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 | |
|---|---|---|---|---|---|---|
1601
Vornado Realty Trust
VNO
$8.25B
| $21.8M | ﹤0.01% |
757,156
-931,949
| -55% | -$26.8M |
|
1602
Vanguard Energy ETF
VDE
$7.29B
| $21.7M | ﹤0.01% |
164,825
-29,019
| -15% | -$3.82M |
|
|
ALX
1603
Alexander's
ALX
$1.25B
| $21.7M | ﹤0.01% |
99,965
-1,871
| -2% | -$406K |
|
|
SAGE
1604
DELISTED
Sage Therapeutics
SAGE
| $21.6M | ﹤0.01% |
1,154,716
-515,999
| -31% | -$9.67M |
|
1605
City Holding Co
CHCO
$1.83B
| $21.6M | ﹤0.01% |
207,571
+3,880
| +2% | +$404K |
|
1606
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.18B
| $21.6M | ﹤0.01% |
516,358
-89,369
| -15% | -$3.74M |
|
1607
iShares MSCI Singapore ETF
EWS
$818M
| $21.5M | ﹤0.01% |
1,171,845
+222,114
| +23% | +$4.08M |
|
1608
BWX Technologies
BWXT
$15.4B
| $21.5M | ﹤0.01% |
209,618
-25,762
| -11% | -$2.64M |
|
1609
Resideo Technologies
REZI
$5.66B
| $21.4M | ﹤0.01% |
956,613
+303,960
| +47% | +$6.81M |
|
1610
Adtalem Global Education
ATGE
$4.94B
| $21.4M | ﹤0.01% |
416,696
+55,921
| +16% | +$2.87M |
|
1611
Marathon Digital Holdings
MARA
$6.04B
| $21.3M | ﹤0.01% |
945,211
+542,841
| +135% | +$12.3M |
|
1612
WisdomTree India Earnings Fund ETF
EPI
$2.93B
| $21.3M | ﹤0.01% |
489,594
+313,727
| +178% | +$13.7M |
|
1613
First Trust Institutional Preferred Securities and Income ETF
FPEI
$1.69B
| $21.3M | ﹤0.01% |
1,170,008
+857,902
| +275% | +$15.6M |
|
1614
Tidewater
TDW
$2.93B
| $21.3M | ﹤0.01% |
231,608
+50,942
| +28% | +$4.69M |
|
1615
Liberty Latin America Class C
LILAK
$1.53B
| $21.3M | ﹤0.01% |
3,046,710
-29,742
| -1% | -$208K |
|
1616
Herc Holdings
HRI
$4.2B
| $21.3M | ﹤0.01% |
126,420
+29,802
| +31% | +$5.02M |
|
1617
Magnolia Oil & Gas
MGY
$4.41B
| $21.3M | ﹤0.01% |
818,980
-75,502
| -8% | -$1.96M |
|
1618
MSC Industrial Direct
MSM
$5.09B
| $21.2M | ﹤0.01% |
218,944
-3,439
| -2% | -$334K |
|
1619
Alamos Gold
AGI
$13.9B
| $21.2M | ﹤0.01% |
1,434,474
+1,114,268
| +348% | +$16.4M |
|
1620
Western Union
WU
$2.71B
| $21.1M | ﹤0.01% |
1,509,083
+182,269
| +14% | +$2.55M |
|
1621
Fluor
FLR
$6.63B
| $21.1M | ﹤0.01% |
498,925
+108,232
| +28% | +$4.58M |
|
1622
iShares International Select Dividend ETF
IDV
$5.88B
| $21M | ﹤0.01% |
749,816
-151,273
| -17% | -$4.24M |
|
1623
Schwab U.S Small- Cap ETF
SCHA
$18.9B
| $21M | ﹤0.01% |
853,508
+4,392
| +0.5% | +$108K |
|
1624
iShares Treasury Floating Rate Bond ETF
TFLO
$6.66B
| $21M | ﹤0.01% |
414,067
-2,929,866
| -88% | -$149M |
|
1625
Kyverna Therapeutics
KYTX
$170M
| $21M | ﹤0.01% |
+844,465
| New | +$21M |
|