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 | |
|---|---|---|---|---|---|---|
4501
NewAmsterdam Pharma
NAMS
$3.01B
| $102K | ﹤0.01% |
+4,319
| New | +$102K |
|
4502
Pixelworks
PXLW
$57.4M
| $102K | ﹤0.01% |
3,299
+3,209
| +3,566% | +$99.3K |
|
4503
Ultrapar
UGP
$4.15B
| $102K | ﹤0.01% |
17,798
+17,100
| +2,450% | +$97.8K |
|
4504
IBEX
IBEX
$545M
| $101K | ﹤0.01% |
6,575
-128
| -2% | -$1.98K |
|
4505
SPDR Bloomberg International Corporate Bond ETF
IBND
$456M
| $101K | ﹤0.01% |
3,476
+3,154
| +980% | +$91.8K |
|
4506
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.65B
| $101K | ﹤0.01% |
5,199
+1,208
| +30% | +$23.5K |
|
4507
Inter&Co
INTR
$3.87B
| $101K | ﹤0.01% |
+17,637
| New | +$101K |
|
4508
Xtrackers MSCI USA ESG Leaders Equity ETF
USSG
$595M
| $100K | ﹤0.01% |
2,036
+285
| +16% | +$14.1K |
|
4509
PSQ Holdings
PSQH
$105M
| $100K | ﹤0.01% |
18,637
+18,630
| +266,143% | +$100K |
|
|
BCOV
4510
DELISTED
Brightcove, Inc.
BCOV
| $100K | ﹤0.01% |
51,605
+15,672
| +44% | +$30.4K |
|
4511
Bit Digital
BTBT
$1B
| $99.5K | ﹤0.01% |
34,662
-23,862
| -41% | -$68.5K |
|
4512
Aptus Collared Investment Opportunity ETF
ACIO
$2.14B
| $99.3K | ﹤0.01% |
2,757
| – | – |
|
4513
Atomera
ATOM
$117M
| $99.1K | ﹤0.01% |
16,091
-109
| -0.7% | -$671 |
|
4514
Tenaya Therapeutics
TNYA
$230M
| $99K | ﹤0.01% |
18,929
-10,927
| -37% | -$57.1K |
|
4515
CDT Equity Inc
CDT
$2.2M
| $98.5K | ﹤0.01% |
18
+14
| +350% | +$76.6K |
|
4516
Alpha Architect International Quantitative Value ETF
IVAL
$175M
| $98.2K | ﹤0.01% |
3,640
-97
| -3% | -$2.62K |
|
4517
Liberty Broadband Class A
LBRDA
$8.62B
| $98.2K | ﹤0.01% |
1,719
-57,916
| -97% | -$3.31M |
|
4518
Priority Technology Holdings
PRTH
$583M
| $98.2K | ﹤0.01% |
30,026
+15,673
| +109% | +$51.3K |
|
4519
Nuveen Quality Municipal Income Fund
NAD
$2.72B
| $97.5K | ﹤0.01% |
+8,508
| New | +$97.5K |
|
4520
FT Vest US Equity Buffer ETF January
FJAN
$1.13B
| $97.4K | ﹤0.01% |
2,321
-26,921
| -92% | -$1.13M |
|
|
NOAH
4521
Noah Holdings
NOAH
$772M
| $96.7K | ﹤0.01% |
8,458
-3,227
| -28% | -$36.9K |
|
4522
Forian
FORA
$71.9M
| $96.5K | ﹤0.01% |
29,057
+4,343
| +18% | +$14.4K |
|
4523
Mural Oncology
MURA
$36M
| $96.2K | ﹤0.01% |
19,663
-15,485
| -44% | -$75.7K |
|
4524
FTC Solar
FTCI
$120M
| $96K | ﹤0.01% |
17,809
-40,258
| -69% | -$217K |
|
4525
Innovator US Equity Ultra Buffer ETF October
UOCT
$140M
| $95.7K | ﹤0.01% |
2,848
| – | – |
|