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 |
Microsoft
MSFT
|
+$2.27B |
| 2 |
Amazon
AMZN
|
+$2.16B |
| 3 |
Tesla
TSLA
|
+$1.15B |
| 4 |
NXP Semiconductors
NXPI
|
+$1.12B |
| 5 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$990M |
Top Sells
| 1 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$4.19B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$2.33B |
| 3 |
Meta Platforms (Facebook)
META
|
+$1.52B |
| 4 |
JPMorgan BetaBuilders Japan ETF
BBJP
|
+$1.27B |
| 5 |
PayPal
PYPL
|
+$1.01B |
Sector Composition
| 1 | Technology | 18.04% |
| 2 | Financials | 11.12% |
| 3 | Healthcare | 10.53% |
| 4 | Consumer Discretionary | 10.3% |
| 5 | Industrials | 7.85% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
4051
Tango Therapeutics
TNGX
$727M
| $357K | ﹤0.01% |
32,535
+30,723
| +1,696% | +$337K |
|
4052
United States Lime & Minerals
USLM
$3.63B
| $357K | ﹤0.01% |
13,855
-21,360
| -61% | -$550K |
|
|
WMC
4053
DELISTED
Western Asset Mortgage Capital Corporation
WMC
| $357K | ﹤0.01% |
16,936
+170
| +1% | +$3.58K |
|
|
ACB
4054
Aurora Cannabis
ACB
$274M
| $356K | ﹤0.01% |
4,095
-18,110
| -82% | -$1.57M |
|
4055
Preformed Line Products
PLPC
$979M
| $356K | ﹤0.01% |
5,505
+2,013
| +58% | +$130K |
|
4056
Teekay
TK
$722M
| $356K | ﹤0.01% |
113,372
+47,420
| +72% | +$149K |
|
4057
Global X SuperDividend US ETF
DIV
$648M
| $355K | ﹤0.01% |
17,052
-1,221
| -7% | -$25.4K |
|
4058
Kimbell Royalty Partners
KRP
$1.26B
| $355K | ﹤0.01% |
26,025
-1,230,483
| -98% | -$16.8M |
|
4059
Pennant Group
PNTG
$884M
| $355K | ﹤0.01% |
15,398
+255
| +2% | +$5.88K |
|
4060
iShares Core Conservative Allocation ETF
AOK
$639M
| $354K | ﹤0.01% |
8,861
-4,170
| -32% | -$167K |
|
4061
Anika Therapeutics
ANIK
$125M
| $350K | ﹤0.01% |
9,778
+3,142
| +47% | +$112K |
|
4062
Expro
XPRO
$1.43B
| $350K | ﹤0.01% |
24,380
-5,941
| -20% | -$85.3K |
|
4063
Invesco NASDAQ Next Gen 100 ETF
QQQJ
$685M
| $349K | ﹤0.01% |
10,395
+7,279
| +234% | +$244K |
|
4064
Investors Title Co
ITIC
$481M
| $348K | ﹤0.01% |
1,769
+1,263
| +250% | +$248K |
|
4065
KVH Industries
KVHI
$119M
| $347K | ﹤0.01% |
37,845
-11,410
| -23% | -$105K |
|
|
GBL
4066
DELISTED
GAMCO Investors, Inc.
GBL
| $347K | ﹤0.01% |
13,864
+5,886
| +74% | +$147K |
|
|
CDR
4067
DELISTED
Cedar Realty Trust, Inc
CDR
| $346K | ﹤0.01% |
13,799
+8,473
| +159% | +$212K |
|
|
JKS
4068
JinkoSolar
JKS
$1.3B
| $344K | ﹤0.01% |
7,493
-293,060
| -98% | -$13.5M |
|
4069
Lifecore Biomedical
LFCR
$281M
| $344K | ﹤0.01% |
31,039
-27,146
| -47% | -$301K |
|
4070
UFP Technologies
UFPT
$1.54B
| $344K | ﹤0.01% |
4,884
+2,291
| +88% | +$161K |
|
|
BFX
4071
DELISTED
BowFlex Inc.
BFX
| $343K | ﹤0.01% |
55,943
+19,759
| +55% | +$121K |
|
4072
DoubleVerify
DV
$2.13B
| $342K | ﹤0.01% |
10,255
+7,183
| +234% | +$240K |
|
|
PAYA
4073
DELISTED
Paya Holdings Inc. Class A Common Stock
PAYA
| $342K | ﹤0.01% |
54,047
-31,290
| -37% | -$198K |
|
|
EXTN
4074
DELISTED
Exterran Corporation
EXTN
| $342K | ﹤0.01% |
114,862
+29,361
| +34% | +$87.4K |
|
4075
ALX Oncology
ALXO
$56.8M
| $340K | ﹤0.01% |
15,820
+792
| +5% | +$17K |
|