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 | |
|---|---|---|---|---|---|---|
2276
Privia Health
PRVA
$2.74B
| $6.87M | ﹤0.01% |
350,542
+99,110
| +39% | +$1.94M |
|
2277
Camden National
CAC
$673M
| $6.85M | ﹤0.01% |
204,427
+67,332
| +49% | +$2.26M |
|
2278
Daktronics
DAKT
$1.14B
| $6.85M | ﹤0.01% |
687,811
-719,261
| -51% | -$7.16M |
|
2279
AGNC Investment
AGNC
$10.7B
| $6.85M | ﹤0.01% |
691,874
-487,409
| -41% | -$4.83M |
|
2280
Chewy
CHWY
$15.8B
| $6.83M | ﹤0.01% |
429,112
+111,940
| +35% | +$1.78M |
|
2281
Fidelity Nasdaq Composite Index ETF
ONEQ
$8.85B
| $6.82M | ﹤0.01% |
105,956
-51,505
| -33% | -$3.32M |
|
2282
ProShares S&P 500 High Income ETF
ISPY
$970M
| $6.81M | ﹤0.01% |
159,030
+129,030
| +430% | +$5.52M |
|
2283
Helix Energy Solutions
HLX
$936M
| $6.8M | ﹤0.01% |
627,146
+326,285
| +108% | +$3.54M |
|
2284
Shake Shack
SHAK
$3.98B
| $6.8M | ﹤0.01% |
65,318
-15,672
| -19% | -$1.63M |
|
|
LUCK
2285
Lucky Strike Entertainment Corporation
LUCK
$1.38B
| $6.77M | ﹤0.01% |
494,114
+6,612
| +1% | +$90.6K |
|
2286
Mirion Technologies
MIR
$5.52B
| $6.74M | ﹤0.01% |
592,714
+254,511
| +75% | +$2.89M |
|
|
CCLP
2287
DELISTED
CSI Compressco LP
CCLP
| $6.73M | ﹤0.01% |
2,886,865
+917,846
| +47% | +$2.14M |
|
2288
Supernus Pharmaceuticals
SUPN
$2.47B
| $6.72M | ﹤0.01% |
197,114
+41,361
| +27% | +$1.41M |
|
|
HTLF
2289
DELISTED
Heartland Financial USA, Inc.
HTLF
| $6.71M | ﹤0.01% |
190,962
-14,377
| -7% | -$505K |
|
2290
Hillenbrand
HI
$1.74B
| $6.7M | ﹤0.01% |
133,195
-2,524
| -2% | -$127K |
|
2291
WaFd
WAFD
$2.44B
| $6.69M | ﹤0.01% |
230,567
+51,015
| +28% | +$1.48M |
|
2292
Element Solutions
ESI
$6.41B
| $6.67M | ﹤0.01% |
267,028
-193,639
| -42% | -$4.84M |
|
2293
Marqeta
MQ
$2.6B
| $6.66M | ﹤0.01% |
1,117,962
+71,172
| +7% | +$424K |
|
2294
Fastly
FSLY
$1.24B
| $6.63M | ﹤0.01% |
511,456
+212,488
| +71% | +$2.76M |
|
2295
InterDigital
IDCC
$8.35B
| $6.62M | ﹤0.01% |
62,200
-13,417
| -18% | -$1.43M |
|
2296
WisdomTree International Quality Dividend Growth Fund
IQDG
$751M
| $6.61M | ﹤0.01% |
173,766
-20,341
| -10% | -$774K |
|
2297
Geron
GERN
$798M
| $6.6M | ﹤0.01% |
1,999,718
+261,144
| +15% | +$862K |
|
2298
IMAX
IMAX
$1.75B
| $6.6M | ﹤0.01% |
408,094
+226,363
| +125% | +$3.66M |
|
2299
Carpenter Technology
CRS
$12B
| $6.58M | ﹤0.01% |
92,167
-24,972
| -21% | -$1.78M |
|
2300
Direxion Daily NVDA Bull 2X Shares
NVDU
$713M
| $6.58M | ﹤0.01% |
100,000
+300
| +0.3% | +$19.7K |
|