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 |
iShares Core S&P 500 ETF
IVV
|
+$3.57B |
| 2 |
Amazon
AMZN
|
+$2.84B |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$2.47B |
| 4 |
Mastercard
MA
|
+$1.44B |
| 5 |
Meta Platforms (Facebook)
META
|
+$1.31B |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$4.44B |
| 2 |
Apple
AAPL
|
+$3.14B |
| 3 |
Invesco QQQ Trust
QQQ
|
+$1.87B |
| 4 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$1.84B |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$1.57B |
Sector Composition
| 1 | Technology | 20.05% |
| 2 | Healthcare | 11.18% |
| 3 | Financials | 9.56% |
| 4 | Consumer Discretionary | 9.09% |
| 5 | Industrials | 7.17% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
4326
Celcuity
CELC
$2.2B
| $108K | ﹤0.01% |
11,840
-1,521
| -11% | -$13.9K |
|
4327
Akebia Therapeutics
AKBA
$748M
| $108K | ﹤0.01% |
94,849
+56,946
| +150% | +$64.9K |
|
4328
Invesco Global Listed Private Equity ETF
PSP
$335M
| $108K | ﹤0.01% |
2,092
+2,059
| +6,239% | +$106K |
|
4329
Actinium Pharmaceuticals
ATNM
$49.6M
| $107K | ﹤0.01% |
18,120
-2,048
| -10% | -$12.1K |
|
4330
Invesco S&P SmallCap 600 Revenue ETF
RWJ
$1.61B
| $107K | ﹤0.01% |
2,931
+12
| +0.4% | +$437 |
|
|
KTF
4331
DWS Municipal Income Trust
KTF
$358M
| $106K | ﹤0.01% |
+13,748
| New | +$106K |
|
4332
BARK
BARK
$146M
| $106K | ﹤0.01% |
88,030
+653
| +0.7% | +$784 |
|
4333
inTEST
INTT
$97.9M
| $106K | ﹤0.01% |
6,958
-1,365
| -16% | -$20.7K |
|
4334
GCM Grosvenor Inc Warrant
GCMGW
$36.6M
| – | – |
0
| – | -$102K |
|
4335
FT Vest US Equity Moderate Buffer ETF May
GMAY
$306M
| $105K | ﹤0.01% |
+3,414
| New | +$105K |
|
4336
Teucrium Wheat Fund
WEAT
$119M
| $105K | ﹤0.01% |
18,901
-42,484
| -69% | -$237K |
|
4337
Caledonia Mining Corp
CMCL
$643M
| $105K | ﹤0.01% |
10,659
-2,117
| -17% | -$20.9K |
|
4338
Foghorn Therapeutics
FHTX
$284M
| $105K | ﹤0.01% |
21,017
+3,921
| +23% | +$19.6K |
|
4339
First Trust Industrials/Producer Durables AlphaDEX Fund
FXR
$1.86B
| $105K | ﹤0.01% |
1,828
+115
| +7% | +$6.61K |
|
4340
Atour Lifestyle Holdings
ATAT
$5.54B
| $105K | ﹤0.01% |
5,568
+3,426
| +160% | +$64.6K |
|
|
TUYA
4341
Tuya Inc
TUYA
$1.58B
| $105K | ﹤0.01% |
67,533
+8,995
| +15% | +$13.9K |
|
|
CWBC
4342
Community West Bancshares
CWBC
$413M
| $105K | ﹤0.01% |
7,417
-580
| -7% | -$8.18K |
|
4343
Direxion Daily S&P 500 Bear 1X Shares
SPDN
$132M
| $105K | ﹤0.01% |
7,045
-14,643
| -68% | -$217K |
|
4344
Stoke Therapeutics
STOK
$1.25B
| $105K | ﹤0.01% |
26,530
+3,363
| +15% | +$13.3K |
|
4345
ALX Oncology
ALXO
$64.8M
| $104K | ﹤0.01% |
21,735
+3,179
| +17% | +$15.3K |
|
4346
BlackRock Municipal Income Trust
BFK
$446M
| $104K | ﹤0.01% |
+11,735
| New | +$104K |
|
4347
Allbirds
BIRD
$49.8M
| $104K | ﹤0.01% |
4,686
-1,629
| -26% | -$36.2K |
|
4348
Nomura Holdings
NMR
$21.9B
| $104K | ﹤0.01% |
25,857
+2,040
| +9% | +$8.2K |
|
4349
Ponce Financial Group
PDLB
$340M
| $104K | ﹤0.01% |
13,285
-2,602
| -16% | -$20.3K |
|
4350
Silvercrest Asset Management
SAMG
$135M
| $104K | ﹤0.01% |
6,534
-1,222
| -16% | -$19.4K |
|