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 | |
|---|---|---|---|---|---|---|
4726
Zura Bio
ZURA
$130M
| $57.1K | ﹤0.01% |
12,230
+4,411
| +56% | +$20.6K |
|
|
DZSI
4727
DELISTED
DZS Inc. Common Stock
DZSI
| $57K | ﹤0.01% |
28,920
+14,321
| +98% | +$28.2K |
|
|
THRX
4728
DELISTED
Theseus Pharmaceuticals, Inc. Common Stock
THRX
| $56.9K | ﹤0.01% |
14,052
+911
| +7% | +$3.69K |
|
4729
ProShares UltraPro Short Russell2000
SRTY
$79.9M
| $56.5K | ﹤0.01% |
1,871
-2,751
| -60% | -$83.1K |
|
4730
Eletrobras Common Shares
EBR
$19.5B
| $56.2K | ﹤0.01% |
6,523
+53
| +0.8% | +$457 |
|
4731
KORU Medical Systems
KRMD
$181M
| $55.6K | ﹤0.01% |
22,658
| – | – |
|
4732
Urban One Class D
UONEK
$34.6M
| $55.5K | ﹤0.01% |
15,709
+7,571
| +93% | +$26.7K |
|
4733
Vor Biopharma
VOR
$220M
| $55.1K | ﹤0.01% |
24,498
-809
| -3% | -$1.82K |
|
|
VBNK
4734
VersaBank
VBNK
$383M
| $55.1K | ﹤0.01% |
5,029
-1,384
| -22% | -$15.2K |
|
|
TGB
4735
Taseko Mines
TGB
$1.12B
| $55.1K | ﹤0.01% |
39,328
-27,349
| -41% | -$38.3K |
|
4736
Wheels Up
UP
$1.52B
| $55K | ﹤0.01% |
16,034
+16,030
| +400,750% | +$55K |
|
4737
INNOVATE Corp
VATE
$67.3M
| $54.8K | ﹤0.01% |
4,459
+862
| +24% | +$10.6K |
|
|
CET
4738
Central Securities Corp
CET
$1.47B
| $54.6K | ﹤0.01% |
+1,446
| New | +$54.6K |
|
4739
Evogene
EVGN
$11.1M
| $54.3K | ﹤0.01% |
6,459
+2,933
| +83% | +$24.6K |
|
4740
Reservoir Media, Inc. Warrant
RSVRW
| – | – |
0
| – | -$52.4K |
|
4741
Zevia
ZVIA
$184M
| $53.7K | ﹤0.01% |
26,740
+10,575
| +65% | +$21.3K |
|
4742
Opus Small Cap Value ETF
OSCV
$650M
| $53.6K | ﹤0.01% |
1,597
-562
| -26% | -$18.9K |
|
4743
First Trust Active Global Quality Income ETF
AGQI
$57.7M
| $53.6K | ﹤0.01% |
+4,038
| New | +$53.6K |
|
4744
ProKidney
PROK
$335M
| $53.5K | ﹤0.01% |
30,064
+133
| +0.4% | +$237 |
|
4745
Epsilon Energy
EPSN
$120M
| $53.4K | ﹤0.01% |
10,512
+10,492
| +52,460% | +$53.3K |
|
4746
SPDR S&P Kensho Clean Power ETF
CNRG
$156M
| $53.4K | ﹤0.01% |
744
+599
| +413% | +$43K |
|
4747
FibroGen
FGEN
$48.6M
| $53.3K | ﹤0.01% |
2,405
-2,786
| -54% | -$61.7K |
|
4748
ProShares UltraPro Short Dow 30
SDOW
$172M
| $53.2K | ﹤0.01% |
+724
| New | +$53.2K |
|
4749
CPI Card Group
PMTS
$169M
| $52.9K | ﹤0.01% |
2,759
| – | – |
|
4750
Nuveen S&P 500 Dynamic Overwrite Fund
SPXX
$329M
| $52.2K | ﹤0.01% |
3,468
-9,861
| -74% | -$148K |
|