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 Intermediate-Term Corporate Bond ETF
VCIT
|
+$3.65B |
| 2 |
Microsoft
MSFT
|
+$2.99B |
| 3 |
Eli Lilly
LLY
|
+$2.1B |
| 4 |
Broadcom
AVGO
|
+$1.57B |
| 5 |
ServiceNow
NOW
|
+$1.33B |
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$3.4B |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$2.57B |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$2.55B |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$2.15B |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$1.56B |
Sector Composition
| 1 | Technology | 21.83% |
| 2 | Healthcare | 10.29% |
| 3 | Financials | 9.88% |
| 4 | Consumer Discretionary | 9.44% |
| 5 | Industrials | 7.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
WBND
2326
DELISTED
Western Asset Total Return ETF
WBND
| $6.21M | ﹤0.01% |
300,211
+143,374
| +91% | +$2.96M |
|
2327
Open Lending Corp
LPRO
$255M
| $6.21M | ﹤0.01% |
729,533
+447,301
| +158% | +$3.81M |
|
|
JLQD
2328
Janus Henderson Corporate Bond ETF
JLQD
$25.5M
| $6.19M | ﹤0.01% |
147,376
-1,000
| -0.7% | -$42K |
|
|
LSEA
2329
DELISTED
Landsea Homes
LSEA
| $6.18M | ﹤0.01% |
470,595
+53,877
| +13% | +$708K |
|
2330
Oil States International
OIS
$340M
| $6.18M | ﹤0.01% |
909,583
-35,186
| -4% | -$239K |
|
2331
Global Net Lease
GNL
$1.81B
| $6.17M | ﹤0.01% |
619,766
-73,041
| -11% | -$727K |
|
2332
News Corp Class B
NWS
$18.5B
| $6.16M | ﹤0.01% |
239,361
-55,600
| -19% | -$1.43M |
|
2333
SPDR Gold MiniShares Trust
GLDM
$20.2B
| $6.15M | ﹤0.01% |
150,427
+122,000
| +429% | +$4.99M |
|
2334
Under Armour Class C
UA
$2.06B
| $6.13M | ﹤0.01% |
734,615
+330,601
| +82% | +$2.76M |
|
2335
Axos Financial
AX
$5.1B
| $6.09M | ﹤0.01% |
111,519
-238,387
| -68% | -$13M |
|
2336
MaxLinear
MXL
$1.45B
| $6.09M | ﹤0.01% |
256,152
-153,346
| -37% | -$3.65M |
|
2337
XPeng
XPEV
$20.3B
| $6.06M | ﹤0.01% |
415,510
-898,184
| -68% | -$13.1M |
|
2338
Rogers Corp
ROG
$1.48B
| $6.06M | ﹤0.01% |
45,878
-7,120
| -13% | -$940K |
|
|
OLO
2339
DELISTED
Olo Inc
OLO
| $6.04M | ﹤0.01% |
1,055,835
+333,033
| +46% | +$1.9M |
|
2340
Vanguard S&P Small-Cap 600 ETF
VIOO
$3.04B
| $6.04M | ﹤0.01% |
60,872
+55,914
| +1,128% | +$5.55M |
|
2341
Steelcase
SCS
$1.94B
| $6.02M | ﹤0.01% |
445,290
+130,922
| +42% | +$1.77M |
|
2342
Global X Lithium & Battery Tech ETF
LIT
$1.19B
| $6.02M | ﹤0.01% |
118,087
+99,801
| +546% | +$5.08M |
|
2343
Shake Shack
SHAK
$4.07B
| $6M | ﹤0.01% |
80,990
+31,993
| +65% | +$2.37M |
|
2344
MasterBrand
MBC
$1.74B
| $6M | ﹤0.01% |
403,964
+2,035
| +0.5% | +$30.2K |
|
2345
AXIS Capital
AXS
$7.5B
| $5.99M | ﹤0.01% |
108,194
-1,820
| -2% | -$101K |
|
2346
Titan Machinery
TITN
$455M
| $5.99M | ﹤0.01% |
207,405
-30,894
| -13% | -$892K |
|
2347
Main Street Capital
MAIN
$5.83B
| $5.99M | ﹤0.01% |
138,496
+29,301
| +27% | +$1.27M |
|
2348
Coursera
COUR
$1.78B
| $5.97M | ﹤0.01% |
308,143
+57,149
| +23% | +$1.11M |
|
2349
ON24
ONTF
$233M
| $5.92M | ﹤0.01% |
751,485
+58,092
| +8% | +$458K |
|
2350
WaFd
WAFD
$2.44B
| $5.92M | ﹤0.01% |
179,552
-331,860
| -65% | -$10.9M |
|