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 | |
|---|---|---|---|---|---|---|
|
DISH
2826
DELISTED
DISH Network Corp.
DISH
| $2.59M | ﹤0.01% |
449,197
-302,181
| -40% | -$1.74M |
|
2827
iShares ESG MSCI EM Leaders ETF
LDEM
$32.8M
| $2.59M | ﹤0.01% |
58,938
-248,334
| -81% | -$10.9M |
|
2828
SPDR Portfolio Short Term Treasury ETF
SPTS
$5.77B
| $2.59M | ﹤0.01% |
89,147
+87,960
| +7,410% | +$2.56M |
|
2829
Cinemark Holdings
CNK
$3.25B
| $2.58M | ﹤0.01% |
183,065
-42,495
| -19% | -$599K |
|
2830
Rackspace Technology
RXT
$323M
| $2.57M | ﹤0.01% |
1,286,599
+605,544
| +89% | +$1.21M |
|
2831
Replimune Group
REPL
$446M
| $2.57M | ﹤0.01% |
305,023
-77,512
| -20% | -$653K |
|
2832
Cimpress
CMPR
$1.52B
| $2.57M | ﹤0.01% |
32,113
+10,046
| +46% | +$804K |
|
2833
Franklin Municipal Green Bond ETF
FLMB
$90M
| $2.56M | ﹤0.01% |
+106,140
| New | +$2.56M |
|
2834
Ethan Allen Interiors
ETD
$741M
| $2.56M | ﹤0.01% |
80,123
-19,474
| -20% | -$622K |
|
2835
Tandem Diabetes Care
TNDM
$840M
| $2.56M | ﹤0.01% |
86,425
-72,993
| -46% | -$2.16M |
|
2836
Hain Celestial
HAIN
$130M
| $2.55M | ﹤0.01% |
233,208
+93,994
| +68% | +$1.03M |
|
2837
Peloton Interactive
PTON
$3.32B
| $2.55M | ﹤0.01% |
418,808
+108,440
| +35% | +$660K |
|
2838
Cadeler
CDLR
$1.84B
| $2.54M | ﹤0.01% |
+138,065
| New | +$2.54M |
|
|
RDFN
2839
DELISTED
Redfin
RDFN
| $2.54M | ﹤0.01% |
246,009
-67,349
| -21% | -$695K |
|
2840
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$5.38B
| $2.54M | ﹤0.01% |
52,498
+50,421
| +2,428% | +$2.44M |
|
2841
Upwork
UPWK
$2.41B
| $2.53M | ﹤0.01% |
170,407
-22,123
| -11% | -$329K |
|
2842
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
$2.82B
| $2.53M | ﹤0.01% |
102,323
+2,319
| +2% | +$57.4K |
|
2843
IAMGOLD
IAG
$6.34B
| $2.52M | ﹤0.01% |
997,208
-1,417,905
| -59% | -$3.59M |
|
2844
Dr. Reddy's Laboratories
RDY
$12.3B
| $2.52M | ﹤0.01% |
181,210
+11,085
| +7% | +$154K |
|
|
CLBR.U
2845
DELISTED
Colombier Acquisition Corp. II Units, each consisting of one Class A ordinary share and one-third of one redeemable warrant
CLBR.U
| $2.52M | ﹤0.01% |
+250,000
| New | +$2.52M |
|
|
SRTA
2846
Strata Critical Medical, Inc. Class A Common Stock
SRTA
$425M
| $2.52M | ﹤0.01% |
713,685
+106,203
| +17% | +$375K |
|
2847
Park National Corp
PRK
$2.64B
| $2.52M | ﹤0.01% |
18,931
+1,070
| +6% | +$142K |
|
|
HAYN
2848
DELISTED
Haynes International, Inc.
HAYN
| $2.5M | ﹤0.01% |
43,819
+6,522
| +17% | +$372K |
|
2849
Danaos Corp
DAC
$1.73B
| $2.5M | ﹤0.01% |
33,725
+27,948
| +484% | +$2.07M |
|
2850
Under Armour
UAA
$2.08B
| $2.5M | ﹤0.01% |
283,922
-15,682
| -5% | -$138K |
|