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 | |
|---|---|---|---|---|---|---|
4726
Alto Neuroscience
ANRO
$105M
| $40.4K | ﹤0.01% |
3,779
-21,218
| -85% | -$227K |
|
|
NOAH
4727
Noah Holdings
NOAH
$781M
| $40.1K | ﹤0.01% |
4,157
-4,301
| -51% | -$41.5K |
|
4728
Sonida Senior Living
SNDA
$500M
| $40K | ﹤0.01% |
1,456
-5,282
| -78% | -$145K |
|
4729
Intuitive Machines
LUNR
$1.03B
| $40K | ﹤0.01% |
12,133
-19,926
| -62% | -$65.8K |
|
4730
Innoviz Technologies
INVZ
$371M
| $40K | ﹤0.01% |
43,110
+8,995
| +26% | +$8.34K |
|
4731
WisdomTree Artificial Intelligence and Innovation Fund
WTAI
$297M
| $40K | ﹤0.01% |
1,913
+1,313
| +219% | +$27.4K |
|
4732
Eve Holding
EVEX
$1.17B
| $39.7K | ﹤0.01% |
9,801
-34,138
| -78% | -$138K |
|
4733
VanEck Video Gaming and eSports ETF
ESPO
$468M
| $39.6K | ﹤0.01% |
592
-3,724
| -86% | -$249K |
|
4734
iShares Morningstar Small-Cap ETF
ISCB
$251M
| $39.4K | ﹤0.01% |
732
+686
| +1,491% | +$37K |
|
4735
CervoMed
CRVO
$77M
| $39.4K | ﹤0.01% |
+2,302
| New | +$39.4K |
|
4736
FiscalNote
NOTE
$65.6M
| $39.4K | ﹤0.01% |
2,249
+178
| +9% | +$3.12K |
|
4737
Drilling Tools International
DTI
$79.2M
| $39.3K | ﹤0.01% |
+6,992
| New | +$39.3K |
|
4738
Emerald Holding
EEX
$980M
| $39.2K | ﹤0.01% |
6,892
-18,235
| -73% | -$104K |
|
|
AMRN
4739
Amarin Corp
AMRN
$310M
| $39.2K | ﹤0.01% |
2,849
-2,026
| -42% | -$27.9K |
|
4740
Invesco BulletShares 2027 High Yield Corporate Bond ETF
BSJR
$604M
| $39K | ﹤0.01% |
+1,767
| New | +$39K |
|
4741
iShares Residential and Multisector Real Estate ETF
REZ
$811M
| $38.9K | ﹤0.01% |
506
-1,622
| -76% | -$125K |
|
4742
Empire Petroleum
EP
$137M
| $38.8K | ﹤0.01% |
7,515
-3,198
| -30% | -$16.5K |
|
4743
First Trust Utilities AlphaDEX Fund
FXU
$1.71B
| $38.4K | ﹤0.01% |
1,161
+739
| +175% | +$24.4K |
|
4744
DLH Holdings
DLHC
$79.1M
| $38.2K | ﹤0.01% |
3,614
-197
| -5% | -$2.08K |
|
4745
Strawberry Fields REIT
STRW
$154M
| $38.1K | ﹤0.01% |
3,339
+2,445
| +273% | +$27.9K |
|
4746
Telefonica
TEF
$30.3B
| $37.9K | ﹤0.01% |
9,002
+1,793
| +25% | +$7.55K |
|
|
ARC
4747
DELISTED
ARC Document Solutions, Inc.
ARC
| $37.8K | ﹤0.01% |
14,328
+1,045
| +8% | +$2.76K |
|
4748
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
$1.71B
| $37.8K | ﹤0.01% |
+1,860
| New | +$37.8K |
|
4749
MarketWise
MKTW
$49.2M
| $37.6K | ﹤0.01% |
1,620
-1,450
| -47% | -$33.6K |
|
4750
Invivyd
IVVD
$299M
| $37.3K | ﹤0.01% |
33,888
-10,129
| -23% | -$11.1K |
|