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 |
Broadcom
AVGO
|
+$4.02B |
| 2 |
Walt Disney
DIS
|
+$2.31B |
| 3 |
Arthur J. Gallagher & Co
AJG
|
+$2.19B |
| 4 |
Walmart
WMT
|
+$2.04B |
| 5 |
McDonald's
MCD
|
+$1.85B |
Top Sells
| 1 |
Eli Lilly
LLY
|
+$2.59B |
| 2 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$2.5B |
| 3 |
Vanguard Long-Term Treasury ETF
VGLT
|
+$2.38B |
| 4 |
iShares Broad USD High Yield Corporate Bond ETF
USHY
|
+$2.21B |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
+$2.05B |
Sector Composition
| 1 | Technology | 24.62% |
| 2 | Financials | 10.74% |
| 3 | Consumer Discretionary | 10.45% |
| 4 | Healthcare | 8.46% |
| 5 | Communication Services | 7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
4351
Assembly Biosciences
ASMB
$168M
| $180K | ﹤0.01% |
11,427
+7,918
| +226% | +$125K |
|
4352
KalVista Pharmaceuticals
KALV
$708M
| $180K | ﹤0.01% |
21,260
-1,350
| -6% | -$11.4K |
|
4353
Perma-Pipe International
PPIH
$247M
| $179K | ﹤0.01% |
12,006
+11,988
| +66,600% | +$179K |
|
4354
FT Vest US Equity Enhance & Moderate Buffer ETF July
XJUL
$47.8M
| $179K | ﹤0.01% |
+5,059
| New | +$179K |
|
4355
Kodak
KODK
$486M
| $179K | ﹤0.01% |
27,258
-194,807
| -88% | -$1.28M |
|
4356
Redwire
RDW
$1.25B
| $179K | ﹤0.01% |
10,854
+782
| +8% | +$12.9K |
|
4357
Invesco Semiconductors ETF
PSI
$907M
| $178K | ﹤0.01% |
3,081
-44,593
| -94% | -$2.58M |
|
4358
FT Vest US Equity Max Buffer ETF March
MARM
$130M
| $178K | ﹤0.01% |
5,778
-7,330
| -56% | -$226K |
|
4359
374Water
SCWO
$60.9M
| $178K | ﹤0.01% |
261,333
+136,753
| +110% | +$93.3K |
|
|
JBIO
4360
Jade Biosciences, Inc. Common Stock
JBIO
$251M
| $178K | ﹤0.01% |
1,919
+1,748
| +1,022% | +$162K |
|
|
DXYZ
4361
Destiny Tech100
DXYZ
$284M
| $177K | ﹤0.01% |
3,015
+2,764
| +1,101% | +$163K |
|
4362
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
$430M
| $177K | ﹤0.01% |
3,389
-1,487
| -30% | -$77.8K |
|
4363
Solarmax Technology
SMXT
$59.7M
| $177K | ﹤0.01% |
109,232
+107,023
| +4,845% | +$173K |
|
|
DADA
4364
DELISTED
Dada Nexus
DADA
| $177K | ﹤0.01% |
146,056
-78,810
| -35% | -$95.4K |
|
4365
iShares ESG Aware Aggressive Allocation ETF
EAOA
$33.2M
| $176K | ﹤0.01% |
4,940
+4,432
| +872% | +$158K |
|
4366
Compass Minerals
CMP
$753M
| $176K | ﹤0.01% |
15,641
+121
| +0.8% | +$1.36K |
|
4367
American Public Education
APEI
$645M
| $176K | ﹤0.01% |
8,155
+1,134
| +16% | +$24.5K |
|
4368
Tilly's
TLYS
$57.3M
| $175K | ﹤0.01% |
41,237
+30,273
| +276% | +$129K |
|
4369
Invesco Short Term Treasury ETF
TBLL
$2.18B
| $175K | ﹤0.01% |
1,655
+1,260
| +319% | +$133K |
|
4370
Simplify Volatility Premium ETF
SVOL
$780M
| $175K | ﹤0.01% |
8,401
+835
| +11% | +$17.4K |
|
4371
Greenfire Resources
GFR
$333M
| $174K | ﹤0.01% |
24,623
+20,676
| +524% | +$146K |
|
|
BCOV
4372
DELISTED
Brightcove, Inc.
BCOV
| $174K | ﹤0.01% |
39,938
+9,249
| +30% | +$40.2K |
|
4373
First Trust Mid Cap Growth AlphaDEX Fund
FNY
$437M
| $172K | ﹤0.01% |
2,153
-881
| -29% | -$70.5K |
|
4374
Ramaco Resources Class B
METCB
$1.04B
| $172K | ﹤0.01% |
17,413
+7,909
| +83% | +$78.1K |
|
4375
Vanguard Short-Term Tax-Exempt Bond ETF
VTES
$1.27B
| $171K | ﹤0.01% |
1,705
-39,490
| -96% | -$3.96M |
|