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 | |
|---|---|---|---|---|---|---|
2126
SunCoke Energy
SXC
$669M
| $8.83M | ﹤0.01% |
783,610
-116,555
| -13% | -$1.31M |
|
|
UMH
2127
UMH Properties
UMH
$1.28B
| $8.8M | ﹤0.01% |
541,854
+30,965
| +6% | +$503K |
|
2128
Materion
MTRN
$2.37B
| $8.79M | ﹤0.01% |
66,717
+3,341
| +5% | +$440K |
|
2129
Acadia Pharmaceuticals
ACAD
$4.16B
| $8.78M | ﹤0.01% |
475,004
-185,896
| -28% | -$3.44M |
|
2130
Fox Factory Holding Corp
FOXF
$1.13B
| $8.78M | ﹤0.01% |
168,635
+60,339
| +56% | +$3.14M |
|
2131
Texas Capital Bancshares
TCBI
$3.9B
| $8.77M | ﹤0.01% |
142,485
+18,314
| +15% | +$1.13M |
|
2132
Dimensional US High Profitability ETF
DUHP
$9.42B
| $8.76M | ﹤0.01% |
291,239
+18,135
| +7% | +$546K |
|
2133
Central Pacific Financial
CPF
$823M
| $8.74M | ﹤0.01% |
442,630
+58,509
| +15% | +$1.16M |
|
2134
Korn Ferry
KFY
$3.79B
| $8.72M | ﹤0.01% |
132,568
-27,440
| -17% | -$1.8M |
|
2135
Invesco India ETF
PIN
$213M
| $8.71M | ﹤0.01% |
325,900
+79,529
| +32% | +$2.13M |
|
2136
IES Holdings
IESC
$7.34B
| $8.7M | ﹤0.01% |
71,495
+23,463
| +49% | +$2.85M |
|
2137
Xerox
XRX
$457M
| $8.67M | ﹤0.01% |
484,630
-66,329
| -12% | -$1.19M |
|
2138
Albany International
AIN
$1.72B
| $8.67M | ﹤0.01% |
92,678
-12,916
| -12% | -$1.21M |
|
|
FL
2139
DELISTED
Foot Locker
FL
| $8.66M | ﹤0.01% |
303,935
-68,110
| -18% | -$1.94M |
|
2140
New Oriental
EDU
$8.63B
| $8.63M | ﹤0.01% |
99,454
-198,455
| -67% | -$17.2M |
|
2141
Crane NXT
CXT
$3.41B
| $8.63M | ﹤0.01% |
139,393
-38,145
| -21% | -$2.36M |
|
2142
Frontdoor
FTDR
$4.78B
| $8.62M | ﹤0.01% |
264,571
+60,733
| +30% | +$1.98M |
|
2143
First Trust Smith Unconstrained Bond ETF
UCON
$2.98B
| $8.62M | ﹤0.01% |
350,311
+97,388
| +39% | +$2.4M |
|
2144
Barclays
BCS
$73.7B
| $8.6M | ﹤0.01% |
909,922
-873,018
| -49% | -$8.25M |
|
2145
NETGEAR
NTGR
$842M
| $8.6M | ﹤0.01% |
545,259
+14,215
| +3% | +$224K |
|
2146
Spirit AeroSystems
SPR
$4.55B
| $8.58M | ﹤0.01% |
237,863
-262,163
| -52% | -$9.46M |
|
2147
WesBanco
WSBC
$3.01B
| $8.58M | ﹤0.01% |
287,661
+48,945
| +21% | +$1.46M |
|
2148
Li Auto
LI
$26.5B
| $8.57M | ﹤0.01% |
283,156
-1,086,932
| -79% | -$32.9M |
|
2149
iShares Ultra Short Duration Bond Active ETF
ICSH
$6.24B
| $8.57M | ﹤0.01% |
169,546
+61,350
| +57% | +$3.1M |
|
2150
Business First Bancshares
BFST
$723M
| $8.57M | ﹤0.01% |
384,647
+120,701
| +46% | +$2.69M |
|