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 | |
|---|---|---|---|---|---|---|
1901
ATS Corp
ATS
$2.63B
| $12.1M | ﹤0.01% |
281,103
-39,099
| -12% | -$1.68M |
|
1902
AvePoint
AVPT
$3.31B
| $12.1M | ﹤0.01% |
1,473,169
+21,092
| +1% | +$173K |
|
1903
Delek Logistics
DKL
$2.41B
| $12.1M | ﹤0.01% |
280,163
+94,782
| +51% | +$4.09M |
|
1904
Lazard
LAZ
$5.25B
| $12M | ﹤0.01% |
346,157
+11,579
| +3% | +$403K |
|
1905
Independent Bank Corp
IBCP
$657M
| $12M | ﹤0.01% |
460,195
-2,262
| -0.5% | -$58.9K |
|
1906
DoubleVerify
DV
$2.13B
| $11.9M | ﹤0.01% |
324,415
+41,009
| +14% | +$1.51M |
|
1907
Daktronics
DAKT
$1.14B
| $11.9M | ﹤0.01% |
1,407,072
+1,381,458
| +5,393% | +$11.7M |
|
1908
Schwab Long-Term US Treasury ETF
SCHQ
$919M
| $11.9M | ﹤0.01% |
339,231
+185,142
| +120% | +$6.49M |
|
1909
Louisiana-Pacific
LPX
$6.68B
| $11.9M | ﹤0.01% |
167,932
-103,017
| -38% | -$7.3M |
|
1910
Cohen & Steers
CNS
$3.65B
| $11.9M | ﹤0.01% |
156,941
-36,360
| -19% | -$2.75M |
|
1911
Compañía de Minas Buenaventura
BVN
$5.1B
| $11.9M | ﹤0.01% |
779,778
+656,989
| +535% | +$10M |
|
1912
CVR Energy
CVI
$3.13B
| $11.9M | ﹤0.01% |
391,829
+46,366
| +13% | +$1.4M |
|
1913
Hope Bancorp
HOPE
$1.4B
| $11.9M | ﹤0.01% |
982,815
+684,732
| +230% | +$8.27M |
|
1914
Xperi
XPER
$279M
| $11.9M | ﹤0.01% |
1,076,695
-24,697
| -2% | -$272K |
|
1915
Plains GP Holdings
PAGP
$3.7B
| $11.9M | ﹤0.01% |
743,613
-174,485
| -19% | -$2.78M |
|
1916
Insmed
INSM
$30.8B
| $11.9M | ﹤0.01% |
382,494
-25,471
| -6% | -$789K |
|
1917
Zscaler
ZS
$44.8B
| $11.8M | ﹤0.01% |
53,359
-22,536
| -30% | -$4.99M |
|
1918
National Health Investors
NHI
$3.72B
| $11.8M | ﹤0.01% |
211,313
-3,908
| -2% | -$218K |
|
1919
Heidrick & Struggles
HSII
$1.03B
| $11.8M | ﹤0.01% |
398,090
+24,238
| +6% | +$716K |
|
1920
iShares US Healthcare ETF
IYH
$2.76B
| $11.8M | ﹤0.01% |
205,310
-311,235
| -60% | -$17.8M |
|
1921
AZZ Inc
AZZ
$3.52B
| $11.8M | ﹤0.01% |
202,331
+21,318
| +12% | +$1.24M |
|
1922
Cal-Maine
CALM
$5.37B
| $11.7M | ﹤0.01% |
204,183
+104,413
| +105% | +$5.99M |
|
1923
Enact Holdings
ACT
$5.74B
| $11.7M | ﹤0.01% |
405,340
+318,807
| +368% | +$9.21M |
|
1924
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.46B
| $11.7M | ﹤0.01% |
168,813
+85,426
| +102% | +$5.92M |
|
1925
SLM Corp
SLM
$5.86B
| $11.7M | ﹤0.01% |
612,049
+33,096
| +6% | +$633K |
|