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 Total Bond Market
BND
|
+$2.22B |
| 2 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$2.05B |
| 3 |
AbbVie
ABBV
|
+$1.78B |
| 4 |
Vanguard Total International Bond ETF
BNDX
|
+$1.63B |
| 5 |
Exxon Mobil
XOM
|
+$1.6B |
Top Sells
| 1 |
Vanguard Short-Term Bond ETF
BSV
|
+$3.92B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.35B |
| 3 |
Tesla
TSLA
|
+$1.22B |
| 4 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$1.13B |
| 5 |
iShares TIPS Bond ETF
TIP
|
+$1.03B |
Sector Composition
| 1 | Technology | 17.24% |
| 2 | Healthcare | 11.68% |
| 3 | Financials | 11.59% |
| 4 | Consumer Discretionary | 9.21% |
| 5 | Industrials | 7.93% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
SLCR
2251
DELISTED
Silver Crest Acquisition Corporation Class A Ordinary Share
SLCR
| $6.58M | ﹤0.01% |
669,265
-131,376
| -16% | -$1.29M |
|
2252
Sable Offshore Corp
SOC
$2.19B
| $6.58M | ﹤0.01% |
674,663
-27,830
| -4% | -$271K |
|
|
CHCT
2253
Community Healthcare Trust
CHCT
$438M
| $6.56M | ﹤0.01% |
155,511
-23,708
| -13% | -$1M |
|
2254
Hecla Mining
HL
$7.88B
| $6.56M | ﹤0.01% |
998,615
+284,339
| +40% | +$1.87M |
|
2255
MP Materials
MP
$11.7B
| $6.56M | ﹤0.01% |
114,347
-32,130
| -22% | -$1.84M |
|
2256
Agilon Health
AGL
$460M
| $6.55M | ﹤0.01% |
258,151
+249,405
| +2,852% | +$6.32M |
|
2257
Medifast
MED
$156M
| $6.53M | ﹤0.01% |
38,240
-10,387
| -21% | -$1.77M |
|
2258
Emergent Biosolutions
EBS
$427M
| $6.52M | ﹤0.01% |
158,793
+110,909
| +232% | +$4.55M |
|
|
CONN
2259
DELISTED
Conn's Inc.
CONN
| $6.52M | ﹤0.01% |
422,918
-118,328
| -22% | -$1.82M |
|
2260
SSR Mining
SSRM
$4.59B
| $6.46M | ﹤0.01% |
297,110
+130,787
| +79% | +$2.84M |
|
2261
Boston Beer
SAM
$2.34B
| $6.45M | ﹤0.01% |
16,610
+333
| +2% | +$129K |
|
2262
Rocket Lab Corporation Common Stock
RKLB
$26.1B
| $6.45M | ﹤0.01% |
800,962
+665,221
| +490% | +$5.35M |
|
2263
Kearny Financial
KRNY
$407M
| $6.42M | ﹤0.01% |
498,796
-86,211
| -15% | -$1.11M |
|
|
GBT
2264
DELISTED
Global Blood Therapeutics, Inc.
GBT
| $6.42M | ﹤0.01% |
185,230
+14,774
| +9% | +$512K |
|
|
TWNK
2265
DELISTED
Hostess Brands, Inc. Class A Common Stock
TWNK
| $6.41M | ﹤0.01% |
292,108
-969
| -0.3% | -$21.3K |
|
2266
Vanguard Small-Cap Growth ETF
VBK
$20.6B
| $6.4M | ﹤0.01% |
25,799
-4,576
| -15% | -$1.14M |
|
2267
10x Genomics
TXG
$1.66B
| $6.37M | ﹤0.01% |
83,761
-63,593
| -43% | -$4.84M |
|
2268
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.19B
| $6.37M | ﹤0.01% |
145,519
+11,661
| +9% | +$510K |
|
2269
Amalgamated Financial
AMAL
$849M
| $6.37M | ﹤0.01% |
354,255
+47,214
| +15% | +$848K |
|
2270
Interface
TILE
$1.71B
| $6.37M | ﹤0.01% |
469,048
-79,841
| -15% | -$1.08M |
|
|
VELO
2271
DELISTED
Velocity Acquisition Corp. Class A Common Stock
VELO
| $6.37M | ﹤0.01% |
652,855
-25,557
| -4% | -$249K |
|
2272
Vanguard Mega Cap Value ETF
MGV
$9.95B
| $6.36M | ﹤0.01% |
59,288
+1,136
| +2% | +$122K |
|
2273
Middlesex Water
MSEX
$951M
| $6.36M | ﹤0.01% |
60,454
-6,039
| -9% | -$635K |
|
2274
California Water Service
CWT
$2.69B
| $6.36M | ﹤0.01% |
107,210
+33,634
| +46% | +$1.99M |
|
|
AGGR
2275
DELISTED
Agile Growth Corp. Class A Ordinary Share
AGGR
| $6.36M | ﹤0.01% |
+649,906
| New | +$6.36M |
|