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 S&P 500 ETF
VOO
|
+$5B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$4.43B |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$4B |
| 4 |
Apple
AAPL
|
+$3.19B |
| 5 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$3.09B |
Top Sells
| 1 |
Vanguard Total International Bond ETF
BNDX
|
+$2.49B |
| 2 |
S&P Global
SPGI
|
+$2.41B |
| 3 |
Coca-Cola
KO
|
+$1.76B |
| 4 |
Adobe
ADBE
|
+$1.4B |
| 5 |
Schwab Short-Term US Treasury ETF
SCHO
|
+$1.3B |
Sector Composition
| 1 | Technology | 22.83% |
| 2 | Healthcare | 10.08% |
| 3 | Consumer Discretionary | 9.55% |
| 4 | Financials | 9.44% |
| 5 | Industrials | 7.7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
4026
Formidable ETF
FORH
$21.3M
| $298K | ﹤0.01% |
+12,630
| New | +$298K |
|
4027
Invesco NASDAQ Internet ETF
PNQI
$835M
| $297K | ﹤0.01% |
7,448
-750
| -9% | -$29.9K |
|
4028
Prime Medicine
PRME
$872M
| $295K | ﹤0.01% |
42,081
-3,438
| -8% | -$24.1K |
|
4029
SPDR Portfolio MSCI Global Stock Market ETF
SPGM
$1.24B
| $294K | ﹤0.01% |
4,923
-100
| -2% | -$5.97K |
|
4030
Cantaloupe
CTLP
$780M
| $294K | ﹤0.01% |
45,686
+7,542
| +20% | +$48.5K |
|
4031
Western New England Bancorp
WNEB
$258M
| $293K | ﹤0.01% |
38,245
+23,035
| +151% | +$177K |
|
|
TYG
4032
Tortoise Energy Infrastructure Corp
TYG
$729M
| $293K | ﹤0.01% |
9,484
+1,225
| +15% | +$37.9K |
|
4033
Ranger Energy Services
RNGR
$300M
| $293K | ﹤0.01% |
25,959
+5,190
| +25% | +$58.6K |
|
4034
Bankwell Financial Group
BWFG
$359M
| $292K | ﹤0.01% |
11,270
+4,612
| +69% | +$120K |
|
4035
Goldman Sachs Physical Gold ETF Shares
AAAU
$1.82B
| $291K | ﹤0.01% |
+13,243
| New | +$291K |
|
4036
Acumen Pharmaceuticals
ABOS
$76.3M
| $291K | ﹤0.01% |
71,890
+37,945
| +112% | +$154K |
|
4037
SIGA Technologies
SIGA
$629M
| $291K | ﹤0.01% |
33,941
-10,397
| -23% | -$89K |
|
4038
Lantronix
LTRX
$187M
| $291K | ﹤0.01% |
81,605
+41,328
| +103% | +$147K |
|
4039
Arq
ARQ
$314M
| $290K | ﹤0.01% |
44,762
+43,367
| +3,109% | +$281K |
|
|
NEXN
4040
Nexxen International
NEXN
$602M
| $290K | ﹤0.01% |
55,561
+99
| +0.2% | +$517 |
|
4041
FT Vest US Equity Moderate Buffer ETF June
GJUN
$339M
| $289K | ﹤0.01% |
+8,676
| New | +$289K |
|
4042
Liquidia Corp
LQDA
$2.05B
| $289K | ﹤0.01% |
19,591
-11,811
| -38% | -$174K |
|
4043
ProShares Ultra Bloomberg Crude Oil
UCO
$350M
| $288K | ﹤0.01% |
8,742
-10,622
| -55% | -$351K |
|
4044
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
$648M
| $288K | ﹤0.01% |
10,681
+5,035
| +89% | +$136K |
|
4045
SPDR S&P China ETF
GXC
$493M
| $288K | ﹤0.01% |
4,381
-8
| -0.2% | -$526 |
|
|
VRN
4046
DELISTED
Veren
VRN
| $288K | ﹤0.01% |
35,131
-173,503
| -83% | -$1.42M |
|
4047
Fractyl Health
GUTS
$70M
| $287K | ﹤0.01% |
+38,758
| New | +$287K |
|
4048
Silvercrest Asset Management
SAMG
$135M
| $287K | ﹤0.01% |
18,130
+7,691
| +74% | +$122K |
|
4049
Gran Tierra Energy
GTE
$137M
| $286K | ﹤0.01% |
40,045
+39,437
| +6,486% | +$282K |
|
4050
Nuveen ESG Mid-Cap Value ETF
NUMV
$397M
| $285K | ﹤0.01% |
8,346
| – | – |
|