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 | |
|---|---|---|---|---|---|---|
4376
Galapagos
GLPG
$2.25B
| $142K | ﹤0.01% |
4,401
+4,395
| +73,250% | +$142K |
|
4377
Saga Communications
SGA
$77.4M
| $142K | ﹤0.01% |
6,346
+126
| +2% | +$2.81K |
|
4378
Innovator Gradient Tactical Rotation Strategy ETF
IGTR
$63.8M
| $141K | ﹤0.01% |
+5,054
| New | +$141K |
|
4379
Franklin Emerging Market Core Dividend Tilt Index ETF
DIEM
$22.5M
| $141K | ﹤0.01% |
5,492
+2,086
| +61% | +$53.4K |
|
4380
Tourmaline Bio
TRML
$1.23B
| $140K | ﹤0.01% |
6,130
+1,622
| +36% | +$37.1K |
|
4381
Investar Holding Corp
ISTR
$226M
| $140K | ﹤0.01% |
8,577
+6,365
| +288% | +$104K |
|
4382
Epsilon Energy
EPSN
$114M
| $140K | ﹤0.01% |
25,531
+15,019
| +143% | +$82.5K |
|
4383
The ONE Group
STKS
$76.5M
| $139K | ﹤0.01% |
25,042
-5,793
| -19% | -$32.3K |
|
4384
Adicet Bio
ACET
$66.2M
| $139K | ﹤0.01% |
59,243
+39,413
| +199% | +$92.6K |
|
4385
MainStreet Bancshares
MNSB
$166M
| $139K | ﹤0.01% |
7,657
+1,131
| +17% | +$20.5K |
|
4386
WhiteHorse Finance
WHF
$187M
| $139K | ﹤0.01% |
11,210
-817
| -7% | -$10.1K |
|
4387
Innovator US Small Cap Power Buffer ETF July
KJUL
$157M
| $138K | ﹤0.01% |
+4,920
| New | +$138K |
|
4388
ProShares Short QQQ
PSQ
$532M
| $137K | ﹤0.01% |
3,135
-1,211
| -28% | -$53K |
|
4389
iShares Short Maturity Bond ETF
NEAR
$3.56B
| $137K | ﹤0.01% |
2,715
-86,310
| -97% | -$4.36M |
|
4390
374Water
SCWO
$46.4M
| $136K | ﹤0.01% |
108,312
+61,169
| +130% | +$77.1K |
|
4391
Erasca
ERAS
$522M
| $136K | ﹤0.01% |
66,154
-20,681
| -24% | -$42.6K |
|
|
JBIO
4392
Jade Biosciences
JBIO
$242M
| $136K | ﹤0.01% |
131
-83
| -39% | -$86K |
|
|
IBDP
4393
DELISTED
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
| $135K | ﹤0.01% |
5,397
+481
| +10% | +$12.1K |
|
4394
SPDR Dow Jones Global Real Estate ETF
RWO
$1.14B
| $135K | ﹤0.01% |
3,155
+2,491
| +375% | +$107K |
|
4395
InfuSystem Holdings
INFU
$204M
| $135K | ﹤0.01% |
15,736
+3,382
| +27% | +$29K |
|
4396
LINKBANCORP
LNKB
$275M
| $134K | ﹤0.01% |
19,283
+6,466
| +50% | +$44.9K |
|
|
TAST
4397
DELISTED
Carrols Restaurant Group, Inc.
TAST
| $134K | ﹤0.01% |
14,038
-10,342
| -42% | -$98.4K |
|
4398
Axogen
AXGN
$791M
| $133K | ﹤0.01% |
16,419
-10,478
| -39% | -$84.6K |
|
4399
Biote Corp
BTMD
$100M
| $132K | ﹤0.01% |
22,826
+8,752
| +62% | +$50.8K |
|
4400
HireQuest
HQI
$139M
| $132K | ﹤0.01% |
10,191
+4,275
| +72% | +$55.4K |
|