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 | |
|---|---|---|---|---|---|---|
|
CBIO
4126
Crescent Biopharma
CBIO
$179M
| $254K | ﹤0.01% |
846
+830
| +5,188% | +$249K |
|
|
ALLK
4127
DELISTED
Allakos
ALLK
| $254K | ﹤0.01% |
201,192
+153,450
| +321% | +$193K |
|
4128
Hingham Institution for Saving
HIFS
$620M
| $253K | ﹤0.01% |
1,450
-2,262
| -61% | -$395K |
|
4129
Bitwise Bitcoin ETF
BITB
$4.42B
| $253K | ﹤0.01% |
+6,530
| New | +$253K |
|
|
IAUX
4130
i-80 Gold Corp
IAUX
$775M
| $252K | ﹤0.01% |
187,781
+39,206
| +26% | +$52.5K |
|
4131
Vera Bradley
VRA
$55.9M
| $251K | ﹤0.01% |
36,953
+7,147
| +24% | +$48.6K |
|
|
PSTX
4132
DELISTED
Poseida Therapeutics, Inc. Common Stock
PSTX
| $250K | ﹤0.01% |
78,525
+32,402
| +70% | +$103K |
|
4133
Baytex Energy
BTE
$1.84B
| $249K | ﹤0.01% |
68,492
+25,792
| +60% | +$93.6K |
|
4134
FlexShares International Quality Dividend Index Fund
IQDF
$804M
| $248K | ﹤0.01% |
10,269
+3,867
| +60% | +$93.2K |
|
4135
Heritage Insurance Holdings
HRTG
$881M
| $246K | ﹤0.01% |
23,145
+6,319
| +38% | +$67.3K |
|
4136
FT Vest Growth-100 Buffer ETF June
QJUN
$645M
| $246K | ﹤0.01% |
+9,659
| New | +$246K |
|
|
GOOS
4137
Canada Goose Holdings
GOOS
$1.33B
| $246K | ﹤0.01% |
20,389
-37,693
| -65% | -$455K |
|
4138
Franklin FTSE Australia ETF
FLAU
$78.6M
| $246K | ﹤0.01% |
8,523
-756
| -8% | -$21.8K |
|
4139
Granite Ridge Resources
GRNT
$709M
| $245K | ﹤0.01% |
37,754
-123,035
| -77% | -$800K |
|
4140
iShares US Oil Equipment & Services ETF
IEZ
$111M
| $245K | ﹤0.01% |
10,365
+5,721
| +123% | +$135K |
|
4141
Capital Group Global Growth Equity ETF
CGGO
$7.26B
| $245K | ﹤0.01% |
8,500
+7,003
| +468% | +$202K |
|
4142
FibroBiologics
FBLG
$22.3M
| $245K | ﹤0.01% |
+22,634
| New | +$245K |
|
|
SA
4143
Seabridge Gold
SA
$2.06B
| $244K | ﹤0.01% |
16,136
+15,930
| +7,733% | +$241K |
|
4144
Anavex Life Sciences
AVXL
$727M
| $244K | ﹤0.01% |
47,909
-16,527
| -26% | -$84.1K |
|
4145
AST SpaceMobile
ASTS
$12.1B
| $244K | ﹤0.01% |
84,076
+4,141
| +5% | +$12K |
|
4146
FT Vest International Equity Moderate Buffer ETF March
YMAR
$136M
| $244K | ﹤0.01% |
+10,512
| New | +$244K |
|
4147
Tilly's
TLYS
$55.8M
| $243K | ﹤0.01% |
35,808
+19,856
| +124% | +$135K |
|
4148
Absci
ABSI
$390M
| $243K | ﹤0.01% |
42,789
+42,786
| +1,426,200% | +$243K |
|
|
ITOS
4149
DELISTED
iTeos Therapeutics
ITOS
| $242K | ﹤0.01% |
17,758
-5,494
| -24% | -$74.9K |
|
4150
Mineralys Therapeutics
MLYS
$3.05B
| $242K | ﹤0.01% |
18,738
-4,825
| -20% | -$62.3K |
|