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 | |
|---|---|---|---|---|---|---|
2701
Payoneer
PAYO
$2.37B
| $3.29M | ﹤0.01% |
677,105
+256,076
| +61% | +$1.24M |
|
|
STKL
2702
SunOpta
STKL
$759M
| $3.28M | ﹤0.01% |
477,640
-41,746
| -8% | -$287K |
|
2703
FB Financial Corp
FBK
$2.82B
| $3.26M | ﹤0.01% |
86,653
+7,718
| +10% | +$291K |
|
2704
ePlus
PLUS
$2.03B
| $3.25M | ﹤0.01% |
41,367
+5,423
| +15% | +$426K |
|
2705
Genco Shipping & Trading
GNK
$791M
| $3.24M | ﹤0.01% |
159,555
+32,761
| +26% | +$666K |
|
2706
Jakks Pacific
JAKK
$201M
| $3.24M | ﹤0.01% |
131,322
-44,057
| -25% | -$1.09M |
|
2707
Pacific Biosciences
PACB
$369M
| $3.23M | ﹤0.01% |
861,393
-421,879
| -33% | -$1.58M |
|
2708
ZIM Integrated Shipping Services
ZIM
$1.78B
| $3.23M | ﹤0.01% |
319,097
+251,551
| +372% | +$2.55M |
|
2709
abrdn Physical Platinum Shares ETF
PPLT
$1.63B
| $3.22M | ﹤0.01% |
38,595
+25,220
| +189% | +$2.11M |
|
2710
Red Rock Resorts
RRR
$3.61B
| $3.22M | ﹤0.01% |
53,761
-19,979
| -27% | -$1.2M |
|
2711
RPC Inc
RES
$1.01B
| $3.21M | ﹤0.01% |
414,815
+103,719
| +33% | +$803K |
|
2712
Kura Sushi USA
KRUS
$923M
| $3.19M | ﹤0.01% |
27,731
-2,715
| -9% | -$313K |
|
2713
VanEck High Yield Muni ETF
HYD
$3.48B
| $3.19M | ﹤0.01% |
61,055
-33,346
| -35% | -$1.74M |
|
2714
CRA International
CRAI
$1.35B
| $3.19M | ﹤0.01% |
21,322
+3,133
| +17% | +$469K |
|
|
BRKL
2715
DELISTED
Brookline Bancorp
BRKL
| $3.19M | ﹤0.01% |
320,166
-110,887
| -26% | -$1.1M |
|
2716
Avantis All International Markets Equity ETF
AVNM
$354M
| $3.17M | ﹤0.01% |
56,389
+16,177
| +40% | +$910K |
|
2717
Koppers
KOP
$564M
| $3.17M | ﹤0.01% |
57,435
-7,841
| -12% | -$433K |
|
2718
Blend Labs
BLND
$1.1B
| $3.16M | ﹤0.01% |
973,212
+723,107
| +289% | +$2.35M |
|
2719
Phreesia
PHR
$1.41B
| $3.16M | ﹤0.01% |
131,965
-51,010
| -28% | -$1.22M |
|
2720
TTEC Holdings
TTEC
$174M
| $3.16M | ﹤0.01% |
304,441
+192,836
| +173% | +$2M |
|
|
FBRT
2721
Franklin BSP Realty Trust
FBRT
$932M
| $3.16M | ﹤0.01% |
236,256
-5,979
| -2% | -$79.9K |
|
2722
Standard Motor Products
SMP
$885M
| $3.16M | ﹤0.01% |
94,043
+62,803
| +201% | +$2.11M |
|
2723
CNB Financial Corp
CCNE
$749M
| $3.15M | ﹤0.01% |
154,566
+131,981
| +584% | +$2.69M |
|
2724
Stellar Bancorp
STEL
$1.56B
| $3.14M | ﹤0.01% |
128,768
+16,737
| +15% | +$408K |
|
2725
Praxis Precision Medicines
PRAX
$884M
| $3.13M | ﹤0.01% |
51,372
+51,355
| +302,088% | +$3.13M |
|