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 S&P 500 ETF
VOO
|
+$5B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$4.43B |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$4B |
| 4 |
Apple
AAPL
|
+$3.19B |
| 5 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$3.09B |
Top Sells
| 1 |
Vanguard Total International Bond ETF
BNDX
|
+$2.49B |
| 2 |
S&P Global
SPGI
|
+$2.41B |
| 3 |
Coca-Cola
KO
|
+$1.76B |
| 4 |
Adobe
ADBE
|
+$1.4B |
| 5 |
Schwab Short-Term US Treasury ETF
SCHO
|
+$1.3B |
Sector Composition
| 1 | Technology | 22.83% |
| 2 | Healthcare | 10.08% |
| 3 | Consumer Discretionary | 9.55% |
| 4 | Financials | 9.44% |
| 5 | Industrials | 7.7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
4226
Global X Variable Rate Preferred ETF
PFFV
$317M
| $204K | ﹤0.01% |
8,601
+5,578
| +185% | +$132K |
|
4227
iShares MSCI Israel ETF
EIS
$410M
| $203K | ﹤0.01% |
+3,187
| New | +$203K |
|
4228
Limbach Holdings
LMB
$1.23B
| $203K | ﹤0.01% |
4,904
-1,201
| -20% | -$49.7K |
|
4229
PMV Pharmaceuticals
PMVP
$69.4M
| $203K | ﹤0.01% |
119,269
-3,811,071
| -97% | -$6.48M |
|
4230
BARK
BARK
$146M
| $203K | ﹤0.01% |
163,395
+75,365
| +86% | +$93.5K |
|
4231
Direct Digital Holdings
DRCT
$8.39M
| $202K | ﹤0.01% |
13,279
-11,420
| -46% | -$174K |
|
|
TUYA
4232
Tuya Inc
TUYA
$1.58B
| $202K | ﹤0.01% |
115,275
+53,442
| +86% | +$93.5K |
|
|
AUGX
4233
DELISTED
Augmedix, Inc. Common Stock
AUGX
| $201K | ﹤0.01% |
49,231
-1,190
| -2% | -$4.87K |
|
4234
Invesco S&P MidCap Low Volatility ETF
XMLV
$802M
| $201K | ﹤0.01% |
3,555
-957
| -21% | -$54K |
|
4235
Intuitive Machines
LUNR
$1.14B
| $200K | ﹤0.01% |
32,059
+1,345
| +4% | +$8.41K |
|
4236
Consensus Cloud Solutions
CCSI
$550M
| $200K | ﹤0.01% |
12,592
-30,500
| -71% | -$484K |
|
4237
Evolv Technologies
EVLV
$1.38B
| $200K | ﹤0.01% |
44,861
-64,925
| -59% | -$289K |
|
4238
Mammoth Energy Services
TUSK
$111M
| $199K | ﹤0.01% |
54,693
+31,349
| +134% | +$114K |
|
4239
Virginia National Bankshares
VABK
$216M
| $198K | ﹤0.01% |
6,591
+1,878
| +40% | +$56.5K |
|
4240
Captivision
CAPT
$34.3M
| $198K | ﹤0.01% |
+30,214
| New | +$198K |
|
|
AIIO
4241
Robo.ai Inc
AIIO
$553M
| $197K | ﹤0.01% |
+31,100
| New | +$197K |
|
4242
USCB Financial Holdings
USCB
$345M
| $196K | ﹤0.01% |
17,235
+2,839
| +20% | +$32.4K |
|
|
LEV
4243
DELISTED
The Lion Electric Company
LEV
| $196K | ﹤0.01% |
138,153
+73,140
| +113% | +$104K |
|
4244
VictoryShares US 500 Enhanced Volatility Wtd ETF
CFO
$418M
| $196K | ﹤0.01% |
2,965
+229
| +8% | +$15.1K |
|
4245
Invivyd
IVVD
$255M
| $195K | ﹤0.01% |
44,017
+30,846
| +234% | +$137K |
|
4246
Similarweb
SMWB
$822M
| $195K | ﹤0.01% |
21,661
+19,792
| +1,059% | +$178K |
|
4247
Bank7 Corp
BSVN
$446M
| $195K | ﹤0.01% |
6,913
+3,797
| +122% | +$107K |
|
4248
KVH Industries
KVHI
$109M
| $194K | ﹤0.01% |
38,042
-4,254
| -10% | -$21.7K |
|
4249
Oportun Financial
OPRT
$312M
| $194K | ﹤0.01% |
79,664
+55,977
| +236% | +$136K |
|
|
AFCG
4250
AFC Gamma
AFCG
$100M
| $193K | ﹤0.01% |
22,816
-17,981
| -44% | -$152K |
|