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 Intermediate-Term Corporate Bond ETF
VCIT
|
+$3.65B |
| 2 |
Microsoft
MSFT
|
+$2.99B |
| 3 |
Eli Lilly
LLY
|
+$2.1B |
| 4 |
Broadcom
AVGO
|
+$1.57B |
| 5 |
ServiceNow
NOW
|
+$1.33B |
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$3.4B |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$2.57B |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$2.55B |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$2.15B |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$1.56B |
Sector Composition
| 1 | Technology | 21.83% |
| 2 | Healthcare | 10.29% |
| 3 | Financials | 9.88% |
| 4 | Consumer Discretionary | 9.44% |
| 5 | Industrials | 7.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
3226
Mercury Systems
MRCY
$4.63B
| $1.23M | ﹤0.01% |
33,572
+4,524
| +16% | +$165K |
|
3227
Peoples Bancorp
PEBO
$1.11B
| $1.23M | ﹤0.01% |
36,352
-50,085
| -58% | -$1.69M |
|
|
PRSU
3228
Pursuit Attractions and Hospitality, Inc.
PRSU
$1.04B
| $1.22M | ﹤0.01% |
33,683
+2,992
| +10% | +$108K |
|
3229
abrdn Physical Platinum Shares ETF
PPLT
$1.66B
| $1.22M | ﹤0.01% |
13,375
+4,681
| +54% | +$427K |
|
3230
Kodiak Gas Services
KGS
$2.95B
| $1.22M | ﹤0.01% |
60,599
+44,680
| +281% | +$897K |
|
3231
European Wax Center
EWCZ
$180M
| $1.22M | ﹤0.01% |
89,511
+46,509
| +108% | +$632K |
|
3232
TechTarget
TTGT
$499M
| $1.22M | ﹤0.01% |
34,874
+2,897
| +9% | +$101K |
|
3233
Corsair Gaming
CRSR
$921M
| $1.22M | ﹤0.01% |
86,179
+36,802
| +75% | +$519K |
|
3234
South Plains Financial
SPFI
$660M
| $1.21M | ﹤0.01% |
41,951
+7,827
| +23% | +$227K |
|
3235
Navitas Semiconductor
NVTS
$1.43B
| $1.21M | ﹤0.01% |
150,533
+8,360
| +6% | +$67.5K |
|
3236
ProShares S&P 500 High Income ETF
ISPY
$974M
| $1.21M | ﹤0.01% |
+30,000
| New | +$1.21M |
|
3237
MasterCraft Boat Holdings
MCFT
$366M
| $1.21M | ﹤0.01% |
53,522
+29,453
| +122% | +$667K |
|
3238
SPDR Bloomberg 1-10 Year TIPS ETF
TIPX
$1.73B
| $1.21M | ﹤0.01% |
65,004
+6,896
| +12% | +$128K |
|
|
TWKS
3239
DELISTED
Thoughtworks Holding, Inc. Common Stock
TWKS
| $1.2M | ﹤0.01% |
248,922
+126,681
| +104% | +$609K |
|
|
MTTR
3240
DELISTED
Matterport, Inc. Class A Common Stock
MTTR
| $1.19M | ﹤0.01% |
442,685
+124,811
| +39% | +$336K |
|
3241
iShares 1-3 Year International Treasury Bond ETF
IGOV
$1.12B
| $1.19M | ﹤0.01% |
28,753
+8,763
| +44% | +$362K |
|
|
PSTL
3242
Postal Realty Trust
PSTL
$402M
| $1.19M | ﹤0.01% |
81,441
+24,685
| +43% | +$359K |
|
3243
Trinity Capital
TRIN
$1.14B
| $1.19M | ﹤0.01% |
81,558
+72,566
| +807% | +$1.05M |
|
3244
SPDR S&P Emerging Markets Small Cap ETF
EWX
$734M
| $1.18M | ﹤0.01% |
20,965
+696
| +3% | +$39.3K |
|
3245
AdaptHealth
AHCO
$1.25B
| $1.18M | ﹤0.01% |
162,226
-552,255
| -77% | -$4.03M |
|
3246
Cipher Mining
CIFR
$4.66B
| $1.18M | ﹤0.01% |
286,288
+246,043
| +611% | +$1.02M |
|
3247
Dutch Bros
BROS
$7.38B
| $1.18M | ﹤0.01% |
37,264
+7,695
| +26% | +$244K |
|
3248
Invesco S&P 500 Equal Weight Materials ETF
RSPM
$163M
| $1.18M | ﹤0.01% |
35,062
+33,524
| +2,180% | +$1.13M |
|
3249
SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
EFAX
$399M
| $1.18M | ﹤0.01% |
+30,227
| New | +$1.18M |
|
3250
Simulations Plus
SLP
$319M
| $1.18M | ﹤0.01% |
26,287
+948
| +4% | +$42.4K |
|