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 Total Bond Market
BND
|
+$2.22B |
| 2 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$2.05B |
| 3 |
AbbVie
ABBV
|
+$1.78B |
| 4 |
Vanguard Total International Bond ETF
BNDX
|
+$1.63B |
| 5 |
Exxon Mobil
XOM
|
+$1.6B |
Top Sells
| 1 |
Vanguard Short-Term Bond ETF
BSV
|
+$3.92B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.35B |
| 3 |
Tesla
TSLA
|
+$1.22B |
| 4 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$1.13B |
| 5 |
iShares TIPS Bond ETF
TIP
|
+$1.03B |
Sector Composition
| 1 | Technology | 17.24% |
| 2 | Healthcare | 11.68% |
| 3 | Financials | 11.59% |
| 4 | Consumer Discretionary | 9.21% |
| 5 | Industrials | 7.93% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1776
Oceaneering
OII
$2.43B
| $12.6M | ﹤0.01% |
831,624
+61,875
| +8% | +$938K |
|
1777
Guardant Health
GH
$6.85B
| $12.6M | ﹤0.01% |
190,064
-51,601
| -21% | -$3.42M |
|
1778
SAP
SAP
$299B
| $12.6M | ﹤0.01% |
113,250
+88,881
| +365% | +$9.86M |
|
1779
Invesco S&P 500 GARP ETF
SPGP
$2.73B
| $12.6M | ﹤0.01% |
137,652
+89,885
| +188% | +$8.2M |
|
1780
SK Telecom
SKM
$8.36B
| $12.5M | ﹤0.01% |
489,223
-9,108
| -2% | -$233K |
|
1781
Polaris
PII
$3.22B
| $12.5M | ﹤0.01% |
118,978
-26,845
| -18% | -$2.83M |
|
1782
G-III Apparel Group
GIII
$1.12B
| $12.5M | ﹤0.01% |
461,539
-40,936
| -8% | -$1.11M |
|
1783
Westamerica Bancorp
WABC
$1.24B
| $12.5M | ﹤0.01% |
206,041
-63,428
| -24% | -$3.84M |
|
1784
Avantor
AVTR
$8.39B
| $12.4M | ﹤0.01% |
367,734
+254,664
| +225% | +$8.61M |
|
1785
Spruce Power Holding Corp
SPRU
$29.4M
| $12.4M | ﹤0.01% |
780,109
-80,500
| -9% | -$1.28M |
|
1786
Phillips Edison & Co
PECO
$4.47B
| $12.4M | ﹤0.01% |
361,112
-54,377
| -13% | -$1.87M |
|
1787
iShares Micro-Cap ETF
IWC
$948M
| $12.4M | ﹤0.01% |
96,344
-839
| -0.9% | -$108K |
|
1788
PENN Entertainment
PENN
$2.86B
| $12.4M | ﹤0.01% |
291,796
-22,154
| -7% | -$940K |
|
1789
Inovio Pharmaceuticals
INO
$126M
| $12.4M | ﹤0.01% |
286,735
-29,755
| -9% | -$1.28M |
|
1790
Marcus Corp
MCS
$504M
| $12.3M | ﹤0.01% |
696,852
+84,713
| +14% | +$1.5M |
|
1791
Shenandoah Telecom
SHEN
$744M
| $12.3M | ﹤0.01% |
523,100
+22,371
| +4% | +$527K |
|
1792
Steven Madden
SHOO
$2.26B
| $12.3M | ﹤0.01% |
318,984
+22,343
| +8% | +$863K |
|
1793
Owens & Minor
OMI
$412M
| $12.3M | ﹤0.01% |
279,310
-52,193
| -16% | -$2.3M |
|
|
AVLR
1794
DELISTED
Avalara, Inc.
AVLR
| $12.3M | ﹤0.01% |
123,481
+26,845
| +28% | +$2.67M |
|
1795
Crocs
CROX
$4.23B
| $12.3M | ﹤0.01% |
160,588
+972
| +0.6% | +$74.3K |
|
1796
Hanover Insurance
THG
$6.45B
| $12.3M | ﹤0.01% |
81,994
-4,988
| -6% | -$746K |
|
1797
DT Midstream
DTM
$10.9B
| $12.2M | ﹤0.01% |
225,447
+14,913
| +7% | +$809K |
|
|
RC
1798
Ready Capital
RC
$689M
| $12.2M | ﹤0.01% |
811,765
+141,736
| +21% | +$2.13M |
|
1799
iShares Core S&P Total US Stock Market ETF
ITOT
$76.7B
| $12.2M | ﹤0.01% |
120,826
+81,788
| +210% | +$8.26M |
|
1800
Minerals Technologies
MTX
$1.99B
| $12.2M | ﹤0.01% |
184,120
-123,600
| -40% | -$8.18M |
|