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
|
+$7.49B |
| 2 |
NVIDIA
NVDA
|
+$6.55B |
| 3 |
Apple
AAPL
|
+$3.25B |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$2.72B |
| 5 |
Walt Disney
DIS
|
+$2.57B |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$4.98B |
| 2 |
Meta Platforms (Facebook)
META
|
+$2.57B |
| 3 |
Linde
LIN
|
+$1.98B |
| 4 |
UnitedHealth
UNH
|
+$1.96B |
| 5 |
Union Pacific
UNP
|
+$1.93B |
Sector Composition
| 1 | Technology | 25.87% |
| 2 | Financials | 10.43% |
| 3 | Consumer Discretionary | 10.13% |
| 4 | Communication Services | 7.61% |
| 5 | Healthcare | 7.59% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
4276
Middlefield Banc Corp
MBCN
$247M
| $186K | ﹤0.01% |
6,191
-6,460
| -51% | -$195K |
|
4277
Ponce Financial Group
PDLB
$336M
| $186K | ﹤0.01% |
13,465
-17,821
| -57% | -$247K |
|
4278
Rigel Pharmaceuticals
RIGL
$669M
| $186K | ﹤0.01% |
9,947
-45,480
| -82% | -$852K |
|
4279
Goldman Sachs Access Inflation Protected USD Bond ETF
GTIP
$181M
| $186K | ﹤0.01% |
3,762
-693
| -16% | -$34.3K |
|
4280
Red River Bancshares
RRBI
$436M
| $186K | ﹤0.01% |
3,164
-6,536
| -67% | -$384K |
|
4281
Capital Southwest
CSWC
$1.24B
| $186K | ﹤0.01% |
8,423
-24,528
| -74% | -$541K |
|
4282
Tilray
TLRY
$1.32B
| $186K | ﹤0.01% |
447,953
-180,714
| -29% | -$74.9K |
|
4283
Franklin US Treasury Bond ETF
FLGV
$1.07B
| $185K | ﹤0.01% |
9,017
-4,162
| -32% | -$85.5K |
|
|
SOHU
4284
Sohu.com
SOHU
$467M
| $185K | ﹤0.01% |
13,896
+10,155
| +271% | +$135K |
|
4285
Caledonia Mining Corp
CMCL
$622M
| $185K | ﹤0.01% |
9,559
+902
| +10% | +$17.4K |
|
4286
WisdomTree Dynamic International Equity Fund
DDWM
$813M
| $184K | ﹤0.01% |
4,645
+414
| +10% | +$16.4K |
|
4287
Butterfly Network
BFLY
$418M
| $184K | ﹤0.01% |
92,017
+91,012
| +9,056% | +$182K |
|
4288
Tile Shop Holdings
TTSH
$275M
| $184K | ﹤0.01% |
28,875
-25,619
| -47% | -$163K |
|
4289
Celcuity
CELC
$2.34B
| $183K | ﹤0.01% |
13,711
-1,908
| -12% | -$25.5K |
|
4290
Timberland Bancorp
TSBK
$288M
| $183K | ﹤0.01% |
5,858
-6,613
| -53% | -$206K |
|
4291
TransAlta
TAC
$3.85B
| $182K | ﹤0.01% |
16,903
-994,184
| -98% | -$10.7M |
|
4292
Princeton Bancorp
BPRN
$223M
| $182K | ﹤0.01% |
5,971
-6,232
| -51% | -$190K |
|
|
AKYA
4293
DELISTED
Akoya BioSciences
AKYA
| $182K | ﹤0.01% |
139,973
-271,638
| -66% | -$353K |
|
4294
MaxCyte
MXCT
$155M
| $182K | ﹤0.01% |
83,398
-8,926
| -10% | -$19.5K |
|
4295
Saratoga Investment
SAR
$386M
| $181K | ﹤0.01% |
7,313
-3,610
| -33% | -$89.5K |
|
|
UPB
4296
Upstream Bio, Inc. Common Stock
UPB
$905M
| $181K | ﹤0.01% |
16,469
+1,275
| +8% | +$14K |
|
4297
Invesco Dorsey Wright Technology Momentum ETF
PTF
$386M
| $181K | ﹤0.01% |
2,643
-129
| -5% | -$8.81K |
|
4298
Fulcrum Therapeutics
FULC
$382M
| $180K | ﹤0.01% |
26,162
-183,731
| -88% | -$1.26M |
|
4299
Seanergy Maritime Holdings
SHIP
$185M
| $180K | ﹤0.01% |
28,476
-65,062
| -70% | -$411K |
|
4300
Hartford Multifactor Developed Markets ex-US ETF
RODM
$1.25B
| $179K | ﹤0.01% |
5,238
-18,224
| -78% | -$621K |
|