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 Intermediate-Term Corporate Bond ETF
VCIT
|
+$3.65B |
| 2 |
Microsoft
MSFT
|
+$2.99B |
| 3 |
Eli Lilly
LLY
|
+$2.1B |
| 4 |
Broadcom
AVGO
|
+$1.57B |
| 5 |
ServiceNow
NOW
|
+$1.33B |
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$3.4B |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$2.57B |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$2.55B |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$2.15B |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$1.56B |
Sector Composition
| 1 | Technology | 21.83% |
| 2 | Healthcare | 10.29% |
| 3 | Financials | 9.88% |
| 4 | Consumer Discretionary | 9.44% |
| 5 | Industrials | 7.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2476
Medifast
MED
$156M
| $4.78M | ﹤0.01% |
71,105
-80,859
| -53% | -$5.44M |
|
2477
Vanguard Russell 1000 ETF
VONE
$6.83B
| $4.78M | ﹤0.01% |
22,022
+8,220
| +60% | +$1.78M |
|
|
LGF.A
2478
DELISTED
Lions Gate Entertainment Corp. Class A Voting Shares
LGF.A
| $4.77M | ﹤0.01% |
437,786
+29,840
| +7% | +$325K |
|
2479
YPF
YPF
$10.9B
| $4.77M | ﹤0.01% |
277,240
-28,694
| -9% | -$493K |
|
2480
argenx
ARGX
$46.3B
| $4.76M | ﹤0.01% |
12,506
-11,111
| -47% | -$4.23M |
|
2481
Credit Acceptance
CACC
$5.64B
| $4.76M | ﹤0.01% |
8,928
-254
| -3% | -$135K |
|
2482
Levi Strauss
LEVI
$8.9B
| $4.75M | ﹤0.01% |
287,441
+19,210
| +7% | +$318K |
|
2483
FT Vest US Equity Buffer ETF November
FNOV
$997M
| $4.75M | ﹤0.01% |
111,652
+98,818
| +770% | +$4.2M |
|
2484
Pacira BioSciences
PCRX
$1.19B
| $4.75M | ﹤0.01% |
140,650
+49,812
| +55% | +$1.68M |
|
2485
Roivant Sciences
ROIV
$9.68B
| $4.74M | ﹤0.01% |
422,440
-146,680
| -26% | -$1.65M |
|
2486
Ingles Markets
IMKTA
$1.31B
| $4.74M | ﹤0.01% |
54,854
+18,290
| +50% | +$1.58M |
|
2487
Oaktree Specialty Lending
OCSL
$1.17B
| $4.74M | ﹤0.01% |
231,908
+139,881
| +152% | +$2.86M |
|
2488
Fidelity MSCI Consumer Staples Index ETF
FSTA
$1.33B
| $4.73M | ﹤0.01% |
106,014
-59,776
| -36% | -$2.67M |
|
2489
Universal Corp
UVV
$1.37B
| $4.72M | ﹤0.01% |
70,183
-1,881
| -3% | -$127K |
|
2490
American Axle
AXL
$738M
| $4.71M | ﹤0.01% |
535,164
-899,695
| -63% | -$7.93M |
|
|
SVC
2491
Service Properties Trust
SVC
$484M
| $4.7M | ﹤0.01% |
550,857
+35,421
| +7% | +$302K |
|
2492
Intercorp Financial Services
IFS
$4.65B
| $4.7M | ﹤0.01% |
214,316
-15,019
| -7% | -$330K |
|
|
BRKL
2493
DELISTED
Brookline Bancorp
BRKL
| $4.7M | ﹤0.01% |
431,053
-60,371
| -12% | -$659K |
|
2494
B. Riley Financial
RILY
$198M
| $4.7M | ﹤0.01% |
224,004
+186,850
| +503% | +$3.92M |
|
2495
SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$2.73B
| $4.68M | ﹤0.01% |
185,176
+41,909
| +29% | +$1.06M |
|
2496
Aurora
AUR
$11.2B
| $4.68M | ﹤0.01% |
1,071,664
+35,262
| +3% | +$154K |
|
2497
Dime Community Bancshares
DCOM
$1.35B
| $4.68M | ﹤0.01% |
173,896
-23,898
| -12% | -$644K |
|
2498
CorVel
CRVL
$4.25B
| $4.67M | ﹤0.01% |
56,697
+6,240
| +12% | +$514K |
|
2499
Lexicon Pharmaceuticals
LXRX
$400M
| $4.66M | ﹤0.01% |
3,043,291
+228,257
| +8% | +$349K |
|
2500
Capital Group Dividend Value ETF
CGDV
$22B
| $4.65M | ﹤0.01% |
155,797
+8,431
| +6% | +$252K |
|