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 | |
|---|---|---|---|---|---|---|
2901
Vestis
VSTS
$543M
| $2.31M | ﹤0.01% |
+109,046
| New | +$2.31M |
|
2902
A10 Networks
ATEN
$1.29B
| $2.3M | ﹤0.01% |
174,978
+2,973
| +2% | +$39.2K |
|
2903
ALPS Equal Sector Weight ETF
EQL
$556M
| $2.3M | ﹤0.01% |
+62,988
| New | +$2.3M |
|
2904
IQ MacKay Municipal Intermediate ETF
MMIT
$1.1B
| $2.3M | ﹤0.01% |
93,579
+82,468
| +742% | +$2.03M |
|
|
PTVE
2905
DELISTED
Pactiv Evergreen Inc. Common stock
PTVE
| $2.29M | ﹤0.01% |
167,383
+108,875
| +186% | +$1.49M |
|
2906
Vir Biotechnology
VIR
$686M
| $2.28M | ﹤0.01% |
226,547
+71,557
| +46% | +$720K |
|
2907
Goosehead Insurance
GSHD
$2.05B
| $2.28M | ﹤0.01% |
30,064
+1,637
| +6% | +$124K |
|
2908
Banco de Chile
BCH
$14.9B
| $2.28M | ﹤0.01% |
98,686
+89,627
| +989% | +$2.07M |
|
2909
First Foundation Inc
FFWM
$484M
| $2.27M | ﹤0.01% |
234,966
+168,231
| +252% | +$1.63M |
|
2910
ProShares UltraPro S&P 500
UPRO
$4.53B
| $2.27M | ﹤0.01% |
41,536
-12,971
| -24% | -$710K |
|
2911
LendingClub
LC
$1.99B
| $2.27M | ﹤0.01% |
259,538
+78,824
| +44% | +$689K |
|
2912
RPC Inc
RES
$1.01B
| $2.26M | ﹤0.01% |
311,096
-490,861
| -61% | -$3.57M |
|
2913
Stock Yards Bancorp
SYBT
$2.18B
| $2.25M | ﹤0.01% |
43,745
-16,147
| -27% | -$831K |
|
2914
Apollo Global Management Series A
APO.PRA
$2.14B
| $2.25M | ﹤0.01% |
39,875
-13,568
| -25% | -$765K |
|
2915
Golar LNG
GLNG
$4.09B
| $2.24M | ﹤0.01% |
97,597
-160,253
| -62% | -$3.68M |
|
2916
Wolverine World Wide
WWW
$2.51B
| $2.24M | ﹤0.01% |
252,310
-31,508
| -11% | -$280K |
|
2917
Bain Capital Specialty
BCSF
$956M
| $2.24M | ﹤0.01% |
148,840
-9,098
| -6% | -$137K |
|
2918
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.01B
| $2.24M | ﹤0.01% |
58,940
-77,637
| -57% | -$2.95M |
|
2919
Vanguard S&P Small-Cap 600 Value ETF
VIOV
$1.42B
| $2.24M | ﹤0.01% |
25,282
+24,122
| +2,079% | +$2.13M |
|
2920
Xponential Fitness
XPOF
$289M
| $2.24M | ﹤0.01% |
173,423
+142,156
| +455% | +$1.83M |
|
2921
First Trust Ultra Short Duration Municipal ETF
FUMB
$224M
| $2.23M | ﹤0.01% |
+111,368
| New | +$2.23M |
|
2922
Amplitude
AMPL
$1.55B
| $2.23M | ﹤0.01% |
175,309
+76,608
| +78% | +$974K |
|
2923
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.34B
| $2.23M | ﹤0.01% |
93,300
+2,980
| +3% | +$71.2K |
|
2924
JPMorgan International Growth ETF
JIG
$151M
| $2.22M | ﹤0.01% |
38,129
+31,180
| +449% | +$1.82M |
|
|
TRTX
2925
TPG RE Finance Trust
TRTX
$729M
| $2.22M | ﹤0.01% |
342,089
+241,846
| +241% | +$1.57M |
|