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 | |
|---|---|---|---|---|---|---|
3976
Citizens & Northern Corp
CZNC
$311M
| $234K | ﹤0.01% |
12,112
+339
| +3% | +$6.54K |
|
3977
Innovator US Equity Ultra Buffer ETF September
USEP
$153M
| $234K | ﹤0.01% |
+7,970
| New | +$234K |
|
3978
Home Bancorp
HBCP
$439M
| $233K | ﹤0.01% |
7,030
+1,303
| +23% | +$43.3K |
|
|
NGMS
3979
DELISTED
NeoGames S.A. Ordinary Shares
NGMS
| $233K | ﹤0.01% |
8,938
-3,479
| -28% | -$90.9K |
|
3980
CorMedix
CRMD
$836M
| $233K | ﹤0.01% |
58,678
+58,483
| +29,991% | +$232K |
|
3981
Ranpak Holdings
PACK
$427M
| $232K | ﹤0.01% |
51,431
+16,750
| +48% | +$75.7K |
|
3982
InflaRx
IFRX
$90.8M
| $230K | ﹤0.01% |
51,618
-20,105
| -28% | -$89.7K |
|
3983
Blue Foundry Bancorp
BLFY
$196M
| $230K | ﹤0.01% |
22,756
+1,758
| +8% | +$17.8K |
|
3984
iShares Global 100 ETF
IOO
$7.27B
| $230K | ﹤0.01% |
3,024
+1,724
| +133% | +$131K |
|
3985
Astria Therapeutics
ATXS
$398M
| $230K | ﹤0.01% |
+27,593
| New | +$230K |
|
3986
Amplify Energy
AMPY
$181M
| $230K | ﹤0.01% |
33,937
+593
| +2% | +$4.02K |
|
3987
Civista Bancshares
CIVB
$402M
| $229K | ﹤0.01% |
13,165
-37,574
| -74% | -$654K |
|
3988
Vanguard US Quality Factor ETF
VFQY
$423M
| $228K | ﹤0.01% |
2,001
| – | – |
|
3989
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$7.71B
| $228K | ﹤0.01% |
8,524
+1,965
| +30% | +$52.6K |
|
3990
scPharmaceuticals
SCPH
$302M
| $228K | ﹤0.01% |
22,391
+3,547
| +19% | +$36.1K |
|
3991
Phibro Animal Health
PAHC
$1.62B
| $228K | ﹤0.01% |
16,629
-25,131
| -60% | -$344K |
|
3992
Bit Digital
BTBT
$1B
| $228K | ﹤0.01% |
56,065
+52,490
| +1,468% | +$213K |
|
|
LUNA
3993
DELISTED
Luna Innovations Incorporated
LUNA
| $227K | ﹤0.01% |
24,909
-140,113
| -85% | -$1.28M |
|
3994
Oil-Dri
ODC
$957M
| $227K | ﹤0.01% |
7,680
-10,062
| -57% | -$297K |
|
3995
Compass Therapeutics
CMPX
$582M
| $226K | ﹤0.01% |
71,164
+70,757
| +17,385% | +$225K |
|
3996
Direxion Daily Junior Gold Miners Index Bull 2X Shares
JNUG
$501M
| $226K | ﹤0.01% |
+6,906
| New | +$226K |
|
3997
2x Long VIX Futures ETF
UVIX
$430M
| $226K | ﹤0.01% |
506
+452
| +837% | +$202K |
|
3998
Brown-Forman Class A
BF.A
$12.7B
| $225K | ﹤0.01% |
3,311
+786
| +31% | +$53.5K |
|
|
DSKE
3999
DELISTED
Daseke, Inc. Common Stock
DSKE
| $224K | ﹤0.01% |
31,403
-193
| -0.6% | -$1.38K |
|
4000
John Hancock Multifactor Large Cap ETF
JHML
$1.05B
| $224K | ﹤0.01% |
4,079
| – | – |
|