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 | |
|---|---|---|---|---|---|---|
3276
American Century Quality Diversified International ETF
QINT
$410M
| $383K | ﹤0.01% |
10,000
-20,000
| -67% | -$766K |
|
3277
UFP Technologies
UFPT
$1.49B
| $383K | ﹤0.01% |
9,935
+8,079
| +435% | +$311K |
|
3278
Apellis Pharmaceuticals
APLS
$2.91B
| $382K | ﹤0.01% |
15,846
+2,570
| +19% | +$62K |
|
3279
OrthoPediatrics
KIDS
$481M
| $382K | ﹤0.01% |
10,816
-23,602
| -69% | -$834K |
|
3280
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.5B
| $380K | ﹤0.01% |
5,311
+2,177
| +69% | +$156K |
|
3281
Editas Medicine
EDIT
$254M
| $379K | ﹤0.01% |
16,670
+3,038
| +22% | +$69.1K |
|
|
PETQ
3282
DELISTED
PetIQ, Inc. Class A Common Stock
PETQ
| $376K | ﹤0.01% |
13,769
+368
| +3% | +$10K |
|
|
OPRA
3283
Opera Ltd
OPRA
$1.68B
| $374K | ﹤0.01% |
+37,247
| New | +$374K |
|
|
SEI
3284
Solaris Energy Infrastructure
SEI
$1.68B
| $372K | ﹤0.01% |
27,669
+9,386
| +51% | +$126K |
|
3285
INNOVATE Corp
VATE
$66.1M
| $370K | ﹤0.01% |
15,739
+1,942
| +14% | +$45.7K |
|
3286
Dime Community Bancshares
DCOM
$1.36B
| $369K | ﹤0.01% |
12,479
+3,425
| +38% | +$101K |
|
3287
Hallador Energy
HNRG
$838M
| $369K | ﹤0.01% |
101,972
-34,088
| -25% | -$123K |
|
3288
Superior Group of Companies
SGC
$180M
| $369K | ﹤0.01% |
22,877
+10,372
| +83% | +$167K |
|
3289
Aegon
AEG
$12.3B
| $368K | ﹤0.01% |
96,554
+82,967
| +611% | +$316K |
|
3290
Mammoth Energy Services
TUSK
$111M
| $368K | ﹤0.01% |
148,403
+144,833
| +4,057% | +$359K |
|
3291
Haverty Furniture Companies
HVT
$369M
| $367K | ﹤0.01% |
18,107
-21,136
| -54% | -$428K |
|
3292
Shutterstock
SSTK
$770M
| $363K | ﹤0.01% |
10,052
+21
| +0.2% | +$758 |
|
3293
Anika Therapeutics
ANIK
$128M
| $362K | ﹤0.01% |
6,599
-2
| -0% | -$110 |
|
3294
Forestar Group
FOR
$1.36B
| $362K | ﹤0.01% |
19,791
-8,370
| -30% | -$153K |
|
3295
Navigator Holdings
NVGS
$1.11B
| $362K | ﹤0.01% |
33,853
-3,730
| -10% | -$39.9K |
|
3296
VanEck Junior Gold Miners ETF
GDXJ
$7.7B
| $361K | ﹤0.01% |
9,949
-200
| -2% | -$7.26K |
|
|
LITS
3297
Lite Strategy Inc
LITS
$93.3M
| $361K | ﹤0.01% |
10,723
-2,712
| -20% | -$91.3K |
|
|
HIL
3298
DELISTED
Hill International, Inc. Common Stock
HIL
| $361K | ﹤0.01% |
120,815
+55,636
| +85% | +$166K |
|
3299
SPDR S&P Oil & Gas Equipment & Services ETF
XES
$156M
| $360K | ﹤0.01% |
4,963
+4,693
| +1,738% | +$340K |
|
3300
iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO
$521M
| $359K | ﹤0.01% |
13,860
-140
| -1% | -$3.63K |
|