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 | |
|---|---|---|---|---|---|---|
4476
Shattuck Labs
STTK
$92M
| $108K | ﹤0.01% |
25,551
+4,320
| +20% | +$18.3K |
|
|
FRBK
4477
DELISTED
Republic First Bancorp Inc
FRBK
| $108K | ﹤0.01% |
20,999
-41,943
| -67% | -$216K |
|
4478
Orion Energy Systems
OESX
$31.4M
| $107K | ﹤0.01% |
3,811
| – | – |
|
4479
Superior Group of Companies
SGC
$188M
| $107K | ﹤0.01% |
6,030
-13,705
| -69% | -$243K |
|
4480
FlexShares Morningstar US Market Factors Tilt Index Fund
TILT
$1.8B
| $107K | ﹤0.01% |
612
-310
| -34% | -$54.2K |
|
4481
Viemed Healthcare
VMD
$263M
| $107K | ﹤0.01% |
21,274
-29,432
| -58% | -$148K |
|
|
OTRA
4482
DELISTED
OTR Acquisition Corp. Class A Common Stock
OTRA
| $107K | ﹤0.01% |
10,500
-10,000
| -49% | -$102K |
|
4483
CervoMed
CRVO
$77M
| $106K | ﹤0.01% |
+113
| New | +$106K |
|
4484
Eton Pharmaceutcials
ETON
$473M
| $106K | ﹤0.01% |
+24,273
| New | +$106K |
|
|
HIMX
4485
Himax Technologies
HIMX
$1.44B
| $106K | ﹤0.01% |
9,720
-281,469
| -97% | -$3.07M |
|
4486
Acacia Research
ACTG
$317M
| $105K | ﹤0.01% |
23,111
-32,905
| -59% | -$149K |
|
4487
AMES National
ATLO
$182M
| $105K | ﹤0.01% |
4,209
-43
| -1% | -$1.07K |
|
4488
Global X Cloud Computing ETF
CLOU
$309M
| $105K | ﹤0.01% |
4,776
-599
| -11% | -$13.2K |
|
4489
Oric Pharmaceuticals
ORIC
$1.05B
| $105K | ﹤0.01% |
19,654
+3,794
| +24% | +$20.3K |
|
4490
Vicarious Surgical
RBOT
$34.6M
| $105K | ﹤0.01% |
691
-264
| -28% | -$40.1K |
|
|
LENZ
4491
LENZ Therapeutics
LENZ
$1.18B
| $105K | ﹤0.01% |
2,932
+1,311
| +81% | +$46.9K |
|
4492
Aveanna Healthcare
AVAH
$1.76B
| $104K | ﹤0.01% |
30,481
-19,945
| -40% | -$68.1K |
|
4493
Claros Mortgage Trust
CMTG
$529M
| $104K | ﹤0.01% |
+6,075
| New | +$104K |
|
4494
Citius Pharmaceuticals
CTXR
$20.6M
| $104K | ﹤0.01% |
2,328
+581
| +33% | +$26K |
|
|
IMA
4495
ImageneBio, Inc. Common Stock
IMA
$102M
| $104K | ﹤0.01% |
1,431
+290
| +25% | +$21.1K |
|
4496
KORE Group Holdings
KORE
$37.8M
| $104K | ﹤0.01% |
3,483
+761
| +28% | +$22.7K |
|
|
WEBR
4497
DELISTED
Weber Inc.
WEBR
| $104K | ﹤0.01% |
10,544
-8,644
| -45% | -$85.3K |
|
4498
Direxion Daily Junior Gold Miners Index Bull 2X Shares
JNUG
$516M
| $103K | ﹤0.01% |
+1,339
| New | +$103K |
|
4499
NewtekOne
NEWT
$303M
| $103K | ﹤0.01% |
3,865
-2,260
| -37% | -$60.2K |
|
4500
TORM
TRMD
$2.21B
| $103K | ﹤0.01% |
+11,627
| New | +$103K |
|