K |
|
3779
Direxion Shares ETF Trust Direxion Daily AMZN Bull 2X Shares
AMZU
$289M
| $368K | ﹤0.01% |
21,647
-3,353
| -13% | -$57K |
|
|
GPMT
3780
Granite Point Mortgage Trust
GPMT
$140M
| $366K | ﹤0.01% |
73,829
+14,321
| +24% | +$71K |
|
3781
Banco Bradesco
BBDO
$30B
| $365K | ﹤0.01% |
154,532
+9,051
| +6% | +$21.4K |
|
|
RESP
3782
DELISTED
WisdomTree U.S. ESG Fund
RESP
| $363K | ﹤0.01% |
8,425
+34
| +0.4% | +$1.47K |
|
3783
Origin Materials
ORGN
$78.1M
| $362K | ﹤0.01% |
84,866
+22,397
| +36% | +$95.6K |
|
3784
Kingsway Financial Services
KFS
$414M
| $362K | ﹤0.01% |
+41,052
| New | +$362K |
|
|
CNSL
3785
DELISTED
Consolidated Communications Holdings, Inc.
CNSL
| $361K | ﹤0.01% |
140,037
+19,719
| +16% | +$50.8K |
|
3786
Princeton Bancorp
BPRN
$216M
| $360K | ﹤0.01% |
11,378
+4,402
| +63% | +$139K |
|
3787
CION Investment
CION
$510M
| $360K | ﹤0.01% |
36,473
-5,079
| -12% | -$50.1K |
|
3788
Adams Diversified Equity Fund
ADX
$2.65B
| $360K | ﹤0.01% |
23,202
+49
| +0.2% | +$760 |
|
3789
Informatica
INFA
$7.56B
| $358K | ﹤0.01% |
21,836
+3,232
| +17% | +$53K |
|
3790
JPMorgan US Momentum Factor ETF
JMOM
$1.65B
| $358K | ﹤0.01% |
9,015
-44,510
| -83% | -$1.77M |
|
3791
Pro-Dex
PDEX
$110M
| $357K | ﹤0.01% |
21,592
-215
| -1% | -$3.56K |
|
3792
MBIA
MBI
$361M
| $356K | ﹤0.01% |
38,420
+10,070
| +36% | +$93.3K |
|
|
CATC
3793
DELISTED
CAMBRIDGE BANCORP
CATC
| $356K | ﹤0.01% |
5,485
+934
| +21% | +$60.6K |
|
3794
Farmers National Banc Corp
FMNB
$547M
| $355K | ﹤0.01% |
28,070
+7,139
| +34% | +$90.3K |
|
3795
Crescent Energy
CRGY
$2.23B
| $354K | ﹤0.01% |
31,294
+4,438
| +17% | +$50.2K |
|
3796
Sprott Physical Gold
PHYS
$13.2B
| $354K | ﹤0.01% |
22,915
-16,806
| -42% | -$260K |
|
3797
J. Jill
JILL
$273M
| $353K | ﹤0.01% |
13,568
-27,135
| -67% | -$707K |
|
3798
Mesa Air Group
MESA
$57.4M
| $352K | ﹤0.01% |
148,454
-2,597
| -2% | -$6.16K |
|
3799
SelectQuote
SLQT
$347M
| $352K | ﹤0.01% |
162,266
+50,222
| +45% | +$109K |
|
3800
Carlyle Secured Lending
CGBD
$970M
| $351K | ﹤0.01% |
25,750
+3,142
| +14% | +$42.8K |
|