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 Short-Term Bond ETF
BSV
|
+$5.56B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.68B |
| 3 |
AbbVie
ABBV
|
+$964M |
| 4 |
Technology Select Sector SPDR Fund
XLK
|
+$801M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$756M |
Top Sells
| 1 |
Apple
AAPL
|
+$2.34B |
| 2 |
Amazon
AMZN
|
+$1.76B |
| 3 |
Cigna
CI
|
+$1.06B |
| 4 |
Morgan Stanley
MS
|
+$1.05B |
| 5 |
Microsoft
MSFT
|
+$1.05B |
Sector Composition
| 1 | Technology | 16.69% |
| 2 | Financials | 11.81% |
| 3 | Healthcare | 10.26% |
| 4 | Consumer Discretionary | 10% |
| 5 | Industrials | 7.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2951
Federal Signal
FSS
$7.67B
| $2.3M | ﹤0.01% |
59,478
-512
| -0.9% | -$19.8K |
|
2952
CBAK Energy Technology
CBAT
$77.1M
| $2.29M | ﹤0.01% |
982,009
+326,033
| +50% | +$760K |
|
2953
Sandstorm Gold
SAND
$3.48B
| $2.29M | ﹤0.01% |
397,258
+51,510
| +15% | +$297K |
|
2954
GrafTech
EAF
$288M
| $2.29M | ﹤0.01% |
22,157
-150,272
| -87% | -$15.5M |
|
|
VVNT
2955
DELISTED
Vivint Smart Home, Inc. Class A Common Stock
VVNT
| $2.29M | ﹤0.01% |
241,963
-24,722
| -9% | -$234K |
|
2956
Origin Bancorp
OBK
$1.12B
| $2.28M | ﹤0.01% |
53,831
+2,698
| +5% | +$114K |
|
2957
AtriCure
ATRC
$1.74B
| $2.28M | ﹤0.01% |
32,714
-459
| -1% | -$31.9K |
|
|
MFGP
2958
DELISTED
Micro Focus International plc. American Depositary Shares, each representing One Ordinary Share
MFGP
| $2.28M | ﹤0.01% |
418,155
-10,317
| -2% | -$56.1K |
|
|
MACQ
2959
DELISTED
MCAP Acquisition Corporation Class A Common Stock
MACQ
| $2.27M | ﹤0.01% |
+230,000
| New | +$2.27M |
|
2960
Northern Oil and Gas
NOG
$2.53B
| $2.27M | ﹤0.01% |
106,013
-23,205
| -18% | -$496K |
|
2961
Revolve Group
RVLV
$1.72B
| $2.25M | ﹤0.01% |
36,429
+14,289
| +65% | +$883K |
|
2962
Sturm, Ruger & Co
RGR
$642M
| $2.24M | ﹤0.01% |
30,326
+12,630
| +71% | +$932K |
|
2963
Invesco S&P SmallCap Health Care ETF
PSCH
$142M
| $2.24M | ﹤0.01% |
36,807
+48
| +0.1% | +$2.92K |
|
2964
Tompkins Financial
TMP
$1B
| $2.24M | ﹤0.01% |
27,635
-9,100
| -25% | -$736K |
|
|
IVC
2965
DELISTED
Invacare Corporation
IVC
| $2.23M | ﹤0.01% |
468,128
-116,044
| -20% | -$552K |
|
2966
James River Group
JRVR
$239M
| $2.23M | ﹤0.01% |
59,017
-114,222
| -66% | -$4.31M |
|
|
XIFR
2967
XPLR Infrastructure, LP
XIFR
$934M
| $2.23M | ﹤0.01% |
29,535
-7,277
| -20% | -$548K |
|
2968
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.47B
| $2.22M | ﹤0.01% |
44,972
-403
| -0.9% | -$19.9K |
|
|
BDSI
2969
DELISTED
BioDelivery Sciences International, Inc.
BDSI
| $2.22M | ﹤0.01% |
614,750
-138,436
| -18% | -$500K |
|
2970
GoDaddy
GDDY
$20.1B
| $2.22M | ﹤0.01% |
31,794
-150,278
| -83% | -$10.5M |
|
|
HLAHU
2971
DELISTED
Hamilton Lane Alliance Holdings I, Inc. Unit
HLAHU
| $2.22M | ﹤0.01% |
221,550
| – | – |
|
2972
Haverty Furniture Companies
HVT
$382M
| $2.21M | ﹤0.01% |
65,665
+7,064
| +12% | +$238K |
|
2973
Century Communities
CCS
$2.04B
| $2.21M | ﹤0.01% |
36,012
-164,333
| -82% | -$10.1M |
|
2974
Vera Bradley
VRA
$58.7M
| $2.21M | ﹤0.01% |
235,108
-9,475
| -4% | -$89.2K |
|
2975
Grid Dynamics Holdings
GDYN
$654M
| $2.21M | ﹤0.01% |
75,675
+842
| +1% | +$24.6K |
|