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 Short-Term Bond ETF
BSV
|
+$5.56B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.68B |
| 3 |
AbbVie
ABBV
|
+$964M |
| 4 |
Technology Select Sector SPDR Fund
XLK
|
+$801M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$756M |
Top Sells
| 1 |
Apple
AAPL
|
+$2.34B |
| 2 |
Amazon
AMZN
|
+$1.76B |
| 3 |
Cigna
CI
|
+$1.06B |
| 4 |
Morgan Stanley
MS
|
+$1.05B |
| 5 |
Microsoft
MSFT
|
+$1.05B |
Sector Composition
| 1 | Technology | 16.69% |
| 2 | Financials | 11.81% |
| 3 | Healthcare | 10.26% |
| 4 | Consumer Discretionary | 10% |
| 5 | Industrials | 7.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2126
Astronics
ATRO
$1.41B
| $8.19M | ﹤0.01% |
582,466
-217,903
| -27% | -$3.06M |
|
|
BIG
2127
DELISTED
Big Lots, Inc.
BIG
| $8.18M | ﹤0.01% |
188,554
-27,087
| -13% | -$1.17M |
|
2128
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$3.72B
| $8.17M | ﹤0.01% |
272,484
+153
| +0.1% | +$4.59K |
|
2129
Dine Brands
DIN
$368M
| $8.16M | ﹤0.01% |
100,479
-1,864
| -2% | -$151K |
|
|
NATI
2130
DELISTED
National Instruments Corp
NATI
| $8.16M | ﹤0.01% |
207,892
-41,438
| -17% | -$1.63M |
|
2131
Harmonic Inc
HLIT
$1.13B
| $8.15M | ﹤0.01% |
931,328
+131,760
| +16% | +$1.15M |
|
2132
Amplify Cybersecurity ETF
HACK
$2.3B
| $8.15M | ﹤0.01% |
133,926
+49,137
| +58% | +$2.99M |
|
2133
Surgery Partners
SGRY
$2.8B
| $8.14M | ﹤0.01% |
192,289
-82,111
| -30% | -$3.48M |
|
|
SUMO
2134
DELISTED
Sumo Logic, Inc. Common Stock
SUMO
| $8.13M | ﹤0.01% |
503,945
+363,965
| +260% | +$5.87M |
|
2135
Artisan Partners
APAM
$3.27B
| $8.12M | ﹤0.01% |
165,953
-174,760
| -51% | -$8.55M |
|
2136
Hilton Grand Vacations
HGV
$3.98B
| $8.12M | ﹤0.01% |
170,625
-31,657
| -16% | -$1.51M |
|
2137
Rollins
ROL
$27.8B
| $8.08M | ﹤0.01% |
228,742
-25,921
| -10% | -$916K |
|
2138
Liberty Media Series C
FWONK
$24.9B
| $8.07M | ﹤0.01% |
162,263
-23,209
| -13% | -$1.15M |
|
2139
Sprout Social
SPT
$803M
| $8.05M | ﹤0.01% |
65,995
-36,443
| -36% | -$4.44M |
|
2140
Quanex
NX
$661M
| $8.05M | ﹤0.01% |
375,898
-81,433
| -18% | -$1.74M |
|
2141
LeMaitre Vascular
LMAT
$2.09B
| $8.02M | ﹤0.01% |
151,057
+4,129
| +3% | +$219K |
|
2142
Camden National
CAC
$684M
| $8.02M | ﹤0.01% |
167,389
-23,722
| -12% | -$1.14M |
|
|
AAN
2143
DELISTED
The Aaron's Company, Inc.
AAN
| $8.01M | ﹤0.01% |
290,971
-68,635
| -19% | -$1.89M |
|
2144
LendingClub
LC
$1.91B
| $8M | ﹤0.01% |
283,213
+141,737
| +100% | +$4M |
|
|
HSKA
2145
DELISTED
Heska Corp
HSKA
| $8M | ﹤0.01% |
30,927
-5,411
| -15% | -$1.4M |
|
|
BRKL
2146
DELISTED
Brookline Bancorp
BRKL
| $7.99M | ﹤0.01% |
523,680
-99,316
| -16% | -$1.52M |
|
2147
Haemonetics
HAE
$2.51B
| $7.99M | ﹤0.01% |
113,153
-13,404
| -11% | -$946K |
|
|
EVRI
2148
DELISTED
Everi Holdings
EVRI
| $7.99M | ﹤0.01% |
330,309
-63,368
| -16% | -$1.53M |
|
2149
Luminar Technologies
LAZR
$129M
| $7.96M | ﹤0.01% |
34,031
+27,558
| +426% | +$6.45M |
|
2150
ProQR Therapeutics
PRQR
$231M
| $7.96M | ﹤0.01% |
951,060
-66,226
| -7% | -$554K |
|