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 |
Microsoft
MSFT
|
+$6.27B |
| 2 |
Vanguard S&P 500 ETF
VOO
|
+$5.61B |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
+$3.32B |
| 4 |
Meta Platforms (Facebook)
META
|
+$3.21B |
| 5 |
Apple
AAPL
|
+$2.9B |
Top Sells
| 1 |
iShares Short Treasury Bond ETF
SHV
|
+$3.23B |
| 2 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$1.76B |
| 3 |
Schwab US TIPS ETF
SCHP
|
+$702M |
| 4 |
Nike
NKE
|
+$702M |
| 5 |
Tesla
TSLA
|
+$652M |
Sector Composition
| 1 | Technology | 20.52% |
| 2 | Healthcare | 11.04% |
| 3 | Financials | 9.44% |
| 4 | Consumer Discretionary | 8.87% |
| 5 | Industrials | 7.44% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
4176
Innovator International Developed Power Buffer ETF April
IAPR
$237M
| $159K | ﹤0.01% |
+6,384
| New | +$159K |
|
4177
Gabelli Equity Trust
GAB
$1.88B
| $159K | ﹤0.01% |
27,411
+20,838
| +317% | +$121K |
|
4178
eHealth
EHTH
$121M
| $159K | ﹤0.01% |
19,756
-21,249
| -52% | -$171K |
|
4179
FTC Solar
FTCI
$120M
| $159K | ﹤0.01% |
4,933
+1,647
| +50% | +$53K |
|
|
AFCG
4180
AFC Gamma
AFCG
$100M
| $159K | ﹤0.01% |
18,604
+314
| +2% | +$2.68K |
|
4181
iShares MSCI Agriculture Producers ETF
VEGI
$91.4M
| $158K | ﹤0.01% |
4,005
+4,004
| +400,400% | +$158K |
|
|
CVLY
4182
DELISTED
Codorus Valley Bancorp Inc
CVLY
| $158K | ﹤0.01% |
8,044
-2,357
| -23% | -$46.2K |
|
4183
James Hardie Industries
JHX
$11.2B
| $158K | ﹤0.01% |
5,864
-965
| -14% | -$25.9K |
|
4184
Silvercrest Asset Management
SAMG
$135M
| $157K | ﹤0.01% |
7,756
-757
| -9% | -$15.3K |
|
4185
Plumas Bancorp
PLBC
$301M
| $157K | ﹤0.01% |
4,385
-3,720
| -46% | -$133K |
|
|
BSMN
4186
DELISTED
Invesco BulletShares 2023 Municipal Bond ETF
BSMN
| $156K | ﹤0.01% |
+6,238
| New | +$156K |
|
4187
Ovid Therapeutics
OVID
$86M
| $156K | ﹤0.01% |
47,647
+45,791
| +2,467% | +$150K |
|
4188
SoundThinking
SSTI
$157M
| $156K | ﹤0.01% |
7,140
+103
| +1% | +$2.25K |
|
4189
Orange County Bancorp
OBT
$348M
| $156K | ﹤0.01% |
8,428
+1,228
| +17% | +$22.7K |
|
4190
HF Foods Group
HFFG
$187M
| $156K | ﹤0.01% |
33,190
+4,140
| +14% | +$19.4K |
|
|
BSCN
4191
DELISTED
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
| $155K | ﹤0.01% |
7,344
-9,254
| -56% | -$196K |
|
4192
ATAI Life Sciences
ATAI
$1.06B
| $155K | ﹤0.01% |
90,305
+83,226
| +1,176% | +$143K |
|
4193
NACCO Industries
NC
$312M
| $155K | ﹤0.01% |
4,458
+1,353
| +44% | +$46.9K |
|
4194
Climb Global Solutions
CLMB
$610M
| $154K | ﹤0.01% |
+3,224
| New | +$154K |
|
|
DOYU
4195
DouYu International Holdings
DOYU
$232M
| $154K | ﹤0.01% |
14,681
+1,584
| +12% | +$16.6K |
|
4196
First Majestic Silver
AG
$5.19B
| $154K | ﹤0.01% |
27,241
+21,889
| +409% | +$124K |
|
4197
Richardson Electronics
RELL
$145M
| $154K | ﹤0.01% |
9,323
+9,248
| +12,331% | +$153K |
|
|
OGI
4198
Organigram Holdings
OGI
$241M
| $153K | ﹤0.01% |
+4,593
| New | +$153K |
|
4199
Humacyte
HUMA
$295M
| $153K | ﹤0.01% |
53,526
+2,548
| +5% | +$7.29K |
|
4200
Weyco Group
WEYS
$294M
| $153K | ﹤0.01% |
5,724
+424
| +8% | +$11.3K |
|