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 | |
|---|---|---|---|---|---|---|
4451
Mayville Engineering Co
MEC
$289M
| $118K | ﹤0.01% |
8,212
+1,011
| +14% | +$14.6K |
|
4452
BlackRock Income Trust
BKT
$287M
| $118K | ﹤0.01% |
9,714
+9,657
| +16,942% | +$118K |
|
4453
Immuneering
IMRX
$353M
| $118K | ﹤0.01% |
16,074
-4,285
| -21% | -$31.5K |
|
4454
Tourmaline Bio
TRML
$1.22B
| $118K | ﹤0.01% |
4,508
-34,305
| -88% | -$898K |
|
4455
First Trust Industrials/Producer Durables AlphaDEX Fund
FXR
$1.87B
| $118K | ﹤0.01% |
1,819
-9
| -0.5% | -$584 |
|
4456
Puma Biotechnology
PBYI
$225M
| $118K | ﹤0.01% |
27,194
+27,135
| +45,992% | +$117K |
|
4457
Fresenius Medical Care
FMS
$14.7B
| $118K | ﹤0.01% |
5,642
-1,359
| -19% | -$28.3K |
|
4458
Neuropace
NPCE
$326M
| $117K | ﹤0.01% |
+11,360
| New | +$117K |
|
4459
KLX Energy Services
KLXE
$31.4M
| $117K | ﹤0.01% |
10,355
+1,924
| +23% | +$21.7K |
|
4460
iShares MSCI Intl Momentum Factor ETF
IMTM
$3.29B
| $116K | ﹤0.01% |
3,395
-4,704
| -58% | -$161K |
|
|
TGAN
4461
DELISTED
Transphorm, Inc. Common Stock
TGAN
| $116K | ﹤0.01% |
31,772
+14,249
| +81% | +$52K |
|
|
LLAP
4462
DELISTED
Terran Orbital Corporation
LLAP
| $115K | ﹤0.01% |
101,275
+46,005
| +83% | +$52.4K |
|
4463
Capital Group US Multi-Sector Income ETF
CGMS
$3.23B
| $115K | ﹤0.01% |
+4,268
| New | +$115K |
|
|
LEV
4464
DELISTED
The Lion Electric Company
LEV
| $115K | ﹤0.01% |
65,013
-34,801
| -35% | -$61.6K |
|
4465
Richardson Electronics
RELL
$141M
| $115K | ﹤0.01% |
8,616
+857
| +11% | +$11.4K |
|
4466
Bakkt Holdings
BKKT
$152M
| $115K | ﹤0.01% |
2,059
+197
| +11% | +$11K |
|
4467
inTEST
INTT
$90.8M
| $114K | ﹤0.01% |
8,415
+1,457
| +21% | +$19.8K |
|
|
GLO
4468
Clough Global Opportunities Fund
GLO
$242M
| $114K | ﹤0.01% |
24,231
-3,204
| -12% | -$15.1K |
|
4469
Sanara MedTech
SMTI
$302M
| $114K | ﹤0.01% |
2,770
+309
| +13% | +$12.7K |
|
4470
Empire Petroleum
EP
$137M
| $114K | ﹤0.01% |
10,357
+1,929
| +23% | +$21.2K |
|
4471
BlackRock Municipal Income Trust
BFK
$446M
| $114K | ﹤0.01% |
11,300
-435
| -4% | -$4.38K |
|
|
CZOO
4472
DELISTED
Cazoo Group Ltd
CZOO
| $114K | ﹤0.01% |
11,968
+11,819
| +7,932% | +$112K |
|
4473
BlackSky Technology
BKSY
$684M
| $114K | ﹤0.01% |
10,142
| – | – |
|
4474
Atomera
ATOM
$106M
| $114K | ﹤0.01% |
16,200
+2,340
| +17% | +$16.4K |
|
4475
EVI Industries
EVI
$348M
| $114K | ﹤0.01% |
4,785
+1,626
| +51% | +$38.6K |
|