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 S&P 500 ETF
VOO
|
+$5B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$4.43B |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$4B |
| 4 |
Apple
AAPL
|
+$3.19B |
| 5 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$3.09B |
Top Sells
| 1 |
Vanguard Total International Bond ETF
BNDX
|
+$2.49B |
| 2 |
S&P Global
SPGI
|
+$2.41B |
| 3 |
Coca-Cola
KO
|
+$1.76B |
| 4 |
Adobe
ADBE
|
+$1.4B |
| 5 |
Schwab Short-Term US Treasury ETF
SCHO
|
+$1.3B |
Sector Composition
| 1 | Technology | 22.83% |
| 2 | Healthcare | 10.08% |
| 3 | Consumer Discretionary | 9.55% |
| 4 | Financials | 9.44% |
| 5 | Industrials | 7.7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
3826
Seanergy Maritime Holdings
SHIP
$183M
| $444K | ﹤0.01% |
51,036
+48,579
| +1,977% | +$423K |
|
3827
Goldman Sachs Access Inflation Protected USD Bond ETF
GTIP
$180M
| $444K | ﹤0.01% |
9,061
-1,052
| -10% | -$51.5K |
|
|
HIMX
3828
Himax Technologies
HIMX
$1.48B
| $442K | ﹤0.01% |
82,550
-49,714
| -38% | -$266K |
|
3829
Invesco S&P MidCap 400 Revenue ETF
RWK
$993M
| $442K | ﹤0.01% |
3,837
+269
| +8% | +$31K |
|
3830
Kiniksa Pharmaceuticals
KNSA
$2.62B
| $438K | ﹤0.01% |
22,185
-23,785
| -52% | -$469K |
|
3831
Oric Pharmaceuticals
ORIC
$1.03B
| $437K | ﹤0.01% |
31,801
-6,374
| -17% | -$87.6K |
|
3832
Canadian Solar
CSIQ
$784M
| $437K | ﹤0.01% |
22,109
-147,647
| -87% | -$2.92M |
|
3833
Definitive Healthcare
DH
$438M
| $437K | ﹤0.01% |
54,130
-26,473
| -33% | -$214K |
|
3834
Tecnoglass
TGLS
$3.29B
| $437K | ﹤0.01% |
8,392
-6,586
| -44% | -$343K |
|
3835
Aquestive Therapeutics
AQST
$686M
| $436K | ﹤0.01% |
102,419
+51,363
| +101% | +$219K |
|
3836
SPDR NYSE Technology ETF
XNTK
$1.39B
| $435K | ﹤0.01% |
2,385
+1,711
| +254% | +$312K |
|
3837
Boston Omaha
BOC
$414M
| $434K | ﹤0.01% |
28,089
+12,563
| +81% | +$194K |
|
3838
Manchester United
MANU
$2.6B
| $434K | ﹤0.01% |
31,094
-8,406
| -21% | -$117K |
|
3839
Orange County Bancorp
OBT
$348M
| $432K | ﹤0.01% |
18,798
+8,270
| +79% | +$190K |
|
3840
Waterstone Financial
WSBF
$283M
| $432K | ﹤0.01% |
35,459
+6,516
| +23% | +$79.3K |
|
3841
First Bank
FRBA
$415M
| $430K | ﹤0.01% |
31,317
+13,449
| +75% | +$185K |
|
3842
ARK Space Exploration & Innovation ETF
ARKX
$427M
| $430K | ﹤0.01% |
28,801
-842
| -3% | -$12.6K |
|
3843
Virgin Galactic
SPCE
$189M
| $430K | ﹤0.01% |
14,525
-9,469
| -39% | -$280K |
|
3844
Investors Title Co
ITIC
$480M
| $430K | ﹤0.01% |
2,633
+1,029
| +64% | +$168K |
|
3845
iShares S&P India Nifty 50 Index Fund
INDY
$659M
| $427K | ﹤0.01% |
8,462
+106
| +1% | +$5.35K |
|
3846
First Watch Restaurant Group
FWRG
$973M
| $425K | ﹤0.01% |
17,281
-11,740
| -40% | -$289K |
|
3847
Neuropace
NPCE
$329M
| $424K | ﹤0.01% |
32,115
+20,755
| +183% | +$274K |
|
3848
iShares 25+ Year Treasury STRIPS Bond ETF
GOVZ
$297M
| $423K | ﹤0.01% |
37,229
+3,863
| +12% | +$43.9K |
|
3849
Smith Douglas Homes
SDHC
$949M
| $423K | ﹤0.01% |
+14,244
| New | +$423K |
|
3850
Fidelity Enhanced Large Cap Core ETF
FELC
$5.27B
| $423K | ﹤0.01% |
14,324
-518
| -3% | -$15.3K |
|