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 | |
|---|---|---|---|---|---|---|
1751
Zions Bancorporation
ZION
$8.62B
| $16.8M | ﹤0.01% |
387,723
+47,321
| +14% | +$2.05M |
|
1752
First Trust Preferred Securities and Income ETF
FPE
$6.2B
| $16.8M | ﹤0.01% |
969,336
+293,116
| +43% | +$5.08M |
|
1753
Amkor Technology
AMKR
$6.29B
| $16.8M | ﹤0.01% |
520,660
+55,901
| +12% | +$1.8M |
|
1754
iShares MSCI Malaysia ETF
EWM
$245M
| $16.8M | ﹤0.01% |
769,229
+163,357
| +27% | +$3.56M |
|
1755
Advanced Energy
AEIS
$5.94B
| $16.8M | ﹤0.01% |
164,264
+85,835
| +109% | +$8.75M |
|
1756
Invesco
IVZ
$10B
| $16.7M | ﹤0.01% |
1,009,152
-70,320
| -7% | -$1.17M |
|
1757
TriCo Bancshares
TCBK
$1.48B
| $16.7M | ﹤0.01% |
454,734
+8,854
| +2% | +$326K |
|
1758
Federal Signal
FSS
$7.64B
| $16.7M | ﹤0.01% |
196,500
+64,026
| +48% | +$5.43M |
|
1759
Penske Automotive Group
PAG
$11.9B
| $16.7M | ﹤0.01% |
102,926
+5,654
| +6% | +$916K |
|
1760
Acadia Realty Trust
AKR
$2.64B
| $16.7M | ﹤0.01% |
979,255
+518,080
| +112% | +$8.81M |
|
1761
Cal-Maine
CALM
$5.37B
| $16.6M | ﹤0.01% |
282,864
+78,681
| +39% | +$4.63M |
|
|
NWLI
1762
DELISTED
National Western Life Group, Inc. Class A
NWLI
| $16.6M | ﹤0.01% |
33,768
+27,885
| +474% | +$13.7M |
|
1763
Highwoods Properties
HIW
$3.5B
| $16.6M | ﹤0.01% |
634,270
-263,210
| -29% | -$6.89M |
|
1764
Orion
OEC
$521M
| $16.6M | ﹤0.01% |
705,095
-42,132
| -6% | -$991K |
|
1765
Schwab US Large-Cap Value ETF
SCHV
$13.5B
| $16.5M | ﹤0.01% |
652,668
-69,015
| -10% | -$1.75M |
|
1766
Haemonetics
HAE
$2.51B
| $16.5M | ﹤0.01% |
193,565
+17,226
| +10% | +$1.47M |
|
1767
iShares Core US REIT ETF
USRT
$3.16B
| $16.5M | ﹤0.01% |
306,532
+49,673
| +19% | +$2.67M |
|
1768
Schwab US Mid-Cap ETF
SCHM
$12.2B
| $16.5M | ﹤0.01% |
606,381
+13,977
| +2% | +$379K |
|
1769
Janus Henderson
JHG
$7.01B
| $16.4M | ﹤0.01% |
499,965
+10,315
| +2% | +$339K |
|
1770
Kadant
KAI
$3.69B
| $16.4M | ﹤0.01% |
50,052
-2,540
| -5% | -$833K |
|
1771
Invesco DB Agriculture Fund
DBA
$814M
| $16.4M | ﹤0.01% |
662,879
-11,191
| -2% | -$277K |
|
1772
Cadence Bank
CADE
$7.02B
| $16.4M | ﹤0.01% |
565,070
+124,475
| +28% | +$3.61M |
|
1773
iShares California Muni Bond ETF
CMF
$3.39B
| $16.4M | ﹤0.01% |
284,528
+63,253
| +29% | +$3.64M |
|
1774
Flowers Foods
FLO
$2.9B
| $16.4M | ﹤0.01% |
688,441
+49,659
| +8% | +$1.18M |
|
1775
iShares Currency Hedged MSCI Eurozone ETF
HEZU
$678M
| $16.3M | ﹤0.01% |
444,285
+16,850
| +4% | +$620K |
|