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 | |
|---|---|---|---|---|---|---|
3126
Amplitude
AMPL
$1.58B
| $1.58M | ﹤0.01% |
145,503
-29,806
| -17% | -$324K |
|
3127
Invesco Taxable Municipal Bond ETF
BAB
$918M
| $1.58M | ﹤0.01% |
59,625
+8,940
| +18% | +$237K |
|
3128
Janus Henderson AAA CLO ETF
JAAA
$25.2B
| $1.58M | ﹤0.01% |
31,195
+30,529
| +4,584% | +$1.55M |
|
3129
NerdWallet
NRDS
$857M
| $1.58M | ﹤0.01% |
107,678
+84,475
| +364% | +$1.24M |
|
3130
Vaalco Energy
EGY
$448M
| $1.58M | ﹤0.01% |
226,884
+31,206
| +16% | +$218K |
|
3131
Xenon Pharmaceuticals
XENE
$2.91B
| $1.58M | ﹤0.01% |
36,621
-16,167
| -31% | -$696K |
|
3132
PIMCO RAFI Multi-Factor International Equity ETF
MFDX
$379M
| $1.58M | ﹤0.01% |
51,337
+16,282
| +46% | +$500K |
|
3133
Invesco Aerospace & Defense ETF
PPA
$6.41B
| $1.58M | ﹤0.01% |
15,514
+1,339
| +9% | +$136K |
|
3134
WisdomTree US SmallCap Earnings Fund
EES
$648M
| $1.57M | ﹤0.01% |
31,349
-28,879
| -48% | -$1.45M |
|
3135
Transcat
TRNS
$706M
| $1.57M | ﹤0.01% |
14,053
+5,338
| +61% | +$595K |
|
3136
Allient
ALNT
$810M
| $1.56M | ﹤0.01% |
43,714
+9,216
| +27% | +$329K |
|
3137
Philips
PHG
$26.9B
| $1.56M | ﹤0.01% |
83,953
+5,915
| +8% | +$110K |
|
3138
Teekay
TK
$739M
| $1.55M | ﹤0.01% |
213,439
+84,136
| +65% | +$613K |
|
3139
Unity Bancorp
UNTY
$539M
| $1.55M | ﹤0.01% |
56,082
+50,001
| +822% | +$1.38M |
|
3140
First Trust RBA American Industrial Renaissance ETF
AIRR
$5.42B
| $1.55M | ﹤0.01% |
22,987
+7,763
| +51% | +$523K |
|
3141
Fluence Energy
FLNC
$1.04B
| $1.55M | ﹤0.01% |
89,255
-257,599
| -74% | -$4.47M |
|
3142
Dyne Therapeutics
DYN
$1.98B
| $1.54M | ﹤0.01% |
54,370
+12,887
| +31% | +$366K |
|
3143
iShares North American Natural Resources ETF
IGE
$617M
| $1.54M | ﹤0.01% |
34,293
-8,417
| -20% | -$379K |
|
3144
Aurinia Pharmaceuticals
AUPH
$1.7B
| $1.54M | ﹤0.01% |
307,931
+88,828
| +41% | +$445K |
|
|
OXLC
3145
Oxford Lane Capital
OXLC
$1.69B
| $1.54M | ﹤0.01% |
302,758
+64,805
| +27% | +$329K |
|
3146
KNOT Offshore Partners
KNOP
$310M
| $1.53M | ﹤0.01% |
297,255
+11,532
| +4% | +$59.5K |
|
3147
John Hancock Multifactor Mid Cap ETF
JHMM
$4.43B
| $1.53M | ﹤0.01% |
26,709
+1,578
| +6% | +$90.5K |
|
3148
Franklin FTSE Japan ETF
FLJP
$2.41B
| $1.53M | ﹤0.01% |
49,236
-1,289
| -3% | -$40K |
|
3149
Global Ship Lease
GSL
$1.18B
| $1.53M | ﹤0.01% |
75,184
-7,249
| -9% | -$147K |
|
3150
Civeo
CVEO
$288M
| $1.52M | ﹤0.01% |
56,717
+17,256
| +44% | +$463K |
|