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 | |
|---|---|---|---|---|---|---|
1826
MacroGenics
MGNX
$100M
| $15.1M | ﹤0.01% |
1,029,049
-105,695
| -9% | -$1.56M |
|
1827
iShares Silver Trust
SLV
$20.7B
| $15.1M | ﹤0.01% |
665,681
-973,571
| -59% | -$22.1M |
|
1828
iShares Russell Top 200 Value ETF
IWX
$2.82B
| $15.1M | ﹤0.01% |
197,883
-5,822
| -3% | -$444K |
|
1829
International Seaways
INSW
$2.33B
| $15.1M | ﹤0.01% |
283,132
-45,223
| -14% | -$2.41M |
|
1830
Applied Finance Valuation Large Cap ETF
VSLU
$296M
| $15.1M | ﹤0.01% |
462,020
+89,958
| +24% | +$2.93M |
|
1831
SharkNinja
SN
$16.1B
| $15M | ﹤0.01% |
241,056
-9,576
| -4% | -$596K |
|
1832
MDU Resources
MDU
$3.32B
| $15M | ﹤0.01% |
1,073,230
-121,821
| -10% | -$1.7M |
|
1833
Nelnet
NNI
$4.46B
| $15M | ﹤0.01% |
157,980
-18,461
| -10% | -$1.75M |
|
1834
AZZ Inc
AZZ
$3.52B
| $14.9M | ﹤0.01% |
193,299
-9,032
| -4% | -$698K |
|
1835
Intellia Therapeutics
NTLA
$1.23B
| $14.9M | ﹤0.01% |
543,107
-93,010
| -15% | -$2.56M |
|
1836
SLM Corp
SLM
$5.86B
| $14.9M | ﹤0.01% |
685,256
+73,207
| +12% | +$1.6M |
|
1837
Dimensional International Value ETF
DFIV
$13.3B
| $14.9M | ﹤0.01% |
405,354
-17,561
| -4% | -$645K |
|
1838
First Trust Cloud Computing ETF
SKYY
$3.2B
| $14.9M | ﹤0.01% |
155,588
+8,953
| +6% | +$856K |
|
1839
Evertec
EVTC
$2.14B
| $14.8M | ﹤0.01% |
371,808
-132,448
| -26% | -$5.28M |
|
1840
Madrigal Pharmaceuticals
MDGL
$9.63B
| $14.8M | ﹤0.01% |
55,404
-3,909
| -7% | -$1.04M |
|
1841
Houlihan Lokey
HLI
$14.4B
| $14.8M | ﹤0.01% |
115,322
+5,986
| +5% | +$767K |
|
1842
InvenTrust Properties
IVT
$2.33B
| $14.7M | ﹤0.01% |
573,630
-20,691
| -3% | -$532K |
|
1843
Synovus
SNV
$7.18B
| $14.7M | ﹤0.01% |
367,925
+3,487
| +1% | +$140K |
|
1844
Avista
AVA
$2.95B
| $14.7M | ﹤0.01% |
419,479
+35,207
| +9% | +$1.23M |
|
1845
V2X
VVX
$1.7B
| $14.7M | ﹤0.01% |
314,342
+22,426
| +8% | +$1.05M |
|
1846
Suburban Propane Partners
SPH
$1.21B
| $14.6M | ﹤0.01% |
716,723
+595,622
| +492% | +$12.2M |
|
|
FLG
1847
Flagstar Financial, Inc.
FLG
$5.27B
| $14.6M | ﹤0.01% |
1,515,659
+604,262
| +66% | +$5.84M |
|
1848
Cohu
COHU
$964M
| $14.6M | ﹤0.01% |
437,375
+44,264
| +11% | +$1.48M |
|
1849
Tanger
SKT
$3.86B
| $14.5M | ﹤0.01% |
490,951
-145,158
| -23% | -$4.29M |
|
1850
Yeti Holdings
YETI
$2.88B
| $14.5M | ﹤0.01% |
375,535
-18,125
| -5% | -$699K |
|