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
|
+$2.82B |
| 2 |
JPMorgan BetaBuilders Japan ETF
BBJP
|
+$1.91B |
| 3 |
JPMorgan BetaBuilders International Equity ETF
BBIN
|
+$1.64B |
| 4 |
iShares Russell 2000 ETF
IWM
|
+$1.1B |
| 5 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
+$895M |
Top Sells
| 1 |
iShares Core MSCI EAFE ETF
IEFA
|
+$1.89B |
| 2 |
iShares MSCI EAFE ETF
EFA
|
+$1.86B |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
+$931M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
+$889M |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$862M |
Sector Composition
| 1 | Technology | 16.95% |
| 2 | Financials | 11.22% |
| 3 | Healthcare | 11.1% |
| 4 | Consumer Discretionary | 10.84% |
| 5 | Industrials | 7.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
3826
Mirum Pharmaceuticals
MIRM
$3.82B
| $90K | ﹤0.01% |
4,624
-3,640
| -44% | -$70.8K |
|
3827
Saga Communications
SGA
$77.5M
| $89K | ﹤0.01% |
3,484
-2,812
| -45% | -$71.8K |
|
|
AGFS
3828
DELISTED
AgroFresh Solutions, Inc. Common Stock
AGFS
| $89K | ﹤0.01% |
+29,426
| New | +$89K |
|
|
EXFO
3829
DELISTED
EXFO INC.
EXFO
| $89K | ﹤0.01% |
31,752
+2,699
| +9% | +$7.57K |
|
3830
CorMedix
CRMD
$977M
| $88K | ﹤0.01% |
13,964
+5,799
| +71% | +$36.5K |
|
3831
iBio
IBIO
$18.9M
| $88K | ﹤0.01% |
+80
| New | +$88K |
|
3832
Keros Therapeutics
KROS
$636M
| $88K | ﹤0.01% |
+2,343
| New | +$88K |
|
|
CDR
3833
DELISTED
Cedar Realty Trust, Inc
CDR
| $88K | ﹤0.01% |
13,530
-134,481
| -91% | -$875K |
|
3834
BCB Bancorp
BCBP
$149M
| $87K | ﹤0.01% |
9,406
-15,999
| -63% | -$148K |
|
3835
Fulcrum Therapeutics
FULC
$378M
| $87K | ﹤0.01% |
4,750
-16,426
| -78% | -$301K |
|
3836
Radiant Logistics
RLGT
$301M
| $87K | ﹤0.01% |
21,939
-39,419
| -64% | -$156K |
|
3837
Willdan Group
WLDN
$1.48B
| $87K | ﹤0.01% |
3,468
-12,203
| -78% | -$306K |
|
|
AKTS
3838
DELISTED
AKOUSTIS TECHNOLOGIES, INC.
AKTS
| $87K | ﹤0.01% |
10,438
+2,309
| +28% | +$19.2K |
|
|
DMTK
3839
DELISTED
DermTech, Inc. Common Stock
DMTK
| $87K | ﹤0.01% |
+6,579
| New | +$87K |
|
3840
Galicia Financial Group
GGAL
$5.02B
| $86K | ﹤0.01% |
8,873
-436,155
| -98% | -$4.23M |
|
3841
BlackRock MuniYield Fund
MYD
$481M
| $86K | ﹤0.01% |
6,292
| – | – |
|
|
PZN
3842
DELISTED
Pzena Investment Management, Inc. Class A
PZN
| $86K | ﹤0.01% |
15,693
-63,060
| -80% | -$346K |
|
|
EGLE
3843
DELISTED
Eagle Bulk Shipping Inc.
EGLE
| $86K | ﹤0.01% |
5,585
-6,646
| -54% | -$102K |
|
3844
A-Mark Precious Metals
AMRK
$616M
| $85K | ﹤0.01% |
+8,992
| New | +$85K |
|
3845
Colony Bankcorp
CBAN
$297M
| $85K | ﹤0.01% |
7,183
-5,977
| -45% | -$70.7K |
|
3846
Galectin Therapeutics
GALT
$381M
| $85K | ﹤0.01% |
28,011
-12,588
| -31% | -$38.2K |
|
3847
Landmark Bancorp
LARK
$154M
| $85K | ﹤0.01% |
+4,413
| New | +$85K |
|
3848
MainStreet Bancshares
MNSB
$167M
| $85K | ﹤0.01% |
6,504
-5,698
| -47% | -$74.5K |
|
3849
Ohio Valley Banc Corp
OVBC
$173M
| $85K | ﹤0.01% |
3,778
-3,270
| -46% | -$73.6K |
|
3850
ProShares Ultra S&P500
SSO
$7.4B
| $85K | ﹤0.01% |
2,724
+2,704
| +13,520% | +$84.4K |
|