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 | |
|---|---|---|---|---|---|---|
4426
Upland Software
UPLD
$71.9M
| $123K | ﹤0.01% |
39,889
-56,825
| -59% | -$176K |
|
4427
Invesco Global Listed Private Equity ETF
PSP
$335M
| $123K | ﹤0.01% |
1,860
+1,721
| +1,238% | +$114K |
|
4428
Chunghwa Telecom
CHT
$34.1B
| $123K | ﹤0.01% |
3,130
+425
| +16% | +$16.6K |
|
4429
Fidus Investment
FDUS
$736M
| $122K | ﹤0.01% |
6,200
+2,599
| +72% | +$51.3K |
|
4430
Ero Copper
ERO
$1.76B
| $122K | ﹤0.01% |
6,337
-16,983
| -73% | -$327K |
|
|
IVAC
4431
DELISTED
Intevac Inc
IVAC
| $122K | ﹤0.01% |
31,792
+1,391
| +5% | +$5.34K |
|
4432
Xtrackers MSCI Eurozone Hedged Equity ETF
DBEZ
$78.3M
| $122K | ﹤0.01% |
+2,637
| New | +$122K |
|
4433
Climb Global Solutions
CLMB
$610M
| $121K | ﹤0.01% |
1,710
-1,112
| -39% | -$78.8K |
|
|
OPI
4434
Office Properties Income Trust
OPI
$28.9M
| $121K | ﹤0.01% |
59,403
-60,076
| -50% | -$123K |
|
4435
SPDR Portfolio High Yield Bond ETF
SPHY
$9.22B
| $121K | ﹤0.01% |
5,165
+5,003
| +3,088% | +$117K |
|
4436
iShares JPMorgan EM Local Currency Bond ETF
LEMB
$397M
| $121K | ﹤0.01% |
3,358
+1,473
| +78% | +$53.1K |
|
4437
First Community Corp
FCCO
$224M
| $121K | ﹤0.01% |
6,939
+65
| +0.9% | +$1.13K |
|
4438
1-800-Flowers.com
FLWS
$352M
| $121K | ﹤0.01% |
11,144
-23,762
| -68% | -$257K |
|
4439
iShares Core Conservative Allocation ETF
AOK
$641M
| $120K | ﹤0.01% |
3,272
+172
| +6% | +$6.33K |
|
4440
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
$1.52B
| $120K | ﹤0.01% |
1,038
-4,205
| -80% | -$488K |
|
4441
VinFast Auto
VFS
$7.55B
| $120K | ﹤0.01% |
+24,208
| New | +$120K |
|
4442
ReNew
RNW
$2.76B
| $120K | ﹤0.01% |
20,040
-15
| -0.1% | -$90 |
|
4443
Energy Vault
NRGV
$503M
| $120K | ﹤0.01% |
67,078
-24,355
| -27% | -$43.6K |
|
|
STEW
4444
SRH Total Return Fund
STEW
$1.76B
| $119K | ﹤0.01% |
7,920
-4,785
| -38% | -$72.1K |
|
4445
Entrada Therapeutics
TRDA
$206M
| $119K | ﹤0.01% |
8,413
-5,741
| -41% | -$81.4K |
|
4446
Overlay Shares Small Cap Equity ETF
OVS
$16.8M
| $119K | ﹤0.01% |
3,469
-5,013
| -59% | -$172K |
|
4447
Westrock Coffee
WEST
$481M
| $119K | ﹤0.01% |
11,516
-7,340
| -39% | -$75.8K |
|
4448
iShares CMBS ETF
CMBS
$476M
| $119K | ﹤0.01% |
2,521
-155
| -6% | -$7.3K |
|
4449
Melco Resorts & Entertainment
MLCO
$3.74B
| $118K | ﹤0.01% |
16,418
-842,095
| -98% | -$6.07M |
|
4450
Kodak
KODK
$500M
| $118K | ﹤0.01% |
23,899
-21,556
| -47% | -$107K |
|