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 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$5.59B |
| 2 |
iShares Short Treasury Bond ETF
SHV
|
+$3.18B |
| 3 |
Amazon
AMZN
|
+$2.09B |
| 4 |
NVIDIA
NVDA
|
+$2.01B |
| 5 |
Meta Platforms (Facebook)
META
|
+$1.99B |
Top Sells
| 1 |
Eli Lilly
LLY
|
+$1.75B |
| 2 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$1.33B |
| 3 |
UnitedHealth
UNH
|
+$1.23B |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$1.17B |
| 5 |
Automatic Data Processing
ADP
|
+$1.16B |
Sector Composition
| 1 | Technology | 18.3% |
| 2 | Healthcare | 11.5% |
| 3 | Financials | 9.97% |
| 4 | Consumer Discretionary | 9.25% |
| 5 | Industrials | 7.55% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
4151
Global X Copper Miners ETF NEW
COPX
$2.37B
| $178K | ﹤0.01% |
4,597
+494
| +12% | +$19.1K |
|
4152
Nuveen Credit Strategies Income Fund
JQC
$743M
| $178K | ﹤0.01% |
+34,783
| New | +$178K |
|
4153
Franklin FTSE Japan ETF
FLJP
$2.4B
| $178K | ﹤0.01% |
6,904
+400
| +6% | +$10.3K |
|
4154
BlackRock Municipal Income Trust II
BLE
$497M
| $177K | ﹤0.01% |
+16,556
| New | +$177K |
|
4155
BRC Inc
BRCC
$181M
| $177K | ﹤0.01% |
34,632
-16,396
| -32% | -$83.8K |
|
4156
ESSA Pharma
EPIX
$9.1M
| $177K | ﹤0.01% |
59,706
+50,955
| +582% | +$151K |
|
4157
Holley
HLLY
$375M
| $177K | ﹤0.01% |
64,634
+13,126
| +25% | +$35.9K |
|
4158
Ring Energy
REI
$209M
| $177K | ﹤0.01% |
93,065
-17,668
| -16% | -$33.6K |
|
4159
Schwab 5-10 Year Corporate Bond ETF
SCHI
$9.16B
| $175K | ﹤0.01% |
+7,818
| New | +$175K |
|
|
URG
4160
Ur-Energy
URG
$565M
| $175K | ﹤0.01% |
164,576
+42,489
| +35% | +$45.2K |
|
4161
HireQuest
HQI
$139M
| $174K | ﹤0.01% |
8,040
+7,690
| +2,197% | +$166K |
|
4162
Hooker Furnishings Corp
HOFT
$108M
| $173K | ﹤0.01% |
9,479
+9,441
| +24,845% | +$172K |
|
4163
Tonix Pharmaceuticals
TNXP
$243M
| $173K | ﹤0.01% |
15
+13
| +650% | +$150K |
|
4164
Distribution Solutions Group
DSGR
$1.46B
| $172K | ﹤0.01% |
7,600
+2,014
| +36% | +$45.6K |
|
4165
Methanex
MEOH
$3.08B
| $172K | ﹤0.01% |
3,691
-6,550
| -64% | -$305K |
|
4166
Mizuho Financial
MFG
$83.2B
| $171K | ﹤0.01% |
60,627
+10,034
| +20% | +$28.4K |
|
|
AOD
4167
abrdn Total Dynamic Dividend Fund
AOD
$985M
| $171K | ﹤0.01% |
21,187
+7,961
| +60% | +$64.3K |
|
4168
Aura Biosciences
AURA
$371M
| $171K | ﹤0.01% |
18,498
+7,752
| +72% | +$71.7K |
|
4169
scPharmaceuticals
SCPH
$301M
| $171K | ﹤0.01% |
18,844
-33,738
| -64% | -$306K |
|
4170
Skillz
SKLZ
$110M
| $171K | ﹤0.01% |
14,437
-13,954
| -49% | -$165K |
|
4171
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$7.68B
| $171K | ﹤0.01% |
6,559
+6,172
| +1,595% | +$161K |
|
4172
SPDR MSCI USA StrategicFactors ETF
QUS
$1.57B
| $171K | ﹤0.01% |
1,473
| – | – |
|
|
RMT
4173
Royce Micro-Cap Trust
RMT
$537M
| $170K | ﹤0.01% |
19,396
+15,151
| +357% | +$133K |
|
|
MAGN
4174
Magnera Corporation
MAGN
$391M
| $170K | ﹤0.01% |
4,082
+395
| +11% | +$16.5K |
|
4175
Cato Corp
CATO
$90M
| $169K | ﹤0.01% |
19,057
+1,645
| +9% | +$14.6K |
|