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 |
iShares Short Treasury Bond ETF
SHV
|
+$3.85B |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
+$1.53B |
| 3 |
JPMorgan BetaBuilders Canada ETF
BBCA
|
+$1.22B |
| 4 |
Chevron
CVX
|
+$1.1B |
| 5 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$985M |
Top Sells
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$3.64B |
| 2 |
Occidental Petroleum
OXY
|
+$1.2B |
| 3 |
Merck
MRK
|
+$954M |
| 4 |
Visa
V
|
+$838M |
| 5 |
AT&T
T
|
+$801M |
Sector Composition
| 1 | Technology | 13.66% |
| 2 | Financials | 13.19% |
| 3 | Healthcare | 9.98% |
| 4 | Consumer Discretionary | 9.29% |
| 5 | Industrials | 7.38% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
PRGX
4176
DELISTED
PRGX Global, Inc.
PRGX
| $37K | ﹤0.01% |
5,724
-3,260
| -36% | -$21.1K |
|
|
REV
4177
DELISTED
Revlon, Inc.
REV
| $37K | ﹤0.01% |
1,896
-540
| -22% | -$10.5K |
|
4178
Ascent Industries
ACNT
$114M
| $36K | ﹤0.01% |
2,284
+267
| +13% | +$4.21K |
|
4179
Alphatec Holdings
ATEC
$2.27B
| $36K | ﹤0.01% |
+8,199
| New | +$36K |
|
4180
LSI Industries
LYTS
$677M
| $36K | ﹤0.01% |
10,000
-29,805
| -75% | -$107K |
|
|
OTRK
4181
DELISTED
Ontrak
OTRK
| $36K | ﹤0.01% |
22
-151
| -87% | -$247K |
|
4182
Oak Valley Bancorp
OVLY
$242M
| $36K | ﹤0.01% |
1,880
+75
| +4% | +$1.44K |
|
|
CALA
4183
DELISTED
Calithera Biosciences, Inc
CALA
| $36K | ﹤0.01% |
473
-98
| -17% | -$7.46K |
|
4184
Colony Bankcorp
CBAN
$297M
| $35K | ﹤0.01% |
2,040
+2,005
| +5,729% | +$34.4K |
|
4185
Celcuity
CELC
$2.37B
| $35K | ﹤0.01% |
1,616
+198
| +14% | +$4.29K |
|
4186
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
$2.36B
| $35K | ﹤0.01% |
1,087
+670
| +161% | +$21.6K |
|
4187
Peoples Bancorp of North Carolina
PEBK
$168M
| $35K | ﹤0.01% |
1,264
+131
| +12% | +$3.63K |
|
|
SRT
4188
DELISTED
Startek Inc.
SRT
| $35K | ﹤0.01% |
+4,464
| New | +$35K |
|
|
AMRS
4189
DELISTED
Amyris Inc.
AMRS
| $35K | ﹤0.01% |
10,232
+2,223
| +28% | +$7.6K |
|
4190
Invesco China Technology ETF
CQQQ
$1.5B
| $34K | ﹤0.01% |
759
-6,462
| -89% | -$289K |
|
4191
Civeo
CVEO
$291M
| $34K | ﹤0.01% |
+1,758
| New | +$34K |
|
4192
LiveOne
LVO
$61.4M
| $34K | ﹤0.01% |
8,113
+928
| +13% | +$3.89K |
|
4193
Ponce Financial Group
PDLB
$334M
| $34K | ﹤0.01% |
3,359
+368
| +12% | +$3.73K |
|
4194
Verrica Pharmaceuticals
VRCA
$47.7M
| $34K | ﹤0.01% |
354
+93
| +36% | +$8.93K |
|
4195
XBiotech
XBIT
$85.4M
| $34K | ﹤0.01% |
+4,589
| New | +$34K |
|
|
EVLO
4196
DELISTED
Evelo Biosciences, Inc. Common Stock
EVLO
| $34K | ﹤0.01% |
189
+21
| +13% | +$3.78K |
|
|
CEL
4197
DELISTED
Cellcom Israel, Ltd.
CEL
| $34K | ﹤0.01% |
+11,603
| New | +$34K |
|
4198
Ardelyx
ARDX
$1.6B
| $33K | ﹤0.01% |
12,954
+2,289
| +21% | +$5.83K |
|
4199
Coastal Financial
CCB
$1.69B
| $33K | ﹤0.01% |
2,132
+217
| +11% | +$3.36K |
|
4200
Cibus
CBUS
$73.6M
| $33K | ﹤0.01% |
51
+12
| +31% | +$7.77K |
|