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 Developed Asia Pacific-ex Japan ETF
BBAX
|
+$1.79B |
| 2 |
JPMorgan BetaBuilders Japan ETF
BBJP
|
+$1.7B |
| 3 |
Alphabet (Google) Class C
GOOG
|
+$1.66B |
| 4 |
Deere & Co
DE
|
+$1.52B |
| 5 |
Amazon
AMZN
|
+$1.21B |
Top Sells
| 1 |
iShares TIPS Bond ETF
TIP
|
+$1.6B |
| 2 |
TSMC
TSM
|
+$1.44B |
| 3 |
Tesla
TSLA
|
+$1.37B |
| 4 |
Salesforce
CRM
|
+$1.25B |
| 5 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$1.05B |
Sector Composition
| 1 | Technology | 16.81% |
| 2 | Financials | 11.84% |
| 3 | Consumer Discretionary | 10.87% |
| 4 | Healthcare | 10.26% |
| 5 | Industrials | 8.26% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
3926
Bassett Furniture
BSET
$142M
| $470K | ﹤0.01% |
19,349
+19,144
| +9,339% | +$465K |
|
3927
Ardmore Shipping
ASC
$505M
| $469K | ﹤0.01% |
103,298
+3,604
| +4% | +$16.4K |
|
3928
LifeVantage
LFVN
$141M
| $468K | ﹤0.01% |
50,071
+4,223
| +9% | +$39.5K |
|
|
STSA
3929
DELISTED
Satsuma Pharmaceuticals, Inc. Common Stock
STSA
| $467K | ﹤0.01% |
79,052
-13,901
| -15% | -$82.1K |
|
3930
SPDR S&P Global Dividend ETF
WDIV
$227M
| $466K | ﹤0.01% |
7,043
-608
| -8% | -$40.2K |
|
|
HHR
3931
DELISTED
HeadHunter Group PLC American Depositary Shares
HHR
| $465K | ﹤0.01% |
13,705
+13,532
| +7,822% | +$459K |
|
|
AMRN
3932
Amarin Corp
AMRN
$310M
| $464K | ﹤0.01% |
3,734
-736
| -16% | -$91.5K |
|
|
BTRSW
3933
DELISTED
BTRS Holdings Inc. Warrants
BTRSW
| – | – |
0
| – | -$639K |
|
3934
Invesco S&P 500 Quality ETF
SPHQ
$15.2B
| $461K | ﹤0.01% |
+10,400
| New | +$461K |
|
3935
First Capital
FCAP
$146M
| $459K | ﹤0.01% |
9,428
-387
| -4% | -$18.8K |
|
3936
Telkom Indonesia
TLK
$19B
| $459K | ﹤0.01% |
19,453
+2,877
| +17% | +$67.9K |
|
3937
IonQ
IONQ
$16.6B
| $453K | ﹤0.01% |
+42,075
| New | +$453K |
|
3938
Eastern Company
EML
$155M
| $452K | ﹤0.01% |
16,888
+928
| +6% | +$24.8K |
|
3939
Milestone Scientific
MLSS
$46.3M
| $452K | ﹤0.01% |
126,413
+10,369
| +9% | +$37.1K |
|
|
VWTR
3940
DELISTED
Vidler Water Resouces, Inc. Common Stock
VWTR
| $450K | ﹤0.01% |
50,521
-147
| -0.3% | -$1.31K |
|
3941
BGSF Inc
BGSF
$86.6M
| $447K | ﹤0.01% |
31,919
+2,236
| +8% | +$31.3K |
|
3942
VanEck Agribusiness ETF
MOO
$627M
| $447K | ﹤0.01% |
5,089
-2,934
| -37% | -$258K |
|
3943
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.06B
| $446K | ﹤0.01% |
13,951
-296
| -2% | -$9.46K |
|
3944
BankFinancial
BFIN
$153M
| $446K | ﹤0.01% |
43,159
-36,986
| -46% | -$382K |
|
3945
Vanguard S&P Mid-Cap 400 Value ETF
IVOV
$980M
| $446K | ﹤0.01% |
5,704
+2,582
| +83% | +$202K |
|
|
OPTN
3946
DELISTED
OptiNose
OPTN
| $445K | ﹤0.01% |
8,040
-1,159
| -13% | -$64.1K |
|
|
FMTX
3947
DELISTED
Forma Therapeutics Holdings, Inc. Common Stock
FMTX
| $444K | ﹤0.01% |
15,818
+8,043
| +103% | +$226K |
|
|
TIGR
3948
UP Fintech Holding
TIGR
$2B
| $443K | ﹤0.01% |
24,918
+18,676
| +299% | +$332K |
|
3949
United Fire Group
UFCS
$807M
| $443K | ﹤0.01% |
12,705
-26,545
| -68% | -$926K |
|
3950
XBiotech
XBIT
$83.8M
| $438K | ﹤0.01% |
25,503
+19,065
| +296% | +$327K |
|