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 | |
|---|---|---|---|---|---|---|
2076
C3.ai
AI
$2.26B
| $9.42M | ﹤0.01% |
327,967
+48,468
| +17% | +$1.39M |
|
2077
Champion Homes, Inc.
SKY
$4.22B
| $9.41M | ﹤0.01% |
126,762
+1,738
| +1% | +$129K |
|
2078
US Physical Therapy
USPH
$1.22B
| $9.41M | ﹤0.01% |
101,034
-41,979
| -29% | -$3.91M |
|
2079
Liberty Media Series C
FWONK
$24.9B
| $9.4M | ﹤0.01% |
148,969
-172,800
| -54% | -$10.9M |
|
2080
Kyndryl
KD
$7.39B
| $9.4M | ﹤0.01% |
452,515
+1,042
| +0.2% | +$21.7K |
|
2081
Kohl's
KSS
$1.71B
| $9.4M | ﹤0.01% |
327,741
-234,532
| -42% | -$6.73M |
|
2082
First Financial Corporation Common Stock
THFF
$691M
| $9.36M | ﹤0.01% |
217,447
+35,025
| +19% | +$1.51M |
|
2083
Vita Coco
COCO
$2.25B
| $9.35M | ﹤0.01% |
364,658
+268,492
| +279% | +$6.89M |
|
2084
Cars.com
CARS
$829M
| $9.35M | ﹤0.01% |
492,974
+74,369
| +18% | +$1.41M |
|
2085
Dimensional World ex US Core Equity 2 ETF
DFAX
$9.46B
| $9.35M | ﹤0.01% |
382,817
+52,030
| +16% | +$1.27M |
|
2086
Kforce
KFRC
$567M
| $9.34M | ﹤0.01% |
138,203
-44,583
| -24% | -$3.01M |
|
2087
Fidelity Nasdaq Composite Index ETF
ONEQ
$8.78B
| $9.33M | ﹤0.01% |
157,461
+32,981
| +26% | +$1.95M |
|
2088
iShares China Large-Cap ETF
FXI
$6.92B
| $9.32M | ﹤0.01% |
387,689
-3,099,178
| -89% | -$74.5M |
|
2089
Genworth Financial
GNW
$3.61B
| $9.28M | ﹤0.01% |
1,389,478
+423,225
| +44% | +$2.83M |
|
2090
World Kinect Corp
WKC
$1.41B
| $9.28M | ﹤0.01% |
407,228
-220,351
| -35% | -$5.02M |
|
|
DEA
2091
Easterly Government Properties
DEA
$1.07B
| $9.25M | ﹤0.01% |
275,413
+129,944
| +89% | +$4.37M |
|
2092
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
$1.34B
| $9.25M | ﹤0.01% |
95,126
-3,309
| -3% | -$322K |
|
2093
United Natural Foods
UNFI
$1.77B
| $9.24M | ﹤0.01% |
569,604
-311,560
| -35% | -$5.06M |
|
2094
TEGNA Inc
TGNA
$3.39B
| $9.24M | ﹤0.01% |
603,994
-548,419
| -48% | -$8.39M |
|
2095
Dimensional US Core Equity Market ETF
DFAU
$9.23B
| $9.24M | ﹤0.01% |
277,796
+76,564
| +38% | +$2.55M |
|
2096
Tencent Music
TME
$38.5B
| $9.24M | ﹤0.01% |
1,025,129
-363,973
| -26% | -$3.28M |
|
2097
LeMaitre Vascular
LMAT
$2.09B
| $9.22M | ﹤0.01% |
162,383
-43,255
| -21% | -$2.46M |
|
2098
StoneCo
STNE
$4.89B
| $9.2M | ﹤0.01% |
510,126
-929,283
| -65% | -$16.8M |
|
2099
First Trust Enhanced Short Maturity ETF
FTSM
$6.17B
| $9.19M | ﹤0.01% |
154,082
+150,462
| +4,156% | +$8.98M |
|
2100
Transmedics
TMDX
$3.91B
| $9.18M | ﹤0.01% |
116,365
-25,307
| -18% | -$2M |
|