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 Intermediate-Term Corporate Bond ETF
VCIT
|
+$3.65B |
| 2 |
Microsoft
MSFT
|
+$2.99B |
| 3 |
Eli Lilly
LLY
|
+$2.1B |
| 4 |
Broadcom
AVGO
|
+$1.57B |
| 5 |
ServiceNow
NOW
|
+$1.33B |
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$3.4B |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$2.57B |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$2.55B |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$2.15B |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$1.56B |
Sector Composition
| 1 | Technology | 21.83% |
| 2 | Healthcare | 10.29% |
| 3 | Financials | 9.88% |
| 4 | Consumer Discretionary | 9.44% |
| 5 | Industrials | 7.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
4651
Newegg Commerce
NEGG
$901M
| $72.1K | ﹤0.01% |
2,860
+2,749
| +2,477% | +$69.3K |
|
4652
Fortuna Silver Mines
FSM
$2.56B
| $71.9K | ﹤0.01% |
18,637
+1,180
| +7% | +$4.56K |
|
|
AKYA
4653
DELISTED
Akoya BioSciences
AKYA
| $71.8K | ﹤0.01% |
14,709
| – | – |
|
4654
ProShares Ultra Silver
AGQ
$897M
| $71.6K | ﹤0.01% |
2,636
-1,399
| -35% | -$38K |
|
|
CMLS
4655
DELISTED
Cumulus Media Inc. Class A Common Stock
CMLS
| $70.9K | ﹤0.01% |
13,334
+13,264
| +18,949% | +$70.6K |
|
4656
BARK
BARK
$150M
| $70.9K | ﹤0.01% |
88,030
| – | – |
|
4657
Fidus Investment
FDUS
$760M
| $70.9K | ﹤0.01% |
3,601
-8,354
| -70% | -$164K |
|
4658
System1
SST
$71.8M
| $70.8K | ﹤0.01% |
3,187
+1,030
| +48% | +$22.9K |
|
4659
Finance of America Companies
FOA
$278M
| $70.2K | ﹤0.01% |
6,386
+2,786
| +77% | +$30.6K |
|
4660
Global X Variable Rate Preferred ETF
PFFV
$315M
| $70K | ﹤0.01% |
+3,023
| New | +$70K |
|
4661
Telesat
TSAT
$331M
| $70K | ﹤0.01% |
6,712
+350
| +6% | +$3.65K |
|
4662
Biote Corp
BTMD
$107M
| $69.5K | ﹤0.01% |
14,074
| – | – |
|
4663
iShares JPMorgan EM Local Currency Bond ETF
LEMB
$395M
| $69.2K | ﹤0.01% |
1,885
-3,780
| -67% | -$139K |
|
4664
PepGen
PEPG
$48.5M
| $69K | ﹤0.01% |
10,143
-818
| -7% | -$5.56K |
|
4665
iShares MSCI Japan Small-Cap ETF
SCJ
$149M
| $68.9K | ﹤0.01% |
957
+399
| +72% | +$28.7K |
|
4666
VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
$736M
| $68.9K | ﹤0.01% |
1,217
-50
| -4% | -$2.83K |
|
4667
Angi Inc
ANGI
$760M
| $68.6K | ﹤0.01% |
2,757
-20,350
| -88% | -$507K |
|
4668
Nuveen Preferred & Income Opportunities Fund
JPC
$2.66B
| $68.6K | ﹤0.01% |
10,151
+7,859
| +343% | +$53.1K |
|
4669
American Outdoor Brands
AOUT
$111M
| $68.1K | ﹤0.01% |
8,107
+6,530
| +414% | +$54.9K |
|
4670
GoHealth
GOCO
$79.6M
| $67.4K | ﹤0.01% |
5,052
+2,509
| +99% | +$33.5K |
|
4671
374Water
SCWO
$60.9M
| $66.9K | ﹤0.01% |
47,143
+8,753
| +23% | +$12.4K |
|
4672
X4 Pharmaceuticals
XFOR
$73.2M
| $66.9K | ﹤0.01% |
2,660
| – | – |
|
4673
First Trust Eurozone AlphaDEX
FEUZ
$79.1M
| $66.8K | ﹤0.01% |
1,644
| – | – |
|
4674
Oramed Pharmaceuticals
ORMP
$98.8M
| $66.4K | ﹤0.01% |
28,766
-17,250
| -37% | -$39.8K |
|
4675
iShares ESG Advanced High Yield Corporate Bond ETF
HYXF
$185M
| $66.3K | ﹤0.01% |
1,458
-623
| -30% | -$28.3K |
|