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 |
iShares Core S&P 500 ETF
IVV
|
+$3.57B |
| 2 |
Amazon
AMZN
|
+$2.84B |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$2.47B |
| 4 |
Mastercard
MA
|
+$1.44B |
| 5 |
Meta Platforms (Facebook)
META
|
+$1.31B |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$4.44B |
| 2 |
Apple
AAPL
|
+$3.14B |
| 3 |
Invesco QQQ Trust
QQQ
|
+$1.87B |
| 4 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$1.84B |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$1.57B |
Sector Composition
| 1 | Technology | 20.05% |
| 2 | Healthcare | 11.18% |
| 3 | Financials | 9.56% |
| 4 | Consumer Discretionary | 9.09% |
| 5 | Industrials | 7.17% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1776
Information Services Group
III
$253M
| $12.1M | ﹤0.01% |
2,755,622
-176,424
| -6% | -$773K |
|
1777
Alaska Air
ALK
$7.31B
| $12.1M | ﹤0.01% |
325,466
-1,299,008
| -80% | -$48.2M |
|
1778
ING
ING
$74.7B
| $12.1M | ﹤0.01% |
914,504
+826,067
| +934% | +$10.9M |
|
1779
Axsome Therapeutics
AXSM
$5.91B
| $12.1M | ﹤0.01% |
172,456
-776
| -0.4% | -$54.2K |
|
1780
Roku
ROKU
$13.9B
| $12M | ﹤0.01% |
170,539
-8,397
| -5% | -$593K |
|
1781
iShares Morningstar Growth ETF
ILCG
$3B
| $12M | ﹤0.01% |
201,715
-2,403
| -1% | -$143K |
|
1782
AdvanSix
ASIX
$576M
| $12M | ﹤0.01% |
386,414
+10,595
| +3% | +$329K |
|
1783
Sealed Air
SEE
$4.99B
| $12M | ﹤0.01% |
365,431
+30,716
| +9% | +$1.01M |
|
1784
Independent Bank
INDB
$3.56B
| $12M | ﹤0.01% |
244,352
+9,302
| +4% | +$457K |
|
1785
Veeco
VECO
$1.52B
| $12M | ﹤0.01% |
426,341
-132,066
| -24% | -$3.71M |
|
1786
Alamo Group
ALG
$2.49B
| $11.9M | ﹤0.01% |
69,055
-11,850
| -15% | -$2.05M |
|
1787
Vanguard Emerging Markets Government Bond ETF
VWOB
$4.6B
| $11.9M | ﹤0.01% |
201,519
+165,818
| +464% | +$9.81M |
|
1788
Upbound Group
UPBD
$1.45B
| $11.9M | ﹤0.01% |
404,742
-24,513
| -6% | -$722K |
|
1789
Amkor Technology
AMKR
$6.29B
| $11.9M | ﹤0.01% |
526,731
-12,133
| -2% | -$274K |
|
1790
Ziff Davis
ZD
$1.5B
| $11.9M | ﹤0.01% |
186,892
-21,233
| -10% | -$1.35M |
|
1791
Zillow
Z
$21.3B
| $11.9M | ﹤0.01% |
257,823
-1,115,966
| -81% | -$51.5M |
|
1792
BGC Group
BGC
$4.82B
| $11.9M | ﹤0.01% |
2,249,164
-418,427
| -16% | -$2.21M |
|
1793
Valley National Bancorp
VLY
$6.04B
| $11.8M | ﹤0.01% |
1,384,104
+140,180
| +11% | +$1.2M |
|
1794
Black Hills Corp
BKH
$4.33B
| $11.8M | ﹤0.01% |
233,576
-11,624
| -5% | -$588K |
|
1795
Zscaler
ZS
$44.8B
| $11.8M | ﹤0.01% |
75,895
-30,092
| -28% | -$4.68M |
|
1796
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$12.7B
| $11.8M | ﹤0.01% |
319,813
-11,455
| -3% | -$423K |
|
1797
Federal Agricultural Mortgage
AGM
$2.15B
| $11.8M | ﹤0.01% |
76,455
+13,731
| +22% | +$2.12M |
|
1798
Vanguard Global ex-US Real Estate ETF
VNQI
$3.62B
| $11.8M | ﹤0.01% |
303,006
-4,010
| -1% | -$156K |
|
1799
Goldman Sachs JUST US Large Cap Equity ETF
JUST
$484M
| $11.8M | ﹤0.01% |
193,714
+60,775
| +46% | +$3.7M |
|
1800
Kohl's
KSS
$1.71B
| $11.8M | ﹤0.01% |
562,273
-320,573
| -36% | -$6.72M |
|