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 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$2.03B |
| 2 |
Vanguard Total International Bond ETF
BNDX
|
$1.94B |
| 3 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$1.28B |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$936M |
| 5 |
iShares Russell 2000 ETF
IWM
|
$912M |
Top Sells
Sector Composition
| 1 | Technology | 13.69% |
| 2 | Financials | 13.03% |
| 3 | Healthcare | 9.54% |
| 4 | Consumer Discretionary | 9.38% |
| 5 | Industrials | 7.69% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
4876
Inotiv
NOTV
$55M
| $0 | ﹤0.01% |
100
| – | – |
|
4877
Orion Group Holdings
ORN
$304M
| – | – |
-360,317
| Closed | -$847K |
|
4878
VanEck Merk Gold Trust
OUNZ
$1.9B
| $0 | ﹤0.01% |
1
| – | – |
|
|
PDS
4879
Precision Drilling
PDS
$774M
| $0 | ﹤0.01% |
6
-38,741
| -100% | – |
|
4880
Invesco High Yield Equity Dividend Achievers ETF
PEY
$1.13B
| – | – |
-389
| Closed | -$7K |
|
4881
InfraCap REIT Preferred ETF
PFFR
$101M
| – | – |
-700
| Closed | -$17K |
|
4882
Invesco Dividend Achievers ETF
PFM
$724M
| – | – |
-2,311
| Closed | -$66K |
|
4883
Phio Pharmaceuticals
PHIO
$11.8M
| – | – |
0
| – | – |
|
4884
Protalix BioTherapeutics
PLX
$127M
| $0 | ﹤0.01% |
100
| – | – |
|
|
PLYA
4885
DELISTED
Playa Hotels & Resorts
PLYA
| – | – |
-12,307
| Closed | -$94K |
|
4886
Invesco Dorsey Wright Industrials Momentum ETF
PRN
$361M
| $0 | ﹤0.01% |
1
| – | – |
|
4887
ProQR Therapeutics
PRQR
$252M
| – | – |
-656
| Closed | -$6K |
|