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 | |
|---|---|---|---|---|---|---|
|
PKST
3276
Peakstone Realty Trust
PKST
$510M
| $1.19M | ﹤0.01% |
73,891
+11,146
| +18% | +$180K |
|
3277
America's Car Mart
CRMT
$283M
| $1.19M | ﹤0.01% |
18,649
-2,844
| -13% | -$182K |
|
|
WW
3278
DELISTED
WW International
WW
| $1.19M | ﹤0.01% |
643,683
+486,671
| +310% | +$900K |
|
3279
Telos
TLS
$498M
| $1.19M | ﹤0.01% |
285,983
+101,547
| +55% | +$422K |
|
3280
York Water
YORW
$442M
| $1.19M | ﹤0.01% |
32,794
+15,379
| +88% | +$558K |
|
3281
On Holding
ONON
$14.7B
| $1.19M | ﹤0.01% |
33,594
-23,116
| -41% | -$818K |
|
3282
Trinity Capital
TRIN
$1.14B
| $1.19M | ﹤0.01% |
80,879
-679
| -0.8% | -$9.97K |
|
3283
United Fire Group
UFCS
$828M
| $1.19M | ﹤0.01% |
54,528
+9,323
| +21% | +$203K |
|
3284
TaskUs
TASK
$1.58B
| $1.19M | ﹤0.01% |
101,889
| – | – |
|
3285
Korro Bio
KRRO
$312M
| $1.18M | ﹤0.01% |
13,163
+13,145
| +73,028% | +$1.18M |
|
3286
Overlay Shares Hedged Large Cap Equity ETF
OVLH
$78.2M
| $1.18M | ﹤0.01% |
37,845
+16,418
| +77% | +$513K |
|
3287
PAR Technology
PAR
$1.73B
| $1.18M | ﹤0.01% |
26,046
-15,535
| -37% | -$705K |
|
3288
LoveSac
LOVE
$267M
| $1.18M | ﹤0.01% |
52,259
+9,648
| +23% | +$218K |
|
3289
Goosehead Insurance
GSHD
$2.04B
| $1.18M | ﹤0.01% |
17,658
-12,406
| -41% | -$826K |
|
3290
Day One Biopharmaceuticals
DAWN
$739M
| $1.18M | ﹤0.01% |
71,209
-33,587
| -32% | -$555K |
|
3291
Ranpak Holdings
PACK
$438M
| $1.17M | ﹤0.01% |
148,969
+106,880
| +254% | +$841K |
|
3292
BrightView Holdings
BV
$1.29B
| $1.17M | ﹤0.01% |
98,199
-95,381
| -49% | -$1.14M |
|
|
ALPN
3293
DELISTED
Alpine Immune Sciences, Inc. Common Stock
ALPN
| $1.17M | ﹤0.01% |
29,459
-3,615
| -11% | -$143K |
|
3294
BNY Mellon Concentrated International ETF
BKCI
$176M
| $1.17M | ﹤0.01% |
+22,790
| New | +$1.17M |
|
3295
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
$493M
| $1.17M | ﹤0.01% |
33,597
-39,812
| -54% | -$1.38M |
|
3296
Invesco S&P SmallCap Health Care ETF
PSCH
$145M
| $1.16M | ﹤0.01% |
26,620
-14,496
| -35% | -$634K |
|
3297
Amylyx Pharmaceuticals
AMLX
$1.41B
| $1.16M | ﹤0.01% |
409,759
+337,871
| +470% | +$960K |
|
|
NYAX
3298
Nayax
NYAX
$1.76B
| $1.16M | ﹤0.01% |
44,486
+30,273
| +213% | +$790K |
|
3299
Trinseo
TSE
$94.2M
| $1.16M | ﹤0.01% |
306,043
+192,113
| +169% | +$726K |
|
3300
Fresenius Medical Care
FMS
$14.9B
| $1.16M | ﹤0.01% |
59,962
+54,320
| +963% | +$1.05M |
|