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 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$2.03B |
| 2 |
Vanguard Total International Bond ETF
BNDX
|
+$1.94B |
| 3 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
+$1.28B |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$936M |
| 5 |
iShares Russell 2000 ETF
IWM
|
+$912M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$3.07B |
| 2 |
iShares Short Treasury Bond ETF
SHV
|
+$2.61B |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
+$1.48B |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
+$1.26B |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$1B |
Sector Composition
| 1 | Technology | 13.69% |
| 2 | Financials | 13.03% |
| 3 | Healthcare | 9.54% |
| 4 | Consumer Discretionary | 9.38% |
| 5 | Industrials | 7.69% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
3126
TTEC Holdings
TTEC
$184M
| $566K | ﹤0.01% |
11,813
-42
| -0.4% | -$2.01K |
|
|
VEDL
3127
DELISTED
Vedanta Limited American Depostary Shares (Each representing four equity shares)
VEDL
| $566K | ﹤0.01% |
+65,166
| New | +$566K |
|
|
MTSC
3128
DELISTED
MTS Systems Corp
MTSC
| $566K | ﹤0.01% |
10,252
-536,515
| -98% | -$29.6M |
|
3129
First Trust US Equity Opportunities ETF
FPX
$1.11B
| $561K | ﹤0.01% |
7,396
+1,139
| +18% | +$86.4K |
|
3130
Nokia
NOK
$25.6B
| $560K | ﹤0.01% |
110,675
-4,074
| -4% | -$20.6K |
|
3131
iShares Global Healthcare ETF
IXJ
$3.83B
| $559K | ﹤0.01% |
9,161
-439,634
| -98% | -$26.8M |
|
3132
NVE Corp
NVEC
$324M
| $559K | ﹤0.01% |
8,417
+2,594
| +45% | +$172K |
|
|
PFBI
3133
DELISTED
Premier Financial Bancorp
PFBI
| $559K | ﹤0.01% |
32,560
-12,976
| -28% | -$223K |
|
3134
WisdomTree International LargeCap Dividend Fund
DOL
$668M
| $557K | ﹤0.01% |
12,117
-196
| -2% | -$9.01K |
|
3135
Cohen & Steers Duration Preferred & Income Fund
LDP
$636M
| $556K | ﹤0.01% |
21,737
+2,442
| +13% | +$62.5K |
|
3136
Kratos Defense & Security Solutions
KTOS
$13.6B
| $552K | ﹤0.01% |
29,723
+4,792
| +19% | +$89K |
|
3137
Riverview Bancorp
RVSB
$109M
| $552K | ﹤0.01% |
74,901
+7,160
| +11% | +$52.8K |
|
3138
Hudbay
HBM
$5.31B
| $551K | ﹤0.01% |
+152,506
| New | +$551K |
|
3139
iRadimed
IRMD
$921M
| $550K | ﹤0.01% |
26,174
+9,378
| +56% | +$197K |
|
3140
PRA Group
PRAA
$676M
| $546K | ﹤0.01% |
16,170
+2,044
| +14% | +$69K |
|
3141
Rayonier Advanced Materials
RYAM
$478M
| $546K | ﹤0.01% |
126,319
+20,367
| +19% | +$88K |
|
|
BFX
3142
DELISTED
BowFlex Inc.
BFX
| $545K | ﹤0.01% |
403,702
+73,087
| +22% | +$98.7K |
|
|
USAK
3143
DELISTED
USA Truck Inc
USAK
| $544K | ﹤0.01% |
67,785
+61,990
| +1,070% | +$497K |
|
3144
Cavco Industries
CVCO
$4.46B
| $542K | ﹤0.01% |
2,824
-29,590
| -91% | -$5.68M |
|
3145
Natural Health Trends
NHTC
$52.3M
| $542K | ﹤0.01% |
76,522
+24,233
| +46% | +$172K |
|
3146
Champion Homes
SKY
$4.31B
| $541K | ﹤0.01% |
17,972
-7,882
| -30% | -$237K |
|
|
CMRX
3147
DELISTED
Chimerix, Inc.
CMRX
| $541K | ﹤0.01% |
230,189
+214,626
| +1,379% | +$504K |
|
3148
Direxion Daily Gold Miners Index Bull 2X Shares
NUGT
$864M
| $540K | ﹤0.01% |
3,878
-10,392
| -73% | -$1.45M |
|
3149
Synlogic
SYBX
$19.5M
| $539K | ﹤0.01% |
15,665
+809
| +5% | +$27.8K |
|
3150
Expro
XPRO
$1.43B
| $537K | ﹤0.01% |
18,832
+13,951
| +286% | +$398K |
|