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 | |
|---|---|---|---|---|---|---|
|
VLD
4176
DELISTED
Velo3D, Inc.
VLD
| $169K | ﹤0.01% |
2,125
+437
| +26% | +$34.8K |
|
4177
Alpha Tau Medical
DRTS
$327M
| $168K | ﹤0.01% |
58,577
-771
| -1% | -$2.21K |
|
4178
Erasca
ERAS
$454M
| $168K | ﹤0.01% |
55,734
-87,156
| -61% | -$263K |
|
4179
The Honest Company
HNST
$455M
| $168K | ﹤0.01% |
93,008
+8,905
| +11% | +$16.1K |
|
4180
ORIX
IX
$30B
| $167K | ﹤0.01% |
10,135
-1,140
| -10% | -$18.8K |
|
4181
Ceco Environmental
CECO
$1.74B
| $166K | ﹤0.01% |
11,842
-19,973
| -63% | -$280K |
|
|
BOXD
4182
DELISTED
Boxed, Inc.
BOXD
| $165K | ﹤0.01% |
863,303
+6,096
| +0.7% | +$1.17K |
|
4183
Concrete Pumping Holdings
BBCP
$372M
| $164K | ﹤0.01% |
24,020
+3,705
| +18% | +$25.3K |
|
4184
Brown-Forman Class A
BF.A
$13.2B
| $164K | ﹤0.01% |
2,525
+375
| +17% | +$24.4K |
|
4185
Fidelity D&D Bancorp
FDBC
$265M
| $164K | ﹤0.01% |
3,601
+3,567
| +10,491% | +$162K |
|
4186
MainStreet Bancshares
MNSB
$164M
| $164K | ﹤0.01% |
7,011
+7,000
| +63,636% | +$164K |
|
|
HT
4187
DELISTED
Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest
HT
| $164K | ﹤0.01% |
24,461
-2,831
| -10% | -$19K |
|
4188
Algoma Steel
ASTL
$480M
| $163K | ﹤0.01% |
+20,170
| New | +$163K |
|
4189
CleanSpark
CLSK
$2.89B
| $163K | ﹤0.01% |
58,826
+30,004
| +104% | +$83.1K |
|
4190
Nektar Therapeutics
NKTR
$932M
| $163K | ﹤0.01% |
15,499
+2,765
| +22% | +$29.1K |
|
4191
Sonder
SOND
$22.9M
| $163K | ﹤0.01% |
10,764
+2,288
| +27% | +$34.6K |
|
|
EQIN
4192
Columbia U.S. Equity Income ETF
EQIN
$240M
| $163K | ﹤0.01% |
4,318
+238
| +6% | +$8.96K |
|
4193
5E Advanced Materials
FEAM
$87.3M
| $162K | ﹤0.01% |
1,306
+327
| +33% | +$40.6K |
|
|
CS
4194
DELISTED
Credit Suisse Group
CS
| $162K | ﹤0.01% |
182,501
-307,713
| -63% | -$273K |
|
4195
iShares MSCI Intl Momentum Factor ETF
IMTM
$3.31B
| $161K | ﹤0.01% |
+4,986
| New | +$161K |
|
4196
iShares Agency Bond ETF
AGZ
$618M
| $161K | ﹤0.01% |
1,491
-6,848
| -82% | -$739K |
|
4197
Red River Bancshares
RRBI
$436M
| $161K | ﹤0.01% |
3,340
-120
| -3% | -$5.78K |
|
|
PAMT
4198
PAMT CORP Common Stock
PAMT
$262M
| $161K | ﹤0.01% |
5,598
-419
| -7% | -$12.1K |
|
4199
Granite Ridge Resources
GRNT
$702M
| $160K | ﹤0.01% |
+27,267
| New | +$160K |
|
4200
BlackRock Core Bond Trust
BHK
$713M
| $159K | ﹤0.01% |
14,658
+14,640
| +81,333% | +$159K |
|