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 | |
|---|---|---|---|---|---|---|
3926
Gran Tierra Energy
GTE
$144M
| $274K | ﹤0.01% |
31,201
-2,206
| -7% | -$19.4K |
|
3927
Invesco Quality Municipal Securities
IQI
$523M
| $274K | ﹤0.01% |
+27,402
| New | +$274K |
|
3928
Centrus Energy
LEU
$4.25B
| $274K | ﹤0.01% |
8,481
+2,072
| +32% | +$66.9K |
|
3929
Willis Lease Finance
WLFC
$1.13B
| $274K | ﹤0.01% |
+4,999
| New | +$274K |
|
3930
FT Vest US Equity Buffer ETF February
FFEB
$1.11B
| $274K | ﹤0.01% |
+7,329
| New | +$274K |
|
3931
HCI Group
HCI
$2.31B
| $273K | ﹤0.01% |
5,094
+1,269
| +33% | +$68K |
|
3932
Astronics
ATRO
$1.42B
| $272K | ﹤0.01% |
20,397
-2,554
| -11% | -$34.1K |
|
3933
SOPHiA GENETICS
SOPH
$218M
| $272K | ﹤0.01% |
54,728
+23,336
| +74% | +$116K |
|
|
ORAN
3934
DELISTED
Orange
ORAN
| $272K | ﹤0.01% |
22,786
+1,867
| +9% | +$22.3K |
|
3935
Hingham Institution for Saving
HIFS
$618M
| $270K | ﹤0.01% |
1,155
-554
| -32% | -$130K |
|
3936
Perella Weinberg Partners
PWP
$1.4B
| $270K | ﹤0.01% |
29,705
+7,031
| +31% | +$63.9K |
|
3937
Western New England Bancorp
WNEB
$248M
| $269K | ﹤0.01% |
32,838
+32,811
| +121,522% | +$269K |
|
3938
Northeast Bank
NBN
$932M
| $269K | ﹤0.01% |
7,997
-102
| -1% | -$3.43K |
|
3939
Tile Shop Holdings
TTSH
$276M
| $269K | ﹤0.01% |
57,445
+11,379
| +25% | +$53.3K |
|
3940
Carter Bankshares
CARE
$445M
| $268K | ﹤0.01% |
19,121
-1,744
| -8% | -$24.4K |
|
3941
Nathan's Famous
NATH
$441M
| $268K | ﹤0.01% |
+3,541
| New | +$268K |
|
3942
iShares Residential and Multisector Real Estate ETF
REZ
$793M
| $265K | ﹤0.01% |
3,755
+1
| +0% | +$71 |
|
3943
Bionano Genomics
BNGO
$8.33M
| $265K | ﹤0.01% |
397
+103
| +35% | +$68.8K |
|
3944
LendingTree
TREE
$1B
| $265K | ﹤0.01% |
9,924
+2,091
| +27% | +$55.8K |
|
3945
Bolt Biotherapeutics
BOLT
$9.87M
| $263K | ﹤0.01% |
9,465
+8,470
| +851% | +$235K |
|
3946
BlackRock Science and Technology Trust
BST
$1.42B
| $263K | ﹤0.01% |
8,113
+4
| +0% | +$130 |
|
3947
VanEck Rare Earth/Strategic Metals ETF
REMX
$759M
| $262K | ﹤0.01% |
3,206
-275
| -8% | -$22.5K |
|
3948
TETRA Technologies
TTI
$660M
| $262K | ﹤0.01% |
99,101
+25,764
| +35% | +$68.1K |
|
3949
Franklin Municipal Green Bond ETF
FLMB
$89.8M
| $261K | ﹤0.01% |
+10,900
| New | +$261K |
|
3950
Universal Logistics Holdings
ULH
$656M
| $261K | ﹤0.01% |
8,947
-2,076
| -19% | -$60.6K |
|