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 Intermediate-Term Corporate Bond ETF
VCIT
|
+$3.65B |
| 2 |
Microsoft
MSFT
|
+$2.99B |
| 3 |
Eli Lilly
LLY
|
+$2.1B |
| 4 |
Broadcom
AVGO
|
+$1.57B |
| 5 |
ServiceNow
NOW
|
+$1.33B |
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$3.4B |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$2.57B |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$2.55B |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$2.15B |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$1.56B |
Sector Composition
| 1 | Technology | 21.83% |
| 2 | Healthcare | 10.29% |
| 3 | Financials | 9.88% |
| 4 | Consumer Discretionary | 9.44% |
| 5 | Industrials | 7.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2626
SI-BONE Inc
SIBN
$635M
| $3.68M | ﹤0.01% |
175,460
-95,353
| -35% | -$2M |
|
2627
NBT Bancorp
NBTB
$2.24B
| $3.68M | ﹤0.01% |
87,872
-5,926
| -6% | -$248K |
|
2628
Atmus Filtration Technologies
ATMU
$3.77B
| $3.68M | ﹤0.01% |
156,664
+44,183
| +39% | +$1.04M |
|
2629
The Greenbrier Companies
GBX
$1.4B
| $3.68M | ﹤0.01% |
83,265
+33,018
| +66% | +$1.46M |
|
2630
Geron
GERN
$810M
| $3.67M | ﹤0.01% |
1,738,574
+109,388
| +7% | +$231K |
|
2631
PROS Holdings
PRO
$762M
| $3.65M | ﹤0.01% |
94,162
-49,599
| -35% | -$1.92M |
|
2632
Cerence
CRNC
$509M
| $3.65M | ﹤0.01% |
185,770
+89,961
| +94% | +$1.77M |
|
2633
QuantumScape
QS
$5.81B
| $3.65M | ﹤0.01% |
525,330
+233,720
| +80% | +$1.62M |
|
2634
Harmonic Inc
HLIT
$1.14B
| $3.65M | ﹤0.01% |
279,711
-47,624
| -15% | -$621K |
|
2635
iShares US Healthcare Providers ETF
IHF
$801M
| $3.64M | ﹤0.01% |
69,360
-1,870
| -3% | -$98.2K |
|
2636
Helios Technologies
HLIO
$1.78B
| $3.64M | ﹤0.01% |
80,302
+31,564
| +65% | +$1.43M |
|
2637
Nuvalent
NUVL
$5.67B
| $3.63M | ﹤0.01% |
49,345
+8,482
| +21% | +$624K |
|
2638
Comstock Resources
CRK
$5.03B
| $3.63M | ﹤0.01% |
410,103
+161,548
| +65% | +$1.43M |
|
2639
WisdomTree US High Dividend Fund
DHS
$1.29B
| $3.63M | ﹤0.01% |
44,124
+5,699
| +15% | +$468K |
|
2640
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
$1.94B
| $3.62M | ﹤0.01% |
45,920
+3,180
| +7% | +$251K |
|
2641
Vanguard S&P Small-Cap 600 Growth ETF
VIOG
$865M
| $3.62M | ﹤0.01% |
33,686
+16,297
| +94% | +$1.75M |
|
2642
Futu Holdings
FUTU
$24.4B
| $3.61M | ﹤0.01% |
66,079
-234
| -0.4% | -$12.8K |
|
2643
Enhabit
EHAB
$391M
| $3.59M | ﹤0.01% |
346,925
-349,142
| -50% | -$3.61M |
|
2644
National Beverage
FIZZ
$3.59B
| $3.58M | ﹤0.01% |
72,096
-36,693
| -34% | -$1.82M |
|
2645
Victory Portfolios II VictoryShares Core Intermediate Bond ETF
UITB
$2.48B
| $3.58M | ﹤0.01% |
76,316
-93,241
| -55% | -$4.37M |
|
2646
Sprinklr
CXM
$1.92B
| $3.58M | ﹤0.01% |
296,981
-114,880
| -28% | -$1.38M |
|
2647
Akero Therapeutics
AKRO
$3.37B
| $3.57M | ﹤0.01% |
152,878
-561,700
| -79% | -$13.1M |
|
2648
Rhythm Pharmaceuticals
RYTM
$6.38B
| $3.57M | ﹤0.01% |
77,599
+5,188
| +7% | +$238K |
|
2649
Ooma
OOMA
$360M
| $3.57M | ﹤0.01% |
332,369
+24,291
| +8% | +$261K |
|
2650
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
$805M
| $3.56M | ﹤0.01% |
80,978
+2,878
| +4% | +$127K |
|