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 | |
|---|---|---|---|---|---|---|
4151
Norwood Financial Corp
NWFL
$247M
| $226K | ﹤0.01% |
6,877
+1,868
| +37% | +$61.5K |
|
|
PAMT
4152
PAMT CORP Common Stock
PAMT
$262M
| $226K | ﹤0.01% |
10,879
+5,263
| +94% | +$109K |
|
4153
ProShares Short VIX Short-Term Futures ETF
SVXY
$253M
| $226K | ﹤0.01% |
4,370
-5,178
| -54% | -$268K |
|
|
DRD
4154
DRDGold
DRD
$2.01B
| $226K | ﹤0.01% |
28,382
-208,837
| -88% | -$1.66M |
|
|
PHLT
4155
Performant Healthcare, Inc. Common Stock
PHLT
$607M
| $226K | ﹤0.01% |
72,163
+28,525
| +65% | +$89.1K |
|
|
AIF
4156
DELISTED
Apollo Tactical Income Fund Inc.
AIF
| $225K | ﹤0.01% |
16,144
-2,765
| -15% | -$38.6K |
|
|
EVBN
4157
DELISTED
Evans Bancorp Inc
EVBN
| $225K | ﹤0.01% |
7,139
+3,336
| +88% | +$105K |
|
4158
1stdibs.com
DIBS
$101M
| $225K | ﹤0.01% |
48,038
+40,185
| +512% | +$188K |
|
4159
Bandwidth Inc
BAND
$511M
| $224K | ﹤0.01% |
15,505
-583
| -4% | -$8.44K |
|
4160
Atlanticus Holdings
ATLC
$1.15B
| $224K | ﹤0.01% |
5,791
+265
| +5% | +$10.2K |
|
4161
Cardlytics
CDLX
$67.6M
| $224K | ﹤0.01% |
24,302
+1,372
| +6% | +$12.6K |
|
4162
Biglari Holdings Class B
BH
$973M
| $223K | ﹤0.01% |
1,355
+553
| +69% | +$91.2K |
|
|
EDAP
4163
EDAP TMS
EDAP
$90.1M
| $223K | ﹤0.01% |
42,236
-7,734
| -15% | -$40.8K |
|
|
SSBK
4164
DELISTED
Southern States Bancshares
SSBK
| $223K | ﹤0.01% |
7,616
+2,524
| +50% | +$73.9K |
|
4165
iShares MSCI Emerging Markets Asia ETF
EEMA
$1.5B
| $223K | ﹤0.01% |
3,369
+347
| +11% | +$22.9K |
|
4166
KVH Industries
KVHI
$120M
| $222K | ﹤0.01% |
42,296
+29,541
| +232% | +$155K |
|
4167
Plumas Bancorp
PLBC
$303M
| $221K | ﹤0.01% |
5,348
+1,629
| +44% | +$67.4K |
|
4168
Direxion Daily Electric and Autonomous Vehicles Bull 2X Shares
EVAV
$6.34M
| $221K | ﹤0.01% |
4,922
+48
| +1% | +$2.15K |
|
4169
Cooper-Standard Automotive
CPS
$689M
| $221K | ﹤0.01% |
11,291
-290
| -3% | -$5.67K |
|
4170
Choiceone Financial
COFS
$451M
| $220K | ﹤0.01% |
7,518
+2,978
| +66% | +$87.3K |
|
4171
ProShares UltraShort S&P500
SDS
$464M
| $219K | ﹤0.01% |
7,334
-9,851
| -57% | -$295K |
|
|
NXDR
4172
Nextdoor Holdings
NXDR
$829M
| $219K | ﹤0.01% |
116,026
+16,743
| +17% | +$31.6K |
|
4173
Parke Bancorp
PKBK
$264M
| $217K | ﹤0.01% |
10,740
+3,531
| +49% | +$71.5K |
|
4174
Nomad Foods
NOMD
$2.05B
| $217K | ﹤0.01% |
12,816
-12,699
| -50% | -$215K |
|
4175
Hagerty
HGTY
$1.26B
| $217K | ﹤0.01% |
27,819
+8,603
| +45% | +$67.1K |
|