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 Total Bond Market
BND
|
+$2.22B |
| 2 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$2.05B |
| 3 |
AbbVie
ABBV
|
+$1.78B |
| 4 |
Vanguard Total International Bond ETF
BNDX
|
+$1.63B |
| 5 |
Exxon Mobil
XOM
|
+$1.6B |
Top Sells
| 1 |
Vanguard Short-Term Bond ETF
BSV
|
+$3.92B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.35B |
| 3 |
Tesla
TSLA
|
+$1.22B |
| 4 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$1.13B |
| 5 |
iShares TIPS Bond ETF
TIP
|
+$1.03B |
Sector Composition
| 1 | Technology | 17.24% |
| 2 | Healthcare | 11.68% |
| 3 | Financials | 11.59% |
| 4 | Consumer Discretionary | 9.21% |
| 5 | Industrials | 7.93% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2151
Seneca Foods Class A
SENEA
$751M
| $7.61M | ﹤0.01% |
147,591
-1
| -0% | -$52 |
|
2152
FLEX LNG
FLNG
$1.37B
| $7.6M | ﹤0.01% |
266,341
-169,107
| -39% | -$4.82M |
|
2153
BridgeBio Pharma
BBIO
$9.79B
| $7.59M | ﹤0.01% |
748,106
-794,597
| -52% | -$8.06M |
|
2154
Oil States International
OIS
$341M
| $7.57M | ﹤0.01% |
1,089,711
+468,663
| +75% | +$3.26M |
|
2155
LeMaitre Vascular
LMAT
$2.09B
| $7.56M | ﹤0.01% |
162,569
-24,097
| -13% | -$1.12M |
|
|
SPLK
2156
DELISTED
Splunk Inc
SPLK
| $7.54M | ﹤0.01% |
50,705
-69,125
| -58% | -$10.3M |
|
2157
Vanguard Total World Stock ETF
VT
$52.7B
| $7.53M | ﹤0.01% |
74,368
-1,553
| -2% | -$157K |
|
2158
CVR Energy
CVI
$3.13B
| $7.53M | ﹤0.01% |
294,791
-221,244
| -43% | -$5.65M |
|
2159
Hain Celestial
HAIN
$194M
| $7.53M | ﹤0.01% |
218,886
-26,809
| -11% | -$922K |
|
2160
Invesco Dorsey Wright Momentum ETF
PDP
$1.33B
| $7.53M | ﹤0.01% |
92,923
+1,960
| +2% | +$159K |
|
2161
VanEck Morningstar Wide Moat ETF
MOAT
$12.6B
| $7.49M | ﹤0.01% |
100,285
-36,932
| -27% | -$2.76M |
|
2162
Oxford Industries
OXM
$701M
| $7.48M | ﹤0.01% |
82,623
-5,862
| -7% | -$531K |
|
2163
QuinStreet
QNST
$930M
| $7.48M | ﹤0.01% |
644,508
+55,500
| +9% | +$644K |
|
2164
KT
KT
$9.52B
| $7.47M | ﹤0.01% |
520,833
+189,661
| +57% | +$2.72M |
|
2165
Renasant Corp
RNST
$3.68B
| $7.46M | ﹤0.01% |
223,044
+28,419
| +15% | +$951K |
|
2166
Vanguard Energy ETF
VDE
$7.29B
| $7.44M | ﹤0.01% |
69,480
-596
| -0.9% | -$63.8K |
|
2167
Quanex
NX
$661M
| $7.43M | ﹤0.01% |
353,977
-25,056
| -7% | -$526K |
|
2168
Xtrackers Harvest CSI 300 China A-Shares ETF
ASHR
$2.35B
| $7.43M | ﹤0.01% |
224,460
+141,764
| +171% | +$4.69M |
|
2169
Genesco
GCO
$358M
| $7.42M | ﹤0.01% |
116,700
-43,933
| -27% | -$2.79M |
|
2170
Vanguard International High Dividend Yield ETF
VYMI
$12B
| $7.41M | ﹤0.01% |
109,559
+7,381
| +7% | +$499K |
|
2171
Ichor Holdings
ICHR
$579M
| $7.4M | ﹤0.01% |
207,864
+79,674
| +62% | +$2.84M |
|
2172
Varex Imaging
VREX
$469M
| $7.4M | ﹤0.01% |
347,400
+82,155
| +31% | +$1.75M |
|
2173
Gogo Inc
GOGO
$1.31B
| $7.38M | ﹤0.01% |
387,281
+1,759
| +0.5% | +$33.5K |
|
2174
Spectrum Brands
SPB
$1.29B
| $7.33M | ﹤0.01% |
82,640
-21,228
| -20% | -$1.88M |
|
|
LGV
2175
DELISTED
Longview Acquisition Corp. II
LGV
| $7.32M | ﹤0.01% |
750,167
+631,167
| +530% | +$6.16M |
|