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 Developed Asia Pacific-ex Japan ETF
BBAX
|
+$1.79B |
| 2 |
JPMorgan BetaBuilders Japan ETF
BBJP
|
+$1.7B |
| 3 |
Alphabet (Google) Class C
GOOG
|
+$1.66B |
| 4 |
Deere & Co
DE
|
+$1.52B |
| 5 |
Amazon
AMZN
|
+$1.21B |
Top Sells
| 1 |
iShares TIPS Bond ETF
TIP
|
+$1.6B |
| 2 |
TSMC
TSM
|
+$1.44B |
| 3 |
Tesla
TSLA
|
+$1.37B |
| 4 |
Salesforce
CRM
|
+$1.25B |
| 5 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$1.05B |
Sector Composition
| 1 | Technology | 16.81% |
| 2 | Financials | 11.84% |
| 3 | Consumer Discretionary | 10.87% |
| 4 | Healthcare | 10.26% |
| 5 | Industrials | 8.26% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
KIN
3801
DELISTED
Kindred Biosciences, Inc.
KIN
| $593K | ﹤0.01% |
119,389
+8,502
| +8% | +$42.2K |
|
3802
iShares US Utilities ETF
IDU
$1.6B
| $592K | ﹤0.01% |
7,442
-6,838
| -48% | -$544K |
|
3803
REV Group
REVG
$3.02B
| $592K | ﹤0.01% |
30,919
-13,582
| -31% | -$260K |
|
|
EAC
3804
DELISTED
Edify Acquisition Corp. Class A Common Stock
EAC
| $589K | ﹤0.01% |
+61,009
| New | +$589K |
|
|
ORAN
3805
DELISTED
Orange
ORAN
| $588K | ﹤0.01% |
47,796
+33,626
| +237% | +$414K |
|
3806
Theravance Biopharma
TBPH
$720M
| $587K | ﹤0.01% |
28,752
-7,763
| -21% | -$158K |
|
|
IMGN
3807
DELISTED
Immunogen Inc
IMGN
| $587K | ﹤0.01% |
72,478
-14,609
| -17% | -$118K |
|
|
BGX
3808
Blackstone Long-Short Credit Income Fund
BGX
$158M
| $585K | ﹤0.01% |
41,406
+4,998
| +14% | +$70.6K |
|
3809
OraSure Technologies
OSUR
$242M
| $585K | ﹤0.01% |
50,171
-8,721
| -15% | -$102K |
|
3810
CorMedix
CRMD
$966M
| $583K | ﹤0.01% |
58,346
-27,373
| -32% | -$274K |
|
3811
SPDR Gold MiniShares Trust
GLDM
$19.9B
| $583K | ﹤0.01% |
17,150
+2,582
| +18% | +$87.8K |
|
3812
Cytokinetics
CYTK
$6.12B
| $582K | ﹤0.01% |
25,021
-4,497
| -15% | -$105K |
|
3813
Coca-Cola Femsa
KOF
$18B
| $582K | ﹤0.01% |
12,609
+5,607
| +80% | +$259K |
|
|
PZN
3814
DELISTED
Pzena Investment Management, Inc. Class A
PZN
| $581K | ﹤0.01% |
55,223
+8,845
| +19% | +$93.1K |
|
|
TCFC
3815
DELISTED
The Community Financial Corporation Common Stock
TCFC
| $579K | ﹤0.01% |
16,897
+1,380
| +9% | +$47.3K |
|
3816
Arlo Technologies
ARLO
$1.82B
| $577K | ﹤0.01% |
91,770
-65,177
| -42% | -$410K |
|
3817
Fortress Biotech
FBIO
$116M
| $577K | ﹤0.01% |
10,901
+449
| +4% | +$23.8K |
|
3818
Nexa Resources
NEXA
$657M
| $576K | ﹤0.01% |
56,196
+19,878
| +55% | +$204K |
|
|
TREC
3819
DELISTED
Trecora Resources
TREC
| $576K | ﹤0.01% |
74,236
+3,552
| +5% | +$27.6K |
|
|
ALSK
3820
DELISTED
Alaska Communications Systems
ALSK
| $575K | ﹤0.01% |
176,826
+7,863
| +5% | +$25.6K |
|
3821
Genie Energy
GNE
$404M
| $574K | ﹤0.01% |
90,557
-13,756
| -13% | -$87.2K |
|
|
EAR
3822
DELISTED
Eargo, Inc. Common Stock
EAR
| $574K | ﹤0.01% |
575
-927
| -62% | -$925K |
|
3823
Bankwell Financial Group
BWFG
$359M
| $570K | ﹤0.01% |
21,156
-280
| -1% | -$7.54K |
|
3824
Momentus
MNTS
$14.5M
| $568K | ﹤0.01% |
+61
| New | +$568K |
|
3825
Harmony Biosciences
HRMY
$1.86B
| $565K | ﹤0.01% |
17,122
-2,366
| -12% | -$78.1K |
|