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 Intermediate-Term Corporate Bond ETF
VCIT
|
+$3.65B |
| 2 |
Microsoft
MSFT
|
+$2.99B |
| 3 |
Eli Lilly
LLY
|
+$2.1B |
| 4 |
Broadcom
AVGO
|
+$1.57B |
| 5 |
ServiceNow
NOW
|
+$1.33B |
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$3.4B |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$2.57B |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$2.55B |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$2.15B |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$1.56B |
Sector Composition
| 1 | Technology | 21.83% |
| 2 | Healthcare | 10.29% |
| 3 | Financials | 9.88% |
| 4 | Consumer Discretionary | 9.44% |
| 5 | Industrials | 7.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
DOC
1476
DELISTED
PHYSICIANS REALTY TRUST
DOC
| $24.2M | ﹤0.01% |
1,815,053
-872,653
| -32% | -$11.6M |
|
1477
Real Estate Select Sector SPDR Fund
XLRE
$7.81B
| $24.2M | ﹤0.01% |
602,862
-17,011
| -3% | -$681K |
|
1478
Gentex
GNTX
$6.25B
| $24.1M | ﹤0.01% |
739,044
+40,329
| +6% | +$1.32M |
|
1479
PENN Entertainment
PENN
$2.86B
| $24.1M | ﹤0.01% |
926,746
+278,100
| +43% | +$7.24M |
|
1480
Eagle Materials
EXP
$7.57B
| $24.1M | ﹤0.01% |
118,824
+18,447
| +18% | +$3.74M |
|
1481
iShares Global Infrastructure ETF
IGF
$8.22B
| $24.1M | ﹤0.01% |
512,092
-37,069
| -7% | -$1.74M |
|
1482
RxSight
RXST
$381M
| $24.1M | ﹤0.01% |
596,540
+44,975
| +8% | +$1.81M |
|
1483
Teleflex
TFX
$5.76B
| $24M | ﹤0.01% |
96,406
-15,036
| -13% | -$3.75M |
|
1484
Vanguard International High Dividend Yield ETF
VYMI
$12B
| $24M | ﹤0.01% |
361,436
+97,597
| +37% | +$6.49M |
|
1485
Alliant Energy
LNT
$16.7B
| $24M | ﹤0.01% |
467,230
-138,558
| -23% | -$7.11M |
|
1486
Northern Oil and Gas
NOG
$2.48B
| $23.9M | ﹤0.01% |
645,647
-72,037
| -10% | -$2.67M |
|
|
SLRN
1487
DELISTED
ACELYRIN
SLRN
| $23.8M | ﹤0.01% |
3,188,477
+24,386
| +0.8% | +$182K |
|
1488
Peabody Energy
BTU
$2.24B
| $23.8M | ﹤0.01% |
977,163
+9,449
| +1% | +$230K |
|
1489
Cytokinetics
CYTK
$6.12B
| $23.7M | ﹤0.01% |
284,400
-101,701
| -26% | -$8.49M |
|
|
ARCH
1490
DELISTED
Arch Resources, Inc.
ARCH
| $23.7M | ﹤0.01% |
142,968
+10,383
| +8% | +$1.72M |
|
1491
Tenet Healthcare
THC
$17B
| $23.7M | ﹤0.01% |
313,649
-114,370
| -27% | -$8.64M |
|
1492
Avantis Emerging Markets Equity ETF
AVEM
$12.6B
| $23.7M | ﹤0.01% |
419,998
+324,293
| +339% | +$18.3M |
|
1493
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.5B
| $23.6M | ﹤0.01% |
251,933
+74,063
| +42% | +$6.95M |
|
1494
Steven Madden
SHOO
$2.26B
| $23.6M | ﹤0.01% |
561,643
+78,379
| +16% | +$3.29M |
|
1495
QCR Holdings
QCRH
$1.3B
| $23.6M | ﹤0.01% |
403,575
+102,352
| +34% | +$5.98M |
|
1496
East-West Bancorp
EWBC
$15.1B
| $23.5M | ﹤0.01% |
326,142
+40,718
| +14% | +$2.93M |
|
1497
Invesco NASDAQ 100 ETF
QQQM
$60.6B
| $23.4M | ﹤0.01% |
138,782
+37,744
| +37% | +$6.36M |
|
1498
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.17B
| $23.3M | ﹤0.01% |
550,552
+145,905
| +36% | +$6.19M |
|
1499
Semtech
SMTC
$5.23B
| $23.3M | ﹤0.01% |
1,064,713
+232,684
| +28% | +$5.1M |
|
1500
iShares Russell Top 200 ETF
IWL
$1.83B
| $23.3M | ﹤0.01% |
202,643
-16,964
| -8% | -$1.95M |
|