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 | |
|---|---|---|---|---|---|---|
1851
Franklin US Core Bond ETF
FLCB
$2.72B
| $14.5M | ﹤0.01% |
678,145
+59,270
| +10% | +$1.26M |
|
1852
Vera Therapeutics
VERA
$1.52B
| $14.5M | ﹤0.01% |
335,564
+304,219
| +971% | +$13.1M |
|
|
CNH
1853
CNH Industrial
CNH
$13.7B
| $14.5M | ﹤0.01% |
1,115,605
-6,774,176
| -86% | -$87.8M |
|
1854
Sealed Air
SEE
$4.99B
| $14.4M | ﹤0.01% |
387,605
+165,531
| +75% | +$6.16M |
|
1855
O-I Glass
OI
$1.99B
| $14.4M | ﹤0.01% |
867,892
+97,565
| +13% | +$1.62M |
|
1856
Safety Insurance
SAFT
$1.1B
| $14.4M | ﹤0.01% |
175,030
+11,960
| +7% | +$983K |
|
1857
Glacier Bancorp
GBCI
$5.8B
| $14.3M | ﹤0.01% |
355,823
+78,588
| +28% | +$3.17M |
|
1858
AtriCure
ATRC
$1.74B
| $14.3M | ﹤0.01% |
471,012
+114,779
| +32% | +$3.49M |
|
1859
Yelp
YELP
$1.95B
| $14.3M | ﹤0.01% |
362,660
-2,827
| -0.8% | -$111K |
|
1860
Heritage Commerce
HTBK
$624M
| $14.3M | ﹤0.01% |
1,661,816
+98,093
| +6% | +$842K |
|
1861
Bloomin' Brands
BLMN
$577M
| $14.2M | ﹤0.01% |
496,355
-145,650
| -23% | -$4.18M |
|
1862
iShares US Energy ETF
IYE
$1.15B
| $14.2M | ﹤0.01% |
288,048
-223,094
| -44% | -$11M |
|
1863
Stantec
STN
$12.6B
| $14.2M | ﹤0.01% |
171,348
-5,513
| -3% | -$458K |
|
1864
ASE Group
ASX
$24B
| $14.2M | ﹤0.01% |
1,294,616
+150,029
| +13% | +$1.65M |
|
1865
First Commonwealth Financial
FCF
$1.84B
| $14.2M | ﹤0.01% |
1,019,761
-193,238
| -16% | -$2.69M |
|
1866
Plains GP Holdings
PAGP
$3.7B
| $14.2M | ﹤0.01% |
777,139
+33,526
| +5% | +$612K |
|
|
AEL
1867
DELISTED
American Equity Investment Life Holding Company
AEL
| $14.2M | ﹤0.01% |
252,149
-605,228
| -71% | -$34M |
|
1868
iShares ESG Advanced Total USD Bond Market ETF
EUSB
$754M
| $14.1M | ﹤0.01% |
329,496
+37,679
| +13% | +$1.61M |
|
1869
Old Second Bancorp
OSBC
$961M
| $14.1M | ﹤0.01% |
1,019,434
+49,672
| +5% | +$687K |
|
1870
Crane Co
CR
$10.5B
| $14.1M | ﹤0.01% |
104,386
-4,879
| -4% | -$659K |
|
1871
American Eagle Outfitters
AEO
$3.18B
| $14.1M | ﹤0.01% |
546,341
+39,589
| +8% | +$1.02M |
|
1872
StoneX
SNEX
$5.04B
| $14.1M | ﹤0.01% |
300,308
-156
| -0.1% | -$7.31K |
|
1873
Hecla Mining
HL
$7.51B
| $14M | ﹤0.01% |
2,904,543
-448,496
| -13% | -$2.16M |
|
1874
MaxLinear
MXL
$1.37B
| $14M | ﹤0.01% |
748,151
+491,999
| +192% | +$9.19M |
|
1875
Dole
DOLE
$1.3B
| $14M | ﹤0.01% |
1,169,965
-26,480
| -2% | -$316K |
|