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 | |
|---|---|---|---|---|---|---|
4076
Sutro Biopharma
STRO
$75.2M
| $275K | ﹤0.01% |
48,742
-17,398
| -26% | -$98.3K |
|
4077
Chemung Financial Corp
CHMG
$254M
| $275K | ﹤0.01% |
6,478
+2,696
| +71% | +$115K |
|
|
BFAC
4078
DELISTED
Battery Future Acquisition Corp.
BFAC
| $275K | ﹤0.01% |
24,997
-3
| -0% | -$33 |
|
4079
Astria Therapeutics
ATXS
$398M
| $274K | ﹤0.01% |
19,478
-2,404
| -11% | -$33.8K |
|
|
GRVY
4080
GRAVITY
GRVY
$446M
| $274K | ﹤0.01% |
3,605
+2,871
| +391% | +$218K |
|
4081
Mister Car Wash
MCW
$1.75B
| $273K | ﹤0.01% |
35,235
-26,373
| -43% | -$204K |
|
4082
Vanguard US Quality Factor ETF
VFQY
$423M
| $273K | ﹤0.01% |
1,991
| – | – |
|
4083
Franklin International Core Dividend Tilt Index ETF
DIVI
$1.81B
| $272K | ﹤0.01% |
8,460
+2,911
| +52% | +$93.7K |
|
4084
Innovator US Equity Power Buffer ETF July
PJUL
$1.17B
| $272K | ﹤0.01% |
+7,162
| New | +$272K |
|
4085
ChargePoint
CHPT
$253M
| $272K | ﹤0.01% |
7,156
-3,258
| -31% | -$124K |
|
|
GATO
4086
DELISTED
Gatos Silver, Inc.
GATO
| $272K | ﹤0.01% |
32,375
+5,932
| +22% | +$49.8K |
|
4087
Franklin US Treasury Bond ETF
FLGV
$1.06B
| $271K | ﹤0.01% |
13,247
+7,362
| +125% | +$151K |
|
4088
Altice USA
ATUS
$1.26B
| $271K | ﹤0.01% |
103,957
-61,994
| -37% | -$162K |
|
4089
Hamilton Beach Brands
HBB
$196M
| $271K | ﹤0.01% |
11,133
-3,221
| -22% | -$78.5K |
|
4090
VanEck Video Gaming and eSports ETF
ESPO
$491M
| $270K | ﹤0.01% |
4,316
-317
| -7% | -$19.8K |
|
4091
TRI-Continental Corp
TY
$1.77B
| $270K | ﹤0.01% |
8,752
-10,261
| -54% | -$316K |
|
|
AOMR
4092
Angel Oak Mortgage REIT
AOMR
$233M
| $269K | ﹤0.01% |
25,079
+2,971
| +13% | +$31.9K |
|
4093
Taysha Gene Therapies
TSHA
$772M
| $269K | ﹤0.01% |
93,741
+57,257
| +157% | +$164K |
|
|
ORAN
4094
DELISTED
Orange
ORAN
| $268K | ﹤0.01% |
22,810
+354
| +2% | +$4.17K |
|
4095
Regional Management Corp
RM
$433M
| $268K | ﹤0.01% |
11,080
+2,597
| +31% | +$62.9K |
|
|
SCRM
4096
DELISTED
Screaming Eagle Acquisition Corp. Class A Ordinary Shares
SCRM
| $268K | ﹤0.01% |
25,000
-949,986
| -97% | -$10.2M |
|
|
TGAN
4097
DELISTED
Transphorm, Inc. Common Stock
TGAN
| $267K | ﹤0.01% |
54,417
+22,645
| +71% | +$111K |
|
4098
UroGen Pharma
URGN
$830M
| $265K | ﹤0.01% |
17,666
-6,278
| -26% | -$94.2K |
|
4099
NI Holdings
NODK
$289M
| $265K | ﹤0.01% |
17,464
+6,726
| +63% | +$102K |
|
4100
Custom Truck One Source
CTOS
$1.31B
| $264K | ﹤0.01% |
45,414
-31,523
| -41% | -$183K |
|