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 | |
|---|---|---|---|---|---|---|
2551
Forward Air
FWRD
$823M
| $4.21M | ﹤0.01% |
135,401
+25,661
| +23% | +$798K |
|
2552
Virtu Financial
VIRT
$2.97B
| $4.21M | ﹤0.01% |
205,229
-19,850
| -9% | -$407K |
|
2553
EverQuote
EVER
$886M
| $4.2M | ﹤0.01% |
226,227
+209,759
| +1,274% | +$3.89M |
|
2554
Columbus McKinnon
CMCO
$425M
| $4.19M | ﹤0.01% |
93,844
+15,498
| +20% | +$692K |
|
2555
RadNet
RDNT
$5.78B
| $4.19M | ﹤0.01% |
86,071
-22,346
| -21% | -$1.09M |
|
2556
Joby Aviation
JOBY
$12.1B
| $4.18M | ﹤0.01% |
779,703
-530,018
| -40% | -$2.84M |
|
|
THRD
2557
DELISTED
Third Harmonic Bio
THRD
| $4.17M | ﹤0.01% |
442,141
-572,134
| -56% | -$5.4M |
|
2558
Dimensional National Municipal Bond ETF
DFNM
$1.68B
| $4.17M | ﹤0.01% |
86,657
+14,740
| +20% | +$709K |
|
2559
Bumble
BMBL
$721M
| $4.17M | ﹤0.01% |
367,073
+25,957
| +8% | +$295K |
|
2560
Global Partners
GLP
$1.73B
| $4.16M | ﹤0.01% |
93,832
+93,072
| +12,246% | +$4.13M |
|
2561
Warby Parker
WRBY
$3.26B
| $4.16M | ﹤0.01% |
305,810
-77,766
| -20% | -$1.06M |
|
2562
Invesco Ultra Short Duration ETF
GSY
$2.95B
| $4.14M | ﹤0.01% |
83,048
+61,108
| +279% | +$3.05M |
|
2563
Ichor Holdings
ICHR
$566M
| $4.14M | ﹤0.01% |
107,150
-10,819
| -9% | -$418K |
|
|
SP
2564
DELISTED
SP Plus Corporation
SP
| $4.13M | ﹤0.01% |
79,166
+18,193
| +30% | +$950K |
|
2565
Maravai LifeSciences
MRVI
$407M
| $4.13M | ﹤0.01% |
476,772
+101,204
| +27% | +$877K |
|
|
TGI
2566
DELISTED
Triumph Group
TGI
| $4.13M | ﹤0.01% |
274,626
+178,544
| +186% | +$2.69M |
|
2567
Under Armour
UAA
$2.08B
| $4.13M | ﹤0.01% |
559,587
+275,665
| +97% | +$2.03M |
|
2568
Great Elm Capital Corp
GECC
$145M
| $4.12M | ﹤0.01% |
372,495
| – | – |
|
2569
Fidelis Insurance
FIHL
$1.79B
| $4.12M | ﹤0.01% |
211,369
+190,077
| +893% | +$3.7M |
|
2570
Tennant Co
TNC
$1.5B
| $4.1M | ﹤0.01% |
33,707
-10,023
| -23% | -$1.22M |
|
2571
SPDR Portfolio TIPS ETF
SPIP
$989M
| $4.09M | ﹤0.01% |
159,708
+41,500
| +35% | +$1.06M |
|
2572
National Beverage
FIZZ
$3.59B
| $4.08M | ﹤0.01% |
86,034
+13,938
| +19% | +$662K |
|
2573
Kosmos Energy
KOS
$851M
| $4.08M | ﹤0.01% |
685,024
-5,340,817
| -89% | -$31.8M |
|
2574
IDEAYA Biosciences
IDYA
$2.14B
| $4.08M | ﹤0.01% |
92,970
-23,528
| -20% | -$1.03M |
|
2575
Digi International
DGII
$1.35B
| $4.07M | ﹤0.01% |
127,601
-25,171
| -16% | -$804K |
|