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 | |
|---|---|---|---|---|---|---|
4651
QuickLogic
QUIK
$95.4M
| $65.6K | ﹤0.01% |
4,090
-19,834
| -83% | -$318K |
|
4652
AC Immune
ACIU
$246M
| $65.5K | ﹤0.01% |
22,115
+17,837
| +417% | +$52.8K |
|
4653
Clough Select Equity ETF
CBSE
$35.7M
| $65.3K | ﹤0.01% |
+2,353
| New | +$65.3K |
|
4654
WPP
WPP
$5.19B
| $65.2K | ﹤0.01% |
1,376
-1,373
| -50% | -$65.1K |
|
|
FBZ
4655
DELISTED
First Trust Brazil AlphaDEX Fund
FBZ
| $64.8K | ﹤0.01% |
+5,337
| New | +$64.8K |
|
4656
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
$741M
| $64.5K | ﹤0.01% |
+3,000
| New | +$64.5K |
|
4657
SoundThinking
SSTI
$157M
| $64.3K | ﹤0.01% |
4,052
-2,932
| -42% | -$46.6K |
|
4658
Contango ORE
CTGO
$304M
| $64.3K | ﹤0.01% |
3,240
-2,351
| -42% | -$46.7K |
|
4659
HUTCHMED
HCM
$2.93B
| $64K | ﹤0.01% |
3,809
+1,472
| +63% | +$24.7K |
|
4660
ATAC Credit Rotation ETF
JOJO
$6.55M
| $63.7K | ﹤0.01% |
4,388
-2,996
| -41% | -$43.5K |
|
4661
Aldeyra Therapeutics
ALDX
$296M
| $63.6K | ﹤0.01% |
19,441
-12,238
| -39% | -$40K |
|
4662
Innovator US Equity Power Buffer ETF February
PFEB
$841M
| $63.2K | ﹤0.01% |
1,849
-473,151
| -100% | -$16.2M |
|
4663
Fossil Group
FOSL
$161M
| $63.1K | ﹤0.01% |
61,882
+5,968
| +11% | +$6.09K |
|
4664
FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
TDTF
$893M
| $63.1K | ﹤0.01% |
2,666
+576
| +28% | +$13.6K |
|
4665
Butterfly Network
BFLY
$466M
| $62.8K | ﹤0.01% |
58,175
-36,534
| -39% | -$39.5K |
|
|
TCS
4666
DELISTED
THE CONTAINER STORE GROUP, INC.
TCS
| $62.6K | ﹤0.01% |
3,663
+3,429
| +1,465% | +$58.6K |
|
|
MDV
4667
Modiv Industrial
MDV
$150M
| $62.6K | ﹤0.01% |
3,728
+3,451
| +1,246% | +$57.9K |
|
4668
WM Technology
MAPS
$135M
| $62.5K | ﹤0.01% |
46,966
+28,495
| +154% | +$37.9K |
|
4669
ESS Tech
GWH
$21.9M
| $62.4K | ﹤0.01% |
5,751
-2,895
| -33% | -$31.4K |
|
4670
FT Vest US Equity Buffer ETF March
FMAR
$888M
| $62.1K | ﹤0.01% |
+1,583
| New | +$62.1K |
|
4671
Global X S&P 500 Covered Call ETF
XYLD
$3.11B
| $62K | ﹤0.01% |
1,519
-366,260
| -100% | -$14.9M |
|
4672
Nomura Holdings
NMR
$21.9B
| $61.7K | ﹤0.01% |
9,615
-24,291
| -72% | -$156K |
|
4673
Sezzle
SEZL
$3.12B
| $61.1K | ﹤0.01% |
+4,524
| New | +$61.1K |
|
|
EXAI
4674
DELISTED
Exscientia Plc American Depositary Shares
EXAI
| $60.5K | ﹤0.01% |
10,584
-83,264
| -89% | -$476K |
|
4675
Abacus Life
ABL
$598M
| $60.5K | ﹤0.01% |
+4,964
| New | +$60.5K |
|