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 | |
|---|---|---|---|---|---|---|
2576
MGP Ingredients
MGPI
$587M
| $4.07M | ﹤0.01% |
47,288
+15,889
| +51% | +$1.37M |
|
2577
Global X MLP ETF
MLPA
$1.84B
| $4.06M | ﹤0.01% |
84,294
+73,058
| +650% | +$3.52M |
|
2578
AB InBev
BUD
$115B
| $4.06M | ﹤0.01% |
66,874
+14,656
| +28% | +$891K |
|
2579
Lumen
LUMN
$5.74B
| $4.06M | ﹤0.01% |
2,604,747
-1,601,614
| -38% | -$2.5M |
|
2580
Sturm, Ruger & Co
RGR
$634M
| $4.06M | ﹤0.01% |
87,911
+21,581
| +33% | +$996K |
|
|
WSR
2581
Whitestone REIT
WSR
$649M
| $4.06M | ﹤0.01% |
323,185
-14,714
| -4% | -$185K |
|
2582
Park National Corp
PRK
$2.66B
| $4.05M | ﹤0.01% |
29,825
+10,894
| +58% | +$1.48M |
|
2583
Harmonic Inc
HLIT
$1.14B
| $4.04M | ﹤0.01% |
300,668
+20,957
| +7% | +$282K |
|
|
RWT
2584
Redwood Trust
RWT
$779M
| $4.03M | ﹤0.01% |
632,212
+233,804
| +59% | +$1.49M |
|
|
B
2585
DELISTED
Barnes Group Inc.
B
| $4.02M | ﹤0.01% |
108,214
+17,062
| +19% | +$634K |
|
2586
Kaiser Aluminum
KALU
$1.24B
| $4.02M | ﹤0.01% |
44,978
+8,182
| +22% | +$731K |
|
|
AAMI
2587
Acadian Asset Management Inc.
AAMI
$1.73B
| $4.01M | ﹤0.01% |
175,778
-17,094
| -9% | -$390K |
|
2588
Chart Industries, Inc. Depositary Shares, each Representing a 1/20th Interest in a Share of 6.75% Series B Mandatory Convertible Preferred Stock
GTLS.PRB
$573M
| $3.99M | ﹤0.01% |
62,193
+12,153
| +24% | +$780K |
|
2589
Eagle Bancorp
EGBN
$622M
| $3.99M | ﹤0.01% |
169,662
+67,575
| +66% | +$1.59M |
|
2590
Coastal Financial
CCB
$1.67B
| $3.97M | ﹤0.01% |
102,235
+3,840
| +4% | +$149K |
|
2591
Intapp
INTA
$3.69B
| $3.95M | ﹤0.01% |
115,260
+33,949
| +42% | +$1.16M |
|
2592
Invesco DB US Dollar Index Bullish Fund
UUP
$159M
| $3.95M | ﹤0.01% |
139,302
+68,379
| +96% | +$1.94M |
|
2593
Reddit
RDDT
$49.9B
| $3.95M | ﹤0.01% |
+80,078
| New | +$3.95M |
|
2594
The Greenbrier Companies
GBX
$1.4B
| $3.95M | ﹤0.01% |
75,781
-7,484
| -9% | -$390K |
|
2595
SiTime
SITM
$7.23B
| $3.94M | ﹤0.01% |
42,309
+10,336
| +32% | +$964K |
|
2596
Schwab 1-5 Year Corporate Bond ETF
SCHJ
$591M
| $3.94M | ﹤0.01% |
163,218
+163,140
| +209,154% | +$3.94M |
|
2597
AMC Entertainment Holdings
AMC
$1.45B
| $3.94M | ﹤0.01% |
1,058,077
+927,557
| +711% | +$3.45M |
|
2598
ProPetro Holding
PUMP
$496M
| $3.93M | ﹤0.01% |
486,175
+93,538
| +24% | +$756K |
|
2599
GraniteShares 2x Long COIN Daily ETF
CONL
$813M
| $3.92M | ﹤0.01% |
+51,100
| New | +$3.92M |
|
2600
National Healthcare
NHC
$1.79B
| $3.91M | ﹤0.01% |
41,400
-84,796
| -67% | -$8.01M |
|