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 | |
|---|---|---|---|---|---|---|
3101
Covenant Logistics
CVLG
$573M
| $1.66M | ﹤0.01% |
71,606
+31,866
| +80% | +$739K |
|
3102
DoubleLine Fortune 500 Equal Weight ETF
DFVE
$17M
| $1.66M | ﹤0.01% |
+60,000
| New | +$1.66M |
|
3103
SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
$2.69B
| $1.65M | ﹤0.01% |
53,539
+27,431
| +105% | +$846K |
|
3104
Avantis Real Estate ETF
AVRE
$647M
| $1.65M | ﹤0.01% |
38,995
-156
| -0.4% | -$6.6K |
|
3105
iShares High Yield Systematic Bond ETF
HYDB
$1.64B
| $1.64M | ﹤0.01% |
35,205
-24,899
| -41% | -$1.16M |
|
3106
iShares International Equity Factor ETF
INTF
$2.41B
| $1.64M | ﹤0.01% |
54,968
+7,918
| +17% | +$236K |
|
3107
Taboola.com
TBLA
$1.04B
| $1.63M | ﹤0.01% |
367,725
+152,824
| +71% | +$679K |
|
3108
Luminar Technologies
LAZR
$159M
| $1.63M | ﹤0.01% |
55,251
-3,673
| -6% | -$109K |
|
3109
Pennant Group
PNTG
$856M
| $1.63M | ﹤0.01% |
83,129
+16,280
| +24% | +$320K |
|
3110
Cipher Mining
CIFR
$4.66B
| $1.63M | ﹤0.01% |
316,801
+30,513
| +11% | +$157K |
|
3111
B. Riley Financial
RILY
$218M
| $1.63M | ﹤0.01% |
76,865
-147,139
| -66% | -$3.11M |
|
3112
Marcus & Millichap
MMI
$1.26B
| $1.63M | ﹤0.01% |
47,613
+8,431
| +22% | +$288K |
|
3113
ARK Autonomous Technology & Robotics ETF
ARKQ
$1.42B
| $1.63M | ﹤0.01% |
29,703
+1,863
| +7% | +$102K |
|
3114
Amerant Bancorp
AMTB
$889M
| $1.62M | ﹤0.01% |
69,729
+14,084
| +25% | +$328K |
|
|
UGIC
3115
DELISTED
UGI Corporation
UGIC
| $1.62M | ﹤0.01% |
27,856
-1,437
| -5% | -$83.5K |
|
3116
United States Copper Index Fund
CPER
$224M
| $1.62M | ﹤0.01% |
64,441
+23,609
| +58% | +$593K |
|
3117
Apogee Therapeutics
APGE
$2.29B
| $1.62M | ﹤0.01% |
24,333
+1,269
| +6% | +$84.3K |
|
3118
National Vision
EYE
$2.09B
| $1.61M | ﹤0.01% |
72,615
-54,627
| -43% | -$1.21M |
|
3119
Standard BioTools
LAB
$539M
| $1.61M | ﹤0.01% |
592,646
+448,270
| +310% | +$1.21M |
|
3120
Invesco Total Return Bond ETF
GTO
$1.94B
| $1.6M | ﹤0.01% |
34,207
+21,765
| +175% | +$1.02M |
|
3121
Bank First Corp
BFC
$1.27B
| $1.59M | ﹤0.01% |
18,372
+8,063
| +78% | +$699K |
|
3122
First Trust Municipal High Income ETF
FMHI
$773M
| $1.59M | ﹤0.01% |
33,016
+6,609
| +25% | +$318K |
|
3123
Informatica
INFA
$7.57B
| $1.59M | ﹤0.01% |
45,371
+24,183
| +114% | +$846K |
|
|
NPKI
3124
NPK International Inc.
NPKI
$932M
| $1.59M | ﹤0.01% |
219,826
+88,022
| +67% | +$636K |
|
|
NOVA
3125
DELISTED
Sunnova Energy
NOVA
| $1.59M | ﹤0.01% |
258,906
-598,082
| -70% | -$3.67M |
|