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 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$4.22B |
| 2 |
iShares TIPS Bond ETF
TIP
|
+$1.55B |
| 3 |
JPMorgan BetaBuilders US Mid Cap Equity ETF
BBMC
|
+$1.31B |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$1.1B |
| 5 |
Wells Fargo
WFC
|
+$899M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$2.46B |
| 2 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$2.45B |
| 3 |
Tesla
TSLA
|
+$2.03B |
| 4 |
TSMC
TSM
|
+$1.66B |
| 5 |
Texas Instruments
TXN
|
+$1.62B |
Sector Composition
| 1 | Technology | 18.09% |
| 2 | Financials | 11.43% |
| 3 | Consumer Discretionary | 11.01% |
| 4 | Healthcare | 10.73% |
| 5 | Industrials | 7.44% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
4001
CEL-SCI Corp
CVM
$59.7M
| $178K | ﹤0.01% |
508
+89
| +21% | +$31.2K |
|
4002
ReposiTrak
TRAK
$322M
| $178K | ﹤0.01% |
37,292
+23,911
| +179% | +$114K |
|
|
AKTS
4003
DELISTED
AKOUSTIS TECHNOLOGIES, INC.
AKTS
| $178K | ﹤0.01% |
14,585
+3,016
| +26% | +$36.8K |
|
4004
Ultralife
ULBI
$118M
| $177K | ﹤0.01% |
27,409
+17,202
| +169% | +$111K |
|
|
EXPR
4005
DELISTED
Express, Inc.
EXPR
| $177K | ﹤0.01% |
9,731
-26,589
| -73% | -$484K |
|
4006
Annexon
ANNX
$314M
| $175K | ﹤0.01% |
7,013
+1,517
| +28% | +$37.9K |
|
|
PRVL
4007
DELISTED
Prevail Therapeutics Inc. Common Stock
PRVL
| $175K | ﹤0.01% |
7,560
-39,047
| -84% | -$904K |
|
4008
Schwab US Large- Cap ETF
SCHX
$60.9B
| $174K | ﹤0.01% |
11,454
+102
| +0.9% | +$1.55K |
|
4009
Sumitomo Mitsui Financial
SMFG
$108B
| $173K | ﹤0.01% |
28,105
+15
| +0.1% | +$92 |
|
4010
Nurix Therapeutics
NRIX
$645M
| $172K | ﹤0.01% |
5,231
+1,091
| +26% | +$35.9K |
|
4011
AudioCodes
AUDC
$291M
| $171K | ﹤0.01% |
6,172
-1,971
| -24% | -$54.6K |
|
4012
Invesco KBW High Dividend Yield Financial ETF
KBWD
$423M
| $171K | ﹤0.01% |
10,333
+7,824
| +312% | +$129K |
|
4013
Mercer International
MERC
$192M
| $171K | ﹤0.01% |
16,726
-2,342
| -12% | -$23.9K |
|
4014
iShares Global 100 ETF
IOO
$7.27B
| $170K | ﹤0.01% |
2,700
-859
| -24% | -$54.1K |
|
|
ITOS
4015
DELISTED
iTeos Therapeutics
ITOS
| $170K | ﹤0.01% |
5,036
+1,052
| +26% | +$35.5K |
|
4016
Mastech Digital
MHH
$92.5M
| $170K | ﹤0.01% |
10,686
+8,369
| +361% | +$133K |
|
4017
Talphera
TLPH
$38.7M
| $169K | ﹤0.01% |
6,809
+5,210
| +326% | +$129K |
|
|
ORAN
4018
DELISTED
Orange
ORAN
| $168K | ﹤0.01% |
14,170
+558
| +4% | +$6.62K |
|
4019
Viking Therapeutics
VKTX
$2.86B
| $167K | ﹤0.01% |
29,800
+5,358
| +22% | +$30K |
|
4020
LENSAR
LNSR
$148M
| $166K | ﹤0.01% |
+22,796
| New | +$166K |
|
4021
Savara
SVRA
$610M
| $166K | ﹤0.01% |
143,729
+125,737
| +699% | +$145K |
|
4022
Cue Biopharma
CUE
$51.6M
| $165K | ﹤0.01% |
13,125
+2,399
| +22% | +$30.2K |
|
4023
Altisource Portfolio Solutions
ASPS
$123M
| $163K | ﹤0.01% |
1,586
+1,151
| +265% | +$118K |
|
4024
ProShares Ultra S&P500
SSO
$7.56B
| $163K | ﹤0.01% |
3,564
+2,590
| +266% | +$118K |
|
4025
Biodesix
BDSX
$57M
| $162K | ﹤0.01% |
+8,023
| New | +$162K |
|