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 | |
|---|---|---|---|---|---|---|
2726
Lakeland Financial Corp
LKFN
$1.63B
| $3.13M | ﹤0.01% |
47,172
+1,460
| +3% | +$96.8K |
|
2727
Vestis
VSTS
$535M
| $3.13M | ﹤0.01% |
162,295
+53,249
| +49% | +$1.03M |
|
2728
South Plains Financial
SPFI
$638M
| $3.11M | ﹤0.01% |
116,266
+74,315
| +177% | +$1.99M |
|
2729
Alkami Technology
ALKT
$2.69B
| $3.09M | ﹤0.01% |
125,724
-6,947
| -5% | -$171K |
|
2730
TORM
TRMD
$2.28B
| $3.09M | ﹤0.01% |
88,384
+53,957
| +157% | +$1.89M |
|
|
TRTX
2731
TPG RE Finance Trust
TRTX
$727M
| $3.09M | ﹤0.01% |
400,080
+57,991
| +17% | +$448K |
|
2732
Endava
DAVA
$523M
| $3.08M | ﹤0.01% |
81,077
+26,777
| +49% | +$1.02M |
|
2733
BBB Foods
TBBB
$3.02B
| $3.07M | ﹤0.01% |
+129,276
| New | +$3.07M |
|
2734
Perspective Therapeutics
CATX
$226M
| $3.07M | ﹤0.01% |
258,113
+258,065
| +537,635% | +$3.07M |
|
2735
Spruce Power Holding Corp
SPRU
$31.4M
| $3.07M | ﹤0.01% |
773,164
+159
| +0% | +$631 |
|
2736
Mercantile Bank Corp
MBWM
$760M
| $3.06M | ﹤0.01% |
79,466
+14,632
| +23% | +$563K |
|
2737
American Axle
AXL
$743M
| $3.06M | ﹤0.01% |
415,533
-119,631
| -22% | -$880K |
|
2738
First Trust Structured Credit Income Opportunities ETF
SCIO
$48M
| $3.05M | ﹤0.01% |
+150,000
| New | +$3.05M |
|
2739
Mercury Insurance
MCY
$4.3B
| $3.04M | ﹤0.01% |
58,984
-5,919
| -9% | -$305K |
|
2740
First Trust AAA CMBS ETF
CAAA
$22.7M
| $3.04M | ﹤0.01% |
+150,000
| New | +$3.04M |
|
2741
iShares S&P 500 BuyWrite ETF
IVVW
$187M
| $3.04M | ﹤0.01% |
+60,000
| New | +$3.04M |
|
2742
Hyster-Yale Materials Handling
HY
$636M
| $3.03M | ﹤0.01% |
47,232
+23,614
| +100% | +$1.52M |
|
2743
CCC Intelligent Solutions
CCCS
$6.32B
| $3.02M | ﹤0.01% |
252,748
+124,191
| +97% | +$1.49M |
|
2744
Clarivate
CLVT
$2.82B
| $3.02M | ﹤0.01% |
406,133
-332,100
| -45% | -$2.47M |
|
2745
Beazer Homes USA
BZH
$757M
| $3.02M | ﹤0.01% |
91,964
+14,756
| +19% | +$484K |
|
2746
SI-BONE Inc
SIBN
$651M
| $3.01M | ﹤0.01% |
183,712
+8,252
| +5% | +$135K |
|
2747
Ethan Allen Interiors
ETD
$741M
| $2.99M | ﹤0.01% |
86,596
+6,473
| +8% | +$224K |
|
2748
GraniteShares ETF Trust GraniteShares 2x Long NVDA Daily ETF
NVDL
$3.96B
| $2.99M | ﹤0.01% |
+72,052
| New | +$2.99M |
|
2749
SPDR S&P 500 Fossil Fuel Free ETF
SPYX
$2.36B
| $2.98M | ﹤0.01% |
69,737
-16,857
| -19% | -$721K |
|
2750
Runway Growth Finance
RWAY
$370M
| $2.98M | ﹤0.01% |
245,976
+159,821
| +186% | +$1.94M |
|