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 | |
|---|---|---|---|---|---|---|
3301
Yext
YEXT
$1.11B
| $1.16M | ﹤0.01% |
191,577
+5,401
| +3% | +$32.6K |
|
3302
Vanda Pharmaceuticals
VNDA
$267M
| $1.15M | ﹤0.01% |
280,783
+74,752
| +36% | +$307K |
|
3303
iShares 1-3 Year International Treasury Bond ETF
IGOV
$1.12B
| $1.15M | ﹤0.01% |
29,081
+328
| +1% | +$13K |
|
|
CNSL
3304
DELISTED
Consolidated Communications Holdings, Inc.
CNSL
| $1.15M | ﹤0.01% |
266,084
+34,808
| +15% | +$150K |
|
3305
Direxion Daily NVDA Bear 1X Shares
NVDD
$29.5M
| $1.15M | ﹤0.01% |
100,000
+100
| +0.1% | +$1.15K |
|
3306
Global X US Preferred ETF
PFFD
$2.39B
| $1.15M | ﹤0.01% |
56,946
+1,612
| +3% | +$32.5K |
|
3307
Carriage Services
CSV
$698M
| $1.15M | ﹤0.01% |
42,368
+6,680
| +19% | +$181K |
|
3308
Digital Turbine
APPS
$579M
| $1.14M | ﹤0.01% |
436,201
+317,820
| +268% | +$833K |
|
|
SILV
3309
DELISTED
SilverCrest Metals Inc. Common Shares
SILV
| $1.14M | ﹤0.01% |
171,577
+161,713
| +1,639% | +$1.08M |
|
3310
Invesco Dividend Achievers ETF
PFM
$732M
| $1.14M | ﹤0.01% |
26,772
+5,943
| +29% | +$253K |
|
3311
LSB Industries
LXU
$603M
| $1.14M | ﹤0.01% |
129,632
-87,445
| -40% | -$768K |
|
3312
Appian
APPN
$2.45B
| $1.14M | ﹤0.01% |
28,451
-20,099
| -41% | -$803K |
|
3313
Cassava Sciences
SAVA
$111M
| $1.13M | ﹤0.01% |
55,874
+745
| +1% | +$15.1K |
|
3314
First Trust Core Investment Grade ETF
FTCB
$1.38B
| $1.13M | ﹤0.01% |
54,099
-95,901
| -64% | -$2.01M |
|
3315
iShares Core 80/20 Aggressive Allocation ETF
AOA
$2.6B
| $1.13M | ﹤0.01% |
15,380
+5,399
| +54% | +$397K |
|
3316
First Internet Bancorp
INBK
$220M
| $1.13M | ﹤0.01% |
32,482
+12,409
| +62% | +$431K |
|
3317
Simulations Plus
SLP
$319M
| $1.13M | ﹤0.01% |
27,382
+1,095
| +4% | +$45.1K |
|
3318
SoundHound AI
SOUN
$6.37B
| $1.13M | ﹤0.01% |
191,281
+99,965
| +109% | +$589K |
|
|
OPRA
3319
Opera Ltd
OPRA
$1.76B
| $1.12M | ﹤0.01% |
71,074
+12,860
| +22% | +$203K |
|
3320
Fidelity Corporate Bond ETF
FCOR
$280M
| $1.12M | ﹤0.01% |
24,136
-9,263
| -28% | -$431K |
|
3321
KRONOS Worldwide
KRO
$717M
| $1.12M | ﹤0.01% |
95,021
+21,910
| +30% | +$259K |
|
3322
AerSale
ASLE
$409M
| $1.12M | ﹤0.01% |
156,156
+121,954
| +357% | +$876K |
|
3323
Forrester Research
FORR
$214M
| $1.12M | ﹤0.01% |
51,994
+26,057
| +100% | +$562K |
|
|
DCBO
3324
Docebo
DCBO
$880M
| $1.12M | ﹤0.01% |
22,805
+14,331
| +169% | +$702K |
|
3325
MVB Financial
MVBF
$312M
| $1.11M | ﹤0.01% |
49,960
+5,072
| +11% | +$113K |
|