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 | |
|---|---|---|---|---|---|---|
2076
Huntsman Corp
HUN
$1.81B
| $9.79M | ﹤0.01% |
376,221
+43,759
| +13% | +$1.14M |
|
2077
Champion Homes, Inc.
SKY
$4.25B
| $9.79M | ﹤0.01% |
115,117
-11,645
| -9% | -$990K |
|
2078
Roivant Sciences
ROIV
$9.53B
| $9.74M | ﹤0.01% |
923,802
+501,362
| +119% | +$5.28M |
|
2079
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$3.53B
| $9.71M | ﹤0.01% |
341,767
+58,812
| +21% | +$1.67M |
|
2080
Adecoagro
AGRO
$813M
| $9.67M | ﹤0.01% |
877,120
-125,663
| -13% | -$1.38M |
|
2081
VanEck Pharmaceutical ETF
PPH
$621M
| $9.66M | ﹤0.01% |
106,512
-51,626
| -33% | -$4.68M |
|
|
CSR
2082
Centerspace
CSR
$963M
| $9.65M | ﹤0.01% |
168,831
-20,395
| -11% | -$1.17M |
|
|
BBBY
2083
Bed Bath & Beyond, Inc.
BBBY
$589M
| $9.64M | ﹤0.01% |
268,586
-106,867
| -28% | -$3.84M |
|
2084
SPX Corp
SPXC
$9.24B
| $9.63M | ﹤0.01% |
78,236
+1,709
| +2% | +$210K |
|
2085
Oceaneering
OII
$2.42B
| $9.61M | ﹤0.01% |
410,742
-40,904
| -9% | -$957K |
|
2086
EchoStar
SATS
$20.7B
| $9.61M | ﹤0.01% |
674,313
+252,038
| +60% | +$3.59M |
|
|
HPP
2087
Hudson Pacific Properties
HPP
$1.09B
| $9.61M | ﹤0.01% |
1,489,552
+659,845
| +80% | +$4.26M |
|
2088
Gray Television
GTN
$570M
| $9.6M | ﹤0.01% |
1,519,027
+245,866
| +19% | +$1.55M |
|
2089
Minerals Technologies
MTX
$1.98B
| $9.57M | ﹤0.01% |
127,121
+28,518
| +29% | +$2.15M |
|
2090
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.81B
| $9.57M | ﹤0.01% |
198,114
-9,661
| -5% | -$467K |
|
2091
Vital Farms
VITL
$2.1B
| $9.54M | ﹤0.01% |
410,391
+173,502
| +73% | +$4.03M |
|
2092
iShares MSCI Global Min Vol Factor ETF
ACWV
$3.29B
| $9.5M | ﹤0.01% |
90,265
-10,246
| -10% | -$1.08M |
|
2093
Alarm.com
ALRM
$2.77B
| $9.5M | ﹤0.01% |
131,081
+2,847
| +2% | +$206K |
|
2094
Delek US
DK
$1.71B
| $9.46M | ﹤0.01% |
307,750
+33,199
| +12% | +$1.02M |
|
|
CPE
2095
DELISTED
Callon Petroleum Company
CPE
| $9.44M | ﹤0.01% |
264,031
+66,857
| +34% | +$2.39M |
|
2096
Sanmina
SANM
$6.35B
| $9.44M | ﹤0.01% |
151,777
+16,984
| +13% | +$1.06M |
|
2097
Dimensional International Core Equity 2 ETF
DFIC
$10.5B
| $9.39M | ﹤0.01% |
351,034
+21,725
| +7% | +$581K |
|
2098
Urban Edge Properties
UE
$2.6B
| $9.39M | ﹤0.01% |
543,440
-2,946
| -0.5% | -$50.9K |
|
2099
Opendoor
OPEN
$6.98B
| $9.38M | ﹤0.01% |
3,096,571
+307,228
| +11% | +$931K |
|
2100
Hanover Insurance
THG
$6.31B
| $9.37M | ﹤0.01% |
68,830
-6,111
| -8% | -$832K |
|