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 | |
|---|---|---|---|---|---|---|
3276
Fidelity MSCI Communication Services Index ETF
FCOM
$1.84B
| $1.11M | ﹤0.01% |
24,951
+939
| +4% | +$41.8K |
|
3277
Capitol Federal Financial
CFFN
$851M
| $1.11M | ﹤0.01% |
172,050
+13,293
| +8% | +$85.7K |
|
3278
Metropolitan Bank Holding Corp
MCB
$841M
| $1.11M | ﹤0.01% |
20,017
-17,660
| -47% | -$978K |
|
3279
Seaboard Corp
SEB
$3.72B
| $1.11M | ﹤0.01% |
310
-187
| -38% | -$668K |
|
3280
Ennis
EBF
$471M
| $1.11M | ﹤0.01% |
50,498
+25,183
| +99% | +$552K |
|
3281
WisdomTree International SmallCap Dividend Fund
DLS
$1.04B
| $1.1M | ﹤0.01% |
17,282
+2,108
| +14% | +$135K |
|
|
ETWO
3282
DELISTED
E2open Parent Holdings
ETWO
| $1.1M | ﹤0.01% |
251,307
-1,343,776
| -84% | -$5.9M |
|
3283
Xtrackers MSCI EAFE High Dividend Yield Equity ETF
HDEF
$2.11B
| $1.1M | ﹤0.01% |
44,683
+13,706
| +44% | +$338K |
|
|
SZZL
3284
DELISTED
Sizzle Acquisition Corp. Common stock
SZZL
| $1.1M | ﹤0.01% |
+100,000
| New | +$1.1M |
|
|
YI
3285
111 Inc
YI
$47M
| $1.1M | ﹤0.01% |
70,989
-1,330
| -2% | -$20.6K |
|
3286
Yext
YEXT
$1.11B
| $1.1M | ﹤0.01% |
186,176
+107,450
| +136% | +$633K |
|
|
PWRD
3287
TCW Transform Systems ETF
PWRD
$667M
| $1.09M | ﹤0.01% |
19,289
+17,347
| +893% | +$984K |
|
3288
Invesco Ultra Short Duration ETF
GSY
$2.95B
| $1.09M | ﹤0.01% |
21,940
+17,569
| +402% | +$876K |
|
3289
WisdomTree International Equity Fund
DWM
$601M
| $1.09M | ﹤0.01% |
20,810
+10,006
| +93% | +$525K |
|
3290
Genie Energy
GNE
$405M
| $1.09M | ﹤0.01% |
38,820
+21,988
| +131% | +$619K |
|
3291
LoveSac
LOVE
$267M
| $1.09M | ﹤0.01% |
42,611
+11,543
| +37% | +$295K |
|
|
OLP
3292
One Liberty Properties
OLP
$500M
| $1.09M | ﹤0.01% |
49,653
+9,278
| +23% | +$203K |
|
3293
Runway Growth Finance
RWAY
$379M
| $1.09M | ﹤0.01% |
86,155
-780,351
| -90% | -$9.85M |
|
3294
Castle Biosciences
CSTL
$681M
| $1.09M | ﹤0.01% |
50,366
-2,297
| -4% | -$49.6K |
|
3295
Community Health Systems
CYH
$432M
| $1.08M | ﹤0.01% |
345,159
+259,182
| +301% | +$811K |
|
3296
iShares Agency Bond ETF
AGZ
$617M
| $1.08M | ﹤0.01% |
9,927
-7,563
| -43% | -$820K |
|
3297
James Hardie Industries plc
JHX
$11.2B
| $1.08M | ﹤0.01% |
27,829
+21,771
| +359% | +$842K |
|
3298
MakeMyTrip
MMYT
$9.45B
| $1.07M | ﹤0.01% |
22,869
-122,313
| -84% | -$5.75M |
|
3299
Global X US Preferred ETF
PFFD
$2.39B
| $1.07M | ﹤0.01% |
55,334
+582
| +1% | +$11.3K |
|
3300
Alignment Healthcare
ALHC
$3.26B
| $1.07M | ﹤0.01% |
124,305
-60,704
| -33% | -$523K |
|