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 Intermediate-Term Corporate Bond ETF
VCIT
|
+$3.65B |
| 2 |
Microsoft
MSFT
|
+$2.99B |
| 3 |
Eli Lilly
LLY
|
+$2.1B |
| 4 |
Broadcom
AVGO
|
+$1.57B |
| 5 |
ServiceNow
NOW
|
+$1.33B |
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$3.4B |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$2.57B |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$2.55B |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$2.15B |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$1.56B |
Sector Composition
| 1 | Technology | 21.83% |
| 2 | Healthcare | 10.29% |
| 3 | Financials | 9.88% |
| 4 | Consumer Discretionary | 9.44% |
| 5 | Industrials | 7.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
4076
Equillium
EQ
$97M
| $253K | ﹤0.01% |
350,031
-523,578
| -60% | -$379K |
|
4077
Kopin
KOPN
$384M
| $253K | ﹤0.01% |
124,498
+47,849
| +62% | +$97.1K |
|
4078
ACNB Corp
ACNB
$462M
| $252K | ﹤0.01% |
5,639
-155
| -3% | -$6.94K |
|
4079
FT Vest US Equity Buffer ETF April
FAPR
$871M
| $252K | ﹤0.01% |
7,212
-42,438
| -85% | -$1.48M |
|
4080
Vanguard US Quality Factor ETF
VFQY
$419M
| $252K | ﹤0.01% |
1,991
-10
| -0.5% | -$1.27K |
|
4081
Middlefield Banc Corp
MBCN
$248M
| $251K | ﹤0.01% |
7,760
+2,168
| +39% | +$70.2K |
|
4082
Alta Equipment Group
ALTG
$241M
| $251K | ﹤0.01% |
20,299
+4,529
| +29% | +$56K |
|
4083
Hamilton Beach Brands
HBB
$197M
| $251K | ﹤0.01% |
14,354
+14,330
| +59,708% | +$251K |
|
4084
Weyco Group
WEYS
$287M
| $251K | ﹤0.01% |
7,992
+4,144
| +108% | +$130K |
|
4085
Graham Corp
GHM
$574M
| $250K | ﹤0.01% |
13,203
+12,936
| +4,845% | +$245K |
|
4086
EVgo
EVGO
$595M
| $250K | ﹤0.01% |
69,781
-14,567
| -17% | -$52.2K |
|
4087
TeraWulf
WULF
$4.46B
| $250K | ﹤0.01% |
104,012
+14,118
| +16% | +$33.9K |
|
4088
Domo
DOMO
$696M
| $249K | ﹤0.01% |
24,209
-63,428
| -72% | -$653K |
|
4089
Greystone Housing Impact Investors LP
GHI
$256M
| $249K | ﹤0.01% |
14,884
+2,750
| +23% | +$46K |
|
4090
ProShares UltraPro Dow 30
UDOW
$720M
| $249K | ﹤0.01% |
3,342
-3,090
| -48% | -$230K |
|
|
PARAA
4091
DELISTED
Paramount Global Class A
PARAA
| $249K | ﹤0.01% |
12,640
+7,586
| +150% | +$149K |
|
4092
Celcuity
CELC
$2.25B
| $248K | ﹤0.01% |
17,046
+5,206
| +44% | +$75.9K |
|
4093
SIGA Technologies
SIGA
$644M
| $248K | ﹤0.01% |
44,338
-911
| -2% | -$5.1K |
|
|
KLRS
4094
Kalaris Therapeutics, Inc. Common Stock
KLRS
$93.7M
| $248K | ﹤0.01% |
15,866
-30,133
| -66% | -$471K |
|
4095
Gabelli Dividend & Income Trust
GDV
$2.4B
| $248K | ﹤0.01% |
11,443
+8,453
| +283% | +$183K |
|
4096
Northeast Bank
NBN
$932M
| $248K | ﹤0.01% |
4,486
-183
| -4% | -$10.1K |
|
4097
Bit Digital
BTBT
$951M
| $248K | ﹤0.01% |
58,524
+11,655
| +25% | +$49.3K |
|
4098
NVE Corp
NVEC
$324M
| $247K | ﹤0.01% |
3,155
-82
| -3% | -$6.43K |
|
4099
NACCO Industries
NC
$305M
| $247K | ﹤0.01% |
6,773
+3,643
| +116% | +$133K |
|
|
EFR
4100
Eaton Vance Senior Floating-Rate Fund
EFR
$342M
| $247K | ﹤0.01% |
+19,479
| New | +$247K |
|