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 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$2.03B |
| 2 |
Vanguard Total International Bond ETF
BNDX
|
+$1.94B |
| 3 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
+$1.28B |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$936M |
| 5 |
iShares Russell 2000 ETF
IWM
|
+$912M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$3.07B |
| 2 |
iShares Short Treasury Bond ETF
SHV
|
+$2.61B |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
+$1.48B |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
+$1.26B |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$1B |
Sector Composition
| 1 | Technology | 13.69% |
| 2 | Financials | 13.03% |
| 3 | Healthcare | 9.54% |
| 4 | Consumer Discretionary | 9.38% |
| 5 | Industrials | 7.69% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2601
Veracyte
VCYT
$2.6B
| $1.94M | ﹤0.01% |
80,859
+68,063
| +532% | +$1.63M |
|
2602
SPDR MSCI USA Gender Diversity ETF
SHE
$276M
| $1.93M | ﹤0.01% |
26,312
| – | – |
|
2603
G-III Apparel Group
GIII
$1.15B
| $1.93M | ﹤0.01% |
74,926
-42,796
| -36% | -$1.1M |
|
2604
Archrock
AROC
$4.31B
| $1.93M | ﹤0.01% |
193,649
-38,002
| -16% | -$379K |
|
2605
Nordic American Tanker
NAT
$697M
| $1.93M | ﹤0.01% |
892,218
+123,697
| +16% | +$267K |
|
2606
Nine Energy Service
NINE
$28.8M
| $1.93M | ﹤0.01% |
312,361
+7,845
| +3% | +$48.4K |
|
2607
SPDR Portfolio Developed World ex-US ETF
SPDW
$30B
| $1.93M | ﹤0.01% |
65,563
+2,668
| +4% | +$78.3K |
|
2608
Ryerson Holding
RYI
$750M
| $1.91M | ﹤0.01% |
224,300
+43,892
| +24% | +$375K |
|
2609
iShares Core S&P US Growth ETF
IUSG
$25.5B
| $1.91M | ﹤0.01% |
30,429
-5,208
| -15% | -$327K |
|
2610
Invesco S&P 500 Pure Value ETF
RPV
$1.37B
| $1.91M | ﹤0.01% |
29,501
+7,652
| +35% | +$496K |
|
2611
Akero Therapeutics
AKRO
$3.71B
| $1.91M | ﹤0.01% |
+83,967
| New | +$1.91M |
|
2612
West Bancorporation
WTBA
$357M
| $1.91M | ﹤0.01% |
87,867
+11,727
| +15% | +$255K |
|
2613
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.08B
| $1.91M | ﹤0.01% |
65,131
+3,215
| +5% | +$94.3K |
|
2614
Vanguard S&P Mid-Cap 400 Growth ETF
IVOG
$1.18B
| $1.91M | ﹤0.01% |
27,358
| – | – |
|
|
OXFD
2615
DELISTED
Oxford Immunotec Global PLC Ordinary Shares
OXFD
| $1.91M | ﹤0.01% |
114,697
+20,343
| +22% | +$338K |
|
|
GSV
2616
DELISTED
Gold Standard Ventures Corp.
GSV
| $1.9M | ﹤0.01% |
2,478,775
-93,955
| -4% | -$72.2K |
|
2617
Granite Construction
GVA
$4.81B
| $1.9M | ﹤0.01% |
59,155
+20,466
| +53% | +$658K |
|
2618
Gibraltar Industries
ROCK
$1.83B
| $1.89M | ﹤0.01% |
41,116
+14,713
| +56% | +$676K |
|
|
STAY
2619
DELISTED
Extended Stay America, Inc. Paired Share Unit
STAY
| $1.89M | ﹤0.01% |
128,792
-24,265
| -16% | -$355K |
|
2620
Park National Corp
PRK
$2.74B
| $1.87M | ﹤0.01% |
19,749
+1,971
| +11% | +$187K |
|
|
PEI
2621
DELISTED
Pennsylvania Real Estate Investment Trust
PEI
| $1.87M | ﹤0.01% |
21,826
+5,167
| +31% | +$443K |
|
2622
Sunoco
SUN
$6.88B
| $1.87M | ﹤0.01% |
59,498
+3,663
| +7% | +$115K |
|
|
ACR
2623
ACRES Commercial Realty
ACR
$158M
| $1.87M | ﹤0.01% |
54,777
-45,381
| -45% | -$1.55M |
|
|
BBBY
2624
DELISTED
Bed Bath & Beyond Inc
BBBY
| $1.87M | ﹤0.01% |
175,645
+58,191
| +50% | +$619K |
|
|
LBAI
2625
DELISTED
Lakeland Bancorp Inc
LBAI
| $1.87M | ﹤0.01% |
120,978
+48,200
| +66% | +$744K |
|