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 | |
|---|---|---|---|---|---|---|
3751
CryoPort
CYRX
$444M
| $453K | ﹤0.01% |
29,225
-27,012
| -48% | -$418K |
|
3752
Babcock & Wilcox
BW
$311M
| $452K | ﹤0.01% |
309,926
+269,270
| +662% | +$393K |
|
3753
Ultralife
ULBI
$114M
| $452K | ﹤0.01% |
66,275
+25,801
| +64% | +$176K |
|
3754
KT
KT
$9.69B
| $450K | ﹤0.01% |
33,507
-73,241
| -69% | -$984K |
|
3755
MetroCity Bankshares
MCBS
$741M
| $450K | ﹤0.01% |
18,742
+5,715
| +44% | +$137K |
|
3756
Johnson Outdoors
JOUT
$425M
| $450K | ﹤0.01% |
8,425
+440
| +6% | +$23.5K |
|
3757
iShares MSCI Sweden ETF
EWD
$318M
| $449K | ﹤0.01% |
11,368
+6,223
| +121% | +$246K |
|
3758
ATAI Life Sciences
ATAI
$988M
| $448K | ﹤0.01% |
318,014
+178,135
| +127% | +$251K |
|
|
LX
3759
LexinFintech Holdings
LX
$986M
| $448K | ﹤0.01% |
243,534
-258,669
| -52% | -$476K |
|
|
ORTX
3760
DELISTED
Orchard Therapeutics plc American Depositary Shares
ORTX
| $447K | ﹤0.01% |
27,184
+5,774
| +27% | +$95K |
|
3761
RE/MAX Holdings
RMAX
$198M
| $446K | ﹤0.01% |
33,480
-53,338
| -61% | -$711K |
|
3762
Karat Packaging
KRT
$486M
| $446K | ﹤0.01% |
17,943
+6,107
| +52% | +$152K |
|
3763
Centrus Energy
LEU
$4.19B
| $446K | ﹤0.01% |
8,191
-231
| -3% | -$12.6K |
|
3764
Cohen & Steers Infrastructure Fund
UTF
$2.39B
| $444K | ﹤0.01% |
20,905
+19,107
| +1,063% | +$406K |
|
3765
Calavo Growers
CVGW
$493M
| $444K | ﹤0.01% |
15,092
-14,226
| -49% | -$418K |
|
3766
Hartford Disciplined US Equity ETF
HDUS
$163M
| $443K | ﹤0.01% |
9,542
+3,242
| +51% | +$151K |
|
3767
Artesian Resources
ARTNA
$333M
| $443K | ﹤0.01% |
10,692
+3,839
| +56% | +$159K |
|
|
NLOP
3768
Net Lease Office Properties
NLOP
$427M
| $441K | ﹤0.01% |
+23,878
| New | +$441K |
|
3769
CareDx
CDNA
$761M
| $441K | ﹤0.01% |
36,732
+1,072
| +3% | +$12.9K |
|
3770
United States Oil Fund
USO
$984M
| $439K | ﹤0.01% |
6,592
-109,200
| -94% | -$7.28M |
|
3771
Edgewise Therapeutics
EWTX
$1.46B
| $438K | ﹤0.01% |
40,063
-441
| -1% | -$4.83K |
|
3772
Ituran Location and Control
ITRN
$707M
| $437K | ﹤0.01% |
16,054
+590
| +4% | +$16.1K |
|
3773
TrueCar
TRUE
$197M
| $436K | ﹤0.01% |
125,979
+64,937
| +106% | +$225K |
|
3774
AerSale
ASLE
$393M
| $434K | ﹤0.01% |
34,202
+925
| +3% | +$11.7K |
|
3775
Universal Technical Institute
UTI
$1.51B
| $434K | ﹤0.01% |
34,666
+12,401
| +56% | +$155K |
|