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 | |
|---|---|---|---|---|---|---|
1576
Sony
SONY
$175B
| $23M | ﹤0.01% |
1,341,865
-8,730
| -0.6% | -$150K |
|
1577
Cemex
CX
$13.6B
| $23M | ﹤0.01% |
2,551,758
+1,050,105
| +70% | +$9.46M |
|
1578
Frontline
FRO
$5.17B
| $23M | ﹤0.01% |
981,692
+583,605
| +147% | +$13.6M |
|
1579
New Jersey Resources
NJR
$4.74B
| $22.9M | ﹤0.01% |
534,331
+44,400
| +9% | +$1.91M |
|
1580
Penumbra
PEN
$10.6B
| $22.9M | ﹤0.01% |
102,610
+29,610
| +41% | +$6.61M |
|
1581
Avidity Biosciences
RNA
$5.76B
| $22.8M | ﹤0.01% |
893,474
-74,429
| -8% | -$1.9M |
|
|
ERF
1582
DELISTED
Enerplus Corporation
ERF
| $22.7M | ﹤0.01% |
1,155,528
+897,553
| +348% | +$17.6M |
|
1583
ATI
ATI
$10.5B
| $22.7M | ﹤0.01% |
443,903
+81,313
| +22% | +$4.16M |
|
1584
GFL Environmental
GFL
$17.1B
| $22.7M | ﹤0.01% |
658,366
+11,662
| +2% | +$402K |
|
1585
Helmerich & Payne
HP
$2.1B
| $22.7M | ﹤0.01% |
539,761
+121,444
| +29% | +$5.11M |
|
1586
Tenaris
TS
$18.7B
| $22.7M | ﹤0.01% |
577,371
-76,428
| -12% | -$3M |
|
1587
Global X US Infrastructure Development ETF
PAVE
$9.38B
| $22.6M | ﹤0.01% |
568,396
+105,852
| +23% | +$4.21M |
|
1588
Wolfspeed
WOLF
$365M
| $22.6M | ﹤0.01% |
766,838
-1,612,402
| -68% | -$47.6M |
|
1589
Arrow Electronics
ARW
$6.61B
| $22.6M | ﹤0.01% |
174,514
+22,606
| +15% | +$2.93M |
|
1590
Array Technologies
ARRY
$1.17B
| $22.6M | ﹤0.01% |
1,514,680
+375,931
| +33% | +$5.61M |
|
1591
Steven Madden
SHOO
$2.26B
| $22.5M | ﹤0.01% |
532,922
-28,721
| -5% | -$1.21M |
|
|
EVBG
1592
DELISTED
Everbridge, Inc. Common Stock
EVBG
| $22.5M | ﹤0.01% |
645,822
+580,308
| +886% | +$20.2M |
|
1593
Vanguard Long-Term Corporate Bond ETF
VCLT
$6.94B
| $22.4M | ﹤0.01% |
285,983
+13,991
| +5% | +$1.09M |
|
1594
Oshkosh
OSK
$8.77B
| $22.3M | ﹤0.01% |
178,868
+9,639
| +6% | +$1.2M |
|
1595
Legend Biotech
LEGN
$6.11B
| $22.3M | ﹤0.01% |
397,199
-91,927
| -19% | -$5.16M |
|
1596
ODP
ODP
$624M
| $22.2M | ﹤0.01% |
418,017
-83,045
| -17% | -$4.41M |
|
1597
Vanguard FTSE Pacific ETF
VPL
$7.98B
| $22.1M | ﹤0.01% |
290,360
+22,464
| +8% | +$1.71M |
|
|
ATSG
1598
DELISTED
Air Transport Services Group, Inc.
ATSG
| $22.1M | ﹤0.01% |
1,603,749
-752,041
| -32% | -$10.3M |
|
1599
Marcus Corp
MCS
$504M
| $22M | ﹤0.01% |
1,544,882
+196,646
| +15% | +$2.8M |
|
1600
Assured Guaranty
AGO
$3.93B
| $22M | ﹤0.01% |
252,169
+122,339
| +94% | +$10.7M |
|