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 Short-Term Bond ETF
BSV
|
+$5.56B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.68B |
| 3 |
AbbVie
ABBV
|
+$964M |
| 4 |
Technology Select Sector SPDR Fund
XLK
|
+$801M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$756M |
Top Sells
| 1 |
Apple
AAPL
|
+$2.34B |
| 2 |
Amazon
AMZN
|
+$1.76B |
| 3 |
Cigna
CI
|
+$1.06B |
| 4 |
Morgan Stanley
MS
|
+$1.05B |
| 5 |
Microsoft
MSFT
|
+$1.05B |
Sector Composition
| 1 | Technology | 16.69% |
| 2 | Financials | 11.81% |
| 3 | Healthcare | 10.26% |
| 4 | Consumer Discretionary | 10% |
| 5 | Industrials | 7.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
4326
Kenon Holdings
KEN
$2.43B
| $153K | ﹤0.01% |
3,681
+1,252
| +52% | +$52K |
|
4327
Sabesp
SBS
$16B
| $153K | ﹤0.01% |
21,549
-89,867
| -81% | -$638K |
|
4328
Spyre Therapeutics
SYRE
$945M
| $152K | ﹤0.01% |
767
-2,738
| -78% | -$543K |
|
4329
Identive
INVE
$85.9M
| $151K | ﹤0.01% |
7,974
+42
| +0.5% | +$795 |
|
|
MOGO
4330
Mogo
MOGO
$45.6M
| $151K | ﹤0.01% |
11,667
-27,636
| -70% | -$358K |
|
|
AFCG
4331
AFC Gamma
AFCG
$105M
| $150K | ﹤0.01% |
10,119
-5,216
| -34% | -$77.3K |
|
4332
Finance of America Companies
FOA
$278M
| $149K | ﹤0.01% |
3,009
+1,109
| +58% | +$54.9K |
|
4333
Kiniksa Pharmaceuticals
KNSA
$2.75B
| $149K | ﹤0.01% |
13,167
+411
| +3% | +$4.65K |
|
4334
FlexShares STOXX Global Broad Infrastructure Index Fund
NFRA
$2.96B
| $149K | ﹤0.01% |
2,677
-500
| -16% | -$27.8K |
|
4335
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.35B
| $148K | ﹤0.01% |
5,580
-2,400
| -30% | -$63.7K |
|
4336
Kopin
KOPN
$412M
| $148K | ﹤0.01% |
28,708
-75,224
| -72% | -$388K |
|
4337
Pacer Trendpilot US Large Cap ETF
PTLC
$3.42B
| $148K | ﹤0.01% |
3,926
| – | – |
|
4338
Valhi
VHI
$458M
| $148K | ﹤0.01% |
6,312
-1,402
| -18% | -$32.9K |
|
4339
Mistras Group
MG
$299M
| $147K | ﹤0.01% |
14,402
-13,999
| -49% | -$143K |
|
4340
Applied Therapeutics
APLT
$60.6M
| $146K | ﹤0.01% |
8,771
+685
| +8% | +$11.4K |
|
|
BRW
4341
Saba Capital Income & Opportunities Fund
BRW
$345M
| $146K | ﹤0.01% |
16,009
-15,036
| -48% | -$137K |
|
4342
Coda Octopus Group
CODA
$98.5M
| $146K | ﹤0.01% |
16,307
-1,242
| -7% | -$11.1K |
|
|
ICVX
4343
DELISTED
Icosavax, Inc. Common Stock
ICVX
| $146K | ﹤0.01% |
+4,928
| New | +$146K |
|
4344
Ceco Environmental
CECO
$1.7B
| $145K | ﹤0.01% |
20,487
-23,434
| -53% | -$166K |
|
4345
Sprott Physical Gold and Silver Trust
CEF
$6.61B
| $145K | ﹤0.01% |
8,473
+340
| +4% | +$5.82K |
|
4346
Daily Journal
DJCO
$562M
| $145K | ﹤0.01% |
453
-1,079
| -70% | -$345K |
|
|
CVLY
4347
DELISTED
Codorus Valley Bancorp Inc
CVLY
| $145K | ﹤0.01% |
6,437
-10,377
| -62% | -$234K |
|
|
TAST
4348
DELISTED
Carrols Restaurant Group, Inc.
TAST
| $145K | ﹤0.01% |
39,752
-24,661
| -38% | -$90K |
|
|
DSKE
4349
DELISTED
Daseke, Inc. Common Stock
DSKE
| $145K | ﹤0.01% |
15,713
-2,763
| -15% | -$25.5K |
|
4350
Kezar Life Sciences
KZR
$28.9M
| $144K | ﹤0.01% |
1,662
-838
| -34% | -$72.6K |
|