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 | |
|---|---|---|---|---|---|---|
2726
Mercury Insurance
MCY
$4.35B
| $3.28M | ﹤0.01% |
58,994
-13,121
| -18% | -$730K |
|
2727
Invesco DB Commodity Index Tracking Fund
DBC
$1.28B
| $3.28M | ﹤0.01% |
162,680
-2,416,444
| -94% | -$48.8M |
|
2728
Magnachip Semiconductor
MX
$114M
| $3.28M | ﹤0.01% |
184,893
-21,639
| -10% | -$384K |
|
2729
WesBanco
WSBC
$3.01B
| $3.28M | ﹤0.01% |
96,314
-14,269
| -13% | -$486K |
|
2730
BlackRock Municipal 2030 Target Term Trust
BTT
$1.48B
| $3.28M | ﹤0.01% |
128,438
-603
| -0.5% | -$15.4K |
|
2731
MeiraGTx Holdings
MGTX
$590M
| $3.27M | ﹤0.01% |
247,838
-130,507
| -34% | -$1.72M |
|
|
LGO
2732
Largo
LGO
$112M
| $3.26M | ﹤0.01% |
211,330
+187,339
| +781% | +$2.89M |
|
|
NGD
2733
New Gold Inc
NGD
$5.34B
| $3.26M | ﹤0.01% |
3,075,009
-235,802
| -7% | -$250K |
|
|
HPX
2734
DELISTED
HPX Corp.
HPX
| $3.26M | ﹤0.01% |
331,046
+187,273
| +130% | +$1.84M |
|
2735
First Community Bankshares
FCBC
$679M
| $3.25M | ﹤0.01% |
102,417
-6,290
| -6% | -$200K |
|
|
VIVO
2736
DELISTED
Meridian Bioscience Inc
VIVO
| $3.25M | ﹤0.01% |
168,899
+106,030
| +169% | +$2.04M |
|
2737
Dycom Industries
DY
$7.4B
| $3.24M | ﹤0.01% |
45,517
-1,604
| -3% | -$114K |
|
2738
QuantumScape
QS
$5.86B
| $3.24M | ﹤0.01% |
131,851
+39,608
| +43% | +$972K |
|
|
TGH
2739
DELISTED
Textainer Group Holdings limited
TGH
| $3.24M | ﹤0.01% |
92,698
-47,365
| -34% | -$1.65M |
|
|
CTAC
2740
DELISTED
Cerberus Telecom Acquisition Corp.
CTAC
| $3.23M | ﹤0.01% |
413,653
+18,832
| +5% | +$147K |
|
|
BKEP
2741
DELISTED
Blueknight Energy Partners L.P.
BKEP
| $3.23M | ﹤0.01% |
1,058,793
-63,411
| -6% | -$193K |
|
|
PIPP
2742
DELISTED
Pine Island Acquisition Corp.
PIPP
| $3.23M | ﹤0.01% |
330,610
+1,824
| +0.6% | +$17.8K |
|
|
TMX
2743
DELISTED
Terminix Global Holdings, Inc.
TMX
| $3.22M | ﹤0.01% |
77,293
-4,573
| -6% | -$191K |
|
|
TRTN
2744
DELISTED
Triton International Limited
TRTN
| $3.22M | ﹤0.01% |
61,810
-99,456
| -62% | -$5.17M |
|
2745
Sixth Street Specialty
TSLX
$2.21B
| $3.21M | ﹤0.01% |
144,681
+6,634
| +5% | +$147K |
|
2746
WisdomTree India Earnings Fund ETF
EPI
$2.95B
| $3.21M | ﹤0.01% |
85,850
-9,111
| -10% | -$341K |
|
2747
Northwest Bancshares
NWBI
$1.82B
| $3.21M | ﹤0.01% |
241,600
-402,887
| -63% | -$5.35M |
|
2748
Olympic Steel
ZEUS
$371M
| $3.21M | ﹤0.01% |
131,591
+18,587
| +16% | +$453K |
|
2749
Vanguard S&P Mid-Cap 400 Growth ETF
IVOG
$1.17B
| $3.2M | ﹤0.01% |
32,462
| – | – |
|
2750
Dorman Products
DORM
$4.94B
| $3.19M | ﹤0.01% |
33,712
-6,828
| -17% | -$646K |
|