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 Intermediate-Term Corporate Bond ETF
VCIT
|
+$3.65B |
| 2 |
Microsoft
MSFT
|
+$2.99B |
| 3 |
Eli Lilly
LLY
|
+$2.1B |
| 4 |
Broadcom
AVGO
|
+$1.57B |
| 5 |
ServiceNow
NOW
|
+$1.33B |
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$3.4B |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$2.57B |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$2.55B |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$2.15B |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$1.56B |
Sector Composition
| 1 | Technology | 21.83% |
| 2 | Healthcare | 10.29% |
| 3 | Financials | 9.88% |
| 4 | Consumer Discretionary | 9.44% |
| 5 | Industrials | 7.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
4276
NextNav
NN
$2.33B
| $176K | ﹤0.01% |
39,566
+2,254
| +6% | +$10K |
|
4277
Humacyte
HUMA
$242M
| $176K | ﹤0.01% |
61,972
+377
| +0.6% | +$1.07K |
|
4278
American Coastal Insurance
ACIC
$531M
| $176K | ﹤0.01% |
18,595
+2,802
| +18% | +$26.5K |
|
4279
Universal Logistics Holdings
ULH
$656M
| $176K | ﹤0.01% |
6,266
-2,239
| -26% | -$62.7K |
|
|
AMAM
4280
DELISTED
Ambrx Biopharma, Inc. Common Stock
AMAM
| $175K | ﹤0.01% |
+12,312
| New | +$175K |
|
4281
Kaltura
KLTR
$266M
| $175K | ﹤0.01% |
89,797
+35,988
| +67% | +$70.2K |
|
4282
Destination XL Group
DXLG
$78.1M
| $174K | ﹤0.01% |
39,562
| – | – |
|
4283
Lyra Therapeutics
LYRA
$10.3M
| $174K | ﹤0.01% |
663
+662
| +66,200% | +$174K |
|
|
GATO
4284
DELISTED
Gatos Silver, Inc.
GATO
| $173K | ﹤0.01% |
26,443
-16,058
| -38% | -$105K |
|
4285
Lands' End
LE
$472M
| $173K | ﹤0.01% |
18,087
+8,286
| +85% | +$79.2K |
|
|
OTLY
4286
Oatly Group
OTLY
$533M
| $173K | ﹤0.01% |
7,311
+4,849
| +197% | +$114K |
|
4287
First Western Financial
MYFW
$224M
| $172K | ﹤0.01% |
8,689
+3,404
| +64% | +$67.5K |
|
4288
Genelux
GNLX
$148M
| $172K | ﹤0.01% |
12,274
-319
| -3% | -$4.47K |
|
4289
Red Violet
RDVT
$690M
| $172K | ﹤0.01% |
8,591
| – | – |
|
4290
FS Bancorp
FSBW
$316M
| $171K | ﹤0.01% |
4,640
-263
| -5% | -$9.72K |
|
4291
Franklin International Core Dividend Tilt Index ETF
DIVI
$1.82B
| $171K | ﹤0.01% |
5,549
-776
| -12% | -$23.9K |
|
4292
El Pollo Loco
LOCO
$304M
| $171K | ﹤0.01% |
19,333
-6,927
| -26% | -$61.1K |
|
4293
iShares Residential and Multisector Real Estate ETF
REZ
$805M
| $170K | ﹤0.01% |
2,313
-1,394
| -38% | -$102K |
|
4294
The Beauty Health Co
SKIN
$334M
| $170K | ﹤0.01% |
54,596
-47,356
| -46% | -$147K |
|
4295
Eldorado Gold
EGO
$5.74B
| $169K | ﹤0.01% |
13,068
-244,880
| -95% | -$3.18M |
|
|
JBIO
4296
Jade Biosciences, Inc. Common Stock
JBIO
$231M
| $169K | ﹤0.01% |
214
+2
| +0.9% | +$1.58K |
|
4297
Breakwave Dry Bulk Shipping ETF
BDRY
$57.9M
| $169K | ﹤0.01% |
14,627
-239,114
| -94% | -$2.76M |
|
4298
Astria Therapeutics
ATXS
$416M
| $168K | ﹤0.01% |
21,882
+4,545
| +26% | +$34.9K |
|
|
LSEAW
4299
DELISTED
Landsea Homes Corporation Warrant
LSEAW
| – | – |
0
| – | -$81K |
|
4300
ClearShares Ultra-Short Maturity ETF
OPER
$115M
| $168K | ﹤0.01% |
+1,677
| New | +$168K |
|