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 | |
|---|---|---|---|---|---|---|
|
AFTR
3876
DELISTED
AfterNext HealthTech Acquisition Corp.
AFTR
| $228K | ﹤0.01% |
23,384
-126,516
| -84% | -$1.23M |
|
|
GP
3877
GreenPower Motor Co
GP
$11.5M
| $227K | ﹤0.01% |
71,986
+57,743
| +405% | +$182K |
|
3878
Kimball Electronics
KE
$802M
| $227K | ﹤0.01% |
13,216
+287
| +2% | +$4.93K |
|
3879
Vanguard S&P Small-Cap 600 ETF
VIOO
$3.06B
| $226K | ﹤0.01% |
2,790
+1,964
| +238% | +$159K |
|
3880
Arrow Financial
AROW
$484M
| $225K | ﹤0.01% |
8,066
+187
| +2% | +$5.22K |
|
3881
Smith & Nephew
SNN
$15.9B
| $225K | ﹤0.01% |
9,701
-497,717
| -98% | -$11.5M |
|
3882
Alerus Financial
ALRS
$587M
| $224K | ﹤0.01% |
10,132
+2,028
| +25% | +$44.8K |
|
|
UROY
3883
Uranium Royalty Corp
UROY
$496M
| $224K | ﹤0.01% |
+100,000
| New | +$224K |
|
3884
Blend Labs
BLND
$1.03B
| $223K | ﹤0.01% |
101,097
-1,527
| -1% | -$3.37K |
|
3885
Grupo Aeroportuario Centro Norte
OMAB
$5.17B
| $223K | ﹤0.01% |
4,449
+200
| +5% | +$10K |
|
3886
Arlo Technologies
ARLO
$1.89B
| $222K | ﹤0.01% |
47,823
+1,971
| +4% | +$9.15K |
|
3887
Carter Bankshares
CARE
$448M
| $221K | ﹤0.01% |
13,696
-9,405
| -41% | -$152K |
|
3888
Cellebrite
CLBT
$4.31B
| $221K | ﹤0.01% |
56,416
-2,476
| -4% | -$9.7K |
|
3889
Liquidity Services
LQDT
$867M
| $219K | ﹤0.01% |
13,470
+127
| +1% | +$2.07K |
|
3890
Southern Missouri Bancorp
SMBC
$632M
| $219K | ﹤0.01% |
4,287
-3,146
| -42% | -$161K |
|
3891
Vanguard Russell 2000 Value ETF
VTWV
$837M
| $219K | ﹤0.01% |
1,930
-298
| -13% | -$33.8K |
|
3892
Princeton Bancorp
BPRN
$215M
| $218K | ﹤0.01% |
7,703
-140
| -2% | -$3.96K |
|
3893
Invesco CurrencyShares British Pound Sterling Trust
FXB
$90.7M
| $218K | ﹤0.01% |
+2,028
| New | +$218K |
|
|
EMO
3894
ClearBridge Energy Midstream Opportunity Fund
EMO
$841M
| $217K | ﹤0.01% |
8,674
| – | – |
|
3895
HighPeak Energy
HPK
$844M
| $217K | ﹤0.01% |
10,028
+4,653
| +87% | +$101K |
|
3896
iShares MSCI Germany ETF
EWG
$2.37B
| $216K | ﹤0.01% |
10,945
-9,573
| -47% | -$189K |
|
3897
Direxion Daily NYSE FANG+ Bull 2X Shares
FNGG
$147M
| $215K | ﹤0.01% |
5,000
| – | – |
|
3898
Lands' End
LE
$471M
| $215K | ﹤0.01% |
27,829
-46,255
| -62% | -$357K |
|
3899
Babcock & Wilcox
BW
$331M
| $214K | ﹤0.01% |
33,473
+1,360
| +4% | +$8.7K |
|
|
TCS
3900
DELISTED
THE CONTAINER STORE GROUP, INC.
TCS
| $214K | ﹤0.01% |
2,906
-2,583
| -47% | -$190K |
|