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 | |
|---|---|---|---|---|---|---|
4676
Allbirds
BIRD
$49.9M
| $46.6K | ﹤0.01% |
4,662
-1,832
| -28% | -$18.3K |
|
4677
SKYX Platforms
SKYX
$139M
| $46.6K | ﹤0.01% |
49,079
+22,277
| +83% | +$21.2K |
|
4678
SPDR MSCI EAFE StrategicFactors ETF
QEFA
$936M
| $46.5K | ﹤0.01% |
+622
| New | +$46.5K |
|
4679
LiveOne
LVO
$66.3M
| $45.9K | ﹤0.01% |
29,235
-34,386
| -54% | -$54K |
|
4680
Compass Therapeutics
CMPX
$613M
| $45.9K | ﹤0.01% |
45,883
+7,530
| +20% | +$7.53K |
|
4681
INmune Bio
INMB
$53.4M
| $45.9K | ﹤0.01% |
+5,202
| New | +$45.9K |
|
4682
Quantum-Si Incorporated
QSI
$239M
| $45.8K | ﹤0.01% |
43,659
+1,377
| +3% | +$1.45K |
|
4683
Taylor Devices
TAYD
$149M
| $45.7K | ﹤0.01% |
+1,015
| New | +$45.7K |
|
4684
Invesco S&P SmallCap Energy ETF
PSCE
$57.9M
| $45.6K | ﹤0.01% |
868
-43
| -5% | -$2.26K |
|
4685
Direxion Daily Energy Bull 2X Shares
ERX
$221M
| $45.6K | ﹤0.01% |
700
-48
| -6% | -$3.12K |
|
4686
Lifetime Brands
LCUT
$88.4M
| $45.5K | ﹤0.01% |
5,301
-33,712
| -86% | -$290K |
|
4687
ProShares UltraPro Short Dow 30
SDOW
$172M
| $45.5K | ﹤0.01% |
684
-226
| -25% | -$15K |
|
4688
iShares Genomics Immunology and Healthcare ETF
IDNA
$113M
| $45.4K | ﹤0.01% |
1,964
+1,624
| +478% | +$37.5K |
|
4689
AC Immune
ACIU
$244M
| $45.3K | ﹤0.01% |
11,352
-10,763
| -49% | -$42.9K |
|
4690
Global X S&P 500 Covered Call ETF
XYLD
$3.12B
| $45.1K | ﹤0.01% |
1,116
-403
| -27% | -$16.3K |
|
4691
Franklin Income Focus ETF
INCM
$810M
| $44.8K | ﹤0.01% |
1,734
+1,510
| +674% | +$39.1K |
|
4692
First Community Corp
FCCO
$215M
| $44.8K | ﹤0.01% |
2,596
-4,343
| -63% | -$74.9K |
|
4693
Valhi
VHI
$458M
| $44.7K | ﹤0.01% |
2,505
-3,886
| -61% | -$69.3K |
|
4694
FTC Solar
FTCI
$106M
| $44.4K | ﹤0.01% |
12,583
-5,226
| -29% | -$18.4K |
|
4695
Greenwich LifeSciences
GLSI
$153M
| $44K | ﹤0.01% |
2,548
-3,124
| -55% | -$53.9K |
|
4696
Neuropace
NPCE
$326M
| $44K | ﹤0.01% |
5,816
-26,299
| -82% | -$199K |
|
|
SYFI
4697
AB Short Duration High Yield ETF
SYFI
$823M
| $43.8K | ﹤0.01% |
+1,248
| New | +$43.8K |
|
4698
Innovator Laddered Allocation Buffer ETF
BUFB
$220M
| $43.6K | ﹤0.01% |
1,428
| – | – |
|
4699
FT Vest US Equity Moderate Buffer ETF June
GJUN
$341M
| $43.5K | ﹤0.01% |
1,275
-7,401
| -85% | -$252K |
|
4700
The ONE Group
STKS
$81.1M
| $43.4K | ﹤0.01% |
10,216
-14,826
| -59% | -$63K |
|