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 Intermediate-Term Corporate Bond ETF
VCIT
|
+$3.65B |
| 2 |
Microsoft
MSFT
|
+$2.99B |
| 3 |
Eli Lilly
LLY
|
+$2.1B |
| 4 |
Broadcom
AVGO
|
+$1.57B |
| 5 |
ServiceNow
NOW
|
+$1.33B |
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$3.4B |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$2.57B |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$2.55B |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$2.15B |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$1.56B |
Sector Composition
| 1 | Technology | 21.83% |
| 2 | Healthcare | 10.29% |
| 3 | Financials | 9.88% |
| 4 | Consumer Discretionary | 9.44% |
| 5 | Industrials | 7.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
3976
Nano X Imaging
NNOX
$251M
| $289K | ﹤0.01% |
45,414
+1,465
| +3% | +$9.33K |
|
3977
Direxion Daily Financial Bull 3x Shares
FAS
$2.72B
| $289K | ﹤0.01% |
3,499
-794
| -18% | -$65.6K |
|
|
SOHU
3978
Sohu.com
SOHU
$471M
| $289K | ﹤0.01% |
29,107
-2,752
| -9% | -$27.3K |
|
3979
Arbutus Biopharma
ABUS
$843M
| $289K | ﹤0.01% |
115,479
-3,521
| -3% | -$8.8K |
|
3980
Columbia India Consumer ETF
INCO
$310M
| $287K | ﹤0.01% |
+4,880
| New | +$287K |
|
|
FLD
3981
Fold Holdings, Inc. Class A Common Stock
FLD
$144M
| $287K | ﹤0.01% |
27,121
+4,304
| +19% | +$45.5K |
|
3982
Invesco MSCI Sustainable Future ETF
ERTH
$146M
| $286K | ﹤0.01% |
6,053
-1,493
| -20% | -$70.5K |
|
3983
Anterix
ATEX
$397M
| $285K | ﹤0.01% |
8,555
-292
| -3% | -$9.73K |
|
3984
Sutro Biopharma
STRO
$75.6M
| $284K | ﹤0.01% |
66,140
-10,684
| -14% | -$45.8K |
|
3985
Semrush
SEMR
$1.1B
| $283K | ﹤0.01% |
20,730
-6,678
| -24% | -$91.2K |
|
3986
Sinclair Inc
SBGI
$971M
| $283K | ﹤0.01% |
21,723
-21,513
| -50% | -$280K |
|
3987
Cantaloupe
CTLP
$796M
| $283K | ﹤0.01% |
38,144
-1,077
| -3% | -$7.98K |
|
3988
American Well
AMWL
$105M
| $283K | ﹤0.01% |
9,482
-5,912
| -38% | -$176K |
|
3989
Y-mAbs Therapeutics
YMAB
$391M
| $282K | ﹤0.01% |
41,364
+8,841
| +27% | +$60.3K |
|
3990
Paysafe
PSFE
$815M
| $281K | ﹤0.01% |
22,009
-669
| -3% | -$8.56K |
|
|
NEXN
3991
Nexxen International
NEXN
$602M
| $281K | ﹤0.01% |
55,462
+14,632
| +36% | +$74K |
|
3992
Nuveen ESG Emerging Markets Equity ETF
NUEM
$320M
| $280K | ﹤0.01% |
10,404
+6,908
| +198% | +$186K |
|
3993
Commercial Vehicle Group
CVGI
$71.7M
| $280K | ﹤0.01% |
39,978
+1,586
| +4% | +$11.1K |
|
3994
Invesco Oil & Gas Services ETF
PXJ
$27.9M
| $280K | ﹤0.01% |
+9,755
| New | +$280K |
|
|
TELL
3995
DELISTED
Tellurian Inc.
TELL
| $279K | ﹤0.01% |
369,199
-326,086
| -47% | -$246K |
|
3996
Vitamin Cottage Natural Grocers
NGVC
$841M
| $279K | ﹤0.01% |
17,417
+10,002
| +135% | +$160K |
|
|
FICVU
3997
DELISTED
Frontier Investment Corp Units
FICVU
| $279K | ﹤0.01% |
+19,945
| New | +$279K |
|
3998
HilleVax
HLVX
$105M
| $278K | ﹤0.01% |
17,342
-4,606
| -21% | -$73.9K |
|
|
WKME
3999
DELISTED
WalkMe Ltd. Ordinary Shares
WKME
| $278K | ﹤0.01% |
26,079
+20,777
| +392% | +$222K |
|
|
CVLY
4000
DELISTED
Codorus Valley Bancorp Inc
CVLY
| $278K | ﹤0.01% |
10,822
+4,594
| +74% | +$118K |
|