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 | |
|---|---|---|---|---|---|---|
2176
Fox Class B
FOX
$23.5B
| $8.2M | ﹤0.01% |
286,593
-40,943
| -13% | -$1.17M |
|
2177
Vanguard S&P Mid-Cap 400 ETF
IVOO
$2.83B
| $8.2M | ﹤0.01% |
79,619
+12,821
| +19% | +$1.32M |
|
2178
Cavco Industries
CVCO
$4.32B
| $8.2M | ﹤0.01% |
20,551
+1,138
| +6% | +$454K |
|
2179
Byline Bancorp
BY
$1.3B
| $8.2M | ﹤0.01% |
377,467
-320,459
| -46% | -$6.96M |
|
2180
World Kinect Corp
WKC
$1.43B
| $8.19M | ﹤0.01% |
309,762
-97,466
| -24% | -$2.58M |
|
2181
Information Services Group
III
$255M
| $8.17M | ﹤0.01% |
2,023,386
-604,735
| -23% | -$2.44M |
|
2182
Sylvamo
SLVM
$1.84B
| $8.17M | ﹤0.01% |
132,284
+47,804
| +57% | +$2.95M |
|
2183
Transmedics
TMDX
$4.01B
| $8.11M | ﹤0.01% |
109,741
-6,624
| -6% | -$490K |
|
2184
Pegasystems
PEGA
$9.93B
| $8.11M | ﹤0.01% |
250,788
+76,118
| +44% | +$2.46M |
|
2185
Topgolf Callaway Brands
MODG
$1.77B
| $8.08M | ﹤0.01% |
499,619
+207,577
| +71% | +$3.36M |
|
2186
Progress Software
PRGS
$1.81B
| $8.07M | ﹤0.01% |
151,456
+45,517
| +43% | +$2.43M |
|
2187
Affirm
AFRM
$28.7B
| $8.06M | ﹤0.01% |
216,388
-69,930
| -24% | -$2.61M |
|
2188
Star Group
SGU
$386M
| $8.05M | ﹤0.01% |
803,049
-84,089
| -9% | -$843K |
|
2189
Spectrum Brands
SPB
$1.27B
| $8.04M | ﹤0.01% |
90,283
-6,082
| -6% | -$541K |
|
2190
Liberty Global Class C
LBTYK
$4.03B
| $8.03M | ﹤0.01% |
455,191
-83,138
| -15% | -$1.47M |
|
2191
REV Group
REVG
$2.87B
| $8.03M | ﹤0.01% |
363,324
+242,270
| +200% | +$5.35M |
|
2192
Apogee Enterprises
APOG
$911M
| $8.03M | ﹤0.01% |
135,559
-17,500
| -11% | -$1.04M |
|
2193
JPMorgan Municipal ETF
JMUB
$3.7B
| $8M | ﹤0.01% |
157,637
+94,092
| +148% | +$4.77M |
|
2194
Compañía de Minas Buenaventura
BVN
$5.13B
| $8M | ﹤0.01% |
503,586
-276,192
| -35% | -$4.39M |
|
2195
Dimensional US Small Cap Value ETF
DFSV
$5.32B
| $8M | ﹤0.01% |
265,658
+32,318
| +14% | +$973K |
|
|
LBAI
2196
DELISTED
Lakeland Bancorp Inc
LBAI
| $7.98M | ﹤0.01% |
659,506
+218,123
| +49% | +$2.64M |
|
2197
Dimensional US Marketwide Value ETF
DFUV
$12.1B
| $7.95M | ﹤0.01% |
194,382
+4,592
| +2% | +$188K |
|
|
PDM
2198
Piedmont Realty Trust, Inc.
PDM
$1.1B
| $7.94M | ﹤0.01% |
1,129,024
+504,965
| +81% | +$3.55M |
|
2199
Immunovant
IMVT
$2.65B
| $7.92M | ﹤0.01% |
245,033
-225,957
| -48% | -$7.3M |
|
2200
Buckle
BKE
$3.1B
| $7.88M | ﹤0.01% |
195,789
-10,528
| -5% | -$424K |
|