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 | |
|---|---|---|---|---|---|---|
1851
Kymera Therapeutics
KYMR
$3.36B
| $13M | ﹤0.01% |
512,246
-109,746
| -18% | -$2.79M |
|
1852
Cadence Bank
CADE
$7.02B
| $13M | ﹤0.01% |
440,595
-7,345
| -2% | -$217K |
|
1853
Tidewater
TDW
$2.93B
| $13M | ﹤0.01% |
180,666
+65,308
| +57% | +$4.71M |
|
1854
Prothena Corp
PRTA
$442M
| $13M | ﹤0.01% |
358,478
-43,553
| -11% | -$1.58M |
|
1855
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$8.01B
| $13M | ﹤0.01% |
352,242
+200,496
| +132% | +$7.41M |
|
1856
Moog
MOG.A
$6.27B
| $13M | ﹤0.01% |
89,930
+17,128
| +24% | +$2.48M |
|
|
BVH
1857
DELISTED
Bluegreen Vacations Holding Corporation
BVH
| $13M | ﹤0.01% |
173,232
-311,513
| -64% | -$23.4M |
|
1858
Burford Capital
BUR
$2.82B
| $13M | ﹤0.01% |
832,578
-70,008
| -8% | -$1.09M |
|
1859
Toyota
TM
$256B
| $13M | ﹤0.01% |
70,753
+25,141
| +55% | +$4.61M |
|
1860
Crane Co
CR
$10.5B
| $12.9M | ﹤0.01% |
109,265
+8,233
| +8% | +$973K |
|
1861
TTM Technologies
TTMI
$4.83B
| $12.9M | ﹤0.01% |
815,630
+12,775
| +2% | +$202K |
|
1862
NeoGenomics
NEO
$1.03B
| $12.9M | ﹤0.01% |
795,737
-314,846
| -28% | -$5.09M |
|
1863
iShares MSCI Malaysia ETF
EWM
$245M
| $12.9M | ﹤0.01% |
605,872
+181,979
| +43% | +$3.87M |
|
1864
Vanguard Global ex-US Real Estate ETF
VNQI
$3.62B
| $12.9M | ﹤0.01% |
302,159
-847
| -0.3% | -$36.1K |
|
1865
VanEck Pharmaceutical ETF
PPH
$627M
| $12.9M | ﹤0.01% |
158,138
-45,051
| -22% | -$3.67M |
|
1866
VanEck Biotech ETF
BBH
$349M
| $12.9M | ﹤0.01% |
77,812
+18,266
| +31% | +$3.02M |
|
1867
First Trust Cloud Computing ETF
SKYY
$3.2B
| $12.9M | ﹤0.01% |
146,635
+8,665
| +6% | +$760K |
|
1868
Shutterstock
SSTK
$742M
| $12.8M | ﹤0.01% |
266,089
-54,124
| -17% | -$2.61M |
|
1869
Invesco Variable Rate Preferred ETF
VRP
$2.2B
| $12.8M | ﹤0.01% |
555,924
+194,917
| +54% | +$4.5M |
|
1870
SharkNinja
SN
$16.1B
| $12.8M | ﹤0.01% |
250,632
+249,482
| +21,694% | +$12.8M |
|
1871
iShares California Muni Bond ETF
CMF
$3.39B
| $12.8M | ﹤0.01% |
221,275
+6,469
| +3% | +$375K |
|
1872
AtriCure
ATRC
$1.74B
| $12.7M | ﹤0.01% |
356,233
+34,223
| +11% | +$1.22M |
|
1873
Vanguard Materials ETF
VAW
$2.89B
| $12.7M | ﹤0.01% |
66,881
+39,678
| +146% | +$7.54M |
|
1874
AdvanSix
ASIX
$576M
| $12.6M | ﹤0.01% |
422,001
+35,587
| +9% | +$1.07M |
|
1875
iShares ESG Advanced Total USD Bond Market ETF
EUSB
$754M
| $12.6M | ﹤0.01% |
291,817
-5,188
| -2% | -$224K |
|