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 Bond Market
BND
|
+$2.22B |
| 2 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$2.05B |
| 3 |
AbbVie
ABBV
|
+$1.78B |
| 4 |
Vanguard Total International Bond ETF
BNDX
|
+$1.63B |
| 5 |
Exxon Mobil
XOM
|
+$1.6B |
Top Sells
| 1 |
Vanguard Short-Term Bond ETF
BSV
|
+$3.92B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.35B |
| 3 |
Tesla
TSLA
|
+$1.22B |
| 4 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$1.13B |
| 5 |
iShares TIPS Bond ETF
TIP
|
+$1.03B |
Sector Composition
| 1 | Technology | 17.24% |
| 2 | Healthcare | 11.68% |
| 3 | Financials | 11.59% |
| 4 | Consumer Discretionary | 9.21% |
| 5 | Industrials | 7.93% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
STKL
2951
SunOpta
STKL
$750M
| $2.17M | ﹤0.01% |
432,794
+93,798
| +28% | +$471K |
|
2952
ZimVie
ZIMV
$532M
| $2.17M | ﹤0.01% |
+95,030
| New | +$2.17M |
|
|
NPKI
2953
NPK International Inc.
NPKI
$918M
| $2.17M | ﹤0.01% |
593,407
+413,182
| +229% | +$1.51M |
|
2954
iShares Russell Top 200 ETF
IWL
$1.84B
| $2.16M | ﹤0.01% |
20,000
| – | – |
|
2955
Schwab International Equity ETF
SCHF
$51.3B
| $2.16M | ﹤0.01% |
117,522
+26,358
| +29% | +$484K |
|
2956
Joby Aviation
JOBY
$12.3B
| $2.16M | ﹤0.01% |
325,885
+205,198
| +170% | +$1.36M |
|
2957
Core Laboratories
CLB
$592M
| $2.15M | ﹤0.01% |
68,012
-93,517
| -58% | -$2.96M |
|
2958
BOK Financial
BOKF
$7.03B
| $2.15M | ﹤0.01% |
22,879
+3,193
| +16% | +$300K |
|
2959
Willdan Group
WLDN
$1.54B
| $2.15M | ﹤0.01% |
69,966
+53,702
| +330% | +$1.65M |
|
2960
Allot
ALLT
$437M
| $2.15M | ﹤0.01% |
265,097
+44,913
| +20% | +$364K |
|
2961
Fidelity Total Bond ETF
FBND
$20.8B
| $2.15M | ﹤0.01% |
43,097
-8,183
| -16% | -$407K |
|
2962
LSB Industries
LXU
$587M
| $2.15M | ﹤0.01% |
98,189
+88,610
| +925% | +$1.94M |
|
2963
Parsons
PSN
$8.76B
| $2.15M | ﹤0.01% |
55,410
+17,199
| +45% | +$666K |
|
2964
Alaunos Therapeutics
TCRT
$5.38M
| $2.14M | ﹤0.01% |
21,870
-2,552
| -10% | -$250K |
|
|
TWOU
2965
DELISTED
2U, Inc.
TWOU
| $2.14M | ﹤0.01% |
5,366
-65
| -1% | -$25.9K |
|
2966
Metropolitan Bank Holding Corp
MCB
$823M
| $2.13M | ﹤0.01% |
20,888
-6,188
| -23% | -$630K |
|
2967
Vital Farms
VITL
$2.03B
| $2.12M | ﹤0.01% |
171,549
-39,452
| -19% | -$488K |
|
|
KC
2968
Kingsoft Cloud Holdings
KC
$4.47B
| $2.12M | ﹤0.01% |
348,582
+270,390
| +346% | +$1.64M |
|
2969
iShares US Financials ETF
IYF
$4.08B
| $2.11M | ﹤0.01% |
24,996
-15,651
| -39% | -$1.32M |
|
2970
Invesco Senior Income Trust
VVR
$541M
| $2.11M | ﹤0.01% |
494,484
+193,668
| +64% | +$825K |
|
|
GETR
2971
DELISTED
Getaround, Inc.
GETR
| $2.1M | ﹤0.01% |
215,000
| – | – |
|
2972
Inseego
INSG
$199M
| $2.1M | ﹤0.01% |
51,862
-3,562
| -6% | -$144K |
|
2973
ArcelorMittal
MT
$26.5B
| $2.1M | ﹤0.01% |
65,564
-904,512
| -93% | -$28.9M |
|
|
AAMI
2974
Acadian Asset Management Inc.
AAMI
$1.74B
| $2.09M | ﹤0.01% |
86,352
-246,537
| -74% | -$5.98M |
|
|
TUP
2975
DELISTED
Tupperware Brands Corporation
TUP
| $2.09M | ﹤0.01% |
107,451
+12,819
| +14% | +$249K |
|