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 Intermediate-Term Corporate Bond ETF
VCIT
|
+$3.65B |
| 2 |
Microsoft
MSFT
|
+$2.99B |
| 3 |
Eli Lilly
LLY
|
+$2.1B |
| 4 |
Broadcom
AVGO
|
+$1.57B |
| 5 |
ServiceNow
NOW
|
+$1.33B |
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$3.4B |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$2.57B |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$2.55B |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$2.15B |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$1.56B |
Sector Composition
| 1 | Technology | 21.83% |
| 2 | Healthcare | 10.29% |
| 3 | Financials | 9.88% |
| 4 | Consumer Discretionary | 9.44% |
| 5 | Industrials | 7.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
3776
PLAYSTUDIOS Inc
MYPS
$119M
| $433K | ﹤0.01% |
159,953
+84,924
| +113% | +$230K |
|
3777
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU
$958M
| $433K | ﹤0.01% |
8,656
+995
| +13% | +$49.8K |
|
3778
SGHC Ltd
SGHC
$6.51B
| $433K | ﹤0.01% |
136,572
+43,533
| +47% | +$138K |
|
3779
Shore Bancshares
SHBI
$569M
| $429K | ﹤0.01% |
30,086
+9,858
| +49% | +$140K |
|
3780
Carter Bankshares
CARE
$448M
| $428K | ﹤0.01% |
28,582
+12,546
| +78% | +$188K |
|
3781
Zynex
ZYXI
$45.4M
| $427K | ﹤0.01% |
39,189
-108,965
| -74% | -$1.19M |
|
|
FRLN
3782
DELISTED
Freeline Therapeutics Holdings plc American Depositary Shares
FRLN
| $426K | ﹤0.01% |
+67,053
| New | +$426K |
|
|
EQIN
3783
Columbia U.S. Equity Income ETF
EQIN
$242M
| $426K | ﹤0.01% |
10,482
+6,140
| +141% | +$250K |
|
3784
Distribution Solutions Group
DSGR
$1.42B
| $425K | ﹤0.01% |
13,475
+1,271
| +10% | +$40.1K |
|
3785
TETRA Technologies
TTI
$677M
| $422K | ﹤0.01% |
93,304
-107,280
| -53% | -$485K |
|
3786
Big 5 Sporting Goods
BGFV
$30.9M
| $420K | ﹤0.01% |
66,229
-6,322
| -9% | -$40.1K |
|
3787
Alico
ALCO
$257M
| $419K | ﹤0.01% |
14,425
+4,015
| +39% | +$117K |
|
3788
Oil-Dri
ODC
$992M
| $419K | ﹤0.01% |
12,506
+5,254
| +72% | +$176K |
|
3789
Tile Shop Holdings
TTSH
$285M
| $418K | ﹤0.01% |
56,851
+18,441
| +48% | +$136K |
|
3790
UNIFI
UFI
$83.2M
| $418K | ﹤0.01% |
62,699
-7,225
| -10% | -$48.1K |
|
3791
Douglas Elliman
DOUG
$257M
| $414K | ﹤0.01% |
140,423
+13,975
| +11% | +$41.2K |
|
|
DDL
3792
Dingdong
DDL
$475M
| $413K | ﹤0.01% |
275,603
+120,058
| +77% | +$180K |
|
3793
Invesco Global Clean Energy ETF
PBD
$85.2M
| $413K | ﹤0.01% |
25,885
+10,579
| +69% | +$169K |
|
3794
ALPS Sector Dividend Dogs ETF
SDOG
$1.23B
| $413K | ﹤0.01% |
8,050
+306
| +4% | +$15.7K |
|
3795
LanzaTech
LNZA
$43.7M
| $413K | ﹤0.01% |
820
+685
| +507% | +$345K |
|
3796
iShares S&P India Nifty 50 Index Fund
INDY
$663M
| $412K | ﹤0.01% |
8,356
+8,219
| +5,999% | +$405K |
|
3797
Waterstone Financial
WSBF
$280M
| $411K | ﹤0.01% |
28,943
+10,132
| +54% | +$144K |
|
|
SKE
3798
Skeena Resources
SKE
$2.11B
| $411K | ﹤0.01% |
+84,206
| New | +$411K |
|
3799
NuScale Power
SMR
$4.84B
| $411K | ﹤0.01% |
124,819
+88,297
| +242% | +$290K |
|
3800
iShares 25+ Year Treasury STRIPS Bond ETF
GOVZ
$304M
| $410K | ﹤0.01% |
33,366
-408
| -1% | -$5.02K |
|