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 |
Microsoft
MSFT
|
+$6.27B |
| 2 |
Vanguard S&P 500 ETF
VOO
|
+$5.61B |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
+$3.32B |
| 4 |
Meta Platforms (Facebook)
META
|
+$3.21B |
| 5 |
Apple
AAPL
|
+$2.9B |
Top Sells
| 1 |
iShares Short Treasury Bond ETF
SHV
|
+$3.23B |
| 2 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$1.76B |
| 3 |
Schwab US TIPS ETF
SCHP
|
+$702M |
| 4 |
Nike
NKE
|
+$702M |
| 5 |
Tesla
TSLA
|
+$652M |
Sector Composition
| 1 | Technology | 20.52% |
| 2 | Healthcare | 11.04% |
| 3 | Financials | 9.44% |
| 4 | Consumer Discretionary | 8.87% |
| 5 | Industrials | 7.44% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
RENT
3951
Rent the Runway
RENT
$20.3M
| $246K | ﹤0.01% |
6,223
-440
| -7% | -$17.4K |
|
3952
Stoke Therapeutics
STOK
$1.25B
| $246K | ﹤0.01% |
23,167
-91,300
| -80% | -$971K |
|
|
AMNB
3953
DELISTED
American National Bankshares Inc
AMNB
| $246K | ﹤0.01% |
8,490
+390
| +5% | +$11.3K |
|
3954
First Trust RBA American Industrial Renaissance ETF
AIRR
$5.4B
| $246K | ﹤0.01% |
4,551
+4,183
| +1,137% | +$226K |
|
3955
Vuzix
VUZI
$199M
| $245K | ﹤0.01% |
47,961
+1,836
| +4% | +$9.36K |
|
3956
Icahn Enterprises
IEP
$4.7B
| $243K | ﹤0.01% |
8,385
-5,880
| -41% | -$171K |
|
3957
Arbutus Biopharma
ABUS
$815M
| $242K | ﹤0.01% |
105,061
-189,104
| -64% | -$435K |
|
3958
ACNB Corp
ACNB
$473M
| $241K | ﹤0.01% |
7,277
+846
| +13% | +$28.1K |
|
3959
Westrock Coffee
WEST
$481M
| $241K | ﹤0.01% |
22,203
+17,033
| +329% | +$185K |
|
3960
Inspire Global Hope ETF
BLES
$123M
| $241K | ﹤0.01% |
7,211
-2,239
| -24% | -$74.9K |
|
3961
iShares Dow Jones US ETF
IYY
$2.66B
| $241K | ﹤0.01% |
2,223
-54
| -2% | -$5.85K |
|
3962
Oric Pharmaceuticals
ORIC
$1.03B
| $241K | ﹤0.01% |
31,024
+29,864
| +2,574% | +$232K |
|
3963
ProShares K-1 Free Crude Oil Strategy ETF
OILK
$69.4M
| $240K | ﹤0.01% |
5,913
-3,299
| -36% | -$134K |
|
|
ALLK
3964
DELISTED
Allakos
ALLK
| $239K | ﹤0.01% |
54,755
+51,625
| +1,649% | +$225K |
|
3965
BlackRock US Equity Factor Rotation ETF
DYNF
$23.6B
| $238K | ﹤0.01% |
+6,636
| New | +$238K |
|
3966
Shore Bancshares
SHBI
$575M
| $238K | ﹤0.01% |
20,565
-705
| -3% | -$8.15K |
|
3967
ZimVie
ZIMV
$533M
| $237K | ﹤0.01% |
21,100
-30,260
| -59% | -$340K |
|
3968
The Joint Corp
JYNT
$153M
| $237K | ﹤0.01% |
17,546
-109,925
| -86% | -$1.48M |
|
3969
Schwab 1000 Index ETF
SCHK
$4.65B
| $236K | ﹤0.01% |
11,036
-360
| -3% | -$7.7K |
|
3970
Ring Energy
REI
$202M
| $236K | ﹤0.01% |
138,016
+44,951
| +48% | +$76.9K |
|
3971
Assertio
ASRT
$87M
| $236K | ﹤0.01% |
43,450
+42,807
| +6,657% | +$232K |
|
3972
Atea Pharmaceuticals
AVIR
$229M
| $235K | ﹤0.01% |
62,897
+684
| +1% | +$2.56K |
|
3973
ORIX
IX
$30.3B
| $235K | ﹤0.01% |
12,890
+2,755
| +27% | +$50.3K |
|
3974
Semrush
SEMR
$1.09B
| $235K | ﹤0.01% |
24,507
+2,683
| +12% | +$25.7K |
|
|
EBTC
3975
DELISTED
Enterprise Bancorp
EBTC
| $234K | ﹤0.01% |
8,089
+788
| +11% | +$22.8K |
|