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 | |
|---|---|---|---|---|---|---|
2251
Extreme Networks
EXTR
$2.98B
| $7.23M | ﹤0.01% |
626,506
+114,501
| +22% | +$1.32M |
|
2252
American Vanguard Corp
AVD
$158M
| $7.22M | ﹤0.01% |
557,411
+35,571
| +7% | +$461K |
|
|
UCB
2253
United Community Banks, Inc.
UCB
$3.8B
| $7.21M | ﹤0.01% |
273,768
+22,809
| +9% | +$600K |
|
2254
Lincoln National
LNC
$7.48B
| $7.2M | ﹤0.01% |
225,543
-131,373
| -37% | -$4.19M |
|
|
RCM
2255
DELISTED
R1 RCM Inc. Common Stock
RCM
| $7.2M | ﹤0.01% |
559,001
+48,729
| +10% | +$628K |
|
2256
ADT
ADT
$7.12B
| $7.18M | ﹤0.01% |
1,069,118
+519,378
| +94% | +$3.49M |
|
2257
KT
KT
$9.65B
| $7.18M | ﹤0.01% |
512,208
+478,701
| +1,429% | +$6.71M |
|
2258
Western Alliance Bancorporation
WAL
$9.64B
| $7.16M | ﹤0.01% |
111,603
-78,131
| -41% | -$5.02M |
|
2259
PJT Partners
PJT
$4.39B
| $7.15M | ﹤0.01% |
75,872
+3,634
| +5% | +$343K |
|
|
PRFT
2260
DELISTED
Perficient Inc
PRFT
| $7.14M | ﹤0.01% |
126,890
-10,196
| -7% | -$574K |
|
2261
Veritex Holdings
VBTX
$1.84B
| $7.13M | ﹤0.01% |
347,950
+63,212
| +22% | +$1.3M |
|
2262
iShares Russell Top 200 Growth ETF
IWY
$15.5B
| $7.07M | ﹤0.01% |
36,241
-1,033
| -3% | -$202K |
|
2263
Invesco S&P 500 High Beta ETF
SPHB
$454M
| $7.06M | ﹤0.01% |
80,503
+60,147
| +295% | +$5.28M |
|
2264
Capital Group Dividend Value ETF
CGDV
$22B
| $7.04M | ﹤0.01% |
216,597
+60,800
| +39% | +$1.98M |
|
|
SMC
2265
Summit Midstream Corporation
SMC
$291M
| $7.03M | ﹤0.01% |
250,453
-30,361
| -11% | -$852K |
|
2266
Grifois
GRFS
$6.69B
| $7.03M | ﹤0.01% |
1,052,275
-841,504
| -44% | -$5.62M |
|
2267
News Corp Class B
NWS
$18.5B
| $7.01M | ﹤0.01% |
258,871
+19,510
| +8% | +$528K |
|
2268
Invesco Preferred ETF
PGX
$4.01B
| $6.96M | ﹤0.01% |
585,582
-937,880
| -62% | -$11.1M |
|
2269
Leggett & Platt
LEG
$1.29B
| $6.94M | ﹤0.01% |
362,326
-42,965
| -11% | -$823K |
|
2270
Outset Medical
OM
$246M
| $6.91M | ﹤0.01% |
207,647
-123,100
| -37% | -$4.1M |
|
2271
Burford Capital
BUR
$2.81B
| $6.91M | ﹤0.01% |
432,568
-400,010
| -48% | -$6.39M |
|
2272
AXIS Capital
AXS
$7.38B
| $6.89M | ﹤0.01% |
105,988
-2,206
| -2% | -$143K |
|
2273
Annexon
ANNX
$291M
| $6.88M | ﹤0.01% |
959,648
+930,063
| +3,144% | +$6.67M |
|
2274
Protagonist Therapeutics
PTGX
$3.64B
| $6.87M | ﹤0.01% |
237,440
-173,606
| -42% | -$5.02M |
|
2275
Titan Machinery
TITN
$457M
| $6.87M | ﹤0.01% |
276,817
+69,412
| +33% | +$1.72M |
|