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 | |
|---|---|---|---|---|---|---|
4151
Dimensional US Sustainability Core 1 ETF
DFSU
$1.7B
| $239K | ﹤0.01% |
6,948
+6,699
| +2,690% | +$231K |
|
4152
Gossamer Bio
GOSS
$694M
| $238K | ﹤0.01% |
+201,898
| New | +$238K |
|
4153
Xtrackers MSCI Emerging Markets Hedged Equity ETF
DBEM
$75M
| $238K | ﹤0.01% |
9,954
| – | – |
|
4154
LiveWire
LVWR
$1.07B
| $238K | ﹤0.01% |
32,910
+11,823
| +56% | +$85.5K |
|
4155
CareDx
CDNA
$777M
| $238K | ﹤0.01% |
22,467
-14,265
| -39% | -$151K |
|
4156
Overlay Shares Foreign Equity ETF
OVF
$25.7M
| $238K | ﹤0.01% |
9,567
-12,735
| -57% | -$316K |
|
4157
Eve Holding
EVEX
$1.2B
| $237K | ﹤0.01% |
43,939
+3,317
| +8% | +$17.9K |
|
|
MNTX
4158
DELISTED
Manitex International, Inc.
MNTX
| $237K | ﹤0.01% |
34,499
+6,583
| +24% | +$45.2K |
|
4159
ThredUp
TDUP
$1.3B
| $237K | ﹤0.01% |
118,291
-11,231
| -9% | -$22.5K |
|
4160
Twin Disc
TWIN
$192M
| $236K | ﹤0.01% |
14,306
+4,496
| +46% | +$74.3K |
|
4161
Great Lakes Dredge & Dock
GLDD
$823M
| $236K | ﹤0.01% |
26,997
-17,235
| -39% | -$151K |
|
|
GTHX
4162
DELISTED
G1 Therapeutics, Inc. Common Stock
GTHX
| $236K | ﹤0.01% |
54,634
+54,384
| +21,754% | +$235K |
|
4163
Hagerty
HGTY
$1.26B
| $235K | ﹤0.01% |
25,735
-2,084
| -7% | -$19.1K |
|
4164
Vanguard ESG US Corporate Bond ETF
VCEB
$915M
| $234K | ﹤0.01% |
3,724
-87
| -2% | -$5.46K |
|
4165
Navigator Holdings
NVGS
$1.11B
| $232K | ﹤0.01% |
15,132
+1,172
| +8% | +$18K |
|
4166
Centrus Energy
LEU
$5.36B
| $232K | ﹤0.01% |
5,580
-2,611
| -32% | -$108K |
|
4167
FibroGen
FGEN
$45.7M
| $232K | ﹤0.01% |
3,944
+1,539
| +64% | +$90.4K |
|
4168
BrightSpring Health Services
BTSG
$4.84B
| $231K | ﹤0.01% |
+21,283
| New | +$231K |
|
|
IGR
4169
CBRE Global Real Estate Income Fund
IGR
$774M
| $231K | ﹤0.01% |
42,952
-99,023
| -70% | -$533K |
|
4170
Quad
QUAD
$332M
| $230K | ﹤0.01% |
43,391
+16,123
| +59% | +$85.6K |
|
4171
Destination XL Group
DXLG
$74.4M
| $230K | ﹤0.01% |
63,858
+24,296
| +61% | +$87.5K |
|
4172
Invesco DB Oil Fund
DBO
$225M
| $229K | ﹤0.01% |
14,747
+10,084
| +216% | +$157K |
|
4173
Expensify
EXFY
$181M
| $229K | ﹤0.01% |
124,542
-101,332
| -45% | -$186K |
|
4174
LCNB Corp
LCNB
$227M
| $229K | ﹤0.01% |
14,373
+2,346
| +20% | +$37.4K |
|
4175
Maui Land & Pineapple Co
MLP
$376M
| $228K | ﹤0.01% |
10,522
+3,006
| +40% | +$65.1K |
|