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 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$2.03B |
| 2 |
Vanguard Total International Bond ETF
BNDX
|
+$1.94B |
| 3 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
+$1.28B |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$936M |
| 5 |
iShares Russell 2000 ETF
IWM
|
+$912M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$3.07B |
| 2 |
iShares Short Treasury Bond ETF
SHV
|
+$2.61B |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
+$1.48B |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
+$1.26B |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$1B |
Sector Composition
| 1 | Technology | 13.69% |
| 2 | Financials | 13.03% |
| 3 | Healthcare | 9.54% |
| 4 | Consumer Discretionary | 9.38% |
| 5 | Industrials | 7.69% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1676
AMC Entertainment Holdings
AMC
$1.48B
| $10.8M | ﹤0.01% |
100,609
+14,161
| +16% | +$1.52M |
|
1677
Installed Building Products
IBP
$7.1B
| $10.7M | ﹤0.01% |
187,355
+172,365
| +1,150% | +$9.88M |
|
|
UNIT
1678
Uniti Group
UNIT
$1.7B
| $10.7M | ﹤0.01% |
1,380,532
+839,428
| +155% | +$6.52M |
|
1679
AstraZeneca
AZN
$241B
| $10.7M | ﹤0.01% |
240,301
-45,884
| -16% | -$2.05M |
|
1680
Polaris
PII
$3.26B
| $10.7M | ﹤0.01% |
121,669
-3,283
| -3% | -$289K |
|
1681
AutoNation
AN
$8.32B
| $10.7M | ﹤0.01% |
210,466
+86,439
| +70% | +$4.38M |
|
1682
InterDigital
IDCC
$8.54B
| $10.7M | ﹤0.01% |
203,072
+88,040
| +77% | +$4.62M |
|
1683
Strategic Education
STRA
$1.96B
| $10.6M | ﹤0.01% |
78,307
+65,149
| +495% | +$8.85M |
|
1684
US Foods
USFD
$18.1B
| $10.6M | ﹤0.01% |
258,726
+99,836
| +63% | +$4.1M |
|
1685
Nabors Industries
NBR
$613M
| $10.6M | ﹤0.01% |
113,715
+90,526
| +390% | +$8.46M |
|
1686
Titan Machinery
TITN
$454M
| $10.6M | ﹤0.01% |
740,993
+9,727
| +1% | +$139K |
|
1687
Flowers Foods
FLO
$2.87B
| $10.6M | ﹤0.01% |
459,129
+104,936
| +30% | +$2.43M |
|
|
MAG
1688
DELISTED
MAG Silver
MAG
| $10.6M | ﹤0.01% |
997,111
-1,058
| -0.1% | -$11.2K |
|
1689
Gaotu Techedu
GOTU
$862M
| $10.6M | ﹤0.01% |
690,662
-254,236
| -27% | -$3.89M |
|
1690
DXC Technology
DXC
$2.51B
| $10.6M | ﹤0.01% |
358,247
-344,127
| -49% | -$10.2M |
|
1691
Houlihan Lokey
HLI
$14.4B
| $10.6M | ﹤0.01% |
234,184
-15,244
| -6% | -$687K |
|
1692
Saic
SAIC
$4.83B
| $10.5M | ﹤0.01% |
120,641
-1,466
| -1% | -$128K |
|
1693
Cato Corp
CATO
$90.3M
| $10.5M | ﹤0.01% |
593,476
+32,987
| +6% | +$581K |
|
|
CBPX
1694
DELISTED
CONTINENTAL BUILDING PRODUCTS, INC.
CBPX
| $10.4M | ﹤0.01% |
382,576
+486
| +0.1% | +$13.3K |
|
|
WTRU
1695
DELISTED
Essential Utilities, Inc.6.00% Tangible Equity Units
WTRU
| $10.4M | ﹤0.01% |
+172,264
| New | +$10.4M |
|
1696
SiriusPoint
SPNT
$2.2B
| $10.4M | ﹤0.01% |
1,042,943
-566,607
| -35% | -$5.66M |
|
1697
LiveRamp
RAMP
$1.74B
| $10.4M | ﹤0.01% |
242,439
-14,678
| -6% | -$631K |
|
1698
CNA Financial
CNA
$12.8B
| $10.4M | ﹤0.01% |
210,746
+184,305
| +697% | +$9.08M |
|
1699
8x8 Inc
EGHT
$285M
| $10.3M | ﹤0.01% |
499,351
+402,497
| +416% | +$8.34M |
|
1700
The RealReal
REAL
$1.16B
| $10.3M | ﹤0.01% |
462,496
+12,813
| +3% | +$286K |
|