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 | |
|---|---|---|---|---|---|---|
1676
Lazard
LAZ
$5.25B
| $19.1M | ﹤0.01% |
455,689
+109,532
| +32% | +$4.59M |
|
1677
Dr. Reddy's Laboratories
RDY
$12.2B
| $19.1M | ﹤0.01% |
1,300,515
+1,119,305
| +618% | +$16.4M |
|
1678
Churchill Downs
CHDN
$6.75B
| $19M | ﹤0.01% |
153,850
-5,281
| -3% | -$654K |
|
|
CNR
1679
Core Natural Resources, Inc.
CNR
$3.75B
| $18.9M | ﹤0.01% |
226,232
-301,904
| -57% | -$25.3M |
|
1680
Bruker
BRKR
$4.69B
| $18.9M | ﹤0.01% |
201,710
-15,740
| -7% | -$1.48M |
|
1681
Blackstone Mortgage Trust
BXMT
$3.35B
| $18.9M | ﹤0.01% |
950,258
-85,422
| -8% | -$1.7M |
|
1682
Goldman Sachs JUST US Large Cap Equity ETF
JUST
$484M
| $18.8M | ﹤0.01% |
251,039
+58,414
| +30% | +$4.38M |
|
|
SWN
1683
DELISTED
Southwestern Energy Company
SWN
| $18.8M | ﹤0.01% |
2,478,191
-623,737
| -20% | -$4.73M |
|
1684
Invesco Variable Rate Preferred ETF
VRP
$2.2B
| $18.8M | ﹤0.01% |
789,969
+234,045
| +42% | +$5.56M |
|
1685
Vanguard Intermediate-Term Bond ETF
BIV
$24.3B
| $18.7M | ﹤0.01% |
248,576
-10,622
| -4% | -$801K |
|
1686
Global X Artificial Intelligence & Technology ETF
AIQ
$4.89B
| $18.7M | ﹤0.01% |
551,841
+148,879
| +37% | +$5.06M |
|
1687
Ecovyst
ECVT
$1.06B
| $18.7M | ﹤0.01% |
1,679,684
+207,012
| +14% | +$2.31M |
|
1688
Vista Energy
VIST
$3.72B
| $18.7M | ﹤0.01% |
451,456
-97,388
| -18% | -$4.03M |
|
1689
FTI Consulting
FCN
$5.32B
| $18.7M | ﹤0.01% |
88,713
+3,343
| +4% | +$703K |
|
|
PMT
1690
PennyMac Mortgage Investment
PMT
$1.07B
| $18.6M | ﹤0.01% |
1,270,424
-114,896
| -8% | -$1.69M |
|
1691
Telephone and Data Systems
TDS
$4.51B
| $18.6M | ﹤0.01% |
1,163,232
+169,410
| +17% | +$2.71M |
|
1692
Spire
SR
$4.49B
| $18.6M | ﹤0.01% |
303,365
+12,370
| +4% | +$759K |
|
1693
Franklin Electric
FELE
$4.21B
| $18.6M | ﹤0.01% |
174,225
+64,795
| +59% | +$6.92M |
|
|
CERE
1694
DELISTED
Cerevel Therapeutics Holdings, Inc. Common Stock
CERE
| $18.6M | ﹤0.01% |
440,166
+283,358
| +181% | +$12M |
|
1695
Benchmark Electronics
BHE
$1.41B
| $18.6M | ﹤0.01% |
619,465
+24,556
| +4% | +$737K |
|
1696
BlackRock Short Maturity Municipal Bond ETF
MEAR
$1.23B
| $18.6M | ﹤0.01% |
370,575
+48,152
| +15% | +$2.41M |
|
1697
Cirrus Logic
CRUS
$6B
| $18.5M | ﹤0.01% |
200,234
-11,019
| -5% | -$1.02M |
|
1698
Hawaiian Electric Industries
HE
$2.09B
| $18.5M | ﹤0.01% |
1,642,725
+417,189
| +34% | +$4.7M |
|
1699
Enpro
NPO
$4.64B
| $18.5M | ﹤0.01% |
109,671
+3,115
| +3% | +$526K |
|
1700
Enterprise Financial Services Corp
EFSC
$2.24B
| $18.5M | ﹤0.01% |
456,243
-21,043
| -4% | -$854K |
|