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 Total Bond Market
BND
|
+$2.22B |
| 2 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$2.05B |
| 3 |
AbbVie
ABBV
|
+$1.78B |
| 4 |
Vanguard Total International Bond ETF
BNDX
|
+$1.63B |
| 5 |
Exxon Mobil
XOM
|
+$1.6B |
Top Sells
| 1 |
Vanguard Short-Term Bond ETF
BSV
|
+$3.92B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.35B |
| 3 |
Tesla
TSLA
|
+$1.22B |
| 4 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$1.13B |
| 5 |
iShares TIPS Bond ETF
TIP
|
+$1.03B |
Sector Composition
| 1 | Technology | 17.24% |
| 2 | Healthcare | 11.68% |
| 3 | Financials | 11.59% |
| 4 | Consumer Discretionary | 9.21% |
| 5 | Industrials | 7.93% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
4076
Primis Financial Corp
FRST
$269M
| $270K | ﹤0.01% |
19,320
-21,769
| -53% | -$304K |
|
4077
Legacy Housing
LEGH
$657M
| $270K | ﹤0.01% |
12,571
-6,513
| -34% | -$140K |
|
4078
Diamond Hill
DHIL
$387M
| $269K | ﹤0.01% |
1,437
-3,354
| -70% | -$628K |
|
4079
Kamada
KMDA
$404M
| $269K | ﹤0.01% |
48,852
-40,064
| -45% | -$221K |
|
4080
CleanSpark
CLSK
$2.91B
| $268K | ﹤0.01% |
21,634
+2,678
| +14% | +$33.2K |
|
4081
Civeo
CVEO
$287M
| $268K | ﹤0.01% |
11,354
+95
| +0.8% | +$2.24K |
|
4082
Dyne Therapeutics
DYN
$1.87B
| $268K | ﹤0.01% |
27,858
-9,980
| -26% | -$96K |
|
|
SOVO
4083
DELISTED
Sovos Brands, Inc. Common Stock
SOVO
| $268K | ﹤0.01% |
18,927
+2,953
| +18% | +$41.8K |
|
4084
Invesco Aerospace & Defense ETF
PPA
$6.29B
| $267K | ﹤0.01% |
3,414
+3,374
| +8,435% | +$264K |
|
4085
Citizens & Northern Corp
CZNC
$311M
| $266K | ﹤0.01% |
10,917
-14,076
| -56% | -$343K |
|
4086
IES Holdings
IESC
$7.5B
| $266K | ﹤0.01% |
6,604
-19,093
| -74% | -$769K |
|
4087
Gilat Satellite Networks
GILT
$619M
| $264K | ﹤0.01% |
29,963
-34,564
| -54% | -$305K |
|
4088
National Research Corp
NRC
$369M
| $264K | ﹤0.01% |
6,660
-24,210
| -78% | -$960K |
|
4089
Athira Pharma
ATHA
$14.2M
| $263K | ﹤0.01% |
19,500
+3,869
| +25% | +$52.2K |
|
4090
Edgewise Therapeutics
EWTX
$1.5B
| $263K | ﹤0.01% |
27,166
+5,156
| +23% | +$49.9K |
|
4091
Live Ventures
LIVE
$53.8M
| $263K | ﹤0.01% |
5,983
+100
| +2% | +$4.4K |
|
4092
MeridianLink
MLNK
$1.47B
| $263K | ﹤0.01% |
14,601
+6,164
| +73% | +$111K |
|
4093
Magnachip Semiconductor
MX
$112M
| $263K | ﹤0.01% |
15,538
+15,321
| +7,060% | +$259K |
|
4094
Payoneer
PAYO
$2.34B
| $263K | ﹤0.01% |
59,049
+5,804
| +11% | +$25.9K |
|
|
SGFY
4095
DELISTED
Signify Health, Inc.
SGFY
| $263K | ﹤0.01% |
14,457
+674
| +5% | +$12.3K |
|
4096
Civista Bancshares
CIVB
$402M
| $261K | ﹤0.01% |
10,797
-12,223
| -53% | -$295K |
|
4097
Geron
GERN
$810M
| $261K | ﹤0.01% |
192,225
+45,452
| +31% | +$61.7K |
|
4098
Miller Industries
MLR
$455M
| $260K | ﹤0.01% |
9,240
-4,288
| -32% | -$121K |
|
|
QD
4099
Qudian
QD
$707M
| $260K | ﹤0.01% |
220,238
-10,318
| -4% | -$12.2K |
|
4100
ALPS Clean Energy ETF
ACES
$93.3M
| $259K | ﹤0.01% |
+4,088
| New | +$259K |
|