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 | |
|---|---|---|---|---|---|---|
|
NRT
4601
North European Oil Royalty Trust
NRT
$47.1M
| $77.5K | ﹤0.01% |
13,028
| – | – |
|
|
BBU
4602
Brookfield Business Partners
BBU
$2.46B
| $77.3K | ﹤0.01% |
3,499
+3,442
| +6,039% | +$76.1K |
|
4603
Capital Group Short Duration Income ETF
CGSD
$1.55B
| $77.1K | ﹤0.01% |
+3,037
| New | +$77.1K |
|
4604
PIMCO Enhanced Short Maturity Active ESG ETF
EMNT
$211M
| $76.5K | ﹤0.01% |
776
+143
| +23% | +$14.1K |
|
4605
The Joint Corp
JYNT
$153M
| $76.4K | ﹤0.01% |
5,850
-3,380
| -37% | -$44.1K |
|
4606
Tucows
TCX
$207M
| $76.1K | ﹤0.01% |
4,101
-2,493
| -38% | -$46.3K |
|
4607
Compass Therapeutics
CMPX
$582M
| $75.9K | ﹤0.01% |
38,353
-23,979
| -38% | -$47.5K |
|
|
BHR
4608
Braemar Hotels & Resorts
BHR
$196M
| $75K | ﹤0.01% |
37,505
-7,022
| -16% | -$14K |
|
4609
Asure Software
ASUR
$214M
| $74.5K | ﹤0.01% |
9,582
-6,908
| -42% | -$53.7K |
|
4610
Full House Resorts
FLL
$125M
| $74.2K | ﹤0.01% |
13,323
-139,168
| -91% | -$775K |
|
4611
Dimensional International Sustainability Core 1 ETF
DFSI
$820M
| $74.1K | ﹤0.01% |
2,202
+1,840
| +508% | +$62K |
|
|
LL
4612
DELISTED
LL Flooring Holdings, Inc.
LL
| $74.1K | ﹤0.01% |
40,486
+36,943
| +1,043% | +$67.6K |
|
4613
Franklin FTSE Europe ETF
FLEE
$118M
| $73.9K | ﹤0.01% |
+2,485
| New | +$73.9K |
|
4614
eHealth
EHTH
$121M
| $73.8K | ﹤0.01% |
12,241
-8,183
| -40% | -$49.3K |
|
4615
Microvast
MVST
$1.17B
| $73.6K | ﹤0.01% |
87,916
-54,300
| -38% | -$45.4K |
|
4616
Pharvaris
PHVS
$1.63B
| $72.8K | ﹤0.01% |
3,150
+2,960
| +1,558% | +$68.4K |
|
4617
United Homes Group
UHG
$251M
| $72.8K | ﹤0.01% |
10,413
+3,182
| +44% | +$22.2K |
|
4618
Hartford Municipal Opportunities ETF
HMOP
$589M
| $72.5K | ﹤0.01% |
1,866
+664
| +55% | +$25.8K |
|
4619
VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
$733M
| $72.5K | ﹤0.01% |
1,217
| – | – |
|
4620
ATAI Life Sciences
ATAI
$1.06B
| $72.3K | ﹤0.01% |
36,676
-281,338
| -88% | -$554K |
|
4621
Eton Pharmaceutcials
ETON
$492M
| $71.8K | ﹤0.01% |
+19,155
| New | +$71.8K |
|
4622
Innodata
INOD
$2.25B
| $71.1K | ﹤0.01% |
10,777
-7,827
| -42% | -$51.7K |
|
4623
X4 Pharmaceuticals
XFOR
$71.2M
| $71.1K | ﹤0.01% |
1,704
-956
| -36% | -$39.9K |
|
4624
BRC Inc
BRCC
$189M
| $71K | ﹤0.01% |
16,578
-11,822
| -42% | -$50.6K |
|
4625
Harvard Bioscience
HBIO
$20.9M
| $70.9K | ﹤0.01% |
16,714
-10,597
| -39% | -$44.9K |
|