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 | |
|---|---|---|---|---|---|---|
4926
Immuneering
IMRX
$385M
| $26.8K | ﹤0.01% |
9,289
-6,785
| -42% | -$19.6K |
|
|
NIE
4927
Virtus Equity & Convertible Income Fund
NIE
$693M
| $26.5K | ﹤0.01% |
1,185
-10,002
| -89% | -$224K |
|
4928
Carisma Therapeutics
CARM
$10.5M
| $26.5K | ﹤0.01% |
11,681
-5,893
| -34% | -$13.4K |
|
|
LPTV
4929
DELISTED
Loop Media, Inc.
LPTV
| $26.5K | ﹤0.01% |
72,348
+35,866
| +98% | +$13.1K |
|
|
BBSA
4930
DELISTED
JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF
BBSA
| $26.5K | ﹤0.01% |
555
+8
| +1% | +$381 |
|
|
CUTR
4931
DELISTED
Cutera, Inc.
CUTR
| $26.4K | ﹤0.01% |
17,975
+5,739
| +47% | +$8.44K |
|
4932
Bridger Aerospace
BAER
$101M
| $26.4K | ﹤0.01% |
+5,263
| New | +$26.4K |
|
4933
Caesarstone
CSTE
$55.3M
| $26.2K | ﹤0.01% |
6,409
-18,904
| -75% | -$77.3K |
|
4934
BV Financial
BVFL
$166M
| $26.2K | ﹤0.01% |
2,532
+2,473
| +4,192% | +$25.5K |
|
4935
Saba Closed-End Funds ETF
CEFS
$322M
| $26.1K | ﹤0.01% |
+1,263
| New | +$26.1K |
|
4936
Tortoise North American Pipeline Fund
TPYP
$708M
| $26.1K | ﹤0.01% |
932
-481
| -34% | -$13.5K |
|
4937
ECARX Holdings
ECX
$819M
| $25.9K | ﹤0.01% |
13,238
+11,603
| +710% | +$22.7K |
|
4938
Franklin FTSE Brazil ETF
FLBR
$226M
| $25.9K | ﹤0.01% |
+1,322
| New | +$25.9K |
|
4939
Southland Holdings
SLND
$243M
| $25.8K | ﹤0.01% |
5,008
+1,031
| +26% | +$5.31K |
|
|
BLTE
4940
Belite Bio
BLTE
$2.3B
| $25.2K | ﹤0.01% |
658
-13,609
| -95% | -$522K |
|
4941
BlackRock Enhanced Captial and Income Fund
CII
$930M
| $25.2K | ﹤0.01% |
1,295
+12
| +0.9% | +$234 |
|
4942
BioXcel Therapeutics
BTAI
$47.9M
| $25.2K | ﹤0.01% |
559
-235
| -30% | -$10.6K |
|
4943
Bassett Furniture
BSET
$140M
| $25.2K | ﹤0.01% |
1,704
-7,101
| -81% | -$105K |
|
|
OKUR
4944
OnKure Therapeutics
OKUR
$34.8M
| $25K | ﹤0.01% |
1,504
-114
| -7% | -$1.89K |
|
4945
Gabelli Equity Trust
GAB
$1.88B
| $24.8K | ﹤0.01% |
4,500
-300
| -6% | -$1.66K |
|
|
ETJ
4946
Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ
$606M
| $24.6K | ﹤0.01% |
+2,947
| New | +$24.6K |
|
4947
Peoples Bancorp of North Carolina
PEBK
$166M
| $24.5K | ﹤0.01% |
879
+135
| +18% | +$3.76K |
|
|
VIGL
4948
DELISTED
Vigil Neuroscience
VIGL
| $24.3K | ﹤0.01% |
7,116
-3,299
| -32% | -$11.3K |
|
4949
Dragonfly Energy
DFLI
$17.4M
| $24.2K | ﹤0.01% |
4,985
+1,887
| +61% | +$9.17K |
|
4950
First United
FUNC
$248M
| $24.2K | ﹤0.01% |
1,055
-407
| -28% | -$9.32K |
|