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 Total Bond Market
BND
|
+$2.22B |
| 2 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$2.05B |
| 3 |
AbbVie
ABBV
|
+$1.78B |
| 4 |
Vanguard Total International Bond ETF
BNDX
|
+$1.63B |
| 5 |
Exxon Mobil
XOM
|
+$1.6B |
Top Sells
| 1 |
Vanguard Short-Term Bond ETF
BSV
|
+$3.92B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.35B |
| 3 |
Tesla
TSLA
|
+$1.22B |
| 4 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$1.13B |
| 5 |
iShares TIPS Bond ETF
TIP
|
+$1.03B |
Sector Composition
| 1 | Technology | 17.24% |
| 2 | Healthcare | 11.68% |
| 3 | Financials | 11.59% |
| 4 | Consumer Discretionary | 9.21% |
| 5 | Industrials | 7.93% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
4276
Heritage Insurance Holdings
HRTG
$763M
| $178K | ﹤0.01% |
24,810
-9,718
| -28% | -$69.7K |
|
4277
Schwab US Large-Cap Value ETF
SCHV
$13.5B
| $178K | ﹤0.01% |
7,449
+2,718
| +57% | +$64.9K |
|
4278
Clear Secure
YOU
$3.58B
| $178K | ﹤0.01% |
6,632
+222
| +3% | +$5.96K |
|
4279
Daily Journal
DJCO
$562M
| $177K | ﹤0.01% |
568
-188
| -25% | -$58.6K |
|
4280
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$7.63B
| $177K | ﹤0.01% |
6,105
+4,353
| +248% | +$126K |
|
4281
Kiniksa Pharmaceuticals
KNSA
$2.75B
| $177K | ﹤0.01% |
17,825
+3,431
| +24% | +$34.1K |
|
4282
OneWater Marine
ONEW
$261M
| $177K | ﹤0.01% |
5,140
-5,473
| -52% | -$188K |
|
4283
VanEck Social Sentiment ETF
BUZZ
$105M
| $176K | ﹤0.01% |
+9,078
| New | +$176K |
|
4284
WisdomTree US SmallCap Earnings Fund
EES
$635M
| $176K | ﹤0.01% |
3,662
+3,147
| +611% | +$151K |
|
4285
WisdomTree US MidCap Fund
EZM
$819M
| $176K | ﹤0.01% |
3,211
+2,500
| +352% | +$137K |
|
4286
United States Lime & Minerals
USLM
$3.63B
| $176K | ﹤0.01% |
7,570
-6,285
| -45% | -$146K |
|
4287
Arbutus Biopharma
ABUS
$855M
| $175K | ﹤0.01% |
58,926
+16,189
| +38% | +$48.1K |
|
4288
Mesa Air Group
MESA
$57.4M
| $175K | ﹤0.01% |
39,658
-18,660
| -32% | -$82.3K |
|
4289
ON24
ONTF
$232M
| $175K | ﹤0.01% |
13,296
-230,010
| -95% | -$3.03M |
|
4290
Opendoor
OPEN
$6.68B
| $175K | ﹤0.01% |
20,147
-285,630
| -93% | -$2.48M |
|
4291
Reservoir Media
RSVR
$517M
| $174K | ﹤0.01% |
17,693
-2,911
| -14% | -$28.6K |
|
4292
Brilliant Earth
BRLT
$37.2M
| $173K | ﹤0.01% |
+16,855
| New | +$173K |
|
4293
NWPX Infrastructure, Inc. Common Stock
NWPX
$495M
| $173K | ﹤0.01% |
6,808
-7,714
| -53% | -$196K |
|
4294
Udemy
UDMY
$1.08B
| $173K | ﹤0.01% |
13,904
-2,155
| -13% | -$26.8K |
|
|
SBT
4295
DELISTED
Sterling Bancorp, Inc. Common Stock
SBT
| $173K | ﹤0.01% |
24,375
+8,199
| +51% | +$58.2K |
|
|
DOYU
4296
DouYu International Holdings
DOYU
$231M
| $171K | ﹤0.01% |
+8,201
| New | +$171K |
|
4297
Gold Resource Corp
GORO
$133M
| $171K | ﹤0.01% |
76,359
+27,989
| +58% | +$62.7K |
|
4298
Oil-Dri
ODC
$959M
| $171K | ﹤0.01% |
11,910
-6,084
| -34% | -$87.4K |
|
|
VWTR
4299
DELISTED
Vidler Water Resouces, Inc. Common Stock
VWTR
| $171K | ﹤0.01% |
11,039
-15,531
| -58% | -$241K |
|
|
BRDG
4300
DELISTED
Bridge Investment Group
BRDG
| $170K | ﹤0.01% |
8,373
+7,410
| +769% | +$150K |
|