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 Total International Bond ETF
BNDX
|
+$2.34B |
| 2 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$1.65B |
| 3 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$1.58B |
| 4 |
iShares MBS ETF
MBB
|
+$1.3B |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.18B |
Top Sells
| 1 |
Apple
AAPL
|
+$776M |
| 2 |
Johnson & Johnson
JNJ
|
+$698M |
| 3 |
Mondelez International
MDLZ
|
+$646M |
| 4 |
CVS Health
CVS
|
+$591M |
| 5 |
UnitedHealth
UNH
|
+$555M |
Sector Composition
| 1 | Technology | 13.13% |
| 2 | Financials | 12.96% |
| 3 | Healthcare | 10.58% |
| 4 | Consumer Discretionary | 9.3% |
| 5 | Industrials | 7.58% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2876
Hain Celestial
HAIN
$134M
| $969K | ﹤0.01% |
41,903
-977,115
| -96% | -$22.6M |
|
2877
Vanguard Mid-Cap Growth ETF
VOT
$17.8B
| $969K | ﹤0.01% |
6,786
-3,829
| -36% | -$547K |
|
2878
Invesco DB Energy Fund
DBE
$50.5M
| $967K | ﹤0.01% |
65,858
+3,525
| +6% | +$51.8K |
|
|
HTB
2879
HomeTrust Bancshares, Inc.
HTB
$709M
| $965K | ﹤0.01% |
38,285
+9,811
| +34% | +$247K |
|
2880
Galectin Therapeutics
GALT
$283M
| $964K | ﹤0.01% |
+188,691
| New | +$964K |
|
2881
Sociedad Química y Minera de Chile
SQM
$12.5B
| $964K | ﹤0.01% |
25,080
-268,795
| -91% | -$10.3M |
|
2882
Neogen
NEOG
$1.14B
| $962K | ﹤0.01% |
33,536
-22,570
| -40% | -$647K |
|
|
EGLE
2883
DELISTED
Eagle Bulk Shipping Inc.
EGLE
| $958K | ﹤0.01% |
29,445
+20,991
| +248% | +$683K |
|
2884
Chart Industries
GTLS
$8.96B
| $956K | ﹤0.01% |
10,560
-8,815
| -45% | -$798K |
|
|
VSLR
2885
DELISTED
VIVINT SOLAR, INC.
VSLR
| $956K | ﹤0.01% |
192,332
+184,279
| +2,288% | +$916K |
|
2886
Varonis Systems
VRNS
$6.4B
| $955K | ﹤0.01% |
48,096
-63,552
| -57% | -$1.26M |
|
2887
QuidelOrtho
QDEL
$2.01B
| $953K | ﹤0.01% |
14,554
+1,024
| +8% | +$67.1K |
|
2888
ICF International
ICFI
$1.85B
| $951K | ﹤0.01% |
12,499
-49,040
| -80% | -$3.73M |
|
2889
NeoGenomics
NEO
$1.03B
| $946K | ﹤0.01% |
46,203
-16,130
| -26% | -$330K |
|
2890
Northwest Bancshares
NWBI
$1.8B
| $943K | ﹤0.01% |
55,532
-96,187
| -63% | -$1.63M |
|
2891
Workiva
WK
$4.43B
| $942K | ﹤0.01% |
18,581
+11,304
| +155% | +$573K |
|
2892
Allient
ALNT
$766M
| $941K | ﹤0.01% |
41,048
+9,812
| +31% | +$225K |
|
|
CVA
2893
DELISTED
Covanta Holding Corporation
CVA
| $941K | ﹤0.01% |
54,372
-500
| -0.9% | -$8.65K |
|
2894
Century Aluminum
CENX
$2.43B
| $937K | ﹤0.01% |
105,578
-376,964
| -78% | -$3.35M |
|
|
NRE
2895
DELISTED
NorthStar Realty Europe Corp.
NRE
| $934K | ﹤0.01% |
53,791
-33,342
| -38% | -$579K |
|
2896
iShares Core Conservative Allocation ETF
AOK
$642M
| $932K | ﹤0.01% |
26,988
-4,867
| -15% | -$168K |
|
2897
Ryerson Holding
RYI
$744M
| $932K | ﹤0.01% |
108,885
-382
| -0.3% | -$3.27K |
|
2898
Sangamo Therapeutics
SGMO
$155M
| $931K | ﹤0.01% |
97,651
-5,785
| -6% | -$55.2K |
|
2899
ProShares MSCI EAFE Dividend Growers ETF
EFAD
$72.8M
| $930K | ﹤0.01% |
25,228
-44,985
| -64% | -$1.66M |
|
2900
American Coastal Insurance
ACIC
$532M
| $929K | ﹤0.01% |
58,439
-2,610
| -4% | -$41.5K |
|