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 | |
|---|---|---|---|---|---|---|
4851
SKYX Platforms
SKYX
$145M
| $35.1K | ﹤0.01% |
26,802
-14,522
| -35% | -$19K |
|
4852
First Trust US Equity Opportunities ETF
FPX
$1.13B
| $35K | ﹤0.01% |
330
-114
| -26% | -$12.1K |
|
|
RNLX
4853
DELISTED
Renalytix plc American Depositary Shares
RNLX
| $34.9K | ﹤0.01% |
41,996
-6,333
| -13% | -$5.27K |
|
4854
Innovative Solutions & Support
ISSC
$201M
| $34.7K | ﹤0.01% |
4,735
+2,239
| +90% | +$16.4K |
|
4855
First Trust SSI Strategic Convertible Securities ETF
FCVT
$96.3M
| $34.6K | ﹤0.01% |
1,016
+243
| +31% | +$8.28K |
|
4856
Zegna
ZGN
$2.41B
| $34.6K | ﹤0.01% |
2,359
-31,444
| -93% | -$461K |
|
4857
KORU Medical Systems
KRMD
$192M
| $34.6K | ﹤0.01% |
14,643
-8,015
| -35% | -$18.9K |
|
4858
ProKidney
PROK
$362M
| $34.1K | ﹤0.01% |
20,812
-9,252
| -31% | -$15.2K |
|
4859
First Trust RiverFront Dynamic Developed International ETF
RFDI
$129M
| $33.8K | ﹤0.01% |
526
+216
| +70% | +$13.9K |
|
4860
Pacer Trendpilot International ETF
PTIN
$166M
| $33.8K | ﹤0.01% |
1,162
-22,312
| -95% | -$649K |
|
4861
Envela
ELA
$207M
| $33.7K | ﹤0.01% |
7,286
-370
| -5% | -$1.71K |
|
4862
Urban One Class D
UONEK
$35.5M
| $33.6K | ﹤0.01% |
16,482
+773
| +5% | +$1.58K |
|
4863
El Paso Energy Capital Trust I
EP.PRC
$217M
| $33.6K | ﹤0.01% |
+700
| New | +$33.6K |
|
4864
MindMed
MNMD
$688M
| $33.1K | ﹤0.01% |
3,516
| – | – |
|
4865
FiscalNote
NOTE
$63.1M
| $33K | ﹤0.01% |
2,071
-1,293
| -38% | -$20.6K |
|
4866
Fidelity Low Duration Bond Factor ETF
FLDR
$1.02B
| $33K | ﹤0.01% |
661
+94
| +17% | +$4.7K |
|
4867
Woori Financial
WF
$14.1B
| $32.9K | ﹤0.01% |
1,015
+679
| +202% | +$22K |
|
4868
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY
$2.51B
| $32.8K | ﹤0.01% |
2,454
-942
| -28% | -$12.6K |
|
4869
Oramed Pharmaceuticals
ORMP
$95.9M
| $32.7K | ﹤0.01% |
11,210
-17,556
| -61% | -$51.3K |
|
4870
Orchestra BioMed
OBIO
$132M
| $32.7K | ﹤0.01% |
6,196
-3,410
| -35% | -$18K |
|
4871
CPI Card Group
PMTS
$177M
| $32.6K | ﹤0.01% |
1,828
-931
| -34% | -$16.6K |
|
4872
Vuzix
VUZI
$199M
| $32.6K | ﹤0.01% |
26,972
-15,185
| -36% | -$18.4K |
|
|
RENT
4873
Rent the Runway
RENT
$20.3M
| $32.6K | ﹤0.01% |
4,715
+1,264
| +37% | +$8.73K |
|
4874
New England Realty Associates
NEN
| $32.4K | ﹤0.01% |
450
| – | – |
|
4875
Franklin FTSE United Kingdom ETF
FLGB
$837M
| $32.3K | ﹤0.01% |
1,235
+836
| +210% | +$21.8K |
|