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 | |
|---|---|---|---|---|---|---|
3226
ProShares Russell 2000 Dividend Growers ETF
SMDV
$663M
| $1.29M | ﹤0.01% |
20,153
-229
| -1% | -$14.7K |
|
3227
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU
$957M
| $1.29M | ﹤0.01% |
25,848
+17,192
| +199% | +$858K |
|
3228
United States Oil Fund
USO
$980M
| $1.29M | ﹤0.01% |
16,351
+9,759
| +148% | +$768K |
|
3229
Jamf
JAMF
$1.54B
| $1.29M | ﹤0.01% |
70,063
-20,108
| -22% | -$369K |
|
3230
MasterCraft Boat Holdings
MCFT
$366M
| $1.28M | ﹤0.01% |
53,941
+419
| +0.8% | +$9.94K |
|
3231
Celcuity
CELC
$2.33B
| $1.28M | ﹤0.01% |
59,114
+42,068
| +247% | +$909K |
|
3232
iShares US Basic Materials ETF
IYM
$564M
| $1.27M | ﹤0.01% |
8,621
-706
| -8% | -$104K |
|
|
SII
3233
Sprott
SII
$1.86B
| $1.27M | ﹤0.01% |
34,371
-4,001
| -10% | -$148K |
|
3234
Atlanta Braves Holdings Series A
BATRA
$2.85B
| $1.27M | ﹤0.01% |
30,316
+10,249
| +51% | +$429K |
|
3235
Direxion Daily S&P 500 Bear 1X Shares
SPDN
$132M
| $1.27M | ﹤0.01% |
104,193
+66,808
| +179% | +$813K |
|
3236
Invesco S&P 500 Equal Weight Consumer Staples ETF
RSPS
$246M
| $1.27M | ﹤0.01% |
38,498
+1,172
| +3% | +$38.6K |
|
3237
ATN International
ATNI
$239M
| $1.27M | ﹤0.01% |
40,235
-7,717
| -16% | -$243K |
|
3238
Archer Aviation
ACHR
$5.97B
| $1.26M | ﹤0.01% |
273,807
-276,189
| -50% | -$1.28M |
|
3239
TPG
TPG
$9.41B
| $1.26M | ﹤0.01% |
28,270
-26,377
| -48% | -$1.18M |
|
|
ORC
3240
Orchid Island Capital
ORC
$1.03B
| $1.26M | ﹤0.01% |
141,472
+85,235
| +152% | +$761K |
|
3241
FTAI Infrastructure
FIP
$563M
| $1.26M | ﹤0.01% |
200,723
+64,759
| +48% | +$407K |
|
3242
Horizon Bancorp
HBNC
$863M
| $1.26M | ﹤0.01% |
98,225
+32,704
| +50% | +$420K |
|
3243
Rush Enterprises Class B
RUSHB
$4.66B
| $1.26M | ﹤0.01% |
23,627
+6,662
| +39% | +$355K |
|
3244
ZipRecruiter
ZIP
$458M
| $1.26M | ﹤0.01% |
109,564
-119,162
| -52% | -$1.37M |
|
3245
Vanguard S&P Small-Cap 600 Growth ETF
VIOG
$887M
| $1.26M | ﹤0.01% |
11,186
-22,500
| -67% | -$2.53M |
|
3246
iShares Agency Bond ETF
AGZ
$617M
| $1.26M | ﹤0.01% |
11,640
+1,713
| +17% | +$185K |
|
|
MCBC
3247
DELISTED
Macatawa Bank Corp
MCBC
| $1.25M | ﹤0.01% |
127,951
+93,493
| +271% | +$915K |
|
3248
Fidelity Low Duration Bond ETF
FLDB
$385M
| $1.25M | ﹤0.01% |
+25,000
| New | +$1.25M |
|
3249
Astronics
ATRO
$1.48B
| $1.25M | ﹤0.01% |
65,695
+18,622
| +40% | +$355K |
|
3250
Vishay Precision Group
VPG
$440M
| $1.25M | ﹤0.01% |
35,339
+6,608
| +23% | +$233K |
|