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 | |
|---|---|---|---|---|---|---|
3551
ZIM Integrated Shipping Services
ZIM
$1.78B
| $667K | ﹤0.01% |
67,546
-388
| -0.6% | -$3.83K |
|
3552
Pulmonx
LUNG
$64.4M
| $666K | ﹤0.01% |
52,263
+26,831
| +106% | +$342K |
|
3553
iShares MSCI Qatar ETF
QAT
$74.4M
| $663K | ﹤0.01% |
36,591
+1,146
| +3% | +$20.8K |
|
3554
Invesco KBW High Dividend Yield Financial ETF
KBWD
$422M
| $662K | ﹤0.01% |
41,731
-3,058
| -7% | -$48.5K |
|
3555
Enviri
NVRI
$1.01B
| $662K | ﹤0.01% |
73,524
-1,625
| -2% | -$14.6K |
|
3556
Pacer Aristotle Pacific Floating Rate High Income ETF
FLRT
$558M
| $661K | ﹤0.01% |
14,024
+1,861
| +15% | +$87.7K |
|
3557
Cass Information Systems
CASS
$555M
| $659K | ﹤0.01% |
14,625
-6,552
| -31% | -$295K |
|
3558
Ericsson
ERIC
$26.7B
| $657K | ﹤0.01% |
104,276
-72,136
| -41% | -$454K |
|
3559
iShares Mortgage Real Estate ETF
REM
$616M
| $657K | ﹤0.01% |
27,845
+4,010
| +17% | +$94.6K |
|
3560
Consolidated Water Co
CWCO
$532M
| $655K | ﹤0.01% |
18,405
+8,195
| +80% | +$292K |
|
3561
Dimensional Short-Duration Fixed Income ETF
DFSD
$5.22B
| $655K | ﹤0.01% |
13,934
+731
| +6% | +$34.4K |
|
|
BLTE
3562
Belite Bio
BLTE
$2.2B
| $653K | ﹤0.01% |
+14,267
| New | +$653K |
|
3563
Pacer Global Cash Cows Dividend ETF
GCOW
$2.47B
| $652K | ﹤0.01% |
19,034
+15,706
| +472% | +$538K |
|
3564
RAPT Therapeutics
RAPT
$292M
| $652K | ﹤0.01% |
3,279
-21
| -0.6% | -$4.18K |
|
3565
First Trust Large Cap Growth AlphaDEX Fund
FTC
$1.26B
| $652K | ﹤0.01% |
5,950
-386
| -6% | -$42.3K |
|
|
HSHP
3566
Himalaya Shipping
HSHP
$405M
| $652K | ﹤0.01% |
96,403
+89,730
| +1,345% | +$607K |
|
3567
Blink Charging
BLNK
$156M
| $650K | ﹤0.01% |
191,797
+24,513
| +15% | +$83.1K |
|
3568
Telefônica Brasil
VIV
$20.2B
| $647K | ﹤0.01% |
59,144
+7,810
| +15% | +$85.4K |
|
3569
Pacer Trendpilot International ETF
PTIN
$166M
| $647K | ﹤0.01% |
23,474
+23,468
| +391,133% | +$646K |
|
3570
iShares Global Consumer Staples ETF
KXI
$861M
| $646K | ﹤0.01% |
10,896
+7,505
| +221% | +$445K |
|
3571
Fidelity Momentum Factor ETF
FDMO
$533M
| $645K | ﹤0.01% |
12,188
+2,750
| +29% | +$146K |
|
3572
Apogee Therapeutics
APGE
$2.24B
| $644K | ﹤0.01% |
23,064
+9,830
| +74% | +$275K |
|
3573
MannKind Corp
MNKD
$1.65B
| $642K | ﹤0.01% |
176,406
+683
| +0.4% | +$2.49K |
|
3574
Invesco Global Water ETF
PIO
$274M
| $642K | ﹤0.01% |
16,229
+16,216
| +124,738% | +$641K |
|
3575
SPDR S&P 600 Small Cap Value ETF
SLYV
$4.07B
| $639K | ﹤0.01% |
7,672
+4,725
| +160% | +$394K |
|