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 S&P 500 ETF
VOO
|
+$5B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$4.43B |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$4B |
| 4 |
Apple
AAPL
|
+$3.19B |
| 5 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$3.09B |
Top Sells
| 1 |
Vanguard Total International Bond ETF
BNDX
|
+$2.49B |
| 2 |
S&P Global
SPGI
|
+$2.41B |
| 3 |
Coca-Cola
KO
|
+$1.76B |
| 4 |
Adobe
ADBE
|
+$1.4B |
| 5 |
Schwab Short-Term US Treasury ETF
SCHO
|
+$1.3B |
Sector Composition
| 1 | Technology | 22.83% |
| 2 | Healthcare | 10.08% |
| 3 | Consumer Discretionary | 9.55% |
| 4 | Financials | 9.44% |
| 5 | Industrials | 7.7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
4476
El Pollo Loco
LOCO
$297M
| $109K | ﹤0.01% |
11,204
-8,129
| -42% | -$79.2K |
|
4477
First Trust Indxx NextG ETF
NXTG
$412M
| $109K | ﹤0.01% |
1,374
-210
| -13% | -$16.6K |
|
4478
Latham Group
SWIM
$895M
| $109K | ﹤0.01% |
27,484
-41,759
| -60% | -$165K |
|
4479
ClearPoint Neuro
CLPT
$318M
| $108K | ﹤0.01% |
15,852
-15,570
| -50% | -$106K |
|
4480
ProShares Short S&P500
SH
$1.21B
| $108K | ﹤0.01% |
2,269
-3,008
| -57% | -$143K |
|
4481
Century Therapeutics
IPSC
$41.2M
| $107K | ﹤0.01% |
25,680
+10,498
| +69% | +$43.9K |
|
4482
Universal Electronics
UEIC
$61.2M
| $107K | ﹤0.01% |
10,698
+10,367
| +3,132% | +$104K |
|
4483
Aptus Behavioral Momentum ETF
ADME
$243M
| $107K | ﹤0.01% |
2,541
-4
| -0.2% | -$168 |
|
4484
Marine Products Corp
MPX
$320M
| $106K | ﹤0.01% |
9,059
-2,055
| -18% | -$24.1K |
|
4485
Innovator Emerging Markets Power Buffer ETF July
EJUL
$144M
| $106K | ﹤0.01% |
+4,470
| New | +$106K |
|
4486
MarketWise
MKTW
$45.9M
| $106K | ﹤0.01% |
3,070
+1,576
| +105% | +$54.5K |
|
4487
Immersion
IMMR
$239M
| $106K | ﹤0.01% |
14,184
-8,291
| -37% | -$62K |
|
4488
BioAtla
BCAB
$36.5M
| $105K | ﹤0.01% |
30,563
-8,417
| -22% | -$29K |
|
4489
Outdoor Holding Co
POWW
$169M
| $104K | ﹤0.01% |
37,930
-24,967
| -40% | -$68.7K |
|
4490
Invesco Zacks Mid-Cap ETF
CZA
$182M
| $104K | ﹤0.01% |
1,023
-10
| -1% | -$1.02K |
|
|
CTR
4491
DELISTED
ClearBridge MLP and Midstream Total Return Fund Inc.
CTR
| $104K | ﹤0.01% |
2,500
-10,365
| -81% | -$430K |
|
4492
WisdomTree Europe SmallCap Dividend Fund
DFE
$181M
| $103K | ﹤0.01% |
1,731
| – | – |
|
4493
Forafric Global
AFRI
$246M
| $103K | ﹤0.01% |
9,978
+4,392
| +79% | +$45.5K |
|
|
CONN
4494
DELISTED
Conn's Inc.
CONN
| $103K | ﹤0.01% |
30,827
+26,920
| +689% | +$90.2K |
|
4495
TriSalus Life Sciences
TLSI
$244M
| $103K | ﹤0.01% |
+10,559
| New | +$103K |
|
4496
FT Vest US Equity Deep Buffer ETF April
DAPR
$287M
| $103K | ﹤0.01% |
+3,089
| New | +$103K |
|
4497
Calumet Specialty Products
CLMT
$1.61B
| $103K | ﹤0.01% |
6,900
+2,677
| +63% | +$39.8K |
|
|
ME
4498
DELISTED
23andMe Holding Co
ME
| $102K | ﹤0.01% |
9,633
-3,426
| -26% | -$36.5K |
|
4499
TAT Technologies
TATT
$532M
| $102K | ﹤0.01% |
+8,387
| New | +$102K |
|
4500
Dimensional Global Sustainability Fixed Income ETF
DFSB
$517M
| $102K | ﹤0.01% |
1,974
+1,952
| +8,873% | +$101K |
|