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 Short-Term Bond ETF
BSV
|
+$5.56B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.68B |
| 3 |
AbbVie
ABBV
|
+$964M |
| 4 |
Technology Select Sector SPDR Fund
XLK
|
+$801M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$756M |
Top Sells
| 1 |
Apple
AAPL
|
+$2.34B |
| 2 |
Amazon
AMZN
|
+$1.76B |
| 3 |
Cigna
CI
|
+$1.06B |
| 4 |
Morgan Stanley
MS
|
+$1.05B |
| 5 |
Microsoft
MSFT
|
+$1.05B |
Sector Composition
| 1 | Technology | 16.69% |
| 2 | Financials | 11.81% |
| 3 | Healthcare | 10.26% |
| 4 | Consumer Discretionary | 10% |
| 5 | Industrials | 7.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1251
Cameco
CCJ
$34.3B
| $31.7M | ﹤0.01% |
1,460,155
+78,791
| +6% | +$1.71M |
|
|
NARI
1252
DELISTED
Inari Medical, Inc. Common Stock
NARI
| $31.6M | ﹤0.01% |
389,240
+354,264
| +1,013% | +$28.7M |
|
1253
Vanguard FTSE All-World ex-US ETF
VEU
$49.7B
| $31.5M | ﹤0.01% |
517,364
+13,638
| +3% | +$831K |
|
1254
Stifel
SF
$11.7B
| $31.5M | ﹤0.01% |
463,752
-46,198
| -9% | -$3.14M |
|
1255
PTC
PTC
$24.6B
| $31.5M | ﹤0.01% |
262,877
+10,785
| +4% | +$1.29M |
|
1256
iShares Select U.S. REIT ETF
ICF
$1.94B
| $31.4M | ﹤0.01% |
480,008
+39,629
| +9% | +$2.59M |
|
1257
KBR
KBR
$6.43B
| $31.4M | ﹤0.01% |
796,634
-69,525
| -8% | -$2.74M |
|
1258
City Holding Co
CHCO
$1.82B
| $31.3M | ﹤0.01% |
401,281
-45,326
| -10% | -$3.53M |
|
1259
Skywest
SKYW
$4.36B
| $31.3M | ﹤0.01% |
633,539
+133,463
| +27% | +$6.59M |
|
1260
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.23B
| $31.2M | ﹤0.01% |
394,417
-2,952
| -0.7% | -$234K |
|
1261
SITE Centers
SITC
$465M
| $31.2M | ﹤0.01% |
2,592,848
-2,080,119
| -45% | -$25.1M |
|
|
KRON
1262
DELISTED
Kronos Bio
KRON
| $31.2M | ﹤0.01% |
1,487,689
-71,499
| -5% | -$1.5M |
|
1263
Rapid Micro Biosystems
RPID
$128M
| $31.1M | ﹤0.01% |
+1,684,232
| New | +$31.1M |
|
|
DRNA
1264
DELISTED
Dicerna Pharmaceuticals, Inc.
DRNA
| $31.1M | ﹤0.01% |
1,542,476
+110,950
| +8% | +$2.24M |
|
1265
FTAI Aviation
FTAI
$17.4B
| $31M | ﹤0.01% |
1,430,330
+980,840
| +218% | +$21.3M |
|
1266
Duolingo
DUOL
$14.2B
| $31M | ﹤0.01% |
+186,139
| New | +$31M |
|
1267
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.12B
| $30.7M | ﹤0.01% |
298,261
-8,304
| -3% | -$856K |
|
1268
Olo Inc
OLO
$1.74B
| $30.6M | ﹤0.01% |
1,019,848
+1,017,963
| +54,003% | +$30.6M |
|
|
NS
1269
DELISTED
NuStar Energy L.P.
NS
| $30.6M | ﹤0.01% |
1,944,790
-366,022
| -16% | -$5.76M |
|
1270
Reliance Steel & Aluminium
RS
$15.4B
| $30.6M | ﹤0.01% |
214,851
+5,900
| +3% | +$840K |
|
1271
Vistra
VST
$70.8B
| $30.5M | ﹤0.01% |
1,783,471
-365,258
| -17% | -$6.25M |
|
1272
Anywhere Real Estate
HOUS
$768M
| $30.5M | ﹤0.01% |
1,737,222
-199,649
| -10% | -$3.5M |
|
1273
AMN Healthcare
AMN
$704M
| $30.4M | ﹤0.01% |
265,341
+9,266
| +4% | +$1.06M |
|
1274
Green Plains
GPRE
$637M
| $30.3M | ﹤0.01% |
926,814
-636,341
| -41% | -$20.8M |
|
|
GMS
1275
DELISTED
GMS Inc
GMS
| $30.2M | ﹤0.01% |
688,724
-103,652
| -13% | -$4.54M |
|