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 S&P 500 ETF
VOO
|
+$5B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$4.43B |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$4B |
| 4 |
Apple
AAPL
|
+$3.19B |
| 5 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$3.09B |
Top Sells
| 1 |
Vanguard Total International Bond ETF
BNDX
|
+$2.49B |
| 2 |
S&P Global
SPGI
|
+$2.41B |
| 3 |
Coca-Cola
KO
|
+$1.76B |
| 4 |
Adobe
ADBE
|
+$1.4B |
| 5 |
Schwab Short-Term US Treasury ETF
SCHO
|
+$1.3B |
Sector Composition
| 1 | Technology | 22.83% |
| 2 | Healthcare | 10.08% |
| 3 | Consumer Discretionary | 9.55% |
| 4 | Financials | 9.44% |
| 5 | Industrials | 7.7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
4351
Applied Digital
APLD
$5.37B
| $150K | ﹤0.01% |
35,105
-152,409
| -81% | -$652K |
|
4352
Direxion Daily Financial Bull 3x Shares
FAS
$2.82B
| $150K | ﹤0.01% |
1,338
-2,161
| -62% | -$242K |
|
4353
Franklin FTSE India ETF
FLIN
$2.51B
| $150K | ﹤0.01% |
+4,065
| New | +$150K |
|
4354
Critical Metals Corp
CRML
$708M
| $149K | ﹤0.01% |
+12,461
| New | +$149K |
|
4355
Humacyte
HUMA
$295M
| $149K | ﹤0.01% |
47,831
-14,141
| -23% | -$44K |
|
4356
Columbia Diversified Fixed Income Allocation ETF
DIAL
$393M
| $149K | ﹤0.01% |
8,366
+8,357
| +92,856% | +$149K |
|
4357
Telefônica Brasil
VIV
$20.2B
| $148K | ﹤0.01% |
14,712
-44,432
| -75% | -$447K |
|
4358
Stoke Therapeutics
STOK
$1.25B
| $148K | ﹤0.01% |
10,944
-7,189
| -40% | -$97.1K |
|
|
TEAF
4359
Ecofin Sustainable & Social Impact Term Fund
TEAF
$159M
| $148K | ﹤0.01% |
12,500
| – | – |
|
4360
NewtekOne
NEWT
$352M
| $148K | ﹤0.01% |
13,415
-5,870
| -30% | -$64.6K |
|
|
NNDM
4361
Nano Dimension
NNDM
$304M
| $147K | ﹤0.01% |
52,933
+192
| +0.4% | +$535 |
|
|
AEVA
4362
Aeva Technologies
AEVA
$1.03B
| $147K | ﹤0.01% |
37,493
-9,163
| -20% | -$36K |
|
|
OSG
4363
DELISTED
Overseas Shipholding Group Inc.
OSG
| $147K | ﹤0.01% |
23,012
-18,004
| -44% | -$115K |
|
4364
Offerpad Solutions
OPAD
$156M
| $147K | ﹤0.01% |
18,119
+17,999
| +14,999% | +$146K |
|
4365
Reviva Pharmaceuticals
RVPH
$18.1M
| $146K | ﹤0.01% |
38,663
+37,746
| +4,116% | +$143K |
|
4366
Innovator US Equity Buffer ETF June
BJUN
$178M
| $146K | ﹤0.01% |
+3,873
| New | +$146K |
|
4367
SPDR S&P Oil & Gas Equipment & Services ETF
XES
$156M
| $145K | ﹤0.01% |
1,561
-99,804
| -98% | -$9.29M |
|
4368
Metagenomi
MGX
$76.9M
| $145K | ﹤0.01% |
+13,747
| New | +$145K |
|
4369
The Beauty Health Co
SKIN
$289M
| $145K | ﹤0.01% |
32,554
-22,042
| -40% | -$97.9K |
|
4370
NextNav
NN
$2.27B
| $144K | ﹤0.01% |
21,945
-17,621
| -45% | -$116K |
|
4371
NL Industries
NL
$287M
| $144K | ﹤0.01% |
19,653
+8,283
| +73% | +$60.7K |
|
4372
ProShares Ultra NASDAQ Biotechnology
BIB
$56.3M
| $144K | ﹤0.01% |
2,500
| – | – |
|
4373
Nokia
NOK
$25.5B
| $142K | ﹤0.01% |
40,230
+1,505
| +4% | +$5.33K |
|
|
CALB
4374
DELISTED
California BanCorp Common Stock
CALB
| $142K | ﹤0.01% |
6,469
+1,042
| +19% | +$22.9K |
|
4375
Kingsway Financial Services
KFS
$417M
| $142K | ﹤0.01% |
17,056
+6,184
| +57% | +$51.6K |
|