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 | |
|---|---|---|---|---|---|---|
2851
Keros Therapeutics
KROS
$642M
| $2.49M | ﹤0.01% |
62,644
+9,575
| +18% | +$381K |
|
2852
Allegiant Air
ALGT
$1.14B
| $2.49M | ﹤0.01% |
30,122
-6,517
| -18% | -$538K |
|
2853
VanEck Vietnam ETF
VNM
$583M
| $2.48M | ﹤0.01% |
191,736
-31,130
| -14% | -$402K |
|
|
IBTX
2854
DELISTED
Independent Bank Group, Inc.
IBTX
| $2.47M | ﹤0.01% |
48,606
+3,368
| +7% | +$171K |
|
2855
Origin Bancorp
OBK
$1.1B
| $2.47M | ﹤0.01% |
69,431
-8,275
| -11% | -$294K |
|
2856
Heritage Financial
HFWA
$816M
| $2.47M | ﹤0.01% |
115,341
+3,285
| +3% | +$70.3K |
|
|
RRAC
2857
DELISTED
Rigel Resource Acquisition Corp.
RRAC
| $2.47M | ﹤0.01% |
225,000
+90,000
| +67% | +$986K |
|
2858
Quanterix
QTRX
$244M
| $2.46M | ﹤0.01% |
90,073
-1
| -0% | -$27 |
|
2859
Maravai LifeSciences
MRVI
$407M
| $2.46M | ﹤0.01% |
375,568
+55,828
| +17% | +$366K |
|
2860
Coeur Mining
CDE
$10.3B
| $2.46M | ﹤0.01% |
753,076
-50,262
| -6% | -$164K |
|
2861
Global X FinTech ETF
FINX
$315M
| $2.45M | ﹤0.01% |
95,748
-5,686
| -6% | -$145K |
|
2862
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
$2.37B
| $2.44M | ﹤0.01% |
49,668
+8,259
| +20% | +$406K |
|
2863
Sabre
SABR
$726M
| $2.44M | ﹤0.01% |
554,224
-11,326
| -2% | -$49.8K |
|
2864
Pitney Bowes
PBI
$1.96B
| $2.44M | ﹤0.01% |
553,833
+239,340
| +76% | +$1.05M |
|
2865
Beyond Meat
BYND
$209M
| $2.43M | ﹤0.01% |
273,267
-169,999
| -38% | -$1.51M |
|
2866
Xenon Pharmaceuticals
XENE
$2.83B
| $2.43M | ﹤0.01% |
52,788
+2,491
| +5% | +$115K |
|
|
BLUE
2867
DELISTED
bluebird bio
BLUE
| $2.42M | ﹤0.01% |
87,792
+4,253
| +5% | +$117K |
|
2868
Mercury Insurance
MCY
$4.3B
| $2.42M | ﹤0.01% |
64,903
+24,653
| +61% | +$920K |
|
2869
Invesco Water Resources ETF
PHO
$2.21B
| $2.42M | ﹤0.01% |
39,782
+32,909
| +479% | +$2M |
|
2870
TTEC Holdings
TTEC
$174M
| $2.42M | ﹤0.01% |
111,605
-83,408
| -43% | -$1.81M |
|
|
CIO
2871
City Office REIT
CIO
$281M
| $2.42M | ﹤0.01% |
395,468
+333,282
| +536% | +$2.04M |
|
|
QHY
2872
WisdomTree U.S. High Yield Corporate Bond Fund
QHY
$201M
| $2.41M | ﹤0.01% |
53,126
+30,302
| +133% | +$1.38M |
|
2873
Kornit Digital
KRNT
$633M
| $2.41M | ﹤0.01% |
125,822
+107,532
| +588% | +$2.06M |
|
2874
Revolve Group
RVLV
$1.7B
| $2.41M | ﹤0.01% |
145,327
+32,159
| +28% | +$533K |
|
2875
Invesco PHLX Semiconductor ETF
SOXQ
$541M
| $2.41M | ﹤0.01% |
73,199
+1,143
| +2% | +$37.6K |
|