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 S&P 500 ETF
IVV
|
+$3.57B |
| 2 |
Amazon
AMZN
|
+$2.84B |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$2.47B |
| 4 |
Mastercard
MA
|
+$1.44B |
| 5 |
Meta Platforms (Facebook)
META
|
+$1.31B |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$4.44B |
| 2 |
Apple
AAPL
|
+$3.14B |
| 3 |
Invesco QQQ Trust
QQQ
|
+$1.87B |
| 4 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$1.84B |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$1.57B |
Sector Composition
| 1 | Technology | 20.05% |
| 2 | Healthcare | 11.18% |
| 3 | Financials | 9.56% |
| 4 | Consumer Discretionary | 9.09% |
| 5 | Industrials | 7.17% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
4026
Sigma Lithium
SGML
$675M
| $193K | ﹤0.01% |
5,938
-59,618
| -91% | -$1.93M |
|
4027
NextNav
NN
$2.27B
| $192K | ﹤0.01% |
37,312
-4,836
| -11% | -$24.9K |
|
4028
ProQR Therapeutics
PRQR
$221M
| $192K | ﹤0.01% |
147,505
-32,892
| -18% | -$42.8K |
|
4029
WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund
SHAG
$43.3M
| $191K | ﹤0.01% |
+4,127
| New | +$191K |
|
|
LEV
4030
DELISTED
The Lion Electric Company
LEV
| $191K | ﹤0.01% |
99,814
-5,742
| -5% | -$11K |
|
4031
iShares MSCI Emerging Markets Asia ETF
EEMA
$1.51B
| $190K | ﹤0.01% |
3,022
+1,943
| +180% | +$122K |
|
4032
Alta Equipment Group
ALTG
$235M
| $190K | ﹤0.01% |
15,770
+915
| +6% | +$11K |
|
4033
Hingham Institution for Saving
HIFS
$620M
| $190K | ﹤0.01% |
1,018
-634
| -38% | -$118K |
|
|
PHT
4034
Pioneer High Income Fund
PHT
$245M
| $190K | ﹤0.01% |
+28,298
| New | +$190K |
|
4035
WisdomTree Emerging Markets Local Debt Fund
ELD
$76.9M
| $189K | ﹤0.01% |
+7,216
| New | +$189K |
|
|
OSG
4036
DELISTED
Overseas Shipholding Group Inc.
OSG
| $189K | ﹤0.01% |
43,142
-1,756
| -4% | -$7.71K |
|
4037
Universal Technical Institute
UTI
$1.54B
| $187K | ﹤0.01% |
22,265
-3,172
| -12% | -$26.6K |
|
4038
NatWest
NWG
$55.8B
| $186K | ﹤0.01% |
31,987
+16,990
| +113% | +$99.1K |
|
4039
Greystone Housing Impact Investors LP
GHI
$253M
| $186K | ﹤0.01% |
12,134
+184
| +2% | +$2.82K |
|
4040
Taboola.com
TBLA
$1.04B
| $184K | ﹤0.01% |
48,622
-163,254
| -77% | -$619K |
|
4041
Concrete Pumping Holdings
BBCP
$373M
| $184K | ﹤0.01% |
21,409
-5,299
| -20% | -$45.5K |
|
|
MCBC
4042
DELISTED
Macatawa Bank Corp
MCBC
| $183K | ﹤0.01% |
20,472
-6,383
| -24% | -$57.2K |
|
4043
Citizens & Northern Corp
CZNC
$311M
| $183K | ﹤0.01% |
10,448
-1,664
| -14% | -$29.2K |
|
4044
Invesco International Dividend Achievers ETF
PID
$872M
| $183K | ﹤0.01% |
10,964
| – | – |
|
4045
Backblaze
BLZE
$564M
| $183K | ﹤0.01% |
33,306
+32,579
| +4,481% | +$179K |
|
4046
ACNB Corp
ACNB
$473M
| $183K | ﹤0.01% |
5,794
-1,483
| -20% | -$46.9K |
|
4047
Banco de Chile
BCH
$14.8B
| $183K | ﹤0.01% |
9,059
-4,184
| -32% | -$84.5K |
|
|
TSP
4048
DELISTED
TuSimple Holdings Inc. Class A Common Stock
TSP
| $183K | ﹤0.01% |
117,285
-11,498
| -9% | -$17.9K |
|
|
AEVA
4049
Aeva Technologies
AEVA
$1.03B
| $183K | ﹤0.01% |
47,839
-6,942
| -13% | -$26.6K |
|
4050
Limoneira
LMNR
$272M
| $183K | ﹤0.01% |
11,926
-1,693
| -12% | -$25.9K |
|