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 | |
|---|---|---|---|---|---|---|
1601
Pacer US Small Cap Cash Cows 100 ETF
CALF
$4.1B
| $20M | ﹤0.01% |
415,395
+415,362
| +1,258,673% | +$19.9M |
|
1602
Immunovant
IMVT
$2.82B
| $19.8M | ﹤0.01% |
470,990
+42,482
| +10% | +$1.79M |
|
1603
Vanguard Intermediate-Term Bond ETF
BIV
$24.3B
| $19.8M | ﹤0.01% |
259,198
+5,467
| +2% | +$418K |
|
1604
Vanguard Mega Cap Value ETF
MGV
$9.96B
| $19.8M | ﹤0.01% |
180,919
+88,868
| +97% | +$9.72M |
|
1605
Check Point Software Technologies
CHKP
$21B
| $19.8M | ﹤0.01% |
129,488
+29,222
| +29% | +$4.46M |
|
1606
Vontier
VNT
$6.29B
| $19.8M | ﹤0.01% |
571,680
-11,825
| -2% | -$409K |
|
1607
Stride
LRN
$6.91B
| $19.7M | ﹤0.01% |
331,119
+82,416
| +33% | +$4.89M |
|
1608
Marcus Corp
MCS
$504M
| $19.7M | ﹤0.01% |
1,348,236
+217,602
| +19% | +$3.17M |
|
1609
Banco Bradesco
BBD
$33.1B
| $19.7M | ﹤0.01% |
5,616,038
+144,675
| +3% | +$506K |
|
|
PLYM
1610
Plymouth Industrial REIT
PLYM
$980M
| $19.6M | ﹤0.01% |
816,220
+67,378
| +9% | +$1.62M |
|
1611
Kulicke & Soffa
KLIC
$2.01B
| $19.6M | ﹤0.01% |
358,849
-74,817
| -17% | -$4.09M |
|
1612
ProShares UltraPro QQQ
TQQQ
$28B
| $19.6M | ﹤0.01% |
+387,232
| New | +$19.6M |
|
1613
Vanguard Mega Cap Growth ETF
MGK
$29.7B
| $19.6M | ﹤0.01% |
75,596
+58,579
| +344% | +$15.2M |
|
1614
CAVA Group
CAVA
$7.38B
| $19.5M | ﹤0.01% |
454,326
-124,339
| -21% | -$5.34M |
|
1615
First Trust Managed Municipal ETF
FMB
$1.9B
| $19.5M | ﹤0.01% |
377,533
+105,503
| +39% | +$5.45M |
|
1616
Vipshop
VIPS
$8.97B
| $19.4M | ﹤0.01% |
1,094,292
+28,838
| +3% | +$512K |
|
1617
Intellia Therapeutics
NTLA
$1.23B
| $19.4M | ﹤0.01% |
636,117
+21,101
| +3% | +$643K |
|
1618
Prosperity Bancshares
PB
$6.44B
| $19.4M | ﹤0.01% |
285,820
-73,787
| -21% | -$5M |
|
1619
Commault Systems
CVLT
$7.82B
| $19.3M | ﹤0.01% |
242,245
+3,759
| +2% | +$300K |
|
1620
Establishment Labs
ESTA
$1.09B
| $19.3M | ﹤0.01% |
747,063
-125,550
| -14% | -$3.25M |
|
1621
Sterling Infrastructure
STRL
$9.54B
| $19.3M | ﹤0.01% |
219,897
+11,159
| +5% | +$981K |
|
1622
Vanguard FTSE Pacific ETF
VPL
$7.98B
| $19.3M | ﹤0.01% |
267,896
+19,123
| +8% | +$1.38M |
|
1623
Terex
TEX
$3.46B
| $19.3M | ﹤0.01% |
335,800
-12,007
| -3% | -$690K |
|
1624
PTC Therapeutics
PTCT
$4.85B
| $19.3M | ﹤0.01% |
699,052
-183,500
| -21% | -$5.06M |
|
1625
Invesco
IVZ
$10B
| $19.3M | ﹤0.01% |
1,079,472
+73,985
| +7% | +$1.32M |
|