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 S&P 500 ETF
VOO
|
+$5B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$4.43B |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$4B |
| 4 |
Apple
AAPL
|
+$3.19B |
| 5 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$3.09B |
Top Sells
| 1 |
Vanguard Total International Bond ETF
BNDX
|
+$2.49B |
| 2 |
S&P Global
SPGI
|
+$2.41B |
| 3 |
Coca-Cola
KO
|
+$1.76B |
| 4 |
Adobe
ADBE
|
+$1.4B |
| 5 |
Schwab Short-Term US Treasury ETF
SCHO
|
+$1.3B |
Sector Composition
| 1 | Technology | 22.83% |
| 2 | Healthcare | 10.08% |
| 3 | Consumer Discretionary | 9.55% |
| 4 | Financials | 9.44% |
| 5 | Industrials | 7.7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
3951
Gyre Therapeutics
GYRE
$658M
| $350K | ﹤0.01% |
20,028
+19,736
| +6,759% | +$345K |
|
3952
Forum Energy Technologies
FET
$314M
| $349K | ﹤0.01% |
17,472
+6,045
| +53% | +$121K |
|
3953
Grupo Aeroportuario Centro Norte
OMAB
$5.17B
| $348K | ﹤0.01% |
4,398
-6,731
| -60% | -$532K |
|
3954
Triple Flag Precious Metals
TFPM
$5.85B
| $347K | ﹤0.01% |
24,031
-2,169
| -8% | -$31.3K |
|
3955
Legacy Housing
LEGH
$650M
| $347K | ﹤0.01% |
16,117
+3,176
| +25% | +$68.3K |
|
3956
Parke Bancorp
PKBK
$261M
| $347K | ﹤0.01% |
20,129
+9,389
| +87% | +$162K |
|
3957
Direxion NASDAQ-100 Equal Weighted Index Shares
QQQE
$1.23B
| $347K | ﹤0.01% |
3,885
-6,291
| -62% | -$561K |
|
3958
GrowGeneration
GRWG
$96.8M
| $346K | ﹤0.01% |
120,909
-16,285
| -12% | -$46.6K |
|
3959
Ramaco Resources Class A
METC
$2B
| $345K | ﹤0.01% |
21,198
-61,270
| -74% | -$998K |
|
|
SSBK
3960
DELISTED
Southern States Bancshares
SSBK
| $345K | ﹤0.01% |
13,319
+5,703
| +75% | +$148K |
|
3961
Middlefield Banc Corp
MBCN
$261M
| $345K | ﹤0.01% |
14,437
+6,677
| +86% | +$159K |
|
|
MODV
3962
DELISTED
ModivCare
MODV
| $345K | ﹤0.01% |
14,692
-117,745
| -89% | -$2.76M |
|
3963
iShares S&P GSCI Commodity-Indexed Trust
GSG
$971M
| $344K | ﹤0.01% |
15,615
-1,740,990
| -99% | -$38.4M |
|
|
IRS
3964
IRSA Inversiones y Representaciones
IRS
$906M
| $344K | ﹤0.01% |
38,065
+103
| +0.3% | +$931 |
|
3965
iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV
$332M
| $344K | ﹤0.01% |
9,174
+456
| +5% | +$17.1K |
|
3966
John Hancock Multifactor Large Cap ETF
JHML
$1.05B
| $343K | ﹤0.01% |
5,304
-53
| -1% | -$3.43K |
|
|
EVBN
3967
DELISTED
Evans Bancorp Inc
EVBN
| $341K | ﹤0.01% |
11,406
+4,267
| +60% | +$127K |
|
3968
European Wax Center
EWCZ
$173M
| $340K | ﹤0.01% |
26,171
-63,340
| -71% | -$822K |
|
3969
Simplify Volatility Premium ETF
SVOL
$765M
| $339K | ﹤0.01% |
14,982
+9,139
| +156% | +$207K |
|
3970
SPDR SSGA US Small Cap Low Volatility Index ETF
SMLV
$203M
| $338K | ﹤0.01% |
3,014
+56
| +2% | +$6.27K |
|
3971
ReposiTrak
TRAK
$322M
| $337K | ﹤0.01% |
21,279
+10,758
| +102% | +$171K |
|
3972
Ituran Location and Control
ITRN
$710M
| $337K | ﹤0.01% |
12,061
-3,993
| -25% | -$112K |
|
3973
PCB Bancorp
PCB
$308M
| $336K | ﹤0.01% |
20,579
+10,093
| +96% | +$165K |
|
3974
TFS Financial
TFSL
$3.71B
| $334K | ﹤0.01% |
26,598
-89
| -0.3% | -$1.12K |
|
3975
Invesco Pharmaceuticals ETF
PJP
$266M
| $334K | ﹤0.01% |
4,165
| – | – |
|