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 | |
|---|---|---|---|---|---|---|
3801
Tredegar Corp
TG
$281M
| $466K | ﹤0.01% |
71,487
+8,157
| +13% | +$53.2K |
|
3802
Red Violet
RDVT
$730M
| $466K | ﹤0.01% |
23,819
+15,228
| +177% | +$298K |
|
3803
Southern First Bancshares
SFST
$370M
| $465K | ﹤0.01% |
14,641
+6,727
| +85% | +$214K |
|
3804
Civista Bancshares
CIVB
$402M
| $465K | ﹤0.01% |
30,218
+13,017
| +76% | +$200K |
|
3805
Franklin US Core Dividend Tilt Index ETF
UDIV
$73.1M
| $464K | ﹤0.01% |
11,494
+3,384
| +42% | +$137K |
|
3806
Getty Images
GETY
$859M
| $464K | ﹤0.01% |
+111,774
| New | +$464K |
|
3807
WisdomTree US Quality Growth Fund
QGRW
$1.73B
| $464K | ﹤0.01% |
+11,286
| New | +$464K |
|
3808
Gogoro
GGR
$95.9M
| $463K | ﹤0.01% |
251,884
+73,851
| +41% | +$136K |
|
|
PLYA
3809
DELISTED
Playa Hotels & Resorts
PLYA
| $463K | ﹤0.01% |
+47,739
| New | +$463K |
|
3810
Werewolf Therapeutics
HOWL
$68.1M
| $461K | ﹤0.01% |
71,184
+71,101
| +85,664% | +$461K |
|
3811
ProShares S&P 500 ex-Health Care ETF
SPXV
$33.8M
| $461K | ﹤0.01% |
8,288
-6,078
| -42% | -$338K |
|
3812
Invesco S&P MidCap Momentum ETF
XMMO
$4.61B
| $460K | ﹤0.01% |
4,008
-5,028
| -56% | -$578K |
|
3813
BCB Bancorp
BCBP
$149M
| $459K | ﹤0.01% |
43,971
+23,492
| +115% | +$245K |
|
3814
Third Coast Bancshares
TCBX
$558M
| $457K | ﹤0.01% |
22,839
+8,002
| +54% | +$160K |
|
3815
Commercial Vehicle Group
CVGI
$66.2M
| $456K | ﹤0.01% |
70,877
+30,899
| +77% | +$199K |
|
|
ITI
3816
DELISTED
Iteris, Inc.
ITI
| $455K | ﹤0.01% |
92,062
+43,196
| +88% | +$213K |
|
3817
Concrete Pumping Holdings
BBCP
$373M
| $454K | ﹤0.01% |
57,504
+17,714
| +45% | +$140K |
|
|
BLDP
3818
Ballard Power Systems
BLDP
$824M
| $454K | ﹤0.01% |
163,256
-39,250
| -19% | -$109K |
|
|
SUPV
3819
Grupo Supervielle
SUPV
$439M
| $454K | ﹤0.01% |
79,436
+77,372
| +3,749% | +$442K |
|
3820
Pro-Dex
PDEX
$112M
| $453K | ﹤0.01% |
25,826
+4,003
| +18% | +$70.3K |
|
3821
WisdomTree Emerging Markets Local Debt Fund
ELD
$76.9M
| $451K | ﹤0.01% |
16,491
+6,914
| +72% | +$189K |
|
3822
Rimini Street
RMNI
$425M
| $449K | ﹤0.01% |
137,805
+103,122
| +297% | +$336K |
|
3823
NuScale Power
SMR
$6.26B
| $448K | ﹤0.01% |
84,364
-40,455
| -32% | -$215K |
|
3824
Invesco Agriculture Commodity Strategy No K-1 ETF
PDBA
$66.2M
| $446K | ﹤0.01% |
12,473
-4,185
| -25% | -$150K |
|
3825
Cooper-Standard Automotive
CPS
$670M
| $445K | ﹤0.01% |
26,899
+15,608
| +138% | +$258K |
|