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 | |
|---|---|---|---|---|---|---|
2151
Vir Biotechnology
VIR
$695M
| $7.95M | ﹤0.01% |
182,576
-27,652
| -13% | -$1.2M |
|
2152
Silicon Motion
SIMO
$3.02B
| $7.94M | ﹤0.01% |
115,118
+104,514
| +986% | +$7.21M |
|
2153
Usana Health Sciences
USNA
$557M
| $7.94M | ﹤0.01% |
86,056
-2,915
| -3% | -$269K |
|
|
GIG
2154
DELISTED
GigCapital4, Inc. Common stock
GIG
| $7.92M | ﹤0.01% |
803,409
+145,020
| +22% | +$1.43M |
|
2155
ODP
ODP
$624M
| $7.92M | ﹤0.01% |
197,172
-47,776
| -20% | -$1.92M |
|
|
DBD
2156
DELISTED
Diebold Nixdorf Incorporated
DBD
| $7.89M | ﹤0.01% |
780,370
-177,309
| -19% | -$1.79M |
|
|
STFC
2157
DELISTED
State Auto Financial Corp
STFC
| $7.89M | ﹤0.01% |
154,784
+127,790
| +473% | +$6.51M |
|
|
MIME
2158
DELISTED
Mimecast Limited
MIME
| $7.88M | ﹤0.01% |
123,847
-206
| -0.2% | -$13.1K |
|
2159
EnerSys
ENS
$4B
| $7.87M | ﹤0.01% |
105,735
-39,117
| -27% | -$2.91M |
|
|
UNVR
2160
DELISTED
Univar Solutions Inc.
UNVR
| $7.85M | ﹤0.01% |
329,628
-132,001
| -29% | -$3.14M |
|
|
GNOG
2161
DELISTED
Golden Nugget Online Gaming, Inc. Class A Common Stock
GNOG
| $7.84M | ﹤0.01% |
451,545
+428,939
| +1,897% | +$7.45M |
|
2162
EverQuote
EVER
$896M
| $7.84M | ﹤0.01% |
420,812
+331,647
| +372% | +$6.18M |
|
2163
Vipshop
VIPS
$8.97B
| $7.83M | ﹤0.01% |
703,070
+35,749
| +5% | +$398K |
|
2164
Taysha Gene Therapies
TSHA
$837M
| $7.83M | ﹤0.01% |
420,362
+206,716
| +97% | +$3.85M |
|
2165
Passage Bio
PASG
$22.3M
| $7.82M | ﹤0.01% |
39,230
+712
| +2% | +$142K |
|
2166
Unisys
UIS
$282M
| $7.79M | ﹤0.01% |
309,798
-53,023
| -15% | -$1.33M |
|
2167
ON24
ONTF
$232M
| $7.77M | ﹤0.01% |
389,825
+351,477
| +917% | +$7.01M |
|
|
SLCR
2168
DELISTED
Silver Crest Acquisition Corporation Class A Ordinary Share
SLCR
| $7.77M | ﹤0.01% |
790,837
+495,920
| +168% | +$4.87M |
|
2169
Lindsay Corp
LNN
$1.52B
| $7.77M | ﹤0.01% |
51,180
+26,714
| +109% | +$4.06M |
|
2170
Werner Enterprises
WERN
$1.68B
| $7.76M | ﹤0.01% |
175,293
+259
| +0.1% | +$11.5K |
|
2171
Atlanta Braves Holdings Series B
BATRK
$2.64B
| $7.73M | ﹤0.01% |
292,357
+81,258
| +38% | +$2.15M |
|
2172
Cartesian Therapeutics
RNAC
$252M
| $7.71M | ﹤0.01% |
61,783
+210
| +0.3% | +$26.2K |
|
2173
AAR Corp
AIR
$2.67B
| $7.7M | ﹤0.01% |
237,421
-44,967
| -16% | -$1.46M |
|
|
MAGN
2174
Magnera Corporation
MAGN
$393M
| $7.7M | ﹤0.01% |
42,006
-4,342
| -9% | -$796K |
|
2175
Veeco
VECO
$1.52B
| $7.7M | ﹤0.01% |
346,537
-94,151
| -21% | -$2.09M |
|