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 | |
|---|---|---|---|---|---|---|
3076
Heartland Express
HTLD
$658M
| $1.72M | ﹤0.01% |
144,063
+62,243
| +76% | +$743K |
|
|
ACRE
3077
Ares Commercial Real Estate
ACRE
$266M
| $1.71M | ﹤0.01% |
229,774
+32,923
| +17% | +$245K |
|
3078
Peapack-Gladstone Financial
PGC
$528M
| $1.71M | ﹤0.01% |
70,098
+5,157
| +8% | +$125K |
|
3079
Prospect Capital
PSEC
$1.23B
| $1.71M | ﹤0.01% |
308,903
-342,025
| -53% | -$1.89M |
|
3080
NovoCure
NVCR
$1.45B
| $1.71M | ﹤0.01% |
109,087
-39,250
| -26% | -$613K |
|
3081
Sprinklr
CXM
$1.93B
| $1.7M | ﹤0.01% |
138,805
-158,176
| -53% | -$1.94M |
|
|
TPC
3082
Tutor Perini Corporation
TPC
$3.49B
| $1.7M | ﹤0.01% |
117,753
+84,911
| +259% | +$1.23M |
|
|
NAPA
3083
DELISTED
The Duckhorn Portfolio, Inc.
NAPA
| $1.7M | ﹤0.01% |
182,747
+50,455
| +38% | +$470K |
|
|
LAND
3084
Gladstone Land Corp
LAND
$339M
| $1.7M | ﹤0.01% |
127,443
+22,768
| +22% | +$304K |
|
3085
OraSure Technologies
OSUR
$241M
| $1.7M | ﹤0.01% |
275,980
+104,647
| +61% | +$644K |
|
3086
Goldman Sachs Access Investment Grade Corporate Bond ETF
GIGB
$683M
| $1.7M | ﹤0.01% |
37,061
-2,706
| -7% | -$124K |
|
3087
Root
ROOT
$1.56B
| $1.69M | ﹤0.01% |
27,727
+12,330
| +80% | +$753K |
|
3088
OptimizeRx
OPRX
$351M
| $1.69M | ﹤0.01% |
139,048
+12,152
| +10% | +$148K |
|
3089
Universal Insurance Holdings
UVE
$728M
| $1.69M | ﹤0.01% |
83,066
+66,771
| +410% | +$1.36M |
|
3090
Castle Biosciences
CSTL
$681M
| $1.69M | ﹤0.01% |
76,143
+25,777
| +51% | +$571K |
|
3091
Leslie's
LESL
$52.5M
| $1.68M | ﹤0.01% |
259,130
-188,973
| -42% | -$1.23M |
|
3092
Vanguard S&P Mid-Cap 400 Value ETF
IVOV
$1.08B
| $1.68M | ﹤0.01% |
18,548
-5,788
| -24% | -$526K |
|
3093
Hartford Total Return Bond ETF
HTRB
$2.06B
| $1.68M | ﹤0.01% |
49,792
-2,039
| -4% | -$68.8K |
|
3094
AbCellera Biologics
ABCL
$1.41B
| $1.68M | ﹤0.01% |
370,765
-38,494
| -9% | -$174K |
|
3095
Coeur Mining
CDE
$10.5B
| $1.68M | ﹤0.01% |
445,124
-307,952
| -41% | -$1.16M |
|
|
PSTL
3096
Postal Realty Trust
PSTL
$402M
| $1.68M | ﹤0.01% |
116,978
+35,537
| +44% | +$509K |
|
3097
Bitwise Crypto Industry Innovators ETF
BITQ
$379M
| $1.67M | ﹤0.01% |
127,238
-2,425
| -2% | -$31.9K |
|
|
SLCA
3098
DELISTED
U.S. SILICA HOLDINGS, INC.
SLCA
| $1.67M | ﹤0.01% |
134,912
-232,480
| -63% | -$2.89M |
|
3099
N-able
NABL
$1.58B
| $1.67M | ﹤0.01% |
127,573
+6,413
| +5% | +$83.8K |
|
3100
Fortuna Silver Mines
FSM
$2.44B
| $1.67M | ﹤0.01% |
446,701
+428,064
| +2,297% | +$1.6M |
|