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 |
Microsoft
MSFT
|
+$6.27B |
| 2 |
Vanguard S&P 500 ETF
VOO
|
+$5.61B |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
+$3.32B |
| 4 |
Meta Platforms (Facebook)
META
|
+$3.21B |
| 5 |
Apple
AAPL
|
+$2.9B |
Top Sells
| 1 |
iShares Short Treasury Bond ETF
SHV
|
+$3.23B |
| 2 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$1.76B |
| 3 |
Schwab US TIPS ETF
SCHP
|
+$702M |
| 4 |
Nike
NKE
|
+$702M |
| 5 |
Tesla
TSLA
|
+$652M |
Sector Composition
| 1 | Technology | 20.52% |
| 2 | Healthcare | 11.04% |
| 3 | Financials | 9.44% |
| 4 | Consumer Discretionary | 8.87% |
| 5 | Industrials | 7.44% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2826
Dimensional International High Profitability ETF
DIHP
$4.52B
| $2.25M | ﹤0.01% |
91,918
+11,800
| +15% | +$289K |
|
2827
Seaboard Corp
SEB
$3.72B
| $2.24M | ﹤0.01% |
630
+17
| +3% | +$60.5K |
|
|
TEN
2828
Tsakos Energy Navigation Ltd.
TEN
$699M
| $2.24M | ﹤0.01% |
125,809
-31,281
| -20% | -$557K |
|
2829
Weis Markets
WMK
$1.78B
| $2.24M | ﹤0.01% |
34,815
-14,686
| -30% | -$943K |
|
2830
Hanmi Financial
HAFC
$771M
| $2.23M | ﹤0.01% |
149,626
+6,911
| +5% | +$103K |
|
|
BSCO
2831
DELISTED
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
| $2.23M | ﹤0.01% |
108,563
-16,424
| -13% | -$338K |
|
2832
Atmus Filtration Technologies
ATMU
$3.82B
| $2.23M | ﹤0.01% |
+101,682
| New | +$2.23M |
|
2833
Thermon Group Holdings
THR
$896M
| $2.23M | ﹤0.01% |
83,937
+11,865
| +16% | +$316K |
|
2834
Astec Industries
ASTE
$1.11B
| $2.23M | ﹤0.01% |
49,037
+4,499
| +10% | +$204K |
|
2835
Quanterix
QTRX
$259M
| $2.23M | ﹤0.01% |
98,723
-34,517
| -26% | -$778K |
|
2836
Enerpac Tool Group
EPAC
$2.31B
| $2.22M | ﹤0.01% |
82,363
+7,314
| +10% | +$197K |
|
2837
Vanguard Emerging Markets Government Bond ETF
VWOB
$4.82B
| $2.22M | ﹤0.01% |
35,701
+329
| +0.9% | +$20.5K |
|
2838
Levi Strauss
LEVI
$9.11B
| $2.22M | ﹤0.01% |
153,595
-12,582
| -8% | -$182K |
|
2839
ARK Fintech Innovation ETF
ARKF
$1.68B
| $2.21M | ﹤0.01% |
105,756
+314
| +0.3% | +$6.57K |
|
2840
Global X FinTech ETF
FINX
$320M
| $2.21M | ﹤0.01% |
99,939
-81,436
| -45% | -$1.8M |
|
2841
Vital Energy
VTLE
$633M
| $2.2M | ﹤0.01% |
48,721
-15,585
| -24% | -$704K |
|
2842
Weibo
WB
$3.04B
| $2.19M | ﹤0.01% |
166,961
+31,735
| +23% | +$416K |
|
2843
Origin Bancorp
OBK
$1.15B
| $2.18M | ﹤0.01% |
74,270
-26,147
| -26% | -$766K |
|
2844
JPMorgan US Value Factor ETF
JVAL
$556M
| $2.18M | ﹤0.01% |
60,989
+17,615
| +41% | +$629K |
|
2845
Nabors Industries
NBR
$572M
| $2.17M | ﹤0.01% |
23,365
-8,829
| -27% | -$821K |
|
2846
S&T Bancorp
STBA
$1.53B
| $2.17M | ﹤0.01% |
79,711
-7,268
| -8% | -$198K |
|
2847
Alpha and Omega Semiconductor
AOSL
$885M
| $2.17M | ﹤0.01% |
66,011
-110,570
| -63% | -$3.63M |
|
|
AAMI
2848
Acadian Asset Management Inc.
AAMI
$1.79B
| $2.16M | ﹤0.01% |
103,187
-22,936
| -18% | -$481K |
|
2849
Wolverine World Wide
WWW
$2.47B
| $2.16M | ﹤0.01% |
147,146
-173,804
| -54% | -$2.55M |
|
2850
Healthcare Services Group
HCSG
$1.16B
| $2.16M | ﹤0.01% |
144,528
-61,051
| -30% | -$911K |
|