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 Intermediate-Term Corporate Bond ETF
VCIT
|
+$3.65B |
| 2 |
Microsoft
MSFT
|
+$2.99B |
| 3 |
Eli Lilly
LLY
|
+$2.1B |
| 4 |
Broadcom
AVGO
|
+$1.57B |
| 5 |
ServiceNow
NOW
|
+$1.33B |
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$3.4B |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$2.57B |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$2.55B |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$2.15B |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$1.56B |
Sector Composition
| 1 | Technology | 21.83% |
| 2 | Healthcare | 10.29% |
| 3 | Financials | 9.88% |
| 4 | Consumer Discretionary | 9.44% |
| 5 | Industrials | 7.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1826
Synovus
SNV
$7.18B
| $13.7M | ﹤0.01% |
364,438
-79,714
| -18% | -$3M |
|
|
CMBT
1827
CMB.TECH NV
CMBT
$2.8B
| $13.7M | ﹤0.01% |
779,154
-129,615
| -14% | -$2.28M |
|
1828
Global X MLP & Energy Infrastructure ETF
MLPX
$2.6B
| $13.7M | ﹤0.01% |
306,777
+262,403
| +591% | +$11.7M |
|
1829
Greif
GEF
$3.59B
| $13.6M | ﹤0.01% |
207,132
+4,134
| +2% | +$271K |
|
1830
V2X
VVX
$1.7B
| $13.6M | ﹤0.01% |
291,916
+13,716
| +5% | +$637K |
|
1831
DHT Holdings
DHT
$1.98B
| $13.5M | ﹤0.01% |
1,380,037
-157,150
| -10% | -$1.54M |
|
1832
Impinj
PI
$5.2B
| $13.5M | ﹤0.01% |
150,201
+93,356
| +164% | +$8.4M |
|
1833
Associated Banc-Corp
ASB
$4.35B
| $13.5M | ﹤0.01% |
631,066
+232,179
| +58% | +$4.97M |
|
1834
Stepan Co
SCL
$1.09B
| $13.5M | ﹤0.01% |
142,603
+19,010
| +15% | +$1.8M |
|
1835
Dave & Buster's
PLAY
$817M
| $13.5M | ﹤0.01% |
249,879
+192,324
| +334% | +$10.4M |
|
1836
IonQ
IONQ
$16.6B
| $13.4M | ﹤0.01% |
1,085,107
+183,046
| +20% | +$2.27M |
|
1837
Clear Channel Outdoor Holdings
CCO
$651M
| $13.4M | ﹤0.01% |
7,380,862
-7,550,522
| -51% | -$13.7M |
|
1838
Franklin US Core Bond ETF
FLCB
$2.72B
| $13.4M | ﹤0.01% |
618,875
+249,356
| +67% | +$5.39M |
|
1839
Cable One
CABO
$968M
| $13.4M | ﹤0.01% |
24,011
-11,495
| -32% | -$6.4M |
|
1840
Harley-Davidson
HOG
$3.63B
| $13.4M | ﹤0.01% |
362,546
-3,299
| -0.9% | -$122K |
|
1841
Sunoco
SUN
$6.85B
| $13.3M | ﹤0.01% |
222,640
-1,162,125
| -84% | -$69.6M |
|
1842
Ultragenyx Pharmaceutical
RARE
$2.92B
| $13.3M | ﹤0.01% |
277,942
+2,351
| +0.9% | +$112K |
|
1843
Ziff Davis
ZD
$1.5B
| $13.2M | ﹤0.01% |
196,310
+9,418
| +5% | +$633K |
|
1844
Sensata Technologies
ST
$4.55B
| $13.2M | ﹤0.01% |
350,767
-48,416
| -12% | -$1.82M |
|
1845
Houlihan Lokey
HLI
$14.4B
| $13.1M | ﹤0.01% |
109,336
-6,520
| -6% | -$782K |
|
1846
MDU Resources
MDU
$3.32B
| $13.1M | ﹤0.01% |
1,195,051
+152,219
| +15% | +$1.67M |
|
1847
Goldman Sachs JUST US Large Cap Equity ETF
JUST
$484M
| $13.1M | ﹤0.01% |
192,625
-1,089
| -0.6% | -$74K |
|
|
NOVA
1848
DELISTED
Sunnova Energy
NOVA
| $13.1M | ﹤0.01% |
856,988
-620,888
| -42% | -$9.47M |
|
1849
Guardant Health
GH
$6.85B
| $13.1M | ﹤0.01% |
482,813
+59,090
| +14% | +$1.6M |
|
1850
Westlake Corp
WLK
$11.3B
| $13.1M | ﹤0.01% |
93,288
+1,638
| +2% | +$229K |
|