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 | |
|---|---|---|---|---|---|---|
1876
Ryerson Holding
RYI
$746M
| $13.9M | ﹤0.01% |
415,574
+84,762
| +26% | +$2.84M |
|
1877
Liberty Media Series C
FWONK
$24.8B
| $13.9M | ﹤0.01% |
212,207
+63,238
| +42% | +$4.15M |
|
1878
Ziff Davis
ZD
$1.51B
| $13.9M | ﹤0.01% |
220,767
+24,457
| +12% | +$1.54M |
|
|
JBGS
1879
JBG SMITH
JBGS
$1.45B
| $13.9M | ﹤0.01% |
866,555
+551,330
| +175% | +$8.85M |
|
1880
Boot Barn
BOOT
$5.51B
| $13.9M | ﹤0.01% |
146,135
+7,695
| +6% | +$732K |
|
1881
Forestar Group
FOR
$1.4B
| $13.9M | ﹤0.01% |
345,869
-135,646
| -28% | -$5.45M |
|
1882
IPG Photonics
IPGP
$3.4B
| $13.9M | ﹤0.01% |
153,147
+14,240
| +10% | +$1.29M |
|
1883
Liberty Global Class A
LBTYA
$4.04B
| $13.9M | ﹤0.01% |
819,971
+811,677
| +9,786% | +$13.7M |
|
1884
Harley-Davidson
HOG
$3.63B
| $13.8M | ﹤0.01% |
316,543
-46,003
| -13% | -$2.01M |
|
1885
John B. Sanfilippo & Son
JBSS
$740M
| $13.8M | ﹤0.01% |
130,649
-26,452
| -17% | -$2.8M |
|
1886
Brookfield Renewable
BEPC
$6.19B
| $13.7M | ﹤0.01% |
559,383
-5,376
| -1% | -$132K |
|
1887
Enovis
ENOV
$1.83B
| $13.7M | ﹤0.01% |
218,595
+48,064
| +28% | +$3M |
|
1888
Preferred Bank
PFBC
$1.16B
| $13.6M | ﹤0.01% |
177,581
-12,797
| -7% | -$982K |
|
1889
Scansource
SCSC
$985M
| $13.6M | ﹤0.01% |
308,548
-64,471
| -17% | -$2.84M |
|
|
TXNM
1890
TXNM Energy, Inc.
TXNM
$5.99B
| $13.6M | ﹤0.01% |
360,531
-381,164
| -51% | -$14.3M |
|
1891
Green Brick Partners
GRBK
$3.16B
| $13.6M | ﹤0.01% |
225,132
+11,196
| +5% | +$674K |
|
1892
VanEck Biotech ETF
BBH
$348M
| $13.5M | ﹤0.01% |
81,289
+3,477
| +4% | +$578K |
|
1893
Empire State Realty Trust
ESRT
$1.32B
| $13.5M | ﹤0.01% |
1,329,022
+831,328
| +167% | +$8.42M |
|
1894
Franklin US Equity Index ETF
USPX
$1.4B
| $13.5M | ﹤0.01% |
293,216
+27,497
| +10% | +$1.26M |
|
|
HTO
1895
H2O America Common Stock
HTO
$1.73B
| $13.4M | ﹤0.01% |
237,482
+123,021
| +107% | +$6.96M |
|
1896
Integer Holdings
ITGR
$3.51B
| $13.4M | ﹤0.01% |
115,058
+28,416
| +33% | +$3.32M |
|
1897
ManpowerGroup
MAN
$1.77B
| $13.4M | ﹤0.01% |
172,847
+28,038
| +19% | +$2.18M |
|
|
MFA
1898
MFA Financial
MFA
$1.03B
| $13.4M | ﹤0.01% |
1,175,452
-837,749
| -42% | -$9.56M |
|
1899
Louisiana-Pacific
LPX
$6.57B
| $13.4M | ﹤0.01% |
159,701
-8,231
| -5% | -$691K |
|
1900
Caleres
CAL
$520M
| $13.4M | ﹤0.01% |
325,796
+87,471
| +37% | +$3.59M |
|