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 | |
|---|---|---|---|---|---|---|
3801
Global X Cloud Computing ETF
CLOU
$312M
| $351K | ﹤0.01% |
19,114
-16,725
| -47% | -$307K |
|
3802
Citi Trends
CTRN
$273M
| $350K | ﹤0.01% |
18,382
+1,299
| +8% | +$24.7K |
|
|
VZLA
3803
Vizsla Silver
VZLA
$1.31B
| $350K | ﹤0.01% |
230,200
+67,800
| +42% | +$103K |
|
|
BSCN
3804
DELISTED
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
| $350K | ﹤0.01% |
16,598
-140,844
| -89% | -$2.97M |
|
3805
iRadimed
IRMD
$909M
| $349K | ﹤0.01% |
8,861
+4,783
| +117% | +$188K |
|
3806
Miller Industries
MLR
$451M
| $348K | ﹤0.01% |
9,847
+1,084
| +12% | +$38.3K |
|
|
CSSE
3807
DELISTED
Chicken Soup for the Soul Entertainment, Inc. Class A Common Stock
CSSE
| $348K | ﹤0.01% |
173,918
+173,433
| +35,759% | +$347K |
|
3808
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
$663M
| $347K | ﹤0.01% |
12,837
-5,087
| -28% | -$138K |
|
|
PDS
3809
Precision Drilling
PDS
$771M
| $347K | ﹤0.01% |
6,743
-33,111
| -83% | -$1.7M |
|
3810
Latham Group
SWIM
$902M
| $345K | ﹤0.01% |
120,917
-92,655
| -43% | -$264K |
|
3811
Bank of Marin Bancorp
BMRC
$393M
| $341K | ﹤0.01% |
15,591
+5,821
| +60% | +$127K |
|
3812
Mirum Pharmaceuticals
MIRM
$3.71B
| $341K | ﹤0.01% |
14,203
-64,368
| -82% | -$1.55M |
|
3813
Tiptree Inc
TIPT
$908M
| $341K | ﹤0.01% |
23,383
+3,765
| +19% | +$54.9K |
|
|
GMDA
3814
DELISTED
Gamida Cell Ltd. Ordinary Shares
GMDA
| $341K | ﹤0.01% |
421,759
| – | – |
|
3815
Timberland Bancorp
TSBK
$281M
| $340K | ﹤0.01% |
+12,577
| New | +$340K |
|
3816
Butterfly Network
BFLY
$410M
| $339K | ﹤0.01% |
180,004
+32,231
| +22% | +$60.7K |
|
|
ARCE
3817
DELISTED
Arco Platform Limited Class A Common Shares
ARCE
| $339K | ﹤0.01% |
30,980
-2,473
| -7% | -$27.1K |
|
3818
Ocular Therapeutix
OCUL
$2.16B
| $337K | ﹤0.01% |
63,941
+17,838
| +39% | +$94K |
|
3819
SEACOR Marine Holdings
SMHI
$191M
| $337K | ﹤0.01% |
44,296
+44,209
| +50,815% | +$336K |
|
3820
iShares Global Consumer Discretionary ETF
RXI
$280M
| $337K | ﹤0.01% |
2,320
-634
| -21% | -$92K |
|
3821
Instil Bio
TIL
$156M
| $336K | ﹤0.01% |
25,436
+721
| +3% | +$9.52K |
|
3822
Invesco Municipal Opportunity Trust
VMO
$641M
| $335K | ﹤0.01% |
+34,190
| New | +$335K |
|
3823
Gilat Satellite Networks
GILT
$645M
| $335K | ﹤0.01% |
65,396
+15,140
| +30% | +$77.6K |
|
|
STER
3824
DELISTED
Sterling Check Corp. Common Stock
STER
| $335K | ﹤0.01% |
30,058
+5,292
| +21% | +$59K |
|
3825
Surmodics
SRDX
$456M
| $333K | ﹤0.01% |
14,633
+1,510
| +12% | +$34.4K |
|