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 | |
|---|---|---|---|---|---|---|
1776
Ryder
R
$7.65B
| $16.3M | ﹤0.01% |
135,728
+7,186
| +6% | +$864K |
|
1777
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$2.04B
| $16.2M | ﹤0.01% |
551,393
-33,450
| -6% | -$985K |
|
1778
Syndax Pharmaceuticals
SNDX
$1.34B
| $16.2M | ﹤0.01% |
682,464
-98,466
| -13% | -$2.34M |
|
1779
Atmus Filtration Technologies
ATMU
$3.81B
| $16.2M | ﹤0.01% |
502,326
+345,662
| +221% | +$11.1M |
|
|
BRSP
1780
BrightSpire Capital
BRSP
$764M
| $16.2M | ﹤0.01% |
2,345,709
+315,452
| +16% | +$2.17M |
|
1781
MGE Energy Inc
MGEE
$3.08B
| $16.1M | ﹤0.01% |
204,745
-107,303
| -34% | -$8.45M |
|
1782
National Storage Affiliates Trust
NSA
$2.45B
| $16.1M | ﹤0.01% |
411,540
+3,717
| +0.9% | +$146K |
|
1783
Stifel
SF
$11.8B
| $16.1M | ﹤0.01% |
206,161
-622
| -0.3% | -$48.6K |
|
1784
Grupo Cibest S.A. American Depositary Shares (each representing four (4) Preferred Shares)
CIB
$12.5B
| $16.1M | ﹤0.01% |
470,527
+95,558
| +25% | +$3.27M |
|
1785
Elbit Systems
ESLT
$23.6B
| $16.1M | ﹤0.01% |
76,567
-177,111
| -70% | -$37.2M |
|
1786
iShares Latin America 40 ETF
ILF
$1.81B
| $16.1M | ﹤0.01% |
565,921
-209,140
| -27% | -$5.95M |
|
1787
First Trust North American Energy Infrastructure Fund
EMLP
$3.32B
| $16.1M | ﹤0.01% |
544,555
+22,585
| +4% | +$667K |
|
1788
ANI Pharmaceuticals
ANIP
$2.12B
| $16.1M | ﹤0.01% |
232,190
+8,167
| +4% | +$565K |
|
1789
RxSight
RXST
$381M
| $16M | ﹤0.01% |
310,960
-285,580
| -48% | -$14.7M |
|
1790
Associated Banc-Corp
ASB
$4.35B
| $16M | ﹤0.01% |
745,249
+114,183
| +18% | +$2.46M |
|
1791
Dimensional Core Fixed Income ETF
DFCF
$7.58B
| $16M | ﹤0.01% |
381,817
+24,058
| +7% | +$1.01M |
|
1792
iShares US Financial Services ETF
IYG
$1.93B
| $16M | ﹤0.01% |
241,533
+9,162
| +4% | +$607K |
|
1793
Alamo Group
ALG
$2.49B
| $16M | ﹤0.01% |
70,105
-4,172
| -6% | -$953K |
|
1794
First American
FAF
$6.87B
| $16M | ﹤0.01% |
261,498
+37,388
| +17% | +$2.28M |
|
1795
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
$1.86B
| $15.8M | ﹤0.01% |
201,748
+1,502
| +0.8% | +$118K |
|
1796
Central Garden & Pet Class A
CENTA
$2.03B
| $15.8M | ﹤0.01% |
427,472
-288,104
| -40% | -$10.6M |
|
1797
Greif
GEF
$3.59B
| $15.7M | ﹤0.01% |
227,944
+20,812
| +10% | +$1.44M |
|
|
XIFR
1798
XPLR Infrastructure, LP
XIFR
$947M
| $15.7M | ﹤0.01% |
520,986
+181,625
| +54% | +$5.46M |
|
|
ALTM
1799
DELISTED
Arcadium Lithium plc
ALTM
| $15.6M | ﹤0.01% |
+3,621,048
| New | +$15.6M |
|
1800
The GEO Group
GEO
$3.12B
| $15.6M | ﹤0.01% |
1,104,137
+817,920
| +286% | +$11.5M |
|