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 | |
|---|---|---|---|---|---|---|
|
HUDAR
4526
DELISTED
Hudson Acquisition I Corp. Right
HUDAR
| $95.3K | ﹤0.01% |
411,861
-81,399
| -17% | -$18.8K |
|
4527
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$3.8B
| $94.8K | ﹤0.01% |
3,868
-105,210
| -96% | -$2.58M |
|
|
DRD
4528
DRDGold
DRD
$2.21B
| $94.7K | ﹤0.01% |
11,553
-16,829
| -59% | -$138K |
|
4529
CorMedix
CRMD
$836M
| $94.3K | ﹤0.01% |
22,244
-15,481
| -41% | -$65.6K |
|
4530
Foghorn Therapeutics
FHTX
$284M
| $94.2K | ﹤0.01% |
14,038
+862
| +7% | +$5.78K |
|
4531
Corvus Pharmaceuticals
CRVS
$437M
| $94K | ﹤0.01% |
52,824
+52,145
| +7,680% | +$92.8K |
|
4532
InnovAge Holding
INNV
$628M
| $93.5K | ﹤0.01% |
21,064
+8,801
| +72% | +$39.1K |
|
4533
Lexeo Therapeutics
LXEO
$278M
| $93.3K | ﹤0.01% |
5,953
+5,841
| +5,215% | +$91.6K |
|
4534
Transcontinental Realty Investors
TCI
$404M
| $92.9K | ﹤0.01% |
2,467
+1,064
| +76% | +$40.1K |
|
4535
GoHealth
GOCO
$75.3M
| $92.8K | ﹤0.01% |
8,826
+3,774
| +75% | +$39.7K |
|
|
CHMI
4536
Cherry Hill Mortgage Investment Corp
CHMI
$91.2M
| $92.7K | ﹤0.01% |
26,190
+26,116
| +35,292% | +$92.5K |
|
4537
Actinium Pharmaceuticals
ATNM
$49.6M
| $92.3K | ﹤0.01% |
11,784
-6,788
| -37% | -$53.2K |
|
4538
Omeros
OMER
$284M
| $91.9K | ﹤0.01% |
26,628
-14,687
| -36% | -$50.7K |
|
4539
DHI Group
DHX
$138M
| $91.4K | ﹤0.01% |
35,855
+7,483
| +26% | +$19.1K |
|
|
GRTS
4540
DELISTED
Gritstone bio, Inc. Common Stock
GRTS
| $90.9K | ﹤0.01% |
35,368
-27,806
| -44% | -$71.5K |
|
4541
Douglas Elliman
DOUG
$263M
| $90.8K | ﹤0.01% |
57,453
-82,970
| -59% | -$131K |
|
|
BNT
4542
Brookfield Wealth Solutions
BNT
$20.4B
| $90.7K | ﹤0.01% |
2,171
-163
| -7% | -$6.81K |
|
4543
Monte Rosa Therapeutics
GLUE
$391M
| $90.4K | ﹤0.01% |
12,821
-9,215
| -42% | -$65K |
|
4544
Ramaco Resources Class B
METCB
$1.16B
| $90.3K | ﹤0.01% |
7,366
+4,009
| +119% | +$49.1K |
|
4545
Nuveen Municipal Credit Income Fund
NZF
$2.38B
| $90.3K | ﹤0.01% |
+7,374
| New | +$90.3K |
|
4546
Allbirds
BIRD
$49.8M
| $90.2K | ﹤0.01% |
6,494
+349
| +6% | +$4.85K |
|
4547
iShares MSCI Global Gold Miners ETF
RING
$2.2B
| $90K | ﹤0.01% |
3,558
-7,369
| -67% | -$186K |
|
|
RERE
4548
ATRenew
RERE
$933M
| $89.8K | ﹤0.01% |
51,015
+6,879
| +16% | +$12.1K |
|
|
AGEN
4549
Agenus
AGEN
$140M
| $89.8K | ﹤0.01% |
7,739
-4,865
| -39% | -$56.4K |
|
4550
BlackRock MuniHoldings Fund
MHD
$610M
| $89.7K | ﹤0.01% |
7,422
-10,392
| -58% | -$126K |
|