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 Short-Term Bond ETF
BSV
|
+$5.56B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.68B |
| 3 |
AbbVie
ABBV
|
+$964M |
| 4 |
Technology Select Sector SPDR Fund
XLK
|
+$801M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$756M |
Top Sells
| 1 |
Apple
AAPL
|
+$2.34B |
| 2 |
Amazon
AMZN
|
+$1.76B |
| 3 |
Cigna
CI
|
+$1.06B |
| 4 |
Morgan Stanley
MS
|
+$1.05B |
| 5 |
Microsoft
MSFT
|
+$1.05B |
Sector Composition
| 1 | Technology | 16.69% |
| 2 | Financials | 11.81% |
| 3 | Healthcare | 10.26% |
| 4 | Consumer Discretionary | 10% |
| 5 | Industrials | 7.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
WMC
3851
DELISTED
Western Asset Mortgage Capital Corporation
WMC
| $438K | ﹤0.01% |
16,766
-9,882
| -37% | -$258K |
|
|
IGMS
3852
DELISTED
IGM Biosciences
IGMS
| $437K | ﹤0.01% |
6,655
+681
| +11% | +$44.7K |
|
|
CMRX
3853
DELISTED
Chimerix, Inc.
CMRX
| $437K | ﹤0.01% |
70,739
+42,499
| +150% | +$263K |
|
|
BTRS
3854
DELISTED
BTRS Holdings Inc. Class 1 Common Stock
BTRS
| $436K | ﹤0.01% |
40,918
-16,136
| -28% | -$172K |
|
3855
iShares MSCI Philippines ETF
EPHE
$103M
| $435K | ﹤0.01% |
14,628
+6,550
| +81% | +$195K |
|
3856
Clarivate
CLVT
$2.88B
| $434K | ﹤0.01% |
19,804
+11,840
| +149% | +$259K |
|
3857
Vanguard World Funds Extended Duration ETF
EDV
$3.74B
| $432K | ﹤0.01% |
+3,185
| New | +$432K |
|
3858
N-able
NABL
$1.54B
| $432K | ﹤0.01% |
+34,829
| New | +$432K |
|
|
PMGMU
3859
DELISTED
Priveterra Acquisition Corp. II Unit
PMGMU
| $430K | ﹤0.01% |
42,452
-146,665
| -78% | -$1.49M |
|
|
HOOK
3860
DELISTED
HOOKIPA Pharma
HOOK
| $429K | ﹤0.01% |
7,289
+6,548
| +884% | +$385K |
|
3861
Freshworks
FRSH
$3.63B
| $427K | ﹤0.01% |
+10,000
| New | +$427K |
|
3862
Rayonier Advanced Materials
RYAM
$421M
| $427K | ﹤0.01% |
56,935
-603
| -1% | -$4.52K |
|
|
CHMI
3863
Cherry Hill Mortgage Investment Corp
CHMI
$107M
| $426K | ﹤0.01% |
47,977
-29,830
| -38% | -$265K |
|
3864
Pennant Group
PNTG
$884M
| $425K | ﹤0.01% |
15,143
-30,149
| -67% | -$846K |
|
3865
Praxis Precision Medicines
PRAX
$794M
| $425K | ﹤0.01% |
1,535
+442
| +40% | +$122K |
|
3866
Stellar Bancorp
STEL
$1.61B
| $425K | ﹤0.01% |
16,114
-13,002
| -45% | -$343K |
|
3867
Bank First Corp
BFC
$1.26B
| $423K | ﹤0.01% |
5,980
-4,717
| -44% | -$334K |
|
3868
CS Disco
LAW
$357M
| $422K | ﹤0.01% |
+8,805
| New | +$422K |
|
3869
WisdomTree US Total Dividend Fund
DTD
$1.45B
| $421K | ﹤0.01% |
7,176
-400
| -5% | -$23.5K |
|
3870
Invesco FTSE RAFI US 1000 ETF
PRF
$8.18B
| $421K | ﹤0.01% |
13,285
| – | – |
|
3871
iShares Dow Jones US ETF
IYY
$2.63B
| $420K | ﹤0.01% |
3,898
-396
| -9% | -$42.7K |
|
|
SHCR
3872
DELISTED
Sharecare, Inc. Class A Common Stock
SHCR
| $420K | ﹤0.01% |
+50,996
| New | +$420K |
|
3873
Ceragon Networks
CRNT
$179M
| $416K | ﹤0.01% |
119,262
-5,769
| -5% | -$20.1K |
|
3874
First Bank
FRBA
$413M
| $416K | ﹤0.01% |
29,505
-27,611
| -48% | -$389K |
|
3875
Keros Therapeutics
KROS
$636M
| $415K | ﹤0.01% |
10,502
+1,231
| +13% | +$48.6K |
|