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 | |
|---|---|---|---|---|---|---|
4426
NVE Corp
NVEC
$328M
| $122K | ﹤0.01% |
2,235
-5,619
| -72% | -$307K |
|
4427
Olema Pharmaceuticals
OLMA
$533M
| $122K | ﹤0.01% |
28,800
+4,928
| +21% | +$20.9K |
|
4428
Village Super Market
VLGEA
$580M
| $122K | ﹤0.01% |
4,971
-8,238
| -62% | -$202K |
|
4429
Diana Shipping
DSX
$225M
| $121K | ﹤0.01% |
+28,129
| New | +$121K |
|
4430
Fidelity D&D Bancorp
FDBC
$267M
| $121K | ﹤0.01% |
2,615
-2,993
| -53% | -$138K |
|
4431
Limoneira
LMNR
$275M
| $121K | ﹤0.01% |
8,206
-13,488
| -62% | -$199K |
|
4432
LSI Industries
LYTS
$686M
| $119K | ﹤0.01% |
19,772
-307,870
| -94% | -$1.85M |
|
4433
Rekor Systems
REKR
$152M
| $119K | ﹤0.01% |
26,075
+4,282
| +20% | +$19.5K |
|
4434
Rafael Holdings
RFL
$47M
| $119K | ﹤0.01% |
47,963
-29,669
| -38% | -$73.6K |
|
|
PWPPW
4435
DELISTED
Perella Weinberg Partners Warrant
PWPPW
| – | – |
0
| – | -$212K |
|
4436
BRC Inc
BRCC
$183M
| $118K | ﹤0.01% |
+5,673
| New | +$118K |
|
4437
POET Technologies
POET
$475M
| $118K | ﹤0.01% |
+16,260
| New | +$118K |
|
4438
iPath Series B S&P 500 VIX Short-Term Futures ETN
VXX
$244M
| $118K | ﹤0.01% |
286
-17,148
| -98% | -$7.08M |
|
|
ATNX
4439
DELISTED
Athenex, Inc. Common Stock
ATNX
| $118K | ﹤0.01% |
7,077
+383
| +6% | +$6.39K |
|
4440
iShares Core International Aggregate Bond Fund
IAGG
$10.9B
| $117K | ﹤0.01% |
2,255
+915
| +68% | +$47.5K |
|
4441
Mirum Pharmaceuticals
MIRM
$3.73B
| $117K | ﹤0.01% |
5,319
-17,250
| -76% | -$379K |
|
4442
PolyPid
PYPD
$55.2M
| $117K | ﹤0.01% |
715
-3
| -0.4% | -$491 |
|
4443
ALPS Sector Dividend Dogs ETF
SDOG
$1.24B
| $117K | ﹤0.01% |
2,135
+153
| +8% | +$8.39K |
|
4444
WisdomTree Europe SmallCap Dividend Fund
DFE
$182M
| $116K | ﹤0.01% |
1,731
-41
| -2% | -$2.75K |
|
4445
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.01B
| $116K | ﹤0.01% |
+3,038
| New | +$116K |
|
4446
Fidelity MSCI Energy Index ETF
FENY
$1.44B
| $116K | ﹤0.01% |
+5,513
| New | +$116K |
|
4447
Origin Materials
ORGN
$84.6M
| $116K | ﹤0.01% |
17,638
+17,070
| +3,005% | +$112K |
|
4448
Pearson
PSO
$9.15B
| $116K | ﹤0.01% |
11,590
+1,153
| +11% | +$11.5K |
|
|
SUP
4449
DELISTED
Superior Industries International
SUP
| $116K | ﹤0.01% |
24,959
-9,778
| -28% | -$45.4K |
|
|
PAMT
4450
PAMT CORP Common Stock
PAMT
$258M
| $116K | ﹤0.01% |
3,333
-10,767
| -76% | -$375K |
|