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 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$4.22B |
| 2 |
iShares TIPS Bond ETF
TIP
|
+$1.55B |
| 3 |
JPMorgan BetaBuilders US Mid Cap Equity ETF
BBMC
|
+$1.31B |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$1.1B |
| 5 |
Wells Fargo
WFC
|
+$899M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$2.46B |
| 2 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$2.45B |
| 3 |
Tesla
TSLA
|
+$2.03B |
| 4 |
TSMC
TSM
|
+$1.66B |
| 5 |
Texas Instruments
TXN
|
+$1.62B |
Sector Composition
| 1 | Technology | 18.09% |
| 2 | Financials | 11.43% |
| 3 | Consumer Discretionary | 11.01% |
| 4 | Healthcare | 10.73% |
| 5 | Industrials | 7.44% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
3801
Dr. Reddy's Laboratories
RDY
$12.4B
| $325K | ﹤0.01% |
22,775
+14,475
| +174% | +$207K |
|
3802
Red Robin
RRGB
$117M
| $325K | ﹤0.01% |
16,894
+11,056
| +189% | +$213K |
|
3803
Cabaletta Bio
CABA
$200M
| $323K | ﹤0.01% |
25,922
+7,794
| +43% | +$97.1K |
|
3804
Corbus Pharmaceuticals
CRBP
$141M
| $323K | ﹤0.01% |
8,636
+7,608
| +740% | +$285K |
|
3805
Coca-Cola Femsa
KOF
$17.7B
| $322K | ﹤0.01% |
7,002
+6,193
| +766% | +$285K |
|
|
GWPH
3806
DELISTED
GW Pharmaceuticals Plc American Depositary Shares
GWPH
| $321K | ﹤0.01% |
2,776
-3,910
| -58% | -$452K |
|
|
PFSW
3807
DELISTED
PFSweb, Inc.
PFSW
| $321K | ﹤0.01% |
47,813
+41,881
| +706% | +$281K |
|
|
NYMX
3808
DELISTED
Nymox Pharmaceutical Corp
NYMX
| $318K | ﹤0.01% |
128,604
+87,057
| +210% | +$215K |
|
|
KDMN
3809
DELISTED
Kadmon Holdings, Inc.
KDMN
| $318K | ﹤0.01% |
76,628
+12,318
| +19% | +$51.1K |
|
3810
NACCO Industries
NC
$312M
| $316K | ﹤0.01% |
12,000
+5,362
| +81% | +$141K |
|
3811
Concrete Pumping Holdings
BBCP
$373M
| $315K | ﹤0.01% |
82,385
+59,326
| +257% | +$227K |
|
3812
First United
FUNC
$248M
| $315K | ﹤0.01% |
20,360
+13,292
| +188% | +$206K |
|
|
IGMS
3813
DELISTED
IGM Biosciences
IGMS
| $315K | ﹤0.01% |
3,573
+927
| +35% | +$81.7K |
|
3814
United Security Bancshares
UBFO
$172M
| $315K | ﹤0.01% |
44,666
+32,877
| +279% | +$232K |
|
|
SBT
3815
DELISTED
Sterling Bancorp, Inc. Common Stock
SBT
| $315K | ﹤0.01% |
69,448
+35,546
| +105% | +$161K |
|
|
JE
3816
DELISTED
Just Energy Group Inc
JE
| $315K | ﹤0.01% |
+67,226
| New | +$315K |
|
3817
Mission Produce
AVO
$884M
| $314K | ﹤0.01% |
+20,878
| New | +$314K |
|
3818
Mayville Engineering Co
MEC
$291M
| $314K | ﹤0.01% |
23,392
+17,143
| +274% | +$230K |
|
3819
Peoples Bancorp of North Carolina
PEBK
$166M
| $314K | ﹤0.01% |
13,625
+9,356
| +219% | +$216K |
|
3820
Biglari Holdings Class B
BH
$969M
| $312K | ﹤0.01% |
2,814
+2,335
| +487% | +$259K |
|
3821
iShares Core International Aggregate Bond Fund
IAGG
$11B
| $312K | ﹤0.01% |
5,559
-440
| -7% | -$24.7K |
|
|
ESTE
3822
DELISTED
Earthstone Energy Inc. Class A Common Stock
ESTE
| $312K | ﹤0.01% |
58,489
+33,929
| +138% | +$181K |
|
3823
KB Financial Group
KB
$30.5B
| $310K | ﹤0.01% |
7,844
+758
| +11% | +$30K |
|
3824
MannKind Corp
MNKD
$1.67B
| $310K | ﹤0.01% |
98,993
+16,872
| +21% | +$52.8K |
|
|
KLRS
3825
Kalaris Therapeutics
KLRS
$84.9M
| $310K | ﹤0.01% |
351
+60
| +21% | +$53K |
|