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 Total Bond Market
BND
|
+$2.22B |
| 2 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$2.05B |
| 3 |
AbbVie
ABBV
|
+$1.78B |
| 4 |
Vanguard Total International Bond ETF
BNDX
|
+$1.63B |
| 5 |
Exxon Mobil
XOM
|
+$1.6B |
Top Sells
| 1 |
Vanguard Short-Term Bond ETF
BSV
|
+$3.92B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.35B |
| 3 |
Tesla
TSLA
|
+$1.22B |
| 4 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$1.13B |
| 5 |
iShares TIPS Bond ETF
TIP
|
+$1.03B |
Sector Composition
| 1 | Technology | 17.24% |
| 2 | Healthcare | 11.68% |
| 3 | Financials | 11.59% |
| 4 | Consumer Discretionary | 9.21% |
| 5 | Industrials | 7.93% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
NREF
4176
NexPoint Real Estate Finance
NREF
$272M
| $221K | ﹤0.01% |
9,798
+8,190
| +509% | +$185K |
|
|
CALA
4177
DELISTED
Calithera Biosciences, Inc
CALA
| $221K | ﹤0.01% |
27,396
| – | – |
|
4178
ACM Research
ACMR
$1.92B
| $220K | ﹤0.01% |
10,599
+1,014
| +11% | +$21K |
|
4179
First Business Financial Services
FBIZ
$431M
| $219K | ﹤0.01% |
6,663
+1,880
| +39% | +$61.8K |
|
4180
Daktronics
DAKT
$1.14B
| $217K | ﹤0.01% |
56,573
-22,372
| -28% | -$85.8K |
|
4181
Fossil Group
FOSL
$168M
| $217K | ﹤0.01% |
22,466
-101,753
| -82% | -$983K |
|
4182
Inotiv
NOTV
$48.4M
| $217K | ﹤0.01% |
8,284
-7,883
| -49% | -$206K |
|
4183
BlackRock Science and Technology Trust
BST
$1.42B
| $216K | ﹤0.01% |
5,000
-1,121
| -18% | -$48.4K |
|
4184
Bankwell Financial Group
BWFG
$359M
| $216K | ﹤0.01% |
6,383
+460
| +8% | +$15.6K |
|
4185
ProShares Short S&P500
SH
$1.22B
| $216K | ﹤0.01% |
3,831
+1,001
| +35% | +$56.4K |
|
4186
UFP Technologies
UFPT
$1.54B
| $216K | ﹤0.01% |
3,267
-1,617
| -33% | -$107K |
|
4187
Anika Therapeutics
ANIK
$125M
| $215K | ﹤0.01% |
8,552
-1,226
| -13% | -$30.8K |
|
4188
Omeros
OMER
$282M
| $215K | ﹤0.01% |
35,720
+6,483
| +22% | +$39K |
|
4189
Sprott Physical Gold
PHYS
$13B
| $213K | ﹤0.01% |
13,877
+9,750
| +236% | +$150K |
|
|
CMRX
4190
DELISTED
Chimerix, Inc.
CMRX
| $213K | ﹤0.01% |
46,616
+8,519
| +22% | +$38.9K |
|
4191
Babcock & Wilcox
BW
$281M
| $212K | ﹤0.01% |
26,034
+4,632
| +22% | +$37.7K |
|
4192
Greif Class B
GEF.B
$2.46B
| $212K | ﹤0.01% |
3,332
-5,958
| -64% | -$379K |
|
4193
Sabesp
SBS
$16B
| $212K | ﹤0.01% |
21,596
| – | – |
|
4194
Stagwell
STGW
$1.35B
| $212K | ﹤0.01% |
29,273
+5,216
| +22% | +$37.8K |
|
|
CPAC
4195
Cementos Pacasmayo
CPAC
$587M
| $211K | ﹤0.01% |
31,025
| – | – |
|
4196
Forum Energy Technologies
FET
$320M
| $211K | ﹤0.01% |
9,231
-747
| -7% | -$17.1K |
|
4197
Hippo Holdings
HIPO
$933M
| $211K | ﹤0.01% |
4,238
+400
| +10% | +$19.9K |
|
|
ONIT
4198
Onity Group Inc.
ONIT
$367M
| $211K | ﹤0.01% |
8,897
-9,054
| -50% | -$215K |
|
|
AUD
4199
DELISTED
Audacy, Inc.
AUD
| $210K | ﹤0.01% |
72,483
-117,405
| -62% | -$340K |
|
4200
VanEck Indonesia Index ETF
IDX
$37.5M
| $209K | ﹤0.01% |
9,850
+7,500
| +319% | +$159K |
|