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
|
+$5.59B |
| 2 |
iShares Short Treasury Bond ETF
SHV
|
+$3.18B |
| 3 |
Amazon
AMZN
|
+$2.09B |
| 4 |
NVIDIA
NVDA
|
+$2.01B |
| 5 |
Meta Platforms (Facebook)
META
|
+$1.99B |
Top Sells
| 1 |
Eli Lilly
LLY
|
+$1.75B |
| 2 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$1.33B |
| 3 |
UnitedHealth
UNH
|
+$1.23B |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$1.17B |
| 5 |
Automatic Data Processing
ADP
|
+$1.16B |
Sector Composition
| 1 | Technology | 18.3% |
| 2 | Healthcare | 11.5% |
| 3 | Financials | 9.97% |
| 4 | Consumer Discretionary | 9.25% |
| 5 | Industrials | 7.55% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
3876
NewAmsterdam Pharma
NAMS
$2.76B
| $301K | ﹤0.01% |
22,367
+21,265
| +1,930% | +$286K |
|
3877
Covenant Logistics
CVLG
$589M
| $300K | ﹤0.01% |
16,930
-108,690
| -87% | -$1.93M |
|
3878
GCM Grosvenor
GCMG
$689M
| $300K | ﹤0.01% |
38,504
+13,657
| +55% | +$106K |
|
3879
MidWestOne Financial Group
MOFG
$591M
| $300K | ﹤0.01% |
12,251
-3,646
| -23% | -$89.3K |
|
3880
Tejon Ranch
TRC
$442M
| $300K | ﹤0.01% |
16,427
+3,774
| +30% | +$68.9K |
|
3881
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
$1.76B
| $300K | ﹤0.01% |
3,136
+497
| +19% | +$47.5K |
|
3882
Day One Biopharmaceuticals
DAWN
$728M
| $297K | ﹤0.01% |
22,211
-49,795
| -69% | -$666K |
|
3883
Esperion Therapeutics
ESPR
$558M
| $297K | ﹤0.01% |
186,795
-189,051
| -50% | -$301K |
|
3884
Veru
VERU
$53.9M
| $296K | ﹤0.01% |
25,525
+15,824
| +163% | +$184K |
|
3885
SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
$2.69B
| $294K | ﹤0.01% |
9,675
-184,781
| -95% | -$5.62M |
|
3886
fuboTV
FUBO
$1.47B
| $294K | ﹤0.01% |
242,538
+45,077
| +23% | +$54.6K |
|
3887
Hudson Technologies
HDSN
$450M
| $293K | ﹤0.01% |
33,646
+8,395
| +33% | +$73.1K |
|
3888
IES Holdings
IESC
$7.28B
| $293K | ﹤0.01% |
6,795
+1,584
| +30% | +$68.3K |
|
3889
AST SpaceMobile
ASTS
$10.9B
| $292K | ﹤0.01% |
+57,487
| New | +$292K |
|
3890
Babcock & Wilcox
BW
$324M
| $292K | ﹤0.01% |
48,115
+12,116
| +34% | +$73.5K |
|
3891
FT Vest US Equity Enhance & Moderate Buffer ETF December
XDEC
$190M
| $292K | ﹤0.01% |
+9,347
| New | +$292K |
|
3892
WisdomTree Dynamic International Equity Fund
DDWM
$819M
| $291K | ﹤0.01% |
9,417
+231
| +3% | +$7.14K |
|
3893
Consolidated Water Co
CWCO
$532M
| $291K | ﹤0.01% |
+17,693
| New | +$291K |
|
3894
Bandwidth Inc
BAND
$498M
| $290K | ﹤0.01% |
19,038
-319,238
| -94% | -$4.86M |
|
3895
Ceragon Networks
CRNT
$200M
| $290K | ﹤0.01% |
173,548
-1,801
| -1% | -$3.01K |
|
3896
ProShares Short VIX Short-Term Futures ETF
SVXY
$248M
| $289K | ﹤0.01% |
9,074
+4,706
| +108% | +$150K |
|
3897
Calamos Strategic Total Return Fund
CSQ
$3.06B
| $289K | ﹤0.01% |
20,640
+7,725
| +60% | +$108K |
|
3898
Oak Valley Bancorp
OVLY
$236M
| $288K | ﹤0.01% |
12,192
+12,180
| +101,500% | +$288K |
|
3899
iShares California Muni Bond ETF
CMF
$3.4B
| $287K | ﹤0.01% |
5,003
+3
| +0.1% | +$172 |
|
3900
Navitas Semiconductor
NVTS
$1.26B
| $287K | ﹤0.01% |
39,287
-8,666
| -18% | -$63.3K |
|