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
|
+$1.86B |
| 2 |
Invesco QQQ Trust
QQQ
|
+$1.75B |
| 3 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$1.55B |
| 4 |
UnitedHealth
UNH
|
+$1.06B |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$1.02B |
Top Sells
| 1 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$1.11B |
| 2 |
Centene
CNC
|
+$720M |
| 3 |
Amazon
AMZN
|
+$707M |
| 4 |
Texas Instruments
TXN
|
+$660M |
| 5 |
iShares MSCI EAFE ETF
EFA
|
+$511M |
Sector Composition
| 1 | Technology | 15.76% |
| 2 | Healthcare | 13.45% |
| 3 | Financials | 11.28% |
| 4 | Consumer Discretionary | 8.75% |
| 5 | Industrials | 7.73% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
PFSW
4276
DELISTED
PFSweb, Inc.
PFSW
| $85K | ﹤0.01% |
9,191
+306
| +3% | +$2.83K |
|
4277
Celularity
CELU
$59.3M
| $84K | ﹤0.01% |
3,664
+2,819
| +334% | +$64.6K |
|
4278
Hydrofarm Holdings
HYFM
$15M
| $84K | ﹤0.01% |
4,309
-11,970
| -74% | -$233K |
|
4279
Inspire Small/Mid Cap Impact ETF
ISMD
$223M
| $84K | ﹤0.01% |
+3,077
| New | +$84K |
|
4280
Pearson
PSO
$8.99B
| $84K | ﹤0.01% |
8,771
+150
| +2% | +$1.44K |
|
4281
The RealReal
REAL
$1.25B
| $84K | ﹤0.01% |
55,444
-520,612
| -90% | -$789K |
|
4282
Cohen & Steers Real Estate Opportunities and Income Fund
RLTY
$259M
| $84K | ﹤0.01% |
+5,324
| New | +$84K |
|
|
AKTS
4283
DELISTED
AKOUSTIS TECHNOLOGIES, INC.
AKTS
| $84K | ﹤0.01% |
28,564
+574
| +2% | +$1.69K |
|
4284
Invesco Zacks Mid-Cap ETF
CZA
$182M
| $83K | ﹤0.01% |
1,044
-121
| -10% | -$9.62K |
|
4285
Skillsoft
SKIL
$125M
| $83K | ﹤0.01% |
2,258
-19,532
| -90% | -$718K |
|
4286
Cemex
CX
$13.2B
| $82K | ﹤0.01% |
23,992
-83,583
| -78% | -$286K |
|
4287
Invesco DB Base Metals Fund
DBB
$125M
| $82K | ﹤0.01% |
4,548
-5,211
| -53% | -$94K |
|
|
DOYU
4288
DouYu International Holdings
DOYU
$232M
| $82K | ﹤0.01% |
8,194
-508
| -6% | -$5.08K |
|
4289
iShares Core International Aggregate Bond Fund
IAGG
$11B
| $82K | ﹤0.01% |
1,686
+989
| +142% | +$48.1K |
|
4290
Legacy Housing
LEGH
$650M
| $82K | ﹤0.01% |
4,780
-3,091
| -39% | -$53K |
|
4291
Offerpad Solutions
OPAD
$156M
| $82K | ﹤0.01% |
4,521
+186
| +4% | +$3.37K |
|
4292
Sigma Lithium
SGML
$675M
| $82K | ﹤0.01% |
3,023
+2,518
| +499% | +$68.3K |
|
4293
Arena Group
AREN
$288M
| $81K | ﹤0.01% |
6,196
+134
| +2% | +$1.75K |
|
4294
Blue Bird Corp
BLBD
$1.89B
| $81K | ﹤0.01% |
9,646
+193
| +2% | +$1.62K |
|
4295
1stdibs.com
DIBS
$104M
| $81K | ﹤0.01% |
12,936
+452
| +4% | +$2.83K |
|
4296
TrueCar
TRUE
$205M
| $81K | ﹤0.01% |
53,488
-68,000
| -56% | -$103K |
|
4297
AMCON Distributing
DIT
$75.8M
| $80K | ﹤0.01% |
380
+12
| +3% | +$2.53K |
|
|
TEAD
4298
Teads Holding Co
TEAD
$160M
| $80K | ﹤0.01% |
22,088
-157,528
| -88% | -$571K |
|
4299
Viking Therapeutics
VKTX
$2.86B
| $80K | ﹤0.01% |
29,008
-17,077
| -37% | -$47.1K |
|
4300
Bakkt Holdings
BKKT
$166M
| $79K | ﹤0.01% |
1,380
-12,880
| -90% | -$737K |
|