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 | |
|---|---|---|---|---|---|---|
1651
Sixth Street Specialty
TSLX
$2.32B
| $20.1M | ﹤0.01% |
936,483
-48,157
| -5% | -$1.03M |
|
1652
Teradata
TDC
$2B
| $20M | ﹤0.01% |
517,765
+113,676
| +28% | +$4.4M |
|
1653
iShares ESG Advanced MSCI USA ETF
USXF
$1.29B
| $20M | ﹤0.01% |
442,969
+36,499
| +9% | +$1.65M |
|
1654
FirstCash
FCFS
$6.49B
| $19.9M | ﹤0.01% |
156,396
-116,789
| -43% | -$14.9M |
|
1655
Cogent Communications
CCOI
$1.77B
| $19.9M | ﹤0.01% |
304,664
-23,911
| -7% | -$1.56M |
|
1656
Vanguard Extended Market ETF
VXF
$24.2B
| $19.9M | ﹤0.01% |
113,271
-454
| -0.4% | -$79.6K |
|
|
VERV
1657
DELISTED
Verve Therapeutics
VERV
| $19.8M | ﹤0.01% |
1,493,050
-565,349
| -27% | -$7.51M |
|
1658
Maximus
MMS
$5.05B
| $19.8M | ﹤0.01% |
236,229
+23,350
| +11% | +$1.96M |
|
1659
WisdomTree Cloud Computing Fund
WCLD
$337M
| $19.7M | ﹤0.01% |
567,146
+254,737
| +82% | +$8.87M |
|
1660
JPMorgan Climate Change Solutions ETF
TEMP
$7.57M
| $19.7M | ﹤0.01% |
450,000
| – | – |
|
1661
Fidelity MSCI Information Technology Index ETF
FTEC
$15.5B
| $19.6M | ﹤0.01% |
125,962
-1,694
| -1% | -$264K |
|
1662
Alight
ALIT
$1.95B
| $19.6M | ﹤0.01% |
1,992,806
+752,904
| +61% | +$7.42M |
|
1663
Rivian
RIVN
$16.3B
| $19.6M | ﹤0.01% |
1,790,874
+452,033
| +34% | +$4.95M |
|
1664
Enova International
ENVA
$2.88B
| $19.6M | ﹤0.01% |
311,508
+108,562
| +53% | +$6.82M |
|
1665
Coca-Cola Consolidated
COKE
$10.6B
| $19.5M | ﹤0.01% |
230,710
+32,450
| +16% | +$2.75M |
|
1666
Douglas Emmett
DEI
$2.79B
| $19.4M | ﹤0.01% |
1,398,465
+321,165
| +30% | +$4.45M |
|
1667
Madison Square Garden
MSGS
$5.12B
| $19.4M | ﹤0.01% |
104,999
+22,369
| +27% | +$4.13M |
|
1668
New York Times
NYT
$9.59B
| $19.4M | ﹤0.01% |
448,193
-1,593
| -0.4% | -$68.8K |
|
1669
Texas Pacific Land
TPL
$21.5B
| $19.4M | ﹤0.01% |
33,468
+19,089
| +133% | +$11M |
|
1670
ING
ING
$74.7B
| $19.3M | ﹤0.01% |
1,171,973
-17,049
| -1% | -$281K |
|
1671
Range Resources
RRC
$8.41B
| $19.3M | ﹤0.01% |
560,434
-100,744
| -15% | -$3.47M |
|
1672
WisdomTree International LargeCap Dividend Fund
DOL
$665M
| $19.3M | ﹤0.01% |
372,379
-67,063
| -15% | -$3.47M |
|
1673
Innospec
IOSP
$2.05B
| $19.2M | ﹤0.01% |
149,203
+19,303
| +15% | +$2.49M |
|
1674
JetBlue
JBLU
$1.84B
| $19.2M | ﹤0.01% |
2,581,521
+1,598,170
| +163% | +$11.9M |
|
|
CSW
1675
CSW Industrials, Inc.
CSW
$4.2B
| $19.1M | ﹤0.01% |
81,539
+8,252
| +11% | +$1.94M |
|