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 | |
|---|---|---|---|---|---|---|
2676
SPDR S&P 500 Fossil Fuel Free ETF
SPYX
$2.36B
| $3.36M | ﹤0.01% |
86,594
+67,408
| +351% | +$2.62M |
|
2677
Hudson Technologies
HDSN
$441M
| $3.35M | ﹤0.01% |
248,440
+218,681
| +735% | +$2.95M |
|
2678
Vanguard S&P Mid-Cap 400 Growth ETF
IVOG
$1.16B
| $3.35M | ﹤0.01% |
34,114
+1,030
| +3% | +$101K |
|
2679
Overlay Shares Large Cap Equity ETF
OVL
$174M
| $3.35M | ﹤0.01% |
88,921
+12,139
| +16% | +$457K |
|
2680
Koppers
KOP
$571M
| $3.34M | ﹤0.01% |
65,276
-29,499
| -31% | -$1.51M |
|
2681
Worthington Steel
WS
$1.68B
| $3.34M | ﹤0.01% |
+118,898
| New | +$3.34M |
|
2682
BlackRock US Equity Factor Rotation ETF
DYNF
$23.4B
| $3.33M | ﹤0.01% |
84,097
+40,700
| +94% | +$1.61M |
|
2683
Crinetics Pharmaceuticals
CRNX
$3.22B
| $3.31M | ﹤0.01% |
93,104
+38,674
| +71% | +$1.38M |
|
2684
Caribou Biosciences
CRBU
$160M
| $3.31M | ﹤0.01% |
576,984
+4,606
| +0.8% | +$26.4K |
|
|
INN
2685
Summit Hotel Properties
INN
$629M
| $3.3M | ﹤0.01% |
491,575
-441,719
| -47% | -$2.97M |
|
2686
Resources Connection
RGP
$176M
| $3.3M | ﹤0.01% |
232,720
+14,891
| +7% | +$211K |
|
2687
Kennedy-Wilson Holdings
KW
$1.19B
| $3.29M | ﹤0.01% |
265,872
-459,739
| -63% | -$5.69M |
|
2688
ProPetro Holding
PUMP
$496M
| $3.29M | ﹤0.01% |
392,637
-5,310
| -1% | -$44.5K |
|
2689
BioCryst Pharmaceuticals
BCRX
$1.62B
| $3.28M | ﹤0.01% |
547,537
-60,978
| -10% | -$365K |
|
|
FBRT
2690
Franklin BSP Realty Trust
FBRT
$927M
| $3.27M | ﹤0.01% |
242,235
+32,495
| +15% | +$439K |
|
2691
GrafTech
EAF
$311M
| $3.27M | ﹤0.01% |
149,224
+103,358
| +225% | +$2.26M |
|
2692
iShares US Financials ETF
IYF
$4.07B
| $3.25M | ﹤0.01% |
38,010
+15,438
| +68% | +$1.32M |
|
2693
Dillards
DDS
$9.3B
| $3.25M | ﹤0.01% |
8,040
-884
| -10% | -$357K |
|
2694
JPMorgan Municipal ETF
JMUB
$3.71B
| $3.24M | ﹤0.01% |
63,545
+37,589
| +145% | +$1.92M |
|
2695
iShares Fallen Angels USD Bond ETF
FALN
$1.86B
| $3.24M | ﹤0.01% |
122,586
+82,469
| +206% | +$2.18M |
|
2696
Veracyte
VCYT
$2.5B
| $3.23M | ﹤0.01% |
117,243
-143,623
| -55% | -$3.95M |
|
|
LBPH
2697
DELISTED
Longboard Pharmaceuticals, Inc. Common Stock
LBPH
| $3.22M | ﹤0.01% |
534,716
+1,214
| +0.2% | +$7.32K |
|
2698
Alkami Technology
ALKT
$2.69B
| $3.22M | ﹤0.01% |
132,671
-8,468
| -6% | -$205K |
|
2699
Myers Industries
MYE
$600M
| $3.22M | ﹤0.01% |
164,513
+25,625
| +18% | +$501K |
|
|
CCLP
2700
DELISTED
CSI Compressco LP
CCLP
| $3.21M | ﹤0.01% |
1,969,019
+422,730
| +27% | +$689K |
|