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
|
+$6.27B |
| 2 |
Vanguard S&P 500 ETF
VOO
|
+$5.61B |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
+$3.32B |
| 4 |
Meta Platforms (Facebook)
META
|
+$3.21B |
| 5 |
Apple
AAPL
|
+$2.9B |
Top Sells
| 1 |
iShares Short Treasury Bond ETF
SHV
|
+$3.23B |
| 2 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$1.76B |
| 3 |
Schwab US TIPS ETF
SCHP
|
+$702M |
| 4 |
Nike
NKE
|
+$702M |
| 5 |
Tesla
TSLA
|
+$652M |
Sector Composition
| 1 | Technology | 20.52% |
| 2 | Healthcare | 11.04% |
| 3 | Financials | 9.44% |
| 4 | Consumer Discretionary | 8.87% |
| 5 | Industrials | 7.44% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
4276
Microvast
MVST
$1.17B
| $132K | ﹤0.01% |
82,405
-144,704
| -64% | -$232K |
|
4277
SKYX Platforms
SKYX
$145M
| $132K | ﹤0.01% |
+49,471
| New | +$132K |
|
4278
MainStreet Bancshares
MNSB
$166M
| $132K | ﹤0.01% |
5,807
-1,204
| -17% | -$27.3K |
|
4279
AMES National
ATLO
$184M
| $132K | ﹤0.01% |
7,298
-11,546
| -61% | -$208K |
|
4280
Tango Therapeutics
TNGX
$846M
| $132K | ﹤0.01% |
39,628
-21,341
| -35% | -$70.9K |
|
4281
Vitamin Cottage Natural Grocers
NGVC
$825M
| $131K | ﹤0.01% |
10,713
+2,856
| +36% | +$35K |
|
4282
Cadiz
CDZI
$355M
| $131K | ﹤0.01% |
+32,321
| New | +$131K |
|
|
ITI
4283
DELISTED
Iteris, Inc.
ITI
| $131K | ﹤0.01% |
+33,122
| New | +$131K |
|
4284
Gencor Industries
GENC
$222M
| $131K | ﹤0.01% |
8,414
+8,400
| +60,000% | +$131K |
|
4285
TOP Financial Group
TOP
$54.9M
| $131K | ﹤0.01% |
+13,954
| New | +$131K |
|
4286
National Bankshares
NKSH
$196M
| $131K | ﹤0.01% |
4,488
-2,332
| -34% | -$68.1K |
|
|
TCFC
4287
DELISTED
The Community Financial Corporation Common Stock
TCFC
| $131K | ﹤0.01% |
4,831
+1,625
| +51% | +$44K |
|
4288
ProShares Ultra NASDAQ Biotechnology
BIB
$56.3M
| $130K | ﹤0.01% |
2,500
+5
| +0.2% | +$260 |
|
4289
DHI Group
DHX
$138M
| $130K | ﹤0.01% |
33,914
+1,252
| +4% | +$4.8K |
|
4290
Mistras Group
MG
$301M
| $129K | ﹤0.01% |
16,751
+15,425
| +1,163% | +$119K |
|
|
AWF
4291
AllianceBernstein Global High Income Fund
AWF
$982M
| $129K | ﹤0.01% |
12,978
-9,601
| -43% | -$95.6K |
|
4292
AlTi Global
ALTI
$394M
| $129K | ﹤0.01% |
+16,870
| New | +$129K |
|
4293
Star Bulk Carriers
SBLK
$2.25B
| $129K | ﹤0.01% |
7,293
-68,677
| -90% | -$1.22M |
|
|
SRG
4294
Seritage Growth Properties
SRG
$232M
| $129K | ﹤0.01% |
14,408
+14,212
| +7,251% | +$127K |
|
4295
Fennec Pharmaceuticals
FENC
$241M
| $128K | ﹤0.01% |
14,532
+14,462
| +20,660% | +$128K |
|
4296
TELA Bio
TELA
$64.2M
| $128K | ﹤0.01% |
12,647
+4,935
| +64% | +$50K |
|
|
ATYR
4297
aTyr Pharma
ATYR
$97.2M
| $128K | ﹤0.01% |
59,299
-75,569
| -56% | -$163K |
|
4298
RGC Resources
RGCO
$234M
| $128K | ﹤0.01% |
6,383
+428
| +7% | +$8.57K |
|
4299
Park-Ohio Holdings
PKOH
$311M
| $127K | ﹤0.01% |
6,709
+6,691
| +37,172% | +$127K |
|
4300
Lincoln Educational Services
LINC
$663M
| $127K | ﹤0.01% |
+18,877
| New | +$127K |
|