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 | |
|---|---|---|---|---|---|---|
3401
Dimensional Short-Duration Fixed Income ETF
DFSD
$5.22B
| $986K | ﹤0.01% |
20,961
+7,027
| +50% | +$331K |
|
3402
QuantumScape
QS
$6.87B
| $985K | ﹤0.01% |
156,608
-368,722
| -70% | -$2.32M |
|
|
ETWO
3403
DELISTED
E2open Parent Holdings
ETWO
| $982K | ﹤0.01% |
221,276
-30,031
| -12% | -$133K |
|
3404
Vital Energy
VTLE
$633M
| $982K | ﹤0.01% |
18,682
-46,990
| -72% | -$2.47M |
|
3405
Tango Therapeutics
TNGX
$876M
| $974K | ﹤0.01% |
122,697
+72,894
| +146% | +$579K |
|
3406
First Trust Large Cap Core AlphaDEX Fund
FEX
$1.38B
| $972K | ﹤0.01% |
9,790
+150
| +2% | +$14.9K |
|
3407
F&G Annuities & Life
FG
$4.52B
| $970K | ﹤0.01% |
23,918
-10,425
| -30% | -$423K |
|
3408
WisdomTree International Equity Fund
DWM
$601M
| $970K | ﹤0.01% |
17,692
-3,118
| -15% | -$171K |
|
3409
Medifast
MED
$160M
| $968K | ﹤0.01% |
25,263
-45,842
| -64% | -$1.76M |
|
3410
OmniAb
OABI
$239M
| $966K | ﹤0.01% |
178,281
-44,013
| -20% | -$239K |
|
3411
HarborOne Bancorp
HONE
$585M
| $965K | ﹤0.01% |
90,566
+34,877
| +63% | +$372K |
|
3412
iShares Morningstar Mid-Cap ETF
IMCB
$1.19B
| $965K | ﹤0.01% |
13,246
+12,745
| +2,544% | +$928K |
|
3413
ROBO Global Robotics & Automation Index ETF
ROBO
$1.16B
| $963K | ﹤0.01% |
16,430
+934
| +6% | +$54.8K |
|
3414
BJ's Restaurants
BJRI
$663M
| $956K | ﹤0.01% |
26,412
-88,309
| -77% | -$3.2M |
|
3415
Kennedy-Wilson Holdings
KW
$1.23B
| $954K | ﹤0.01% |
111,161
-154,711
| -58% | -$1.33M |
|
3416
Genmab
GMAB
$17.3B
| $954K | ﹤0.01% |
31,884
-104,019
| -77% | -$3.11M |
|
3417
DMC Global
BOOM
$158M
| $953K | ﹤0.01% |
48,880
+11,932
| +32% | +$233K |
|
3418
Vimeo
VMEO
$1.28B
| $952K | ﹤0.01% |
232,704
-218,008
| -48% | -$892K |
|
|
DCPH
3419
DELISTED
Deciphera Pharmaceuticals, Inc. Common Stock
DCPH
| $951K | ﹤0.01% |
60,453
-26,695
| -31% | -$420K |
|
3420
Great Southern Bancorp
GSBC
$731M
| $950K | ﹤0.01% |
17,325
+7,664
| +79% | +$420K |
|
3421
Daily Journal
DJCO
$613M
| $945K | ﹤0.01% |
2,614
+844
| +48% | +$305K |
|
|
MAGN
3422
Magnera Corporation
MAGN
$408M
| $944K | ﹤0.01% |
36,298
-2,049
| -5% | -$53.3K |
|
3423
Sibanye-Stillwater
SBSW
$6.18B
| $941K | ﹤0.01% |
199,796
+12,267
| +7% | +$57.8K |
|
3424
Grupo Aeroportuario del Pacifico
PAC
$12.7B
| $941K | ﹤0.01% |
5,765
+4,082
| +243% | +$666K |
|
3425
Atara Biotherapeutics
ATRA
$84.8M
| $938K | ﹤0.01% |
54,049
-33,473
| -38% | -$581K |
|