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 | |
|---|---|---|---|---|---|---|
1626
Alerian MLP ETF
AMLP
$10.5B
| $19.2M | ﹤0.01% |
451,190
+429,896
| +2,019% | +$18.3M |
|
1627
Gibraltar Industries
ROCK
$1.78B
| $19.2M | ﹤0.01% |
242,797
+20,795
| +9% | +$1.64M |
|
1628
TriCo Bancshares
TCBK
$1.48B
| $19.2M | ﹤0.01% |
445,880
+23,768
| +6% | +$1.02M |
|
1629
Array Technologies
ARRY
$1.17B
| $19.1M | ﹤0.01% |
1,138,749
+296,627
| +35% | +$4.98M |
|
1630
Magnolia Oil & Gas
MGY
$4.41B
| $19M | ﹤0.01% |
894,482
+52,427
| +6% | +$1.12M |
|
1631
Black Hills Corp
BKH
$4.33B
| $19M | ﹤0.01% |
352,824
+119,248
| +51% | +$6.43M |
|
1632
Autoliv
ALV
$9.68B
| $19M | ﹤0.01% |
172,477
-7,308
| -4% | -$805K |
|
1633
Equitable Holdings
EQH
$16.2B
| $19M | ﹤0.01% |
570,300
+432,903
| +315% | +$14.4M |
|
1634
TIM SA
TIMB
$10.3B
| $19M | ﹤0.01% |
1,027,721
-83,269
| -7% | -$1.54M |
|
1635
John Wiley & Sons Class A
WLY
$2.19B
| $18.9M | ﹤0.01% |
595,632
+167,598
| +39% | +$5.32M |
|
1636
Permian Resources
PR
$9.63B
| $18.8M | ﹤0.01% |
1,385,946
+449,814
| +48% | +$6.12M |
|
1637
America Movil
AMX
$61.4B
| $18.8M | ﹤0.01% |
1,017,558
-19,150
| -2% | -$355K |
|
1638
DraftKings
DKNG
$21.8B
| $18.8M | ﹤0.01% |
533,789
-186,468
| -26% | -$6.57M |
|
1639
First Commonwealth Financial
FCF
$1.84B
| $18.7M | ﹤0.01% |
1,212,999
+269,407
| +29% | +$4.16M |
|
1640
AppFolio
APPF
$9.9B
| $18.7M | ﹤0.01% |
107,947
+74,435
| +222% | +$12.9M |
|
1641
Vanguard Extended Market ETF
VXF
$24.2B
| $18.7M | ﹤0.01% |
113,725
+87,178
| +328% | +$14.3M |
|
|
PDCO
1642
DELISTED
Patterson Companies, Inc.
PDCO
| $18.6M | ﹤0.01% |
652,770
+65,861
| +11% | +$1.87M |
|
1643
Arrow Electronics
ARW
$6.61B
| $18.6M | ﹤0.01% |
151,908
-21,277
| -12% | -$2.6M |
|
1644
Grand Canyon Education
LOPE
$5.89B
| $18.5M | ﹤0.01% |
139,797
+22,982
| +20% | +$3.03M |
|
1645
Coca-Cola Consolidated
COKE
$10.6B
| $18.4M | ﹤0.01% |
198,260
-13,450
| -6% | -$1.25M |
|
1646
JPMorgan Climate Change Solutions ETF
TEMP
$7.57M
| $18.4M | ﹤0.01% |
450,000
| – | – |
|
1647
Penumbra
PEN
$10.6B
| $18.4M | ﹤0.01% |
73,000
-16,593
| -19% | -$4.17M |
|
1648
Oshkosh
OSK
$8.77B
| $18.3M | ﹤0.01% |
169,229
-6,178
| -4% | -$670K |
|
1649
SPDR Portfolio Emerging Markets ETF
SPEM
$13.6B
| $18.3M | ﹤0.01% |
518,017
-116,768
| -18% | -$4.13M |
|
1650
Fidelity MSCI Information Technology Index ETF
FTEC
$15.5B
| $18.3M | ﹤0.01% |
127,656
+8,082
| +7% | +$1.16M |
|