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 | |
|---|---|---|---|---|---|---|
|
AFCG
4226
AFC Gamma
AFCG
$105M
| $152K | ﹤0.01% |
18,290
+4,335
| +31% | +$36K |
|
4227
Global Water Resources
GWRS
$271M
| $152K | ﹤0.01% |
12,238
+2,880
| +31% | +$35.8K |
|
|
LUXE
4228
LuxExperience B.V. American Depositary Shares, each representing one Ordinary Share
LUXE
$1.25B
| $152K | ﹤0.01% |
21,620
-41,633
| -66% | -$293K |
|
4229
Afya
AFYA
$1.42B
| $151K | ﹤0.01% |
13,574
-307,507
| -96% | -$3.42M |
|
4230
Gossamer Bio
GOSS
$787M
| $151K | ﹤0.01% |
119,633
-797,936
| -87% | -$1.01M |
|
4231
Investors Title Co
ITIC
$481M
| $151K | ﹤0.01% |
1,001
-341
| -25% | -$51.4K |
|
4232
LifeMD
LFMD
$275M
| $151K | ﹤0.01% |
+88,792
| New | +$151K |
|
|
NHS
4233
Neuberger Berman High Yield Strategies Fund
NHS
$235M
| $151K | ﹤0.01% |
+17,705
| New | +$151K |
|
4234
TRI-Continental Corp
TY
$1.77B
| $151K | ﹤0.01% |
5,694
+717
| +14% | +$19K |
|
4235
Design Therapeutics
DSGN
$343M
| $150K | ﹤0.01% |
25,956
+6,156
| +31% | +$35.6K |
|
|
ESSA
4236
DELISTED
ESSA Bancorp
ESSA
| $150K | ﹤0.01% |
9,581
+9,353
| +4,102% | +$146K |
|
4237
PepGen
PEPG
$48.5M
| $150K | ﹤0.01% |
12,247
+3,771
| +44% | +$46.2K |
|
4238
Red Violet
RDVT
$679M
| $150K | ﹤0.01% |
8,486
+1,771
| +26% | +$31.3K |
|
4239
Soleno Therapeutics
SLNO
$2.85B
| $150K | ﹤0.01% |
69,875
+69,869
| +1,164,483% | +$150K |
|
|
CGC
4240
Canopy Growth
CGC
$427M
| $150K | ﹤0.01% |
8,489
+7,910
| +1,366% | +$139K |
|
|
VOXX
4241
DELISTED
VOXX International Corporation Class A
VOXX
| $149K | ﹤0.01% |
12,075
+12,056
| +63,453% | +$149K |
|
4242
Nuvation Bio
NUVB
$1.07B
| $149K | ﹤0.01% |
89,930
+23,258
| +35% | +$38.5K |
|
4243
Tucows
TCX
$204M
| $149K | ﹤0.01% |
7,646
+1,604
| +27% | +$31.3K |
|
|
KNTE
4244
DELISTED
Kinnate Biopharma Inc. Common Stock
KNTE
| $149K | ﹤0.01% |
23,880
+5,962
| +33% | +$37.2K |
|
4245
Future Fuel
FF
$169M
| $148K | ﹤0.01% |
20,122
+5,352
| +36% | +$39.4K |
|
4246
Nuveen Quality Municipal Income Fund
NAD
$2.75B
| $148K | ﹤0.01% |
+12,838
| New | +$148K |
|
|
NEXN
4247
Nexxen International
NEXN
$618M
| $148K | ﹤0.01% |
28,245
+27,885
| +7,746% | +$146K |
|
4248
Village Super Market
VLGEA
$580M
| $148K | ﹤0.01% |
6,486
-1,725
| -21% | -$39.4K |
|
4249
Schwab Fundamental US Large Company Index ETF
FNDX
$20.1B
| $147K | ﹤0.01% |
8,088
+1,698
| +27% | +$31K |
|
4250
BCB Bancorp
BCBP
$148M
| $147K | ﹤0.01% |
11,169
-3,422
| -23% | -$45K |
|