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 | |
|---|---|---|---|---|---|---|
2601
1st Source
SRCE
$1.55B
| $3.91M | ﹤0.01% |
74,601
+2,656
| +4% | +$139K |
|
2602
AdaptHealth
AHCO
$1.21B
| $3.9M | ﹤0.01% |
338,818
+176,592
| +109% | +$2.03M |
|
2603
AngioDynamics
ANGO
$440M
| $3.9M | ﹤0.01% |
663,903
-41,619
| -6% | -$244K |
|
2604
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.07B
| $3.9M | ﹤0.01% |
134,289
+35,028
| +35% | +$1.02M |
|
2605
iShares MSCI Saudi Arabia ETF
KSA
$560M
| $3.89M | ﹤0.01% |
88,160
+73,946
| +520% | +$3.27M |
|
|
INN
2606
Summit Hotel Properties
INN
$629M
| $3.87M | ﹤0.01% |
595,174
+103,599
| +21% | +$674K |
|
2607
Vanguard S&P Mid-Cap 400 Growth ETF
IVOG
$1.16B
| $3.87M | ﹤0.01% |
34,114
| – | – |
|
2608
Myers Industries
MYE
$600M
| $3.85M | ﹤0.01% |
166,240
+1,727
| +1% | +$40K |
|
2609
Dimensional International Small Cap Value ETF
DISV
$3.57B
| $3.85M | ﹤0.01% |
141,416
+8,204
| +6% | +$223K |
|
2610
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$4.29B
| $3.84M | ﹤0.01% |
111,975
+41,165
| +58% | +$1.41M |
|
|
BBT
2611
Beacon Financial Corporation
BBT
$2.11B
| $3.84M | ﹤0.01% |
167,523
+11,390
| +7% | +$261K |
|
2612
Victory Portfolios II VictoryShares Core Intermediate Bond ETF
UITB
$2.48B
| $3.83M | ﹤0.01% |
82,659
+6,343
| +8% | +$294K |
|
|
TWO
2613
Two Harbors Investment
TWO
$1.04B
| $3.83M | ﹤0.01% |
289,268
-77,121
| -21% | -$1.02M |
|
2614
Universal Corp
UVV
$1.4B
| $3.82M | ﹤0.01% |
73,869
+3,686
| +5% | +$191K |
|
2615
NCR Atleos
NATL
$2.89B
| $3.82M | ﹤0.01% |
193,321
+77,914
| +68% | +$1.54M |
|
2616
AAR Corp
AIR
$2.69B
| $3.81M | ﹤0.01% |
63,717
+1,405
| +2% | +$84.1K |
|
2617
Openlane
KAR
$3.03B
| $3.81M | ﹤0.01% |
220,262
+33,223
| +18% | +$575K |
|
2618
DXP Enterprises
DXPE
$1.81B
| $3.81M | ﹤0.01% |
70,903
-45,467
| -39% | -$2.44M |
|
2619
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
$948M
| $3.79M | ﹤0.01% |
39,994
+3,107
| +8% | +$295K |
|
2620
Steelcase
SCS
$1.92B
| $3.79M | ﹤0.01% |
289,713
-155,577
| -35% | -$2.03M |
|
2621
Ryan Specialty Holdings
RYAN
$6.84B
| $3.79M | ﹤0.01% |
68,249
+240
| +0.4% | +$13.3K |
|
2622
Atlanta Braves Holdings Series B
BATRK
$2.61B
| $3.77M | ﹤0.01% |
96,599
+29,678
| +44% | +$1.16M |
|
2623
Fidelity Low Volatility Factor ETF
FDLO
$1.34B
| $3.77M | ﹤0.01% |
67,092
+25,449
| +61% | +$1.43M |
|
2624
iShares US Financials ETF
IYF
$4.07B
| $3.74M | ﹤0.01% |
39,112
+1,102
| +3% | +$105K |
|
2625
Nkarta
NKTX
$136M
| $3.73M | ﹤0.01% |
345,159
-12,054
| -3% | -$130K |
|