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 | |
|---|---|---|---|---|---|---|
3926
Hingham Institution for Saving
HIFS
$625M
| $368K | ﹤0.01% |
1,093
-919
| -46% | -$309K |
|
3927
OneWater Marine
ONEW
$261M
| $367K | ﹤0.01% |
9,126
-9,098
| -50% | -$366K |
|
3928
Sprott Uranium Miners ETF
URNM
$1.69B
| $367K | ﹤0.01% |
+9,546
| New | +$367K |
|
|
AUD
3929
DELISTED
Audacy, Inc.
AUD
| $367K | ﹤0.01% |
99,794
+17,830
| +22% | +$65.6K |
|
3930
Harmony Biosciences
HRMY
$1.86B
| $365K | ﹤0.01% |
9,520
-617
| -6% | -$23.7K |
|
3931
WisdomTree US High Dividend Fund
DHS
$1.3B
| $364K | ﹤0.01% |
4,724
-162
| -3% | -$12.5K |
|
3932
iShares MSCI Turkey ETF
TUR
$160M
| $364K | ﹤0.01% |
17,148
-2,894
| -14% | -$61.4K |
|
3933
Vanguard Consumer Staples ETF
VDC
$7.61B
| $364K | ﹤0.01% |
2,036
-873
| -30% | -$156K |
|
3934
iShares US Pharmaceuticals ETF
IHE
$578M
| $362K | ﹤0.01% |
5,934
+30
| +0.5% | +$1.83K |
|
3935
Tilray
TLRY
$1.25B
| $361K | ﹤0.01% |
31,962
-213,928
| -87% | -$2.42M |
|
|
VXRT
3936
DELISTED
Vaxart
VXRT
| $360K | ﹤0.01% |
45,309
-1,363
| -3% | -$10.8K |
|
3937
SPDR S&P Telecom ETF
XTL
$152M
| $360K | ﹤0.01% |
3,771
+220
| +6% | +$21K |
|
3938
Alignment Healthcare
ALHC
$3.18B
| $359K | ﹤0.01% |
22,430
-9,158
| -29% | -$147K |
|
3939
Arrow Financial
AROW
$478M
| $358K | ﹤0.01% |
11,067
-9,101
| -45% | -$294K |
|
3940
CalciMedica
CALC
$44.3M
| $358K | ﹤0.01% |
+7,698
| New | +$358K |
|
3941
Quad
QUAD
$333M
| $358K | ﹤0.01% |
84,183
-6,391
| -7% | -$27.2K |
|
|
BOCH
3942
DELISTED
Bank of Commerce Holdings (CA)
BOCH
| $358K | ﹤0.01% |
23,620
-18,275
| -44% | -$277K |
|
3943
Alta Equipment Group
ALTG
$239M
| $357K | ﹤0.01% |
26,063
-9,807
| -27% | -$134K |
|
|
ATCO
3944
DELISTED
Atlas Corp.
ATCO
| $356K | ﹤0.01% |
23,439
-12,925
| -36% | -$196K |
|
3945
Global X SuperDividend US ETF
DIV
$648M
| $355K | ﹤0.01% |
18,273
+1,733
| +10% | +$33.7K |
|
3946
Mission Produce
AVO
$900M
| $354K | ﹤0.01% |
19,267
+976
| +5% | +$17.9K |
|
|
GRVY
3947
GRAVITY
GRVY
$445M
| $354K | ﹤0.01% |
3,911
+3,709
| +1,836% | +$336K |
|
3948
Franklin Covey
FC
$240M
| $352K | ﹤0.01% |
8,631
-9,427
| -52% | -$384K |
|
3949
Hovnanian Enterprises
HOV
$895M
| $349K | ﹤0.01% |
3,621
-381
| -10% | -$36.7K |
|
3950
ROBO Global Robotics & Automation Index ETF
ROBO
$1.13B
| $346K | ﹤0.01% |
5,377
-299
| -5% | -$19.2K |
|