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 |
Apple
AAPL
|
+$5.25B |
| 2 |
Alphabet (Google) Class C
GOOG
|
+$2.24B |
| 3 |
Microsoft
MSFT
|
+$2.17B |
| 4 |
Vanguard Total International Bond ETF
BNDX
|
+$1.64B |
| 5 |
Broadcom
AVGO
|
+$1.54B |
Top Sells
| 1 |
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
|
+$2.4B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$2.19B |
| 3 |
Progressive
PGR
|
+$1.63B |
| 4 |
Adobe
ADBE
|
+$1.62B |
| 5 |
Salesforce
CRM
|
+$1.48B |
Sector Composition
| 1 | Technology | 25.26% |
| 2 | Healthcare | 9.71% |
| 3 | Consumer Discretionary | 9.24% |
| 4 | Financials | 9.04% |
| 5 | Industrials | 7.2% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
GOEV
4626
DELISTED
Canoo Inc. Class A Common Stock
GOEV
| $54.1K | ﹤0.01% |
1,270
+1,264
| +21,067% | +$53.9K |
|
4627
FibroBiologics
FBLG
$22.7M
| $54.1K | ﹤0.01% |
10,845
-11,789
| -52% | -$58.8K |
|
4628
CompoSecure
CMPO
$1.99B
| $53.9K | ﹤0.01% |
9,549
-22,516
| -70% | -$127K |
|
4629
Invesco DB Energy Fund
DBE
$49.1M
| $53.9K | ﹤0.01% |
2,581
-21,139
| -89% | -$441K |
|
4630
Direxion Daily 20+ Year Treasury Bear 3X Shares
TMV
$162M
| $53.7K | ﹤0.01% |
1,496
+1,404
| +1,526% | +$50.4K |
|
4631
Motorcar Parts of America
MPAA
$305M
| $53.4K | ﹤0.01% |
8,654
-53,966
| -86% | -$333K |
|
4632
Alvotech
ALVO
$2.5B
| $53.1K | ﹤0.01% |
4,368
+4,067
| +1,351% | +$49.5K |
|
4633
Direxion Daily S&P Oil & Gas Exp & Prod Bear 2X Shares
DRIP
$51.3M
| $53.1K | ﹤0.01% |
5,550
-193
| -3% | -$1.85K |
|
|
CLPR
4634
Clipper Realty
CLPR
$70.6M
| $52.9K | ﹤0.01% |
14,645
-12,410
| -46% | -$44.8K |
|
4635
Lifecore Biomedical
LFCR
$281M
| $52.8K | ﹤0.01% |
10,296
+6,931
| +206% | +$35.6K |
|
4636
Invesco AI and Next Gen Software ETF
IGPT
$545M
| $52.8K | ﹤0.01% |
1,112
-1
| -0.1% | -$47 |
|
4637
Invesco S&P SmallCap Value with Momentum ETF
XSVM
$591M
| $52.8K | ﹤0.01% |
1,008
-11,990
| -92% | -$628K |
|
4638
First Trust Long Duration Opportunities ETF
LGOV
$647M
| $52.8K | ﹤0.01% |
+2,510
| New | +$52.8K |
|
4639
Pioneer Bancorp
PBFS
$338M
| $52.5K | ﹤0.01% |
5,243
-13,541
| -72% | -$136K |
|
|
CTNM
4640
Contineum Therapeutics
CTNM
$347M
| $52.1K | ﹤0.01% |
+2,958
| New | +$52.1K |
|
|
SBT
4641
DELISTED
Sterling Bancorp, Inc. Common Stock
SBT
| $52K | ﹤0.01% |
9,935
-20,674
| -68% | -$108K |
|
|
NIE
4642
Virtus Equity & Convertible Income Fund
NIE
$691M
| $51.8K | ﹤0.01% |
2,231
+1,046
| +88% | +$24.3K |
|
4643
Invesco S&P SmallCap Information Technology ETF
PSCT
$283M
| $51.8K | ﹤0.01% |
+1,110
| New | +$51.8K |
|
4644
ASP Isotopes
ASPI
$806M
| $51.7K | ﹤0.01% |
16,889
-60,763
| -78% | -$186K |
|
4645
Capricor Therapeutics
CAPR
$291M
| $51.6K | ﹤0.01% |
10,818
-80,265
| -88% | -$383K |
|
4646
Harvard Bioscience
HBIO
$19.7M
| $51.6K | ﹤0.01% |
18,104
+1,390
| +8% | +$3.96K |
|
4647
BlackSky Technology
BKSY
$684M
| $51.3K | ﹤0.01% |
5,998
-217
| -3% | -$1.86K |
|
4648
Century Therapeutics
IPSC
$43.3M
| $51.1K | ﹤0.01% |
20,057
-5,623
| -22% | -$14.3K |
|
4649
SPDR SSGA US Sector Rotation ETF
XLSR
$821M
| $50.9K | ﹤0.01% |
+1,000
| New | +$50.9K |
|
4650
Kaltura
KLTR
$266M
| $50.7K | ﹤0.01% |
42,266
-113,472
| -73% | -$136K |
|