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 | |
|---|---|---|---|---|---|---|
2151
Fidelity High Dividend ETF
FDVV
$6.84B
| $8.55M | ﹤0.01% |
188,632
-136,596
| -42% | -$6.19M |
|
2152
Xtrackers MSCI Europe Hedged Equity ETF
DBEU
$704M
| $8.53M | ﹤0.01% |
207,723
-2,473,009
| -92% | -$102M |
|
2153
Euronet Worldwide
EEFT
$3.55B
| $8.52M | ﹤0.01% |
77,503
-23,006
| -23% | -$2.53M |
|
2154
Sapiens International
SPNS
$2.4B
| $8.49M | ﹤0.01% |
263,908
-29,257
| -10% | -$941K |
|
2155
Equity Bancshares
EQBK
$788M
| $8.47M | ﹤0.01% |
246,557
+183,122
| +289% | +$6.29M |
|
2156
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
$698M
| $8.47M | ﹤0.01% |
266,503
-40,861
| -13% | -$1.3M |
|
2157
Glaukos
GKOS
$4.62B
| $8.46M | ﹤0.01% |
89,766
-34,046
| -27% | -$3.21M |
|
2158
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.3B
| $8.44M | ﹤0.01% |
198,263
+93,841
| +90% | +$3.99M |
|
2159
United Parks & Resorts
PRKS
$2.84B
| $8.42M | ﹤0.01% |
149,861
-322,301
| -68% | -$18.1M |
|
2160
InMode
INMD
$939M
| $8.39M | ﹤0.01% |
388,206
+105,675
| +37% | +$2.28M |
|
2161
Invesco Dorsey Wright Momentum ETF
PDP
$1.33B
| $8.37M | ﹤0.01% |
84,710
-2,816
| -3% | -$278K |
|
2162
iShares Morningstar US Equity ETF
ILCB
$1.13B
| $8.36M | ﹤0.01% |
115,312
-13,603
| -11% | -$986K |
|
2163
Schwab 5-10 Year Corporate Bond ETF
SCHI
$9.16B
| $8.33M | ﹤0.01% |
374,610
-417,290
| -53% | -$9.28M |
|
2164
Vodafone
VOD
$28.4B
| $8.33M | ﹤0.01% |
935,653
-222,615
| -19% | -$1.98M |
|
2165
Open Lending Corp
LPRO
$255M
| $8.32M | ﹤0.01% |
1,329,797
+600,264
| +82% | +$3.76M |
|
2166
Sensient Technologies
SXT
$4.37B
| $8.32M | ﹤0.01% |
120,240
+32,693
| +37% | +$2.26M |
|
2167
Thryv Holdings
THRY
$536M
| $8.32M | ﹤0.01% |
374,109
-10,608
| -3% | -$236K |
|
2168
Archrock
AROC
$4.24B
| $8.3M | ﹤0.01% |
422,033
+74,827
| +22% | +$1.47M |
|
2169
Sociedad Química y Minera de Chile
SQM
$12.4B
| $8.29M | ﹤0.01% |
168,592
-116,455
| -41% | -$5.72M |
|
2170
Alaska Air
ALK
$6.82B
| $8.27M | ﹤0.01% |
192,267
-52,664
| -22% | -$2.26M |
|
2171
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$6.23B
| $8.26M | ﹤0.01% |
81,841
+12,056
| +17% | +$1.22M |
|
2172
Arbor Realty Trust
ABR
$2.24B
| $8.25M | ﹤0.01% |
622,311
-6,800
| -1% | -$90.1K |
|
2173
TKO Group
TKO
$16.8B
| $8.23M | ﹤0.01% |
95,262
-21,453
| -18% | -$1.85M |
|
2174
Akero Therapeutics
AKRO
$3.43B
| $8.22M | ﹤0.01% |
325,399
+172,521
| +113% | +$4.36M |
|
2175
Lennar Class B
LEN.B
$33.1B
| $8.22M | ﹤0.01% |
56,064
-12,310
| -18% | -$1.8M |
|