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 Short-Term Bond ETF
BSV
|
+$5.56B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.68B |
| 3 |
AbbVie
ABBV
|
+$964M |
| 4 |
Technology Select Sector SPDR Fund
XLK
|
+$801M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$756M |
Top Sells
| 1 |
Apple
AAPL
|
+$2.34B |
| 2 |
Amazon
AMZN
|
+$1.76B |
| 3 |
Cigna
CI
|
+$1.06B |
| 4 |
Morgan Stanley
MS
|
+$1.05B |
| 5 |
Microsoft
MSFT
|
+$1.05B |
Sector Composition
| 1 | Technology | 16.69% |
| 2 | Financials | 11.81% |
| 3 | Healthcare | 10.26% |
| 4 | Consumer Discretionary | 10% |
| 5 | Industrials | 7.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2626
dLocal
DLO
$4.16B
| $3.93M | ﹤0.01% |
72,001
+71,101
| +7,900% | +$3.88M |
|
2627
iShares US Financials ETF
IYF
$4.07B
| $3.93M | ﹤0.01% |
47,591
-16,305
| -26% | -$1.35M |
|
2628
QCR Holdings
QCRH
$1.33B
| $3.91M | ﹤0.01% |
76,003
+46,966
| +162% | +$2.42M |
|
|
MOMO
2629
Hello Group
MOMO
$1.21B
| $3.9M | ﹤0.01% |
368,564
-284,035
| -44% | -$3.01M |
|
2630
Triumph Financial, Inc.
TFIN
$1.4B
| $3.9M | ﹤0.01% |
38,915
+505
| +1% | +$50.6K |
|
|
PRPB
2631
DELISTED
CC Neuberger Principal Holdings II Class A Ordinary Shares
PRPB
| $3.89M | ﹤0.01% |
396,335
| – | – |
|
2632
Lifestance Health
LFST
$2.01B
| $3.89M | ﹤0.01% |
268,145
+266,333
| +14,698% | +$3.86M |
|
2633
Petrobras
PBR
$82.8B
| $3.89M | ﹤0.01% |
375,878
-2,209,447
| -85% | -$22.8M |
|
|
VNET
2634
VNET Group
VNET
$2.58B
| $3.88M | ﹤0.01% |
224,169
+89,358
| +66% | +$1.55M |
|
2635
Vital Energy
VTLE
$617M
| $3.87M | ﹤0.01% |
47,719
-37,629
| -44% | -$3.05M |
|
2636
Vanguard Mid-Cap Growth ETF
VOT
$17.8B
| $3.87M | ﹤0.01% |
16,362
+352
| +2% | +$83.2K |
|
2637
BlueLinx
BXC
$620M
| $3.85M | ﹤0.01% |
78,791
+60,572
| +332% | +$2.96M |
|
2638
Mueller Water Products
MWA
$3.96B
| $3.85M | ﹤0.01% |
252,972
-231,509
| -48% | -$3.52M |
|
|
EFIX
2639
DELISTED
First Trust TCW Emerging Markets Debt ETF
EFIX
| $3.85M | ﹤0.01% |
199,700
-300
| -0.2% | -$5.78K |
|
|
INZY
2640
DELISTED
Inozyme Pharma
INZY
| $3.85M | ﹤0.01% |
331,891
+315,232
| +1,892% | +$3.65M |
|
2641
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.3B
| $3.84M | ﹤0.01% |
84,116
-9,282
| -10% | -$424K |
|
2642
S&T Bancorp
STBA
$1.48B
| $3.84M | ﹤0.01% |
130,110
-28,005
| -18% | -$825K |
|
2643
Sally Beauty Holdings
SBH
$1.56B
| $3.83M | ﹤0.01% |
227,237
-45,728
| -17% | -$771K |
|
2644
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$8.05B
| $3.82M | ﹤0.01% |
101,242
+2,865
| +3% | +$108K |
|
|
ESGR
2645
DELISTED
Enstar Group
ESGR
| $3.81M | ﹤0.01% |
16,234
-8,773
| -35% | -$2.06M |
|
|
UHT
2646
Universal Health Realty Income Trust
UHT
$582M
| $3.78M | ﹤0.01% |
68,321
-15,106
| -18% | -$835K |
|
|
CTT
2647
DELISTED
CATCHMARK TIMBER TRUST, INC.
CTT
| $3.77M | ﹤0.01% |
317,878
-36,822
| -10% | -$437K |
|
2648
Pegasystems
PEGA
$10.1B
| $3.77M | ﹤0.01% |
59,268
-224,900
| -79% | -$14.3M |
|
|
BSCM
2649
DELISTED
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
| $3.77M | ﹤0.01% |
174,970
-20,669
| -11% | -$445K |
|
2650
Simply Good Foods
SMPL
$2.63B
| $3.77M | ﹤0.01% |
109,161
-116,707
| -52% | -$4.03M |
|