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 | |
|---|---|---|---|---|---|---|
3326
First Bancorp
FBNC
$2.28B
| $1.11M | ﹤0.01% |
30,841
-22,729
| -42% | -$821K |
|
|
AAN
3327
DELISTED
The Aaron's Company, Inc.
AAN
| $1.11M | ﹤0.01% |
148,096
+104,994
| +244% | +$787K |
|
3328
Community Health Systems
CYH
$432M
| $1.11M | ﹤0.01% |
317,277
-27,882
| -8% | -$97.6K |
|
3329
MeridianLink
MLNK
$1.48B
| $1.11M | ﹤0.01% |
59,234
+29,112
| +97% | +$544K |
|
3330
Artivion
AORT
$1.95B
| $1.11M | ﹤0.01% |
52,343
+24,222
| +86% | +$513K |
|
3331
Nuveen ESG Mid-Cap Growth ETF
NUMG
$414M
| $1.1M | ﹤0.01% |
24,773
+753
| +3% | +$33.5K |
|
3332
Republic Bancorp
RBCAA
$1.51B
| $1.1M | ﹤0.01% |
21,509
+3,009
| +16% | +$153K |
|
3333
CommScope
COMM
$3.66B
| $1.1M | ﹤0.01% |
836,535
+235,390
| +39% | +$308K |
|
|
FLIC
3334
DELISTED
First of Long Island Corp
FLIC
| $1.1M | ﹤0.01% |
98,765
+47,483
| +93% | +$527K |
|
3335
SEACOR Marine Holdings
SMHI
$195M
| $1.09M | ﹤0.01% |
78,461
+49,898
| +175% | +$696K |
|
3336
Denny's
DENN
$265M
| $1.09M | ﹤0.01% |
122,003
+35,056
| +40% | +$314K |
|
3337
First Community Bankshares
FCBC
$689M
| $1.09M | ﹤0.01% |
31,558
+13,141
| +71% | +$455K |
|
3338
Principal Exchange-Traded Funds Principal US Mega-Cap ETF
USMC
$3.6B
| $1.09M | ﹤0.01% |
21,278
+4,596
| +28% | +$236K |
|
3339
Generation Bio
GBIO
$40.3M
| $1.09M | ﹤0.01% |
26,808
-1,781
| -6% | -$72.5K |
|
3340
iShares MSCI Turkey ETF
TUR
$170M
| $1.09M | ﹤0.01% |
30,352
| – | – |
|
3341
Trupanion
TRUP
$1.93B
| $1.09M | ﹤0.01% |
39,401
-13,231
| -25% | -$365K |
|
3342
Children's Place
PLCE
$154M
| $1.09M | ﹤0.01% |
94,023
+79,324
| +540% | +$915K |
|
3343
Montauk Renewables
MNTK
$327M
| $1.08M | ﹤0.01% |
260,082
+116,146
| +81% | +$483K |
|
3344
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$3.58B
| $1.08M | ﹤0.01% |
9,429
-41
| -0.4% | -$4.7K |
|
3345
Rayonier Advanced Materials
RYAM
$478M
| $1.08M | ﹤0.01% |
225,867
-102,699
| -31% | -$491K |
|
3346
NB Bancorp
NBBK
$755M
| $1.08M | ﹤0.01% |
+79,019
| New | +$1.08M |
|
3347
National Research Corp
NRC
$366M
| $1.08M | ﹤0.01% |
27,214
+7,954
| +41% | +$315K |
|
3348
Wolverine World Wide
WWW
$2.47B
| $1.08M | ﹤0.01% |
96,079
-156,231
| -62% | -$1.75M |
|
3349
Gerdau
GGB
$6.25B
| $1.07M | ﹤0.01% |
291,821
-894,823
| -75% | -$3.3M |
|
3350
KalVista Pharmaceuticals
KALV
$701M
| $1.07M | ﹤0.01% |
90,560
+63,768
| +238% | +$756K |
|