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 | |
|---|---|---|---|---|---|---|
|
IBMM
2801
DELISTED
iShares iBonds Dec 2024 Term Muni Bond ETF
IBMM
| $2.76M | ﹤0.01% |
106,459
+106,295
| +64,814% | +$2.76M |
|
2802
WisdomTree US Value Fund
WTV
$1.9B
| $2.76M | ﹤0.01% |
36,536
+30,900
| +548% | +$2.34M |
|
2803
Leonardo DRS
DRS
$11.1B
| $2.76M | ﹤0.01% |
124,913
-47,475
| -28% | -$1.05M |
|
2804
Worthington Steel
WS
$1.71B
| $2.76M | ﹤0.01% |
76,889
-42,009
| -35% | -$1.51M |
|
2805
Lindsay Corp
LNN
$1.53B
| $2.75M | ﹤0.01% |
23,398
-5,738
| -20% | -$675K |
|
2806
Upstart Holdings
UPST
$6.61B
| $2.74M | ﹤0.01% |
101,781
-84,960
| -45% | -$2.28M |
|
|
KAMN
2807
DELISTED
Kaman Corp
KAMN
| $2.73M | ﹤0.01% |
59,574
-97,012
| -62% | -$4.45M |
|
2808
Hudson Technologies
HDSN
$447M
| $2.73M | ﹤0.01% |
247,841
-599
| -0.2% | -$6.6K |
|
2809
ProAssurance
PRA
$1.22B
| $2.72M | ﹤0.01% |
211,662
+57,921
| +38% | +$745K |
|
|
HTB
2810
HomeTrust Bancshares, Inc.
HTB
$728M
| $2.71M | ﹤0.01% |
98,947
-545
| -0.5% | -$14.9K |
|
2811
Invesco Water Resources ETF
PHO
$2.24B
| $2.7M | ﹤0.01% |
40,605
+823
| +2% | +$54.8K |
|
2812
Travere Therapeutics
TVTX
$2.11B
| $2.69M | ﹤0.01% |
349,160
-42,556
| -11% | -$328K |
|
2813
iShares US Consumer Discretionary ETF
IYC
$1.79B
| $2.69M | ﹤0.01% |
32,794
-8,897
| -21% | -$729K |
|
2814
Dime Community Bancshares
DCOM
$1.37B
| $2.69M | ﹤0.01% |
139,559
-34,337
| -20% | -$661K |
|
2815
Schwab Fundamental US Small Company Index ETF
FNDA
$9.08B
| $2.69M | ﹤0.01% |
94,250
+22,116
| +31% | +$631K |
|
2816
Mativ Holdings
MATV
$689M
| $2.69M | ﹤0.01% |
143,321
-48,995
| -25% | -$919K |
|
2817
Dimensional Global Real Estate ETF
DFGR
$2.72B
| $2.67M | ﹤0.01% |
104,734
+50,805
| +94% | +$1.3M |
|
2818
Global X FinTech ETF
FINX
$320M
| $2.66M | ﹤0.01% |
95,339
-409
| -0.4% | -$11.4K |
|
2819
Invesco S&P Ultra Dividend Revenue ETF
RDIV
$853M
| $2.64M | ﹤0.01% |
57,663
+14,987
| +35% | +$687K |
|
2820
iShares AAA-A Rated Corporate Bond ETF
QLTA
$1.7B
| $2.64M | ﹤0.01% |
55,560
-24,623
| -31% | -$1.17M |
|
2821
Heidrick & Struggles
HSII
$1.05B
| $2.64M | ﹤0.01% |
78,370
-319,720
| -80% | -$10.8M |
|
2822
Deluxe
DLX
$890M
| $2.63M | ﹤0.01% |
127,811
-65,310
| -34% | -$1.34M |
|
2823
Principal Active High Yield ETF
YLD
$395M
| $2.63M | ﹤0.01% |
137,176
+135,415
| +7,690% | +$2.59M |
|
2824
Vinci Compass Investments Ltd. Class A Common Shares
VINP
$647M
| $2.62M | ﹤0.01% |
232,102
+199,022
| +602% | +$2.25M |
|
2825
Bahl & Gaynor Small/Mid Cap Income Growth ETF
SMIG
$1.17B
| $2.62M | ﹤0.01% |
97,261
+16,223
| +20% | +$437K |
|