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 | |
|---|---|---|---|---|---|---|
4376
Pulse Biosciences
PLSE
$977M
| $142K | ﹤0.01% |
11,608
+1,127
| +11% | +$13.8K |
|
4377
BlackRock Health Sciences Trust
BME
$479M
| $142K | ﹤0.01% |
3,508
-5,629
| -62% | -$228K |
|
4378
CorMedix
CRMD
$966M
| $142K | ﹤0.01% |
37,725
+3,156
| +9% | +$11.9K |
|
4379
Baytex Energy
BTE
$1.83B
| $142K | ﹤0.01% |
42,700
-223,720
| -84% | -$743K |
|
4380
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
$653M
| $142K | ﹤0.01% |
5,646
+1,546
| +38% | +$38.8K |
|
|
TPZ
4381
Tortoise Power & Energy Infrastructure Fund
TPZ
$123M
| $141K | ﹤0.01% |
+10,080
| New | +$141K |
|
4382
American Express Global Business Travel
GBTG
$4.32B
| $141K | ﹤0.01% |
21,900
| – | – |
|
4383
Frontier Group Holdings
ULCC
$1.18B
| $141K | ﹤0.01% |
25,863
-23,469
| -48% | -$128K |
|
4384
Simplify Interest Rate Hedge ETF
PFIX
$143M
| $141K | ﹤0.01% |
3,493
-81
| -2% | -$3.27K |
|
|
GRCL
4385
DELISTED
Gracell Biotechnologies Inc. American Depositary Shares
GRCL
| $141K | ﹤0.01% |
13,999
+1,161
| +9% | +$11.7K |
|
4386
Comp X International
CIX
$285M
| $140K | ﹤0.01% |
5,556
+1,530
| +38% | +$38.7K |
|
4387
VanEck Mortgage REIT Income ETF
MORT
$332M
| $140K | ﹤0.01% |
+11,871
| New | +$140K |
|
4388
Cibus
CBUS
$71.5M
| $140K | ﹤0.01% |
7,136
+6,835
| +2,271% | +$134K |
|
4389
NI Holdings
NODK
$276M
| $139K | ﹤0.01% |
10,738
+5,385
| +101% | +$70K |
|
|
QIPT
4390
Quipt Home Medical
QIPT
$117M
| $139K | ﹤0.01% |
27,399
+13
| +0% | +$66 |
|
4391
Consumer Portfolio Services
CPSS
$190M
| $139K | ﹤0.01% |
14,860
+4,974
| +50% | +$46.6K |
|
4392
Clarus
CLAR
$147M
| $139K | ﹤0.01% |
20,182
-101,660
| -83% | -$701K |
|
4393
Quantum-Si Incorporated
QSI
$239M
| $139K | ﹤0.01% |
69,049
-23,011
| -25% | -$46.3K |
|
4394
Amplify Alternative Harvest ETF
MJ
$171M
| $139K | ﹤0.01% |
3,580
-1,899
| -35% | -$73.6K |
|
4395
Saga Communications
SGA
$77.3M
| $138K | ﹤0.01% |
6,220
+6,210
| +62,100% | +$138K |
|
4396
BlackRock Municipal Income Trust II
BLE
$498M
| $138K | ﹤0.01% |
12,908
+11,589
| +879% | +$124K |
|
4397
Teucrium Corn Fund
CORN
$49.7M
| $137K | ﹤0.01% |
6,357
-306
| -5% | -$6.6K |
|
4398
Nuveen Global High Income Fund
JGH
$315M
| $137K | ﹤0.01% |
11,238
+1,559
| +16% | +$19K |
|
4399
Western New England Bancorp
WNEB
$250M
| $137K | ﹤0.01% |
15,210
+12,212
| +407% | +$110K |
|
4400
Acme United Corp
ACU
$156M
| $136K | ﹤0.01% |
+3,183
| New | +$136K |
|