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 | |
|---|---|---|---|---|---|---|
3901
WisdomTree Europe Quality Dividend Growth Fund
EUDG
$80.7M
| $386K | ﹤0.01% |
11,822
-796
| -6% | -$26K |
|
3902
Zymeworks
ZYME
$1.23B
| $385K | ﹤0.01% |
36,579
-13,105
| -26% | -$138K |
|
|
PHLT
3903
Performant Healthcare Inc
PHLT
$612M
| $384K | ﹤0.01% |
130,560
+58,397
| +81% | +$172K |
|
3904
Alto Neuroscience
ANRO
$97.5M
| $384K | ﹤0.01% |
+24,997
| New | +$384K |
|
3905
Park Aerospace
PKE
$393M
| $384K | ﹤0.01% |
23,066
+10,159
| +79% | +$169K |
|
3906
Norwood Financial Corp
NWFL
$246M
| $383K | ﹤0.01% |
14,090
+7,213
| +105% | +$196K |
|
3907
3D Systems Corp
DDD
$314M
| $381K | ﹤0.01% |
85,777
-70,121
| -45% | -$311K |
|
3908
Timberland Bancorp
TSBK
$276M
| $380K | ﹤0.01% |
14,108
+5,962
| +73% | +$160K |
|
3909
Orion Group Holdings
ORN
$321M
| $380K | ﹤0.01% |
46,304
+13,830
| +43% | +$113K |
|
3910
Lincoln Educational Services
LINC
$663M
| $380K | ﹤0.01% |
36,752
+10,537
| +40% | +$109K |
|
3911
Identive
INVE
$87.5M
| $379K | ﹤0.01% |
47,891
+47,853
| +125,929% | +$379K |
|
3912
iShares Cybersecurity and Tech ETF
IHAK
$957M
| $379K | ﹤0.01% |
+8,171
| New | +$379K |
|
3913
Consolidated Water Co
CWCO
$540M
| $376K | ﹤0.01% |
12,817
-5,588
| -30% | -$164K |
|
3914
Verastem
VSTM
$557M
| $374K | ﹤0.01% |
31,723
+31,382
| +9,203% | +$370K |
|
3915
Caledonia Mining Corp
CMCL
$614M
| $374K | ﹤0.01% |
33,745
+11,418
| +51% | +$126K |
|
3916
iShares Global Consumer Staples ETF
KXI
$852M
| $373K | ﹤0.01% |
6,108
-4,788
| -44% | -$292K |
|
3917
Lands' End
LE
$471M
| $372K | ﹤0.01% |
34,180
+16,093
| +89% | +$175K |
|
|
CWBC
3918
Community West Bancshares
CWBC
$413M
| $371K | ﹤0.01% |
18,671
+8,185
| +78% | +$163K |
|
3919
iRobot
IRBT
$134M
| $371K | ﹤0.01% |
42,344
-5,445
| -11% | -$47.7K |
|
3920
ALPS O'Shares US Quality Dividend ETF
OUSA
$824M
| $371K | ﹤0.01% |
7,502
-235
| -3% | -$11.6K |
|
3921
Medallion Financial
MFIN
$250M
| $370K | ﹤0.01% |
46,828
+8,003
| +21% | +$63.3K |
|
3922
Goldman Sachs Access US Aggregate Bond ETF
GCOR
$643M
| $370K | ﹤0.01% |
+9,000
| New | +$370K |
|
3923
MBIA
MBI
$394M
| $370K | ﹤0.01% |
54,749
-21,350
| -28% | -$144K |
|
3924
FT Vest International Equity Buffer ETF September
YSEP
$97.9M
| $370K | ﹤0.01% |
+17,114
| New | +$370K |
|
3925
Sable Offshore Corp
SOC
$2.34B
| $367K | ﹤0.01% |
33,512
-236,913
| -88% | -$2.6M |
|