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 | |
|---|---|---|---|---|---|---|
|
AFB
4226
AllianceBernstein National Municipal Income Fund
AFB
$313M
| $146K | ﹤0.01% |
13,589
-9,390
| -41% | -$101K |
|
4227
BCB Bancorp
BCBP
$149M
| $146K | ﹤0.01% |
12,395
+1,226
| +11% | +$14.4K |
|
4228
Atomera
ATOM
$117M
| $145K | ﹤0.01% |
16,563
+642
| +4% | +$5.63K |
|
4229
SkyWater Technology
SKYT
$663M
| $144K | ﹤0.01% |
15,333
-90,066
| -85% | -$848K |
|
|
TAST
4230
DELISTED
Carrols Restaurant Group, Inc.
TAST
| $144K | ﹤0.01% |
28,566
+27,800
| +3,629% | +$140K |
|
4231
Franklin International Core Dividend Tilt Index ETF
DIVI
$1.81B
| $144K | ﹤0.01% |
+4,918
| New | +$144K |
|
4232
BioXcel Therapeutics
BTAI
$47.9M
| $143K | ﹤0.01% |
1,340
+259
| +24% | +$27.6K |
|
4233
Crawford & Co Class A
CRD.A
$551M
| $143K | ﹤0.01% |
12,863
+508
| +4% | +$5.63K |
|
4234
CoreCard
CCRD
$210M
| $143K | ﹤0.01% |
5,620
-15,396
| -73% | -$390K |
|
4235
Oak Valley Bancorp
OVLY
$235M
| $142K | ﹤0.01% |
5,636
-6,556
| -54% | -$165K |
|
4236
First Trust Dow Jones Global Select Dividend Index Fund
FGD
$890M
| $142K | ﹤0.01% |
+6,613
| New | +$142K |
|
4237
ProShares UltraShort Euro
EUO
$33.6M
| $141K | ﹤0.01% |
4,850
-2,071
| -30% | -$60.3K |
|
4238
Zevra Therapeutics
ZVRA
$431M
| $141K | ﹤0.01% |
27,674
+26,896
| +3,457% | +$137K |
|
4239
Purple Innovation
PRPL
$113M
| $141K | ﹤0.01% |
50,727
+1,237
| +2% | +$3.44K |
|
|
PHLT
4240
Performant Healthcare Inc
PHLT
$612M
| $141K | ﹤0.01% |
+52,183
| New | +$141K |
|
4241
BlackRock MuniYield New York Quality Fund
MYN
$378M
| $141K | ﹤0.01% |
13,879
+12,072
| +668% | +$122K |
|
4242
Rallybio
RLYB
$24.6M
| $140K | ﹤0.01% |
24,683
-6,674
| -21% | -$37.8K |
|
4243
Lands' End
LE
$471M
| $139K | ﹤0.01% |
17,974
+6,207
| +53% | +$48.2K |
|
4244
Hippo Holdings
HIPO
$935M
| $139K | ﹤0.01% |
8,436
-5,029
| -37% | -$83.1K |
|
4245
ALX Oncology
ALXO
$64.8M
| $139K | ﹤0.01% |
18,556
+749
| +4% | +$5.63K |
|
|
MAGN
4246
Magnera Corp
MAGN
$397M
| $139K | ﹤0.01% |
3,537
-545
| -13% | -$21.4K |
|
|
GRTS
4247
DELISTED
Gritstone bio, Inc. Common Stock
GRTS
| $139K | ﹤0.01% |
71,127
+35,951
| +102% | +$70.1K |
|
|
JBIO
4248
Jade Biosciences
JBIO
$242M
| $138K | ﹤0.01% |
231
+29
| +14% | +$17.4K |
|
|
VIEW
4249
DELISTED
View, Inc. Class A Common Stock
VIEW
| $138K | ﹤0.01% |
19,032
+17,271
| +981% | +$125K |
|
4250
Direxion Daily Real Estate Bull 3X Shares
DRN
$65.4M
| $138K | ﹤0.01% |
14,500
+5,000
| +53% | +$47.7K |
|