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 | |
|---|---|---|---|---|---|---|
1551
New Oriental
EDU
$8.79B
| $21.8M | ﹤0.01% |
297,909
+208,048
| +232% | +$15.2M |
|
1552
Itron
ITRI
$5.47B
| $21.8M | ﹤0.01% |
289,019
+114,495
| +66% | +$8.65M |
|
1553
Vanguard Long-Term Corporate Bond ETF
VCLT
$6.94B
| $21.8M | ﹤0.01% |
271,992
+226,749
| +501% | +$18.2M |
|
1554
InterContinental Hotels
IHG
$18.4B
| $21.8M | ﹤0.01% |
238,906
+56,119
| +31% | +$5.12M |
|
1555
Insight Enterprises
NSIT
$3.9B
| $21.8M | ﹤0.01% |
122,935
-15,262
| -11% | -$2.7M |
|
|
ALX
1556
Alexander's
ALX
$1.25B
| $21.7M | ﹤0.01% |
101,836
+1,364
| +1% | +$291K |
|
1557
Old Republic International
ORI
$10B
| $21.7M | ﹤0.01% |
739,739
-1,406
| -0.2% | -$41.3K |
|
1558
Edgewell Personal Care
EPC
$1.01B
| $21.7M | ﹤0.01% |
592,202
-67,885
| -10% | -$2.49M |
|
1559
WisdomTree International LargeCap Dividend Fund
DOL
$665M
| $21.6M | ﹤0.01% |
439,442
+362,853
| +474% | +$17.9M |
|
1560
Laureate Education
LAUR
$4.33B
| $21.6M | ﹤0.01% |
1,576,075
-287,790
| -15% | -$3.95M |
|
1561
SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.23B
| $21.6M | ﹤0.01% |
458,701
-280,818
| -38% | -$13.2M |
|
1562
American Financial Group
AFG
$11.7B
| $21.5M | ﹤0.01% |
181,104
+13,639
| +8% | +$1.62M |
|
1563
Churchill Downs
CHDN
$6.75B
| $21.5M | ﹤0.01% |
159,131
-29,803
| -16% | -$4.02M |
|
1564
Tower Semiconductor
TSEM
$7.39B
| $21.4M | ﹤0.01% |
701,815
-821,494
| -54% | -$25.1M |
|
1565
Invesco DB Commodity Index Tracking Fund
DBC
$1.28B
| $21.3M | ﹤0.01% |
968,540
+724,666
| +297% | +$16M |
|
1566
Choice Hotels
CHH
$5.22B
| $21.3M | ﹤0.01% |
188,366
+62,022
| +49% | +$7.03M |
|
|
LADR
1567
Ladder Capital
LADR
$1.48B
| $21.3M | ﹤0.01% |
1,851,795
+398,266
| +27% | +$4.58M |
|
1568
Enterprise Financial Services Corp
EFSC
$2.24B
| $21.3M | ﹤0.01% |
477,286
-9,387
| -2% | -$419K |
|
1569
Sixth Street Specialty
TSLX
$2.32B
| $21.3M | ﹤0.01% |
984,640
+27,105
| +3% | +$585K |
|
1570
Adtalem Global Education
ATGE
$4.94B
| $21.3M | ﹤0.01% |
360,775
+279,580
| +344% | +$16.5M |
|
1571
Valvoline
VVV
$5.14B
| $21.2M | ﹤0.01% |
564,366
+199,336
| +55% | +$7.49M |
|
1572
Avantor
AVTR
$8.39B
| $21.1M | ﹤0.01% |
925,924
+16,643
| +2% | +$380K |
|
1573
WSFS Financial
WSFS
$3.13B
| $21M | ﹤0.01% |
457,506
+161,061
| +54% | +$7.4M |
|
1574
Independence Realty Trust
IRT
$4.07B
| $20.8M | ﹤0.01% |
1,361,425
+80,628
| +6% | +$1.23M |
|
1575
Orion
OEC
$521M
| $20.7M | ﹤0.01% |
747,227
-75,704
| -9% | -$2.1M |
|