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 Total Bond Market
BND
|
+$1.86B |
| 2 |
Invesco QQQ Trust
QQQ
|
+$1.75B |
| 3 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$1.55B |
| 4 |
UnitedHealth
UNH
|
+$1.06B |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$1.02B |
Top Sells
| 1 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$1.11B |
| 2 |
Centene
CNC
|
+$720M |
| 3 |
Amazon
AMZN
|
+$707M |
| 4 |
Texas Instruments
TXN
|
+$660M |
| 5 |
iShares MSCI EAFE ETF
EFA
|
+$511M |
Sector Composition
| 1 | Technology | 15.76% |
| 2 | Healthcare | 13.45% |
| 3 | Financials | 11.28% |
| 4 | Consumer Discretionary | 8.75% |
| 5 | Industrials | 7.73% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
3826
iShares High Yield Systematic Bond ETF
HYDB
$1.64B
| $255K | ﹤0.01% |
+5,983
| New | +$255K |
|
3827
iShares Core MSCI International Developed Markets ETF
IDEV
$22B
| $255K | ﹤0.01% |
5,289
+4,850
| +1,105% | +$234K |
|
3828
SmartRent
SMRT
$297M
| $255K | ﹤0.01% |
112,497
-9,481
| -8% | -$21.5K |
|
|
VIEW
3829
DELISTED
View, Inc. Class A Common Stock
VIEW
| $255K | ﹤0.01% |
3,169
-277
| -8% | -$22.3K |
|
3830
Anika Therapeutics
ANIK
$128M
| $253K | ﹤0.01% |
10,606
+856
| +9% | +$20.4K |
|
3831
Cadre Holdings
CDRE
$1.37B
| $252K | ﹤0.01% |
10,467
-44,621
| -81% | -$1.07M |
|
3832
Esquire Financial Holdings
ESQ
$883M
| $251K | ﹤0.01% |
6,684
-18
| -0.3% | -$676 |
|
3833
Mitsubishi UFJ Financial
MUFG
$180B
| $251K | ﹤0.01% |
55,888
-816
| -1% | -$3.67K |
|
|
BLTE
3834
Belite Bio
BLTE
$2.3B
| $250K | ﹤0.01% |
+7,400
| New | +$250K |
|
|
IGMS
3835
DELISTED
IGM Biosciences
IGMS
| $250K | ﹤0.01% |
10,992
+1,031
| +10% | +$23.4K |
|
3836
i3 Verticals
IIIV
$768M
| $250K | ﹤0.01% |
12,480
-5,385
| -30% | -$108K |
|
3837
Mesa Air Group
MESA
$56.1M
| $249K | ﹤0.01% |
150,692
+2,964
| +2% | +$4.9K |
|
3838
ProShares UltraPro Short S&P 500
SPXU
$567M
| $249K | ﹤0.01% |
+2,220
| New | +$249K |
|
3839
Gannett
GCI
$642M
| $248K | ﹤0.01% |
161,903
+4,722
| +3% | +$7.23K |
|
3840
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.34B
| $248K | ﹤0.01% |
10,752
-2,454
| -19% | -$56.6K |
|
3841
Kiniksa Pharmaceuticals
KNSA
$2.62B
| $248K | ﹤0.01% |
19,288
+1,115
| +6% | +$14.3K |
|
3842
Stoneridge
SRI
$237M
| $248K | ﹤0.01% |
14,615
+414
| +3% | +$7.03K |
|
|
IMGO
3843
DELISTED
Imago BioSciences, Inc. Common stock
IMGO
| $248K | ﹤0.01% |
16,498
+976
| +6% | +$14.7K |
|
3844
Accel Entertainment
ACEL
$932M
| $247K | ﹤0.01% |
31,715
-40,757
| -56% | -$317K |
|
|
QUOT
3845
DELISTED
Quotient Technology Inc
QUOT
| $247K | ﹤0.01% |
106,905
-8,102
| -7% | -$18.7K |
|
3846
SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.45B
| $246K | ﹤0.01% |
4,080
-85
| -2% | -$5.13K |
|
|
BSAQ
3847
DELISTED
Black Spade Acquisition Co
BSAQ
| $245K | ﹤0.01% |
25,000
-124,926
| -83% | -$1.22M |
|
3848
Algoma Steel
ASTL
$461M
| $244K | ﹤0.01% |
+37,837
| New | +$244K |
|
3849
Ceco Environmental
CECO
$1.73B
| $244K | ﹤0.01% |
27,548
-3,370
| -11% | -$29.8K |
|
3850
Centrus Energy
LEU
$5.36B
| $244K | ﹤0.01% |
5,969
+228
| +4% | +$9.32K |
|