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 | |
|---|---|---|---|---|---|---|
1701
Kulicke & Soffa
KLIC
$2.01B
| $18.5M | ﹤0.01% |
367,726
+8,877
| +2% | +$447K |
|
|
CMBT
1702
CMB.TECH NV
CMBT
$2.8B
| $18.5M | ﹤0.01% |
1,111,665
+332,511
| +43% | +$5.53M |
|
1703
Belden
BDC
$5.21B
| $18.5M | ﹤0.01% |
199,426
+59,296
| +42% | +$5.49M |
|
1704
TIM SA
TIMB
$10.3B
| $18.4M | ﹤0.01% |
1,039,435
+11,714
| +1% | +$208K |
|
1705
Vanguard Mega Cap Value ETF
MGV
$9.96B
| $18.4M | ﹤0.01% |
154,061
-26,858
| -15% | -$3.21M |
|
1706
Rocket Pharmaceuticals
RCKT
$341M
| $18.4M | ﹤0.01% |
682,524
-65,816
| -9% | -$1.77M |
|
|
PLYM
1707
Plymouth Industrial REIT
PLYM
$980M
| $18.4M | ﹤0.01% |
816,561
+341
| +0% | +$7.67K |
|
1708
iShares MSCI Indonesia ETF
EIDO
$337M
| $18.3M | ﹤0.01% |
813,757
-195,761
| -19% | -$4.41M |
|
1709
Kymera Therapeutics
KYMR
$3.36B
| $18.3M | ﹤0.01% |
455,936
-56,310
| -11% | -$2.26M |
|
|
PDCO
1710
DELISTED
Patterson Companies, Inc.
PDCO
| $18.3M | ﹤0.01% |
662,604
+9,834
| +2% | +$272K |
|
1711
EPR Properties
EPR
$4.45B
| $18.3M | ﹤0.01% |
429,934
-30,274
| -7% | -$1.29M |
|
1712
Prosperity Bancshares
PB
$6.44B
| $18.2M | ﹤0.01% |
277,085
-8,735
| -3% | -$575K |
|
1713
UMB Financial
UMBF
$9.16B
| $18.2M | ﹤0.01% |
209,328
+34,722
| +20% | +$3.02M |
|
1714
America Movil
AMX
$61.4B
| $18.1M | ﹤0.01% |
969,698
-47,860
| -5% | -$893K |
|
1715
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$9.92B
| $18.1M | ﹤0.01% |
154,803
+53,457
| +53% | +$6.25M |
|
1716
Simply Good Foods
SMPL
$2.73B
| $18.1M | ﹤0.01% |
531,413
+97,792
| +23% | +$3.33M |
|
1717
Royal Gold
RGLD
$12.5B
| $18M | ﹤0.01% |
148,102
-34,385
| -19% | -$4.19M |
|
1718
Moog
MOG.A
$6.27B
| $18M | ﹤0.01% |
112,832
+22,902
| +25% | +$3.66M |
|
1719
Boston Beer
SAM
$2.36B
| $18M | ﹤0.01% |
59,167
+28,458
| +93% | +$8.66M |
|
1720
SPS Commerce
SPSC
$4B
| $18M | ﹤0.01% |
97,275
-28,319
| -23% | -$5.24M |
|
1721
PTC Therapeutics
PTCT
$4.85B
| $18M | ﹤0.01% |
617,386
-81,666
| -12% | -$2.38M |
|
1722
OceanFirst Financial
OCFC
$1.04B
| $17.9M | ﹤0.01% |
1,093,149
+137,588
| +14% | +$2.26M |
|
1723
Century Communities
CCS
$2B
| $17.9M | ﹤0.01% |
185,727
+128,550
| +225% | +$12.4M |
|
1724
Toyota
TM
$256B
| $17.9M | ﹤0.01% |
71,155
+402
| +0.6% | +$101K |
|
1725
Avantor
AVTR
$8.39B
| $17.8M | ﹤0.01% |
694,182
-231,742
| -25% | -$5.93M |
|