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 | |
|---|---|---|---|---|---|---|
3851
YPF
YPF
$9.39B
| $422K | ﹤0.01% |
21,334
-255,906
| -92% | -$5.07M |
|
3852
Mizuho Financial
MFG
$82.5B
| $422K | ﹤0.01% |
106,042
+61,273
| +137% | +$244K |
|
3853
GMO US Quality ETF
QLTY
$2.55B
| $421K | ﹤0.01% |
+14,185
| New | +$421K |
|
3854
CSP Inc
CSPI
$131M
| $421K | ﹤0.01% |
22,800
-14,328
| -39% | -$264K |
|
3855
American Superconductor
AMSC
$2.78B
| $420K | ﹤0.01% |
+31,068
| New | +$420K |
|
3856
Navitas Semiconductor
NVTS
$1.49B
| $419K | ﹤0.01% |
87,820
-62,713
| -42% | -$299K |
|
3857
CG Oncology
CGON
$2.81B
| $419K | ﹤0.01% |
+9,538
| New | +$419K |
|
|
TGB
3858
Taseko Mines
TGB
$1.19B
| $418K | ﹤0.01% |
192,633
+153,305
| +390% | +$333K |
|
3859
Aehr Test Systems
AEHR
$898M
| $418K | ﹤0.01% |
33,691
-2,309
| -6% | -$28.6K |
|
3860
iShares Global Timber & Forestry ETF
WOOD
$243M
| $417K | ﹤0.01% |
4,939
+934
| +23% | +$78.9K |
|
3861
Atea Pharmaceuticals
AVIR
$229M
| $417K | ﹤0.01% |
103,256
+34,830
| +51% | +$141K |
|
3862
Hyliion Holdings
HYLN
$347M
| $417K | ﹤0.01% |
236,656
+136,466
| +136% | +$240K |
|
3863
Innovator International Developed Power Buffer ETF July
IJUL
$236M
| $416K | ﹤0.01% |
+14,763
| New | +$416K |
|
3864
MidCap Financial Investment
MFIC
$1.15B
| $415K | ﹤0.01% |
27,606
-34,806
| -56% | -$523K |
|
3865
Compass Minerals
CMP
$751M
| $414K | ﹤0.01% |
26,304
-35,183
| -57% | -$554K |
|
3866
Dave Inc
DAVE
$3.22B
| $414K | ﹤0.01% |
+11,137
| New | +$414K |
|
3867
MINISO
MNSO
$7.65B
| $413K | ﹤0.01% |
20,161
-593,628
| -97% | -$12.2M |
|
|
BRT
3868
BRT Apartments
BRT
$291M
| $413K | ﹤0.01% |
24,587
+8,416
| +52% | +$141K |
|
3869
VSE Corp
VSEC
$3.33B
| $412K | ﹤0.01% |
5,156
-3,521
| -41% | -$282K |
|
|
MCHB
3870
Mechanics Bancorp
MCHB
$3.02B
| $412K | ﹤0.01% |
27,374
+12,771
| +87% | +$192K |
|
3871
FT Vest US Equity Buffer ETF December
FDEC
$1.08B
| $412K | ﹤0.01% |
9,987
+9,941
| +21,611% | +$410K |
|
3872
Tile Shop Holdings
TTSH
$294M
| $411K | ﹤0.01% |
58,491
+1,640
| +3% | +$11.5K |
|
3873
Capital Bancorp
CBNK
$542M
| $410K | ﹤0.01% |
19,681
+10,827
| +122% | +$226K |
|
3874
Lifetime Brands
LCUT
$86.6M
| $409K | ﹤0.01% |
39,013
+29,800
| +323% | +$312K |
|
3875
Burke & Herbert Financial Services Corp
BHRB
$944M
| $409K | ﹤0.01% |
7,297
+3,039
| +71% | +$170K |
|