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 Total Bond Market
BND
|
+$2.22B |
| 2 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$2.05B |
| 3 |
AbbVie
ABBV
|
+$1.78B |
| 4 |
Vanguard Total International Bond ETF
BNDX
|
+$1.63B |
| 5 |
Exxon Mobil
XOM
|
+$1.6B |
Top Sells
| 1 |
Vanguard Short-Term Bond ETF
BSV
|
+$3.92B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.35B |
| 3 |
Tesla
TSLA
|
+$1.22B |
| 4 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$1.13B |
| 5 |
iShares TIPS Bond ETF
TIP
|
+$1.03B |
Sector Composition
| 1 | Technology | 17.24% |
| 2 | Healthcare | 11.68% |
| 3 | Financials | 11.59% |
| 4 | Consumer Discretionary | 9.21% |
| 5 | Industrials | 7.93% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
4401
Northeast Bank
NBN
$941M
| $133K | ﹤0.01% |
3,912
-2,915
| -43% | -$99.1K |
|
4402
PGIM Ultra Short Bond ETF
PULS
$12.4B
| $133K | ﹤0.01% |
+2,700
| New | +$133K |
|
|
IVCPU
4403
DELISTED
Swiftmerge Acquisition Corp. Unit
IVCPU
| $133K | ﹤0.01% |
13,400
| – | – |
|
4404
Angi Inc
ANGI
$760M
| $132K | ﹤0.01% |
2,339
+197
| +9% | +$11.1K |
|
4405
STRATTEC Security
STRT
$283M
| $132K | ﹤0.01% |
3,545
-1,515
| -30% | -$56.4K |
|
4406
AvePoint
AVPT
$3.31B
| $131K | ﹤0.01% |
24,912
+1,468
| +6% | +$7.72K |
|
4407
XBiotech
XBIT
$83.8M
| $131K | ﹤0.01% |
15,093
+6,360
| +73% | +$55.2K |
|
|
EMKR
4408
DELISTED
Emcore Corp
EMKR
| $131K | ﹤0.01% |
3,552
-2,799
| -44% | -$103K |
|
4409
Direxion Daily Energy Bull 2X Shares
ERX
$221M
| $130K | ﹤0.01% |
2,338
+1,076
| +85% | +$59.8K |
|
4410
Standard BioTools
LAB
$493M
| $130K | ﹤0.01% |
36,259
-111,577
| -75% | -$400K |
|
4411
iShares MSCI Indonesia ETF
EIDO
$337M
| $129K | ﹤0.01% |
+5,217
| New | +$129K |
|
|
NAGE
4412
Niagen Bioscience, Inc. Common Stock
NAGE
$766M
| $128K | ﹤0.01% |
51,840
+33,625
| +185% | +$83K |
|
4413
Commercial Vehicle Group
CVGI
$72.9M
| $127K | ﹤0.01% |
15,044
-45,164
| -75% | -$381K |
|
|
CAMP
4414
DELISTED
CalAmp Corp.
CAMP
| $127K | ﹤0.01% |
757
+152
| +25% | +$25.5K |
|
4415
Planet Labs
PL
$3.01B
| $126K | ﹤0.01% |
24,807
| – | – |
|
4416
Atomera
ATOM
$106M
| $125K | ﹤0.01% |
9,615
+1,681
| +21% | +$21.9K |
|
|
COLO
4417
Global X MSCI Colombia ETF
COLO
$101M
| $125K | ﹤0.01% |
3,654
-8
| -0.2% | -$274 |
|
4418
Park Aerospace
PKE
$372M
| $125K | ﹤0.01% |
9,567
-22,957
| -71% | -$300K |
|
4419
Gaia
GAIA
$152M
| $124K | ﹤0.01% |
25,196
-1,492
| -6% | -$7.34K |
|
4420
Pure Cycle
PCYO
$265M
| $124K | ﹤0.01% |
10,337
-19,701
| -66% | -$236K |
|
|
LVOX
4421
DELISTED
LiveVox Holding, Inc. Class A Common Stock
LVOX
| $124K | ﹤0.01% |
41,085
+988
| +2% | +$2.98K |
|
4422
Blue Ridge Bankshares
BRBS
$380M
| $123K | ﹤0.01% |
8,136
-3,125
| -28% | -$47.2K |
|
4423
Colliers International
CIGI
$8.48B
| $123K | ﹤0.01% |
+943
| New | +$123K |
|
|
TCS
4424
DELISTED
THE CONTAINER STORE GROUP, INC.
TCS
| $123K | ﹤0.01% |
1,003
-1,874
| -65% | -$230K |
|
|
CYXT
4425
DELISTED
Cyxtera Technologies, Inc. Class A Common Stock
CYXT
| $123K | ﹤0.01% |
10,071
-21,290
| -68% | -$260K |
|