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 | |
|---|---|---|---|---|---|---|
2601
Skillsoft
SKIL
$113M
| $3.85M | ﹤0.01% |
31,837
+7,808
| +32% | +$943K |
|
2602
Provident Financial Services
PFS
$2.58B
| $3.84M | ﹤0.01% |
163,997
-409,958
| -71% | -$9.59M |
|
2603
Mesa Laboratories
MLAB
$358M
| $3.83M | ﹤0.01% |
15,038
-455
| -3% | -$116K |
|
2604
OR Royalties Inc.
OR
$6.67B
| $3.83M | ﹤0.01% |
290,239
+33,210
| +13% | +$438K |
|
2605
Albany International
AIN
$1.66B
| $3.82M | ﹤0.01% |
45,278
-13,514
| -23% | -$1.14M |
|
2606
MGP Ingredients
MGPI
$587M
| $3.82M | ﹤0.01% |
44,588
+5,249
| +13% | +$449K |
|
2607
Under Armour
UAA
$2.08B
| $3.81M | ﹤0.01% |
223,988
-122,853
| -35% | -$2.09M |
|
2608
Semrush
SEMR
$1.1B
| $3.81M | ﹤0.01% |
319,225
+75,085
| +31% | +$896K |
|
|
VRAY
2609
DELISTED
ViewRay, Inc.
VRAY
| $3.8M | ﹤0.01% |
970,232
+915,731
| +1,680% | +$3.59M |
|
2610
Nicolet Bankshares
NIC
$1.97B
| $3.8M | ﹤0.01% |
40,592
+6,422
| +19% | +$601K |
|
2611
SI-BONE Inc
SIBN
$635M
| $3.79M | ﹤0.01% |
167,745
+46,086
| +38% | +$1.04M |
|
2612
AeroVironment
AVAV
$13.6B
| $3.77M | ﹤0.01% |
40,062
-61,866
| -61% | -$5.82M |
|
2613
Adecoagro
AGRO
$817M
| $3.77M | ﹤0.01% |
312,044
+139,854
| +81% | +$1.69M |
|
2614
Nuvation Bio
NUVB
$1.12B
| $3.76M | ﹤0.01% |
715,400
+43,179
| +6% | +$227K |
|
2615
TAL Education Group
TAL
$6.91B
| $3.76M | ﹤0.01% |
1,250,049
+482,700
| +63% | +$1.45M |
|
2616
Federal Signal
FSS
$7.6B
| $3.75M | ﹤0.01% |
111,161
-24,008
| -18% | -$810K |
|
|
VSTO
2617
DELISTED
Vista Outdoor Inc.
VSTO
| $3.75M | ﹤0.01% |
104,937
-38,845
| -27% | -$1.39M |
|
|
SEI
2618
Solaris Energy Infrastructure, Inc.
SEI
$1.48B
| $3.74M | ﹤0.01% |
331,133
-37,089
| -10% | -$419K |
|
|
AYX
2619
DELISTED
Alteryx, Inc.
AYX
| $3.74M | ﹤0.01% |
52,272
-19,232
| -27% | -$1.38M |
|
|
UHT
2620
Universal Health Realty Income Trust
UHT
$577M
| $3.74M | ﹤0.01% |
64,025
-8,569
| -12% | -$500K |
|
|
SRLP
2621
DELISTED
SPRAGUE RESOURCES LP
SRLP
| $3.73M | ﹤0.01% |
225,870
+225,720
| +150,480% | +$3.73M |
|
2622
Lifetime Brands
LCUT
$87.5M
| $3.72M | ﹤0.01% |
289,370
-30,447
| -10% | -$391K |
|
2623
ThredUp
TDUP
$1.29B
| $3.72M | ﹤0.01% |
482,619
-76,280
| -14% | -$587K |
|
2624
Precigen
PGEN
$1.14B
| $3.7M | ﹤0.01% |
1,754,308
-153,388
| -8% | -$324K |
|
|
SUMO
2625
DELISTED
Sumo Logic, Inc. Common Stock
SUMO
| $3.7M | ﹤0.01% |
317,292
+87,184
| +38% | +$1.02M |
|