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 | |
|---|---|---|---|---|---|---|
2876
Pulmonx
LUNG
$64M
| $2.45M | ﹤0.01% |
264,575
+212,312
| +406% | +$1.97M |
|
2877
Kelly Services Class A
KELYA
$509M
| $2.45M | ﹤0.01% |
97,893
-41,614
| -30% | -$1.04M |
|
2878
Trustmark
TRMK
$2.46B
| $2.45M | ﹤0.01% |
87,118
-86,198
| -50% | -$2.42M |
|
|
CFB
2879
DELISTED
CrossFirst Bankshares, Inc. Common Stock
CFB
| $2.44M | ﹤0.01% |
175,972
+13,162
| +8% | +$182K |
|
|
CLDT
2880
Chatham Lodging
CLDT
$346M
| $2.43M | ﹤0.01% |
240,430
+97,147
| +68% | +$982K |
|
2881
Transocean
RIG
$3.25B
| $2.43M | ﹤0.01% |
386,882
-3,530,650
| -90% | -$22.2M |
|
2882
Clean Energy Fuels
CLNE
$586M
| $2.43M | ﹤0.01% |
905,842
+295,198
| +48% | +$791K |
|
2883
Astec Industries
ASTE
$1.11B
| $2.43M | ﹤0.01% |
55,534
+4,209
| +8% | +$184K |
|
2884
PC Connection
CNXN
$1.61B
| $2.43M | ﹤0.01% |
36,784
-3,975
| -10% | -$262K |
|
2885
Calix
CALX
$4.14B
| $2.42M | ﹤0.01% |
72,992
-247,892
| -77% | -$8.22M |
|
2886
Allegiant Air
ALGT
$1.13B
| $2.42M | ﹤0.01% |
32,117
+1,995
| +7% | +$150K |
|
2887
Corbus Pharmaceuticals
CRBP
$139M
| $2.42M | ﹤0.01% |
61,554
+61,011
| +11,236% | +$2.39M |
|
2888
PDF Solutions
PDFS
$836M
| $2.41M | ﹤0.01% |
71,625
+5,386
| +8% | +$181K |
|
2889
Enanta Pharmaceuticals
ENTA
$167M
| $2.41M | ﹤0.01% |
138,047
-12,774
| -8% | -$223K |
|
2890
BRF SA
BRFS
$6.6B
| $2.41M | ﹤0.01% |
738,694
+736,871
| +40,421% | +$2.4M |
|
2891
Claros Mortgage Trust
CMTG
$545M
| $2.4M | ﹤0.01% |
246,233
+54,284
| +28% | +$530K |
|
2892
Bain Capital Specialty
BCSF
$959M
| $2.4M | ﹤0.01% |
153,060
+4,220
| +3% | +$66.2K |
|
|
ECO
2893
Okeanis Eco Tankers
ECO
$966M
| $2.4M | ﹤0.01% |
79,977
-91,626
| -53% | -$2.75M |
|
2894
Capital Group US Multi-Sector Income ETF
CGMS
$3.27B
| $2.4M | ﹤0.01% |
88,656
+84,388
| +1,977% | +$2.28M |
|
2895
Montrose Environmental
MEG
$1.04B
| $2.38M | ﹤0.01% |
60,729
-27,302
| -31% | -$1.07M |
|
|
BWIN
2896
Baldwin Insurance Group
BWIN
$2.24B
| $2.37M | ﹤0.01% |
82,012
-32,154
| -28% | -$931K |
|
2897
Rhythm Pharmaceuticals
RYTM
$6.53B
| $2.36M | ﹤0.01% |
54,504
-23,095
| -30% | -$1M |
|
2898
SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.46B
| $2.35M | ﹤0.01% |
26,959
+1,869
| +7% | +$163K |
|
|
ONC
2899
BeOne Medicines Ltd. American Depositary Shares
ONC
$37.4B
| $2.33M | ﹤0.01% |
14,897
+3,320
| +29% | +$520K |
|
2900
Nicolet Bankshares
NIC
$2.03B
| $2.33M | ﹤0.01% |
27,089
+1,918
| +8% | +$165K |
|