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 | |
|---|---|---|---|---|---|---|
4251
ENI
E
$52.1B
| $193K | ﹤0.01% |
6,095
-36,988
| -86% | -$1.17M |
|
|
RFI
4252
Cohen & Steers Total Return Realty Fund
RFI
$319M
| $193K | ﹤0.01% |
16,250
| – | – |
|
4253
Nuveen Churchill Direct Lending
NCDL
$742M
| $193K | ﹤0.01% |
+10,692
| New | +$193K |
|
4254
Innovator Power Buffer Step-Up Strategy ETF
PSTP
$125M
| $193K | ﹤0.01% |
6,539
+5,398
| +473% | +$159K |
|
4255
CompoSecure
CMPO
$2.02B
| $193K | ﹤0.01% |
32,065
+19,233
| +150% | +$115K |
|
4256
Sonida Senior Living
SNDA
$506M
| $193K | ﹤0.01% |
6,738
+6,699
| +17,177% | +$191K |
|
4257
Hooker Furnishings Corp
HOFT
$114M
| $192K | ﹤0.01% |
7,994
+890
| +13% | +$21.4K |
|
4258
Anterix
ATEX
$417M
| $191K | ﹤0.01% |
5,697
-2,858
| -33% | -$96.1K |
|
4259
Aura Biosciences
AURA
$378M
| $191K | ﹤0.01% |
24,285
+5,925
| +32% | +$46.5K |
|
4260
James Hardie Industries
JHX
$11.2B
| $190K | ﹤0.01% |
4,708
-23,121
| -83% | -$935K |
|
4261
Bally's
BALY
$512M
| $190K | ﹤0.01% |
13,633
-5,883
| -30% | -$82K |
|
4262
Invesco KBW High Dividend Yield Financial ETF
KBWD
$423M
| $189K | ﹤0.01% |
12,205
-29,526
| -71% | -$457K |
|
4263
Crescent Capital BDC
CCAP
$583M
| $188K | ﹤0.01% |
10,921
-6,332
| -37% | -$109K |
|
|
CRGX
4264
DELISTED
CARGO Therapeutics
CRGX
| $188K | ﹤0.01% |
+8,438
| New | +$188K |
|
4265
Nautilus Biotechnolgy
NAUT
$86M
| $188K | ﹤0.01% |
64,001
+3,403
| +6% | +$10K |
|
|
OPTN
4266
DELISTED
OptiNose
OPTN
| $186K | ﹤0.01% |
8,490
+5,070
| +148% | +$111K |
|
4267
Vanguard Total World Bond ETF
BNDW
$1.39B
| $185K | ﹤0.01% |
2,695
-16,609
| -86% | -$1.14M |
|
4268
Pioneer Bancorp
PBFS
$336M
| $184K | ﹤0.01% |
18,784
+9,985
| +113% | +$98K |
|
4269
iShares MSCI Emerging Markets Asia ETF
EEMA
$1.51B
| $184K | ﹤0.01% |
2,705
-664
| -20% | -$45.2K |
|
4270
Eldorado Gold
EGO
$5.67B
| $184K | ﹤0.01% |
13,068
| – | – |
|
4271
Compugen
CGEN
$124M
| $184K | ﹤0.01% |
71,132
+48,438
| +213% | +$125K |
|
|
FINV
4272
FinVolution Group
FINV
$1.94B
| $183K | ﹤0.01% |
36,317
-65,947
| -64% | -$332K |
|
4273
Dimensional California Municipal Bond ETF
DFCA
$510M
| $183K | ﹤0.01% |
+3,626
| New | +$183K |
|
4274
Lifezone Metals
LZM
$414M
| $181K | ﹤0.01% |
23,654
+3,926
| +20% | +$30.1K |
|
4275
Invesco MSCI Sustainable Future ETF
ERTH
$146M
| $180K | ﹤0.01% |
4,269
-1,784
| -29% | -$75.4K |
|