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 | |
|---|---|---|---|---|---|---|
2801
JPMorgan Diversified Return Emerging Markets Equity ETF
JPEM
$347M
| $2.7M | ﹤0.01% |
51,595
-11,433
| -18% | -$598K |
|
2802
Sotera Health
SHC
$4.63B
| $2.7M | ﹤0.01% |
160,098
-14,367
| -8% | -$242K |
|
2803
JPMorgan Healthcare Leaders ETF
JDOC
$7.71M
| $2.69M | ﹤0.01% |
+50,000
| New | +$2.69M |
|
2804
SPDR DoubleLine Total Return Tactical ETF
TOTL
$3.89B
| $2.68M | ﹤0.01% |
66,643
+36,118
| +118% | +$1.45M |
|
2805
Autohome
ATHM
$3.52B
| $2.68M | ﹤0.01% |
95,559
-17,665
| -16% | -$496K |
|
|
HTB
2806
HomeTrust Bancshares, Inc.
HTB
$716M
| $2.68M | ﹤0.01% |
99,492
-64,115
| -39% | -$1.73M |
|
2807
First Trust NYSE Arca Biotechnology Index Fund
FBT
$1.08B
| $2.67M | ﹤0.01% |
16,900
+7,133
| +73% | +$1.13M |
|
2808
Hartford Core Bond ETF
HCRB
$348M
| $2.67M | ﹤0.01% |
75,795
+25,734
| +51% | +$905K |
|
2809
National Vision
EYE
$1.9B
| $2.66M | ﹤0.01% |
127,242
+13,342
| +12% | +$279K |
|
2810
Fidelity MSCI Industrials Index ETF
FIDU
$1.5B
| $2.66M | ﹤0.01% |
43,414
+1,103
| +3% | +$67.5K |
|
2811
FT Vest US Equity Buffer ETF May
FMAY
$1.05B
| $2.66M | ﹤0.01% |
64,088
+63,026
| +5,935% | +$2.61M |
|
2812
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
$2.32B
| $2.65M | ﹤0.01% |
63,187
+61,323
| +3,290% | +$2.57M |
|
2813
Atlanta Braves Holdings Series B
BATRK
$2.61B
| $2.65M | ﹤0.01% |
66,921
+12,551
| +23% | +$497K |
|
2814
Financial Institutions
FISI
$529M
| $2.65M | ﹤0.01% |
124,248
+35,587
| +40% | +$758K |
|
2815
Harmony Gold Mining
HMY
$9.26B
| $2.64M | ﹤0.01% |
429,706
+199,912
| +87% | +$1.23M |
|
|
HRT
2816
DELISTED
HireRight Holdings Corporation
HRT
| $2.64M | ﹤0.01% |
196,279
-118,118
| -38% | -$1.59M |
|
2817
iShares MSCI Kuwait ETF
KWT
$86M
| $2.63M | ﹤0.01% |
85,637
-3,523
| -4% | -$108K |
|
2818
FS KKR Capital
FSK
$4.74B
| $2.62M | ﹤0.01% |
131,286
+22,275
| +20% | +$445K |
|
2819
Kaiser Aluminum
KALU
$1.25B
| $2.62M | ﹤0.01% |
36,796
+2,278
| +7% | +$162K |
|
2820
Mercantile Bank Corp
MBWM
$760M
| $2.62M | ﹤0.01% |
64,834
+13,073
| +25% | +$528K |
|
2821
Claros Mortgage Trust
CMTG
$502M
| $2.62M | ﹤0.01% |
191,949
-28,994
| -13% | -$395K |
|
2822
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$14.3B
| $2.61M | ﹤0.01% |
53,587
-54,537
| -50% | -$2.66M |
|
2823
Beazer Homes USA
BZH
$757M
| $2.61M | ﹤0.01% |
77,208
+17,186
| +29% | +$581K |
|
2824
iShares MSCI Hong Kong ETF
EWH
$732M
| $2.61M | ﹤0.01% |
150,186
+12,204
| +9% | +$212K |
|
2825
Grid Dynamics Holdings
GDYN
$644M
| $2.61M | ﹤0.01% |
195,559
-74,560
| -28% | -$994K |
|