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 | |
|---|---|---|---|---|---|---|
|
INBX
2851
DELISTED
Inhibrx, Inc. Common Stock
INBX
| $2.54M | ﹤0.01% |
72,764
+21,238
| +41% | +$742K |
|
2852
Columbia Research Enhanced Core ETF
RECS
$3.71B
| $2.54M | ﹤0.01% |
82,085
+13,737
| +20% | +$426K |
|
|
QHY
2853
WisdomTree U.S. High Yield Corporate Bond Fund
QHY
$201M
| $2.54M | ﹤0.01% |
56,018
+2,892
| +5% | +$131K |
|
2854
Avanos Medical
AVNS
$563M
| $2.53M | ﹤0.01% |
127,118
-76,110
| -37% | -$1.52M |
|
2855
Healthcare Services Group
HCSG
$1.15B
| $2.53M | ﹤0.01% |
202,662
-101,867
| -33% | -$1.27M |
|
2856
Ameresco
AMRC
$1.6B
| $2.52M | ﹤0.01% |
104,411
+3,228
| +3% | +$77.9K |
|
2857
iShares MSCI Hong Kong ETF
EWH
$724M
| $2.51M | ﹤0.01% |
161,509
+11,323
| +8% | +$176K |
|
2858
Origin Bancorp
OBK
$1.14B
| $2.51M | ﹤0.01% |
80,281
+10,850
| +16% | +$339K |
|
|
SRTA
2859
Strata Critical Medical, Inc. Class A Common Stock
SRTA
$466M
| $2.5M | ﹤0.01% |
878,675
+164,990
| +23% | +$470K |
|
2860
ALPS Equal Sector Weight ETF
EQL
$559M
| $2.5M | ﹤0.01% |
63,606
+618
| +1% | +$24.3K |
|
2861
FT Vest US Equity Deep Buffer ETF January
DJAN
$348M
| $2.5M | ﹤0.01% |
69,354
+69,180
| +39,759% | +$2.49M |
|
2862
Energy Recovery
ERII
$799M
| $2.5M | ﹤0.01% |
158,232
+80,306
| +103% | +$1.27M |
|
2863
iShares MSCI Italy ETF
EWI
$726M
| $2.49M | ﹤0.01% |
66,041
+21,976
| +50% | +$829K |
|
2864
iShares MSCI Spain ETF
EWP
$1.39B
| $2.49M | ﹤0.01% |
77,427
+55,413
| +252% | +$1.78M |
|
2865
A10 Networks
ATEN
$1.3B
| $2.49M | ﹤0.01% |
181,834
+6,856
| +4% | +$93.9K |
|
2866
Global X MLP & Energy Infrastructure ETF
MLPX
$2.61B
| $2.49M | ﹤0.01% |
50,791
-255,986
| -83% | -$12.5M |
|
2867
Gorman-Rupp
GRC
$1.17B
| $2.49M | ﹤0.01% |
62,900
+19,925
| +46% | +$788K |
|
2868
Pacira BioSciences
PCRX
$1.18B
| $2.49M | ﹤0.01% |
85,072
-55,578
| -40% | -$1.62M |
|
2869
Nabors Industries
NBR
$579M
| $2.48M | ﹤0.01% |
28,762
+14,555
| +102% | +$1.25M |
|
|
BLUE
2870
DELISTED
bluebird bio
BLUE
| $2.47M | ﹤0.01% |
96,654
+8,862
| +10% | +$227K |
|
2871
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.27B
| $2.47M | ﹤0.01% |
120,724
-12,434
| -9% | -$254K |
|
2872
IQ MacKay Municipal Intermediate ETF
MMIT
$1.1B
| $2.47M | ﹤0.01% |
101,102
+7,523
| +8% | +$183K |
|
2873
Global X Lithium & Battery Tech ETF
LIT
$1.2B
| $2.46M | ﹤0.01% |
54,622
-63,465
| -54% | -$2.86M |
|
2874
Heritage Financial
HFWA
$842M
| $2.46M | ﹤0.01% |
126,836
+11,495
| +10% | +$223K |
|
|
CHUY
2875
DELISTED
Chuy's Holdings, Inc. Common Stock
CHUY
| $2.46M | ﹤0.01% |
72,889
+26,277
| +56% | +$886K |
|