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 Short-Term Bond ETF
BSV
|
+$5.56B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.68B |
| 3 |
AbbVie
ABBV
|
+$964M |
| 4 |
Technology Select Sector SPDR Fund
XLK
|
+$801M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$756M |
Top Sells
| 1 |
Apple
AAPL
|
+$2.34B |
| 2 |
Amazon
AMZN
|
+$1.76B |
| 3 |
Cigna
CI
|
+$1.06B |
| 4 |
Morgan Stanley
MS
|
+$1.05B |
| 5 |
Microsoft
MSFT
|
+$1.05B |
Sector Composition
| 1 | Technology | 16.69% |
| 2 | Financials | 11.81% |
| 3 | Healthcare | 10.26% |
| 4 | Consumer Discretionary | 10% |
| 5 | Industrials | 7.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
CWBC
4251
Community West Bancshares
CWBC
$403M
| $186K | ﹤0.01% |
8,643
-10,574
| -55% | -$228K |
|
4252
Instil Bio
TIL
$163M
| $186K | ﹤0.01% |
524
-4
| -0.8% | -$1.42K |
|
|
KG
4253
Kestrel Group, Ltd.
KG
$211M
| $185K | ﹤0.01% |
2,932
+306
| +12% | +$19.3K |
|
4254
Pluri
PLUR
$38.9M
| $185K | ﹤0.01% |
8,718
+3,623
| +71% | +$76.9K |
|
4255
Aemetis
AMTX
$137M
| $183K | ﹤0.01% |
9,995
+1,085
| +12% | +$19.9K |
|
4256
FRP Holdings
FRPH
$483M
| $183K | ﹤0.01% |
6,510
-10,646
| -62% | -$299K |
|
4257
European Wax Center
EWCZ
$169M
| $182K | ﹤0.01% |
+6,505
| New | +$182K |
|
|
AVPTW
4258
DELISTED
AvePoint Inc Warrant
AVPTW
| – | – |
0
| – | – |
|
4259
Citius Pharmaceuticals
CTXR
$20.6M
| $181K | ﹤0.01% |
3,575
-2,568
| -42% | -$130K |
|
4260
Fresenius Medical Care
FMS
$14.7B
| $181K | ﹤0.01% |
5,183
-1,305
| -20% | -$45.6K |
|
4261
Hackett Group
HCKT
$575M
| $181K | ﹤0.01% |
9,216
-424
| -4% | -$8.33K |
|
4262
JPMorgan Diversified Return US Equity ETF
JPUS
$391M
| $181K | ﹤0.01% |
1,888
-1,489
| -44% | -$143K |
|
4263
Byrna Technologies
BYRN
$453M
| $180K | ﹤0.01% |
8,223
+4,153
| +102% | +$90.9K |
|
|
ALR
4264
DELISTED
AlerisLife Inc. Common Stock
ALR
| $180K | ﹤0.01% |
40,950
-23,275
| -36% | -$102K |
|
4265
Limoneira
LMNR
$275M
| $179K | ﹤0.01% |
11,101
-9,131
| -45% | -$147K |
|
4266
CleanSpark
CLSK
$2.91B
| $177K | ﹤0.01% |
15,233
+2,664
| +21% | +$31K |
|
4267
LCNB Corp
LCNB
$223M
| $177K | ﹤0.01% |
10,043
-1,011
| -9% | -$17.8K |
|
|
DS
4268
DELISTED
Drive Shack Inc.
DS
| $177K | ﹤0.01% |
62,773
+7,182
| +13% | +$20.3K |
|
4269
Chemung Financial Corp
CHMG
$252M
| $176K | ﹤0.01% |
3,884
+2,977
| +328% | +$135K |
|
4270
LifeVantage
LFVN
$141M
| $176K | ﹤0.01% |
26,027
-15,873
| -38% | -$107K |
|
|
ERF
4271
DELISTED
Enerplus Corporation
ERF
| $176K | ﹤0.01% |
21,956
-278,855
| -93% | -$2.24M |
|
|
AVDR
4272
DELISTED
AVDR US LargeCap Leading ETF
AVDR
| $176K | ﹤0.01% |
+6,000
| New | +$176K |
|
4273
Atomera
ATOM
$106M
| $175K | ﹤0.01% |
7,586
-237
| -3% | -$5.47K |
|
4274
Intapp
INTA
$3.71B
| $175K | ﹤0.01% |
+6,813
| New | +$175K |
|
|
NEXN
4275
Nexxen International
NEXN
$618M
| $175K | ﹤0.01% |
9,480
-23,490
| -71% | -$434K |
|