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 | |
|---|---|---|---|---|---|---|
2326
Amplify Cybersecurity ETF
HACK
$2.32B
| $6.26M | ﹤0.01% |
97,701
-24,482
| -20% | -$1.57M |
|
2327
Vanguard Utilities ETF
VPU
$7.43B
| $6.26M | ﹤0.01% |
43,875
-9,984
| -19% | -$1.42M |
|
2328
Genworth Financial
GNW
$3.51B
| $6.26M | ﹤0.01% |
972,824
-416,654
| -30% | -$2.68M |
|
2329
Tyra Biosciences
TYRA
$664M
| $6.24M | ﹤0.01% |
380,597
-21,109
| -5% | -$346K |
|
2330
Vanguard Russell 1000 ETF
VONE
$6.83B
| $6.24M | ﹤0.01% |
26,165
+4,143
| +19% | +$987K |
|
2331
Armstrong World Industries
AWI
$8.49B
| $6.22M | ﹤0.01% |
50,109
-15,494
| -24% | -$1.92M |
|
2332
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$4.56B
| $6.22M | ﹤0.01% |
448,630
+104,629
| +30% | +$1.45M |
|
2333
BioLife Solutions
BLFS
$1.26B
| $6.21M | ﹤0.01% |
334,948
-19,852
| -6% | -$368K |
|
|
RBCP
2334
DELISTED
RBC Bearings Incorporated 5.00% Series A Mandatory Convertible Preferred Stock
RBCP
| $6.21M | ﹤0.01% |
50,865
-10,000
| -16% | -$1.22M |
|
2335
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.24B
| $6.18M | ﹤0.01% |
345,312
-40,870
| -11% | -$732K |
|
2336
Amphastar Pharmaceuticals
AMPH
$1.27B
| $6.17M | ﹤0.01% |
140,454
+66,229
| +89% | +$2.91M |
|
2337
CVB Financial
CVBF
$2.72B
| $6.16M | ﹤0.01% |
345,298
-1,084,360
| -76% | -$19.3M |
|
2338
Maplebear
CART
$12B
| $6.16M | ﹤0.01% |
165,098
+139,721
| +551% | +$5.21M |
|
2339
Kinetik
KNTK
$2.68B
| $6.15M | ﹤0.01% |
154,170
+104,530
| +211% | +$4.17M |
|
|
JLQD
2340
Janus Henderson Corporate Bond ETF
JLQD
$25.5M
| $6.14M | ﹤0.01% |
147,376
| – | – |
|
2341
Owens & Minor
OMI
$378M
| $6.12M | ﹤0.01% |
220,982
-12,246
| -5% | -$339K |
|
|
ALEX
2342
Alexander & Baldwin
ALEX
$1.35B
| $6.12M | ﹤0.01% |
371,348
-81,400
| -18% | -$1.34M |
|
2343
Clearway Energy Class A
CWEN.A
$3.16B
| $6.11M | ﹤0.01% |
284,257
-24,329
| -8% | -$523K |
|
2344
Invesco S&P 500 Revenue ETF
RWL
$6.65B
| $6.11M | ﹤0.01% |
65,142
+960
| +1% | +$90K |
|
|
HEES
2345
DELISTED
H&E Equipment Services
HEES
| $6.1M | ﹤0.01% |
95,017
+39,557
| +71% | +$2.54M |
|
2346
SPDR Bloomberg Convertible Securities ETF
CWB
$4.49B
| $6.09M | ﹤0.01% |
83,365
+6,198
| +8% | +$453K |
|
2347
Sagimet Biosciences
SGMT
$202M
| $6.09M | ﹤0.01% |
1,123,307
+1,119,766
| +31,623% | +$6.07M |
|
|
VSTO
2348
DELISTED
Vista Outdoor Inc.
VSTO
| $6.07M | ﹤0.01% |
185,095
+32,666
| +21% | +$1.07M |
|
2349
Vanguard ESG US Stock ETF
ESGV
$11.5B
| $6.06M | ﹤0.01% |
65,043
-11,034
| -15% | -$1.03M |
|
2350
Artisan Partners
APAM
$3.19B
| $6.05M | ﹤0.01% |
132,232
-18,049
| -12% | -$826K |
|