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
|
+$1.48B |
| 2 |
JPMorgan BetaBuilders Japan ETF
BBJP
|
+$1.45B |
| 3 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$1.18B |
| 4 |
Linde
LIN
|
+$751M |
| 5 |
iShares S&P 500 Value ETF
IVE
|
+$719M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$6.32B |
| 2 |
iShares Core MSCI EAFE ETF
IEFA
|
+$1.29B |
| 3 |
iShares MSCI EAFE ETF
EFA
|
+$862M |
| 4 |
Apple
AAPL
|
+$795M |
| 5 |
Walt Disney
DIS
|
+$750M |
Sector Composition
| 1 | Financials | 13.46% |
| 2 | Technology | 12.55% |
| 3 | Healthcare | 11.88% |
| 4 | Consumer Discretionary | 8.9% |
| 5 | Industrials | 7.68% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
3951
Cytokinetics
CYTK
$6.14B
| $74K | ﹤0.01% |
11,744
+1,094
| +10% | +$6.89K |
|
3952
Golden Entertainment
GDEN
$637M
| $74K | ﹤0.01% |
4,642
+433
| +10% | +$6.9K |
|
3953
AdvisorShares Ranger Equity Bear ETF
HDGE
$49.9M
| $74K | ﹤0.01% |
881
+45
| +5% | +$3.78K |
|
3954
LifeVantage
LFVN
$141M
| $74K | ﹤0.01% |
5,593
-32,526
| -85% | -$430K |
|
3955
Amplify Alternative Harvest ETF
MJ
$171M
| $74K | ﹤0.01% |
248
+123
| +98% | +$36.7K |
|
|
TMQ
3956
Trilogy Metals
TMQ
$347M
| $74K | ﹤0.01% |
42,729
+41,886
| +4,969% | +$72.5K |
|
3957
Verra Mobility
VRRM
$3.93B
| $74K | ﹤0.01% |
7,642
+3,575
| +88% | +$34.6K |
|
|
XXII
3958
22nd Century Group
XXII
$6.77M
| – | – |
0
| – | -$76K |
|
3959
iShares Core 80/20 Aggressive Allocation ETF
AOA
$2.57B
| $73K | ﹤0.01% |
1,500
| – | – |
|
3960
Data I/O
DAIO
$31.4M
| $73K | ﹤0.01% |
14,591
-60,282
| -81% | -$302K |
|
3961
Farmer Brothers
FARM
$38.6M
| $73K | ﹤0.01% |
3,118
+288
| +10% | +$6.74K |
|
3962
Nova
NVMI
$8.69B
| $73K | ﹤0.01% |
3,185
+2,884
| +958% | +$66.1K |
|
3963
Tile Shop Holdings
TTSH
$276M
| $73K | ﹤0.01% |
13,410
+1,211
| +10% | +$6.59K |
|
|
LGCY
3964
DELISTED
Legacy Reserves Inc. Common Stock
LGCY
| $73K | ﹤0.01% |
47,079
-3,900
| -8% | -$6.05K |
|
3965
ADMA Biologics
ADMA
$3.87B
| $72K | ﹤0.01% |
29,904
-199,095
| -87% | -$479K |
|
3966
Tecnoglass
TGLS
$3.31B
| $72K | ﹤0.01% |
+8,889
| New | +$72K |
|
3967
ProShares Ultra Real Estate
URE
$61.4M
| $72K | ﹤0.01% |
1,294
| – | – |
|
|
DNBF
3968
DELISTED
DNB Financial Corp
DNBF
| $72K | ﹤0.01% |
2,670
+2,619
| +5,135% | +$70.6K |
|
|
NVTR
3969
DELISTED
Nuvectra Corporation Common Stock
NVTR
| $72K | ﹤0.01% |
4,421
-18,109
| -80% | -$295K |
|
|
REV
3970
DELISTED
Revlon, Inc.
REV
| $72K | ﹤0.01% |
2,879
-2,720
| -49% | -$68K |
|
3971
iShares Morningstar Mid-Cap Growth ETF
IMCG
$2.92B
| $71K | ﹤0.01% |
2,190
-12,198
| -85% | -$395K |
|
3972
MidWestOne Financial Group
MOFG
$604M
| $71K | ﹤0.01% |
2,850
-4,276
| -60% | -$107K |
|
3973
Tenable Holdings
TENB
$3.63B
| $71K | ﹤0.01% |
3,217
+300
| +10% | +$6.62K |
|
3974
Alico
ALCO
$260M
| $69K | ﹤0.01% |
2,324
-144
| -6% | -$4.28K |
|
3975
Byline Bancorp
BY
$1.33B
| $69K | ﹤0.01% |
4,163
+388
| +10% | +$6.43K |
|