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 | |
|---|---|---|---|---|---|---|
3776
Dianthus Therapeutics
DNTH
$1.46B
| $481K | ﹤0.01% |
16,018
+15,977
| +38,968% | +$479K |
|
3777
FT Vest US Equity Deep Buffer ETF August
DAUG
$353M
| $480K | ﹤0.01% |
12,984
+12,701
| +4,488% | +$470K |
|
3778
Star Bulk Carriers
SBLK
$2.25B
| $479K | ﹤0.01% |
20,070
+17,250
| +612% | +$412K |
|
3779
John Marshall Bancorp
JMSB
$291M
| $479K | ﹤0.01% |
26,708
+9,774
| +58% | +$175K |
|
3780
ALPS Sector Dividend Dogs ETF
SDOG
$1.22B
| $478K | ﹤0.01% |
8,850
+800
| +10% | +$43.2K |
|
3781
iShares Bitcoin Trust
IBIT
$86.8B
| $477K | ﹤0.01% |
+11,797
| New | +$477K |
|
3782
Neumora Therapeutics
NMRA
$285M
| $477K | ﹤0.01% |
34,711
-26,406
| -43% | -$363K |
|
3783
FlexShares Morningstar US Market Factors Tilt Index Fund
TILT
$1.82B
| $477K | ﹤0.01% |
2,404
-200
| -8% | -$39.7K |
|
3784
WideOpenWest
WOW
$442M
| $477K | ﹤0.01% |
131,630
+11,825
| +10% | +$42.8K |
|
3785
BayCom
BCML
$325M
| $476K | ﹤0.01% |
23,089
+10,713
| +87% | +$221K |
|
|
CTV
3786
DELISTED
Innovid Corp.
CTV
| $475K | ﹤0.01% |
190,765
+90,775
| +91% | +$226K |
|
3787
WisdomTree Voya Yield Enhanced USD Universal Bond Fund
UNIY
$1.4B
| $475K | ﹤0.01% |
9,733
+8,901
| +1,070% | +$434K |
|
|
DDL
3788
Dingdong
DDL
$457M
| $474K | ﹤0.01% |
388,835
+113,232
| +41% | +$138K |
|
3789
First Bancorp
FNLC
$299M
| $474K | ﹤0.01% |
19,244
+7,416
| +63% | +$183K |
|
3790
Organogenesis Holdings
ORGO
$581M
| $473K | ﹤0.01% |
166,625
+120,161
| +259% | +$341K |
|
|
CONX
3791
DELISTED
CONX Corp. Class A Common Stock
CONX
| $472K | ﹤0.01% |
44,589
| – | – |
|
3792
Mission Produce
AVO
$884M
| $472K | ﹤0.01% |
39,758
-20,699
| -34% | -$246K |
|
|
INZY
3793
DELISTED
Inozyme Pharma
INZY
| $472K | ﹤0.01% |
61,577
+27,241
| +79% | +$209K |
|
3794
Invesco NASDAQ Next Gen 100 ETF
QQQJ
$699M
| $471K | ﹤0.01% |
16,280
-5,875
| -27% | -$170K |
|
3795
Designer Brands
DBI
$205M
| $471K | ﹤0.01% |
43,054
-174,901
| -80% | -$1.91M |
|
3796
Calavo Growers
CVGW
$490M
| $470K | ﹤0.01% |
16,891
+1,799
| +12% | +$50K |
|
3797
Xometry
XMTR
$2.73B
| $468K | ﹤0.01% |
27,702
-27,920
| -50% | -$472K |
|
3798
Arteris
AIP
$421M
| $468K | ﹤0.01% |
63,916
+43,031
| +206% | +$315K |
|
3799
ALX Oncology
ALXO
$64.8M
| $467K | ﹤0.01% |
41,897
-5,686
| -12% | -$63.4K |
|
|
EQIN
3800
Columbia U.S. Equity Income ETF
EQIN
$242M
| $467K | ﹤0.01% |
10,482
| – | – |
|