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 | |
|---|---|---|---|---|---|---|
3501
AudioCodes
AUDC
$292M
| $733K | ﹤0.01% |
60,697
-857
| -1% | -$10.3K |
|
|
TBI
3502
Trueblue
TBI
$187M
| $730K | ﹤0.01% |
47,588
-401,400
| -89% | -$6.16M |
|
3503
KRONOS Worldwide
KRO
$698M
| $727K | ﹤0.01% |
73,111
-7,749
| -10% | -$77K |
|
3504
The RealReal
REAL
$1.23B
| $725K | ﹤0.01% |
360,757
+244,934
| +211% | +$492K |
|
3505
ProShares Ultra S&P500
SSO
$7.46B
| $724K | ﹤0.01% |
11,134
-3,893
| -26% | -$253K |
|
3506
Cogent Biosciences
COGT
$1.76B
| $724K | ﹤0.01% |
123,194
-145,417
| -54% | -$855K |
|
3507
ProShares S&P 500 ex-Health Care ETF
SPXV
$33.4M
| $723K | ﹤0.01% |
14,366
-3,174
| -18% | -$160K |
|
3508
Hingham Institution for Saving
HIFS
$615M
| $722K | ﹤0.01% |
3,712
+2,694
| +265% | +$524K |
|
3509
U-Haul Holding Co
UHAL
$10.5B
| $712K | ﹤0.01% |
9,921
-2,375
| -19% | -$171K |
|
3510
Lightspeed Commerce
LSPD
$1.71B
| $712K | ﹤0.01% |
33,925
-138,889
| -80% | -$2.92M |
|
3511
Liberty Media Series A
FWONA
$23.1B
| $709K | ﹤0.01% |
12,227
-158,201
| -93% | -$9.17M |
|
3512
ALX Oncology
ALXO
$56.2M
| $709K | ﹤0.01% |
47,583
+25,848
| +119% | +$385K |
|
3513
Overlay Shares Core Bond ETF
OVB
$36.5M
| $708K | ﹤0.01% |
34,396
+11,486
| +50% | +$236K |
|
3514
Gencor Industries
GENC
$218M
| $707K | ﹤0.01% |
43,812
+36,947
| +538% | +$596K |
|
3515
Intrepid Potash
IPI
$383M
| $705K | ﹤0.01% |
29,524
-304
| -1% | -$7.26K |
|
3516
PureCycle Technologies
PCT
$2.37B
| $703K | ﹤0.01% |
173,486
-10,969
| -6% | -$44.4K |
|
3517
Cohen & Steers Quality Income Realty Fund
RQI
$1.68B
| $703K | ﹤0.01% |
+57,396
| New | +$703K |
|
3518
Pan American Silver
PAAS
$14.7B
| $702K | ﹤0.01% |
42,989
-2,768
| -6% | -$45.2K |
|
3519
Aemetis
AMTX
$148M
| $700K | ﹤0.01% |
133,645
+130,071
| +3,639% | +$682K |
|
3520
OrthoPediatrics
KIDS
$485M
| $700K | ﹤0.01% |
21,524
-31,715
| -60% | -$1.03M |
|
3521
Freedom Holding
FRHC
$10.5B
| $699K | ﹤0.01% |
8,670
-3,872
| -31% | -$312K |
|
3522
Schwab International Small-Cap Equity ETF
SCHC
$4.9B
| $696K | ﹤0.01% |
19,961
+3,528
| +21% | +$123K |
|
3523
Forrester Research
FORR
$215M
| $695K | ﹤0.01% |
25,937
-20,484
| -44% | -$549K |
|
3524
DMC Global
BOOM
$155M
| $695K | ﹤0.01% |
36,948
-30,210
| -45% | -$569K |
|
3525
Tiptree Inc
TIPT
$858M
| $693K | ﹤0.01% |
36,535
+15,066
| +70% | +$286K |
|