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 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$5.59B |
| 2 |
iShares Short Treasury Bond ETF
SHV
|
+$3.18B |
| 3 |
Amazon
AMZN
|
+$2.09B |
| 4 |
NVIDIA
NVDA
|
+$2.01B |
| 5 |
Meta Platforms (Facebook)
META
|
+$1.99B |
Top Sells
| 1 |
Eli Lilly
LLY
|
+$1.75B |
| 2 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$1.33B |
| 3 |
UnitedHealth
UNH
|
+$1.23B |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$1.17B |
| 5 |
Automatic Data Processing
ADP
|
+$1.16B |
Sector Composition
| 1 | Technology | 18.3% |
| 2 | Healthcare | 11.5% |
| 3 | Financials | 9.97% |
| 4 | Consumer Discretionary | 9.25% |
| 5 | Industrials | 7.55% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1776
Cathay General Bancorp
CATY
$3.39B
| $12.1M | ﹤0.01% |
351,016
+58,660
| +20% | +$2.02M |
|
1777
Washington Trust Bancorp
WASH
$573M
| $12.1M | ﹤0.01% |
349,381
+31,827
| +10% | +$1.1M |
|
|
ROCC
1778
DELISTED
Ranger Oil Corporation Class A Common Stock
ROCC
| $12.1M | ﹤0.01% |
296,090
+265,971
| +883% | +$10.9M |
|
1779
Avnet
AVT
$4.46B
| $12.1M | ﹤0.01% |
267,346
+34,030
| +15% | +$1.54M |
|
1780
Peapack-Gladstone Financial
PGC
$517M
| $12.1M | ﹤0.01% |
407,495
+47,771
| +13% | +$1.41M |
|
1781
Doximity
DOCS
$13.3B
| $12.1M | ﹤0.01% |
372,559
-92,678
| -20% | -$3M |
|
|
AVID
1782
DELISTED
Avid Technology Inc
AVID
| $12M | ﹤0.01% |
376,368
+12,820
| +4% | +$410K |
|
1783
Victoria's Secret
VSCO
$2.12B
| $12M | ﹤0.01% |
352,386
+37,030
| +12% | +$1.26M |
|
1784
Sealed Air
SEE
$4.99B
| $12M | ﹤0.01% |
262,001
-820,195
| -76% | -$37.7M |
|
1785
Lazard
LAZ
$5.25B
| $12M | ﹤0.01% |
363,054
+228,826
| +170% | +$7.58M |
|
1786
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$2.04B
| $12M | ﹤0.01% |
431,398
+288,760
| +202% | +$8.04M |
|
1787
Madison Square Garden
MSGS
$5.12B
| $12M | ﹤0.01% |
61,502
+6,358
| +12% | +$1.24M |
|
1788
Premier
PINC
$2.2B
| $12M | ﹤0.01% |
370,175
+108,546
| +41% | +$3.51M |
|
1789
Cadence Bank
CADE
$7.02B
| $12M | ﹤0.01% |
576,747
+74,775
| +15% | +$1.55M |
|
1790
Janus Henderson
JHG
$7.01B
| $12M | ﹤0.01% |
449,385
+31,395
| +8% | +$836K |
|
1791
McGrath RentCorp
MGRC
$3.01B
| $12M | ﹤0.01% |
128,133
-10,109
| -7% | -$943K |
|
|
HCCI
1792
DELISTED
Heritage-Crystal Clean, Inc.
HCCI
| $11.9M | ﹤0.01% |
335,383
+147,315
| +78% | +$5.25M |
|
1793
Hanover Insurance
THG
$6.45B
| $11.9M | ﹤0.01% |
92,806
+9,711
| +12% | +$1.25M |
|
1794
SPDR Portfolio S&P 500 Value ETF
SPYV
$28.4B
| $11.9M | ﹤0.01% |
292,568
-19,925
| -6% | -$811K |
|
1795
UMB Financial
UMBF
$9.16B
| $11.9M | ﹤0.01% |
206,283
-16,867
| -8% | -$974K |
|
1796
Central Pacific Financial
CPF
$826M
| $11.9M | ﹤0.01% |
664,935
-112,157
| -14% | -$2.01M |
|
|
AZPN
1797
DELISTED
Aspen Technology Inc
AZPN
| $11.9M | ﹤0.01% |
51,965
+8,375
| +19% | +$1.92M |
|
1798
Par Pacific Holdings
PARR
$1.67B
| $11.9M | ﹤0.01% |
406,868
+213,993
| +111% | +$6.25M |
|
1799
Viavi Solutions
VIAV
$2.69B
| $11.9M | ﹤0.01% |
1,096,884
+140,956
| +15% | +$1.53M |
|
1800
LeMaitre Vascular
LMAT
$2.09B
| $11.8M | ﹤0.01% |
229,561
+13,297
| +6% | +$685K |
|