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 Short-Term Bond ETF
BSV
|
+$5.56B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.68B |
| 3 |
AbbVie
ABBV
|
+$964M |
| 4 |
Technology Select Sector SPDR Fund
XLK
|
+$801M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$756M |
Top Sells
| 1 |
Apple
AAPL
|
+$2.34B |
| 2 |
Amazon
AMZN
|
+$1.76B |
| 3 |
Cigna
CI
|
+$1.06B |
| 4 |
Morgan Stanley
MS
|
+$1.05B |
| 5 |
Microsoft
MSFT
|
+$1.05B |
Sector Composition
| 1 | Technology | 16.69% |
| 2 | Financials | 11.81% |
| 3 | Healthcare | 10.26% |
| 4 | Consumer Discretionary | 10% |
| 5 | Industrials | 7.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
4426
Newegg Commerce
NEGG
$901M
| $121K | ﹤0.01% |
425
+424
| +42,400% | +$121K |
|
4427
NI Holdings
NODK
$276M
| $121K | ﹤0.01% |
6,874
-5,280
| -43% | -$92.9K |
|
4428
Rocky Brands
RCKY
$215M
| $121K | ﹤0.01% |
2,554
-82
| -3% | -$3.89K |
|
4429
Design Therapeutics
DSGN
$343M
| $120K | ﹤0.01% |
8,137
+142
| +2% | +$2.09K |
|
4430
Innodata
INOD
$1.99B
| $120K | ﹤0.01% |
12,632
-11,153
| -47% | -$106K |
|
4431
RGC Resources
RGCO
$225M
| $120K | ﹤0.01% |
5,316
-8,323
| -61% | -$188K |
|
|
SYRS
4432
DELISTED
Syros Pharmaceuticals, Inc. Common Stock
SYRS
| $120K | ﹤0.01% |
2,666
-15,689
| -85% | -$706K |
|
|
IEA
4433
DELISTED
Infrastructure and Energy Alternatives, Inc. Common Stock
IEA
| $120K | ﹤0.01% |
10,539
-328,385
| -97% | -$3.74M |
|
|
AOMR
4434
Angel Oak Mortgage REIT
AOMR
$232M
| $119K | ﹤0.01% |
+7,011
| New | +$119K |
|
4435
Schwab Emerging Markets Equity ETF
SCHE
$11.1B
| $119K | ﹤0.01% |
3,899
+75
| +2% | +$2.29K |
|
|
TRVN
4436
DELISTED
Trevena, Inc.
TRVN
| $119K | ﹤0.01% |
156
+56
| +56% | +$42.7K |
|
4437
Krispy Kreme
DNUT
$541M
| $118K | ﹤0.01% |
+8,414
| New | +$118K |
|
4438
Tilly's
TLYS
$57.3M
| $118K | ﹤0.01% |
8,403
-300
| -3% | -$4.21K |
|
|
CAJ
4439
DELISTED
Canon, Inc.
CAJ
| $118K | ﹤0.01% |
4,790
-10,845
| -69% | -$267K |
|
4440
Blue Ridge Bankshares
BRBS
$380M
| $117K | ﹤0.01% |
6,672
-2,195
| -25% | -$38.5K |
|
4441
Pioneer Bancorp
PBFS
$338M
| $117K | ﹤0.01% |
9,256
-8,085
| -47% | -$102K |
|
4442
Vanguard S&P Small-Cap 600 ETF
VIOO
$3.04B
| $117K | ﹤0.01% |
1,166
+390
| +50% | +$39.1K |
|
|
FXLV
4443
DELISTED
F45 Training Holdings Inc.
FXLV
| $117K | ﹤0.01% |
+7,852
| New | +$117K |
|
|
LX
4444
LexinFintech Holdings
LX
$961M
| $116K | ﹤0.01% |
19,720
-325,367
| -94% | -$1.91M |
|
4445
First Trust Indxx NextG ETF
NXTG
$406M
| $116K | ﹤0.01% |
+1,516
| New | +$116K |
|
4446
Pulse Biosciences
PLSE
$977M
| $116K | ﹤0.01% |
5,356
-2,803
| -34% | -$60.7K |
|
|
CDR
4447
DELISTED
Cedar Realty Trust, Inc
CDR
| $116K | ﹤0.01% |
5,326
+1,619
| +44% | +$35.3K |
|
4448
Pearson
PSO
$9.15B
| $115K | ﹤0.01% |
11,875
-2,388
| -17% | -$23.1K |
|
4449
Tile Shop Holdings
TTSH
$273M
| $115K | ﹤0.01% |
15,000
| – | – |
|
|
NAGE
4450
Niagen Bioscience, Inc. Common Stock
NAGE
$766M
| $115K | ﹤0.01% |
18,215
+119
| +0.7% | +$751 |
|