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 Short-Term Bond ETF
BSV
|
+$5.56B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.68B |
| 3 |
AbbVie
ABBV
|
+$964M |
| 4 |
Technology Select Sector SPDR Fund
XLK
|
+$801M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$756M |
Top Sells
| 1 |
Apple
AAPL
|
+$2.34B |
| 2 |
Amazon
AMZN
|
+$1.76B |
| 3 |
Cigna
CI
|
+$1.06B |
| 4 |
Morgan Stanley
MS
|
+$1.05B |
| 5 |
Microsoft
MSFT
|
+$1.05B |
Sector Composition
| 1 | Technology | 16.69% |
| 2 | Financials | 11.81% |
| 3 | Healthcare | 10.26% |
| 4 | Consumer Discretionary | 10% |
| 5 | Industrials | 7.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
4026
Oscar Health
OSCR
$5B
| $298K | ﹤0.01% |
17,115
-19,089
| -53% | -$332K |
|
4027
United States Natural Gas Fund
UNG
$580M
| $298K | ﹤0.01% |
3,700
-2,861
| -44% | -$230K |
|
|
ASPU
4028
DELISTED
ASPEN GROUP, INC.
ASPU
| $298K | ﹤0.01% |
53,596
-14,306
| -21% | -$79.5K |
|
4029
Mersana Therapeutics
MRSN
$35.6M
| $297K | ﹤0.01% |
1,261
+67
| +6% | +$15.8K |
|
4030
Tecnoglass
TGLS
$3.32B
| $297K | ﹤0.01% |
+13,686
| New | +$297K |
|
4031
Anterix
ATEX
$395M
| $296K | ﹤0.01% |
4,873
-724
| -13% | -$44K |
|
4032
Park Aerospace
PKE
$372M
| $296K | ﹤0.01% |
21,659
-21,868
| -50% | -$299K |
|
|
FCT
4033
First Trust Senior Floating Rate Income Fund II
FCT
$259M
| $294K | ﹤0.01% |
24,044
| – | – |
|
4034
Schwab US Large- Cap ETF
SCHX
$60.3B
| $294K | ﹤0.01% |
16,950
+4,020
| +31% | +$69.7K |
|
4035
Robinhood
HOOD
$102B
| $293K | ﹤0.01% |
+6,966
| New | +$293K |
|
4036
Rhythm Pharmaceuticals
RYTM
$6.39B
| $293K | ﹤0.01% |
22,501
+332
| +1% | +$4.32K |
|
4037
Honda
HMC
$43.8B
| $292K | ﹤0.01% |
9,529
+7,470
| +363% | +$229K |
|
|
BEDU
4038
Bright Scholar Education Holdings
BEDU
$49.3M
| $291K | ﹤0.01% |
25,382
-10,031
| -28% | -$115K |
|
4039
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
$1.67B
| $291K | ﹤0.01% |
5,450
+527
| +11% | +$28.1K |
|
4040
Prospect Capital
PSEC
$1.29B
| $290K | ﹤0.01% |
37,669
-27,400
| -42% | -$211K |
|
4041
Tiptree Inc
TIPT
$956M
| $290K | ﹤0.01% |
28,959
-24,035
| -45% | -$241K |
|
|
MCBC
4042
DELISTED
Macatawa Bank Corp
MCBC
| $290K | ﹤0.01% |
36,109
-3,606
| -9% | -$29K |
|
4043
Oppenheimer Holdings
OPY
$806M
| $289K | ﹤0.01% |
6,372
-6,150
| -49% | -$279K |
|
4044
Southern Missouri Bancorp
SMBC
$628M
| $287K | ﹤0.01% |
6,391
-4,828
| -43% | -$217K |
|
|
VBNK
4045
VersaBank
VBNK
$383M
| $287K | ﹤0.01% |
+26,000
| New | +$287K |
|
4046
BeyondSpring
BYSI
$73.4M
| $286K | ﹤0.01% |
18,162
-979
| -5% | -$15.4K |
|
|
USAS
4047
Americas Gold and Silver
USAS
$777M
| $285K | ﹤0.01% |
143,090
+58,840
| +70% | +$117K |
|
4048
Relmada Therapeutics
RLMD
$52.8M
| $283K | ﹤0.01% |
10,786
+344
| +3% | +$9.03K |
|
|
AIOT
4049
PowerFleet, Inc. Common Stock
AIOT
$701M
| $283K | ﹤0.01% |
42,249
-64,434
| -60% | -$432K |
|
|
CLBTW
4050
DELISTED
Cellebrite DI Ltd. Warrants
CLBTW
| – | – |
0
| – | – |
|