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 | |
|---|---|---|---|---|---|---|
4551
Tiziana Life Sciences
TLSA
$197M
| $91K | ﹤0.01% |
+86,258
| New | +$91K |
|
4552
Zevra Therapeutics
ZVRA
$435M
| $91K | ﹤0.01% |
18,095
+3,990
| +28% | +$20.1K |
|
4553
LifeVantage
LFVN
$141M
| $90K | ﹤0.01% |
18,820
-7,279
| -28% | -$34.8K |
|
4554
P3 Health Partners
PIII
$28.1M
| $90K | ﹤0.01% |
+230
| New | +$90K |
|
|
AFT
4555
DELISTED
Apollo Senior Floating Rate Fund Inc.
AFT
| $90K | ﹤0.01% |
6,126
| – | – |
|
|
SCRMW
4556
DELISTED
Screaming Eagle Acquisition Corp. Warrant
SCRMW
| – | – |
0
| – | – |
|
4557
BGSF Inc
BGSF
$86.6M
| $89K | ﹤0.01% |
6,789
+167
| +3% | +$2.19K |
|
4558
Crawford & Co Class A
CRD.A
$527M
| $89K | ﹤0.01% |
11,704
-13,960
| -54% | -$106K |
|
4559
Forian
FORA
$70M
| $89K | ﹤0.01% |
12,845
-8,140
| -39% | -$56.4K |
|
4560
Humacyte
HUMA
$233M
| $89K | ﹤0.01% |
12,552
-1,846
| -13% | -$13.1K |
|
4561
Park-Ohio Holdings
PKOH
$309M
| $89K | ﹤0.01% |
6,323
-9,543
| -60% | -$134K |
|
|
RENT
4562
Rent the Runway
RENT
$20.6M
| $89K | ﹤0.01% |
648
+28
| +5% | +$3.85K |
|
4563
Direxion Daily S&P 500 Bear 3x Shares
SPXS
$422M
| $89K | ﹤0.01% |
+5,049
| New | +$89K |
|
|
FUV
4564
DELISTED
Arcimoto, Inc. Common Stock
FUV
| $89K | ﹤0.01% |
674
+146
| +28% | +$19.3K |
|
4565
American Outdoor Brands
AOUT
$111M
| $88K | ﹤0.01% |
6,719
-40,170
| -86% | -$526K |
|
4566
Banco de Chile
BCH
$15.2B
| $88K | ﹤0.01% |
4,121
-6,179
| -60% | -$132K |
|
4567
James Hardie Industries plc
JHX
$11.6B
| $88K | ﹤0.01% |
2,926
+640
| +28% | +$19.2K |
|
4568
Preformed Line Products
PLPC
$979M
| $88K | ﹤0.01% |
1,384
-4,121
| -75% | -$262K |
|
4569
QuickLogic
QUIK
$92.3M
| $88K | ﹤0.01% |
16,074
-5,099
| -24% | -$27.9K |
|
4570
Schwab International Small-Cap Equity ETF
SCHC
$4.9B
| $88K | ﹤0.01% |
2,324
+21
| +0.9% | +$795 |
|
4571
Milestone Pharmaceuticals
MIST
$167M
| $87K | ﹤0.01% |
13,580
+6,606
| +95% | +$42.3K |
|
4572
NextCure
NXTC
$14.5M
| $87K | ﹤0.01% |
1,491
+760
| +104% | +$44.3K |
|
4573
Stereotaxis
STXS
$260M
| $87K | ﹤0.01% |
23,388
-53,096
| -69% | -$198K |
|
4574
BARK
BARK
$150M
| $86K | ﹤0.01% |
23,356
+2,457
| +12% | +$9.05K |
|
4575
iShares US Digital Infrastructure and Real Estate ETF
IDGT
$121M
| $86K | ﹤0.01% |
1,163
+999
| +609% | +$73.9K |
|