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 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$2.03B |
| 2 |
Vanguard Total International Bond ETF
BNDX
|
+$1.94B |
| 3 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
+$1.28B |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$936M |
| 5 |
iShares Russell 2000 ETF
IWM
|
+$912M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$3.07B |
| 2 |
iShares Short Treasury Bond ETF
SHV
|
+$2.61B |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
+$1.48B |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
+$1.26B |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$1B |
Sector Composition
| 1 | Technology | 13.69% |
| 2 | Financials | 13.03% |
| 3 | Healthcare | 9.54% |
| 4 | Consumer Discretionary | 9.38% |
| 5 | Industrials | 7.69% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2876
Impinj
PI
$5.69B
| $1.06M | ﹤0.01% |
34,533
-18,577
| -35% | -$572K |
|
|
BSTC
2877
DELISTED
BioSpecifics Technologies Corp.
BSTC
| $1.06M | ﹤0.01% |
19,871
+8,188
| +70% | +$438K |
|
2878
First Trust Consumer Staples AlphaDEX Fund
FXG
$278M
| $1.06M | ﹤0.01% |
22,000
-123
| -0.6% | -$5.94K |
|
2879
US Physical Therapy
USPH
$1.22B
| $1.06M | ﹤0.01% |
8,142
+3,677
| +82% | +$480K |
|
|
LJPC
2880
DELISTED
La Jolla Pharmaceutical Company
LJPC
| $1.06M | ﹤0.01% |
120,090
+5,451
| +5% | +$48K |
|
|
NMCI
2881
DELISTED
Navios Maritime Containers L.P. Common Units
NMCI
| $1.05M | ﹤0.01% |
529,163
-26,899
| -5% | -$53.5K |
|
2882
First Trust Large Cap Value AlphaDEX Fund
FTA
$1.15B
| $1.05M | ﹤0.01% |
20,349
-2,673
| -12% | -$138K |
|
2883
KRONOS Worldwide
KRO
$717M
| $1.05M | ﹤0.01% |
84,812
+44,348
| +110% | +$549K |
|
2884
Vanguard Mid-Cap Growth ETF
VOT
$18B
| $1.05M | ﹤0.01% |
7,086
-8,483
| -54% | -$1.26M |
|
2885
Iridium Communications
IRDM
$1.99B
| $1.04M | ﹤0.01% |
48,780
-51,812
| -52% | -$1.1M |
|
2886
Novanta
NOVT
$4.22B
| $1.04M | ﹤0.01% |
12,712
+1,400
| +12% | +$114K |
|
|
SCWX
2887
DELISTED
SecureWorks Corp Class A Common Stock
SCWX
| $1.04M | ﹤0.01% |
80,203
-2,707
| -3% | -$35K |
|
2888
iShares Core Conservative Allocation ETF
AOK
$641M
| $1.04M | ﹤0.01% |
29,045
-490
| -2% | -$17.5K |
|
2889
Ingles Markets
IMKTA
$1.34B
| $1.04M | ﹤0.01% |
26,656
+20,412
| +327% | +$793K |
|
2890
AZZ Inc
AZZ
$3.5B
| $1.03M | ﹤0.01% |
23,652
+12,571
| +113% | +$547K |
|
2891
Capitol Federal Financial
CFFN
$851M
| $1.02M | ﹤0.01% |
74,237
+8,951
| +14% | +$123K |
|
2892
Global Industrial
GIC
$1.4B
| $1.02M | ﹤0.01% |
46,543
+33,534
| +258% | +$738K |
|
2893
Modine Manufacturing
MOD
$8.32B
| $1.02M | ﹤0.01% |
89,772
-10,601
| -11% | -$121K |
|
|
CUTR
2894
DELISTED
Cutera, Inc.
CUTR
| $1.02M | ﹤0.01% |
34,933
+31,135
| +820% | +$910K |
|
|
BXG
2895
DELISTED
Bluegreen Vacations Corporation Common Stock
BXG
| $1.01M | ﹤0.01% |
108,807
+14,601
| +15% | +$136K |
|
2896
Accuray
ARAY
$196M
| $1.01M | ﹤0.01% |
365,728
+277,979
| +317% | +$770K |
|
2897
iShares Mortgage Real Estate ETF
REM
$615M
| $1.01M | ﹤0.01% |
23,981
-1,731
| -7% | -$72.9K |
|
2898
iShares US Oil & Gas Exploration & Production ETF
IEO
$467M
| $1.01M | ﹤0.01% |
19,786
+8,137
| +70% | +$415K |
|
2899
Daktronics
DAKT
$1.1B
| $1.01M | ﹤0.01% |
136,383
+106,203
| +352% | +$784K |
|
2900
WesBanco
WSBC
$3.1B
| $1.01M | ﹤0.01% |
26,920
-12,767
| -32% | -$478K |
|