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 | |
|---|---|---|---|---|---|---|
2826
Dimensional International High Profitability ETF
DIHP
$4.51B
| $2.62M | ﹤0.01% |
97,242
+5,874
| +6% | +$158K |
|
2827
Nuvalent
NUVL
$5.76B
| $2.62M | ﹤0.01% |
34,885
-14,460
| -29% | -$1.09M |
|
2828
Solventum
SOLV
$12.9B
| $2.61M | ﹤0.01% |
+37,520
| New | +$2.61M |
|
2829
Rocket Lab Corporation Common Stock
RKLB
$23.5B
| $2.61M | ﹤0.01% |
634,868
-93,651
| -13% | -$385K |
|
2830
NBT Bancorp
NBTB
$2.26B
| $2.61M | ﹤0.01% |
71,034
-16,838
| -19% | -$618K |
|
2831
WisdomTree Bloomberg US Dollar Bullish Fund
USDU
$151M
| $2.6M | ﹤0.01% |
99,354
-25,603
| -20% | -$671K |
|
2832
IDT Corp
IDT
$1.7B
| $2.6M | ﹤0.01% |
68,787
+13,402
| +24% | +$507K |
|
2833
Fidelity Fundamental Large Cap Growth ETF
FFLG
$501M
| $2.6M | ﹤0.01% |
+118,724
| New | +$2.6M |
|
2834
Teladoc Health
TDOC
$1.44B
| $2.59M | ﹤0.01% |
171,852
-332,530
| -66% | -$5.02M |
|
|
NVEE
2835
DELISTED
NV5 Global
NVEE
| $2.59M | ﹤0.01% |
105,748
+30,004
| +40% | +$735K |
|
2836
Porch Group
PRCH
$1.88B
| $2.59M | ﹤0.01% |
601,104
+332,818
| +124% | +$1.43M |
|
|
DX
2837
Dynex Capital
DX
$1.61B
| $2.59M | ﹤0.01% |
207,810
-120,113
| -37% | -$1.5M |
|
2838
Schwab Fundamental US Large Company Index ETF
FNDX
$20.3B
| $2.59M | ﹤0.01% |
115,110
+43,845
| +62% | +$985K |
|
2839
Autohome
ATHM
$3.45B
| $2.58M | ﹤0.01% |
98,429
+2,870
| +3% | +$75.3K |
|
2840
PRA Group
PRAA
$665M
| $2.58M | ﹤0.01% |
98,874
+73,056
| +283% | +$1.91M |
|
2841
Riskified
RSKD
$743M
| $2.57M | ﹤0.01% |
475,607
+212,481
| +81% | +$1.15M |
|
2842
iShares Global Clean Energy ETF
ICLN
$1.62B
| $2.57M | ﹤0.01% |
183,966
-1,604,899
| -90% | -$22.4M |
|
2843
Cellebrite
CLBT
$4.33B
| $2.57M | ﹤0.01% |
232,044
+36,348
| +19% | +$403K |
|
2844
First Trust Capital Strength ETF
FTCS
$8.41B
| $2.56M | ﹤0.01% |
29,935
-462,121
| -94% | -$39.6M |
|
2845
Avantis International Small Cap Value ETF
AVDV
$12.2B
| $2.56M | ﹤0.01% |
38,870
-137,531
| -78% | -$9.06M |
|
2846
Cross Country Healthcare
CCRN
$445M
| $2.56M | ﹤0.01% |
136,738
-215,125
| -61% | -$4.03M |
|
2847
Amneal Pharmaceuticals
AMRX
$3.02B
| $2.56M | ﹤0.01% |
422,123
+236,082
| +127% | +$1.43M |
|
2848
Direxion Daily 20+ Year Treasury Bull 3X Shares
TMF
$5.03B
| $2.56M | ﹤0.01% |
46,910
-332,447
| -88% | -$18.1M |
|
2849
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
$2.82B
| $2.56M | ﹤0.01% |
102,987
+664
| +0.6% | +$16.5K |
|
2850
Invesco China Technology ETF
CQQQ
$1.75B
| $2.55M | ﹤0.01% |
79,679
-2,252
| -3% | -$72.2K |
|