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 |
JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF
BBAX
|
+$1.79B |
| 2 |
JPMorgan BetaBuilders Japan ETF
BBJP
|
+$1.7B |
| 3 |
Alphabet (Google) Class C
GOOG
|
+$1.66B |
| 4 |
Deere & Co
DE
|
+$1.52B |
| 5 |
Amazon
AMZN
|
+$1.21B |
Top Sells
| 1 |
iShares TIPS Bond ETF
TIP
|
+$1.6B |
| 2 |
TSMC
TSM
|
+$1.44B |
| 3 |
Tesla
TSLA
|
+$1.37B |
| 4 |
Salesforce
CRM
|
+$1.25B |
| 5 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$1.05B |
Sector Composition
| 1 | Technology | 16.81% |
| 2 | Financials | 11.84% |
| 3 | Consumer Discretionary | 10.87% |
| 4 | Healthcare | 10.26% |
| 5 | Industrials | 8.26% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
HUYA
4001
Huya Inc
HUYA
$780M
| $403K | ﹤0.01% |
20,685
+5,254
| +34% | +$102K |
|
4002
Invesco FTSE RAFI US 1000 ETF
PRF
$8.18B
| $403K | ﹤0.01% |
13,285
| – | – |
|
4003
Safe Bulkers
SB
$466M
| $401K | ﹤0.01% |
163,593
+8,490
| +5% | +$20.8K |
|
4004
Scorpio Tankers
STNG
$2.99B
| $401K | ﹤0.01% |
21,749
-1,710
| -7% | -$31.5K |
|
|
MFNC
4005
DELISTED
Mackinac Financial Corporation
MFNC
| $400K | ﹤0.01% |
28,524
-221
| -0.8% | -$3.1K |
|
4006
Tenaris
TS
$18.7B
| $398K | ﹤0.01% |
17,552
+16,525
| +1,609% | +$375K |
|
4007
Direxion Daily Small Cap Bear 3x Shares
TZA
$287M
| $398K | ﹤0.01% |
11,696
+5,635
| +93% | +$192K |
|
|
LORL
4008
DELISTED
Loral Space and Communications, Inc.
LORL
| $398K | ﹤0.01% |
10,568
-33,190
| -76% | -$1.25M |
|
4009
SB Financial Group
SBFG
$132M
| $397K | ﹤0.01% |
22,784
+338
| +2% | +$5.89K |
|
4010
Omeros
OMER
$282M
| $396K | ﹤0.01% |
22,275
-4,005
| -15% | -$71.2K |
|
4011
X4 Pharmaceuticals
XFOR
$73.2M
| $396K | ﹤0.01% |
1,534
+230
| +18% | +$59.4K |
|
4012
First Savings Financial Group
FSFG
$189M
| $395K | ﹤0.01% |
17,628
+1,023
| +6% | +$22.9K |
|
|
SREV
4013
DELISTED
ServiceSource International, Inc.
SREV
| $395K | ﹤0.01% |
268,390
+7,221
| +3% | +$10.6K |
|
4014
Keros Therapeutics
KROS
$636M
| $393K | ﹤0.01% |
6,389
+555
| +10% | +$34.1K |
|
4015
Nano X Imaging
NNOX
$250M
| $392K | ﹤0.01% |
9,457
+9,232
| +4,103% | +$383K |
|
4016
Skillz
SKLZ
$109M
| $391K | ﹤0.01% |
1,025
+860
| +521% | +$328K |
|
4017
Hawthorn Bancshares
HWBK
$222M
| $390K | ﹤0.01% |
20,600
-367
| -2% | -$6.95K |
|
4018
Fonar
FONR
$98.8M
| $389K | ﹤0.01% |
21,477
+2,086
| +11% | +$37.8K |
|
4019
Pharvaris
PHVS
$1.49B
| $389K | ﹤0.01% |
+13,874
| New | +$389K |
|
4020
Sunoco
SUN
$6.85B
| $389K | ﹤0.01% |
12,232
| – | – |
|
4021
First United
FUNC
$239M
| $386K | ﹤0.01% |
21,917
+1,557
| +8% | +$27.4K |
|
|
SBT
4022
DELISTED
Sterling Bancorp, Inc. Common Stock
SBT
| $386K | ﹤0.01% |
68,116
-1,332
| -2% | -$7.55K |
|
|
CHMA
4023
DELISTED
Chiasma, Inc. Common Stock
CHMA
| $385K | ﹤0.01% |
122,940
+54,656
| +80% | +$171K |
|
4024
Advent Technologies
ADN
$7.98M
| $384K | ﹤0.01% |
+956
| New | +$384K |
|
4025
Emerald Holding
EEX
$980M
| $381K | ﹤0.01% |
68,882
-6,460
| -9% | -$35.7K |
|