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 Total Bond Market
BND
|
+$2.22B |
| 2 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$2.05B |
| 3 |
AbbVie
ABBV
|
+$1.78B |
| 4 |
Vanguard Total International Bond ETF
BNDX
|
+$1.63B |
| 5 |
Exxon Mobil
XOM
|
+$1.6B |
Top Sells
| 1 |
Vanguard Short-Term Bond ETF
BSV
|
+$3.92B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.35B |
| 3 |
Tesla
TSLA
|
+$1.22B |
| 4 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$1.13B |
| 5 |
iShares TIPS Bond ETF
TIP
|
+$1.03B |
Sector Composition
| 1 | Technology | 17.24% |
| 2 | Healthcare | 11.68% |
| 3 | Financials | 11.59% |
| 4 | Consumer Discretionary | 9.21% |
| 5 | Industrials | 7.93% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
3951
First Bank
FRBA
$413M
| $364K | ﹤0.01% |
25,570
-13,982
| -35% | -$199K |
|
3952
Ouster
OUST
$1.67B
| $363K | ﹤0.01% |
8,064
-3,298
| -29% | -$148K |
|
3953
Enact Holdings
ACT
$5.74B
| $362K | ﹤0.01% |
16,299
+1,807
| +12% | +$40.1K |
|
|
CATC
3954
DELISTED
CAMBRIDGE BANCORP
CATC
| $362K | ﹤0.01% |
4,259
-6,934
| -62% | -$589K |
|
3955
Sensei Biotherapeutics
SNSE
$11.3M
| $361K | ﹤0.01% |
7,818
-171
| -2% | -$7.9K |
|
3956
WNS Holdings
WNS
$3.25B
| $361K | ﹤0.01% |
4,215
+607
| +17% | +$52K |
|
|
MSB
3957
Mesabi Trust
MSB
$412M
| $359K | ﹤0.01% |
13,478
-20,418
| -60% | -$544K |
|
3958
Repare Therapeutics
RPTX
$75.6M
| $356K | ﹤0.01% |
25,039
+1,253
| +5% | +$17.8K |
|
3959
DHI Group
DHX
$141M
| $354K | ﹤0.01% |
59,564
+47,506
| +394% | +$282K |
|
|
GEEX
3960
DELISTED
Games & Esports Experience Acquisition Corp. Class A Ordinary Shares
GEEX
| $354K | ﹤0.01% |
+35,436
| New | +$354K |
|
3961
Hyster-Yale Materials Handling
HY
$634M
| $353K | ﹤0.01% |
10,575
-15,675
| -60% | -$523K |
|
3962
OrthoPediatrics
KIDS
$493M
| $353K | ﹤0.01% |
6,549
-7,323
| -53% | -$395K |
|
|
TCDA
3963
DELISTED
Tricida, Inc. Common Stock
TCDA
| $353K | ﹤0.01% |
42,887
+30,363
| +242% | +$250K |
|
3964
Mission Produce
AVO
$900M
| $352K | ﹤0.01% |
27,812
-24,741
| -47% | -$313K |
|
3965
Traeger
COOK
$177M
| $350K | ﹤0.01% |
47,121
-45,183
| -49% | -$336K |
|
|
CWBC
3966
Community West Bancshares
CWBC
$403M
| $350K | ﹤0.01% |
14,989
+7,158
| +91% | +$167K |
|
3967
Custom Truck One Source
CTOS
$1.29B
| $349K | ﹤0.01% |
41,506
+11,063
| +36% | +$93K |
|
3968
MBIA
MBI
$393M
| $349K | ﹤0.01% |
22,705
+3,851
| +20% | +$59.2K |
|
3969
Direxion Daily Small Cap Bear 3x Shares
TZA
$287M
| $349K | ﹤0.01% |
11,384
+9,993
| +718% | +$306K |
|
3970
Veru
VERU
$50.5M
| $348K | ﹤0.01% |
7,207
-2,157
| -23% | -$104K |
|
3971
Invesco DB Base Metals Fund
DBB
$124M
| $346K | ﹤0.01% |
13,386
+10,991
| +459% | +$284K |
|
|
STXB
3972
DELISTED
Spirit of Texas Bancshares, Inc. Common Stock
STXB
| $346K | ﹤0.01% |
13,161
-9,625
| -42% | -$253K |
|
3973
Pro-Dex
PDEX
$108M
| $345K | ﹤0.01% |
20,863
+7,762
| +59% | +$128K |
|
3974
Praxis Precision Medicines
PRAX
$794M
| $345K | ﹤0.01% |
2,253
+335
| +17% | +$51.3K |
|
3975
Viridian Therapeutics
VRDN
$1.54B
| $345K | ﹤0.01% |
18,666
+5,633
| +43% | +$104K |
|