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 | |
|---|---|---|---|---|---|---|
2351
IonQ
IONQ
$19.5B
| $6.05M | ﹤0.01% |
605,622
-479,485
| -44% | -$4.79M |
|
2352
Oil States International
OIS
$347M
| $6.05M | ﹤0.01% |
982,144
+72,561
| +8% | +$447K |
|
2353
Intercorp Financial Services
IFS
$4.64B
| $6.05M | ﹤0.01% |
253,946
+39,630
| +18% | +$944K |
|
2354
Patria Investments
PAX
$2.38B
| $6.04M | ﹤0.01% |
407,138
+44,595
| +12% | +$662K |
|
2355
PagSeguro Digital
PAGS
$3.11B
| $6.03M | ﹤0.01% |
422,434
+288,618
| +216% | +$4.12M |
|
2356
Enovix
ENVX
$2.03B
| $6.03M | ﹤0.01% |
860,685
-54,792
| -6% | -$384K |
|
2357
Capital Group International Focus Equity ETF
CGXU
$4.11B
| $6.02M | ﹤0.01% |
246,241
+85,692
| +53% | +$2.1M |
|
2358
Olympic Steel
ZEUS
$366M
| $6.01M | ﹤0.01% |
84,810
+4,055
| +5% | +$287K |
|
2359
iShares MSCI China A ETF
CNYA
$219M
| $5.99M | ﹤0.01% |
230,842
-120,573
| -34% | -$3.13M |
|
|
WBND
2360
DELISTED
Western Asset Total Return ETF
WBND
| $5.97M | ﹤0.01% |
296,104
-4,107
| -1% | -$82.8K |
|
2361
iShares MSCI Japan Small-Cap ETF
SCJ
$149M
| $5.97M | ﹤0.01% |
79,594
+78,637
| +8,217% | +$5.9M |
|
2362
Movado Group
MOV
$438M
| $5.96M | ﹤0.01% |
213,251
+41,814
| +24% | +$1.17M |
|
2363
BlackBerry
BB
$2.39B
| $5.95M | ﹤0.01% |
2,155,387
+966,581
| +81% | +$2.67M |
|
2364
AeroVironment
AVAV
$13.6B
| $5.94M | ﹤0.01% |
38,739
-12,717
| -25% | -$1.95M |
|
|
GTY
2365
Getty Realty Corp
GTY
$1.57B
| $5.94M | ﹤0.01% |
217,064
-51,570
| -19% | -$1.41M |
|
2366
Eventbrite
EB
$280M
| $5.91M | ﹤0.01% |
1,079,042
-17,102
| -2% | -$93.7K |
|
2367
PROG Holdings
PRG
$1.4B
| $5.9M | ﹤0.01% |
171,394
-180,944
| -51% | -$6.23M |
|
2368
Ericsson
ERIC
$26.7B
| $5.9M | ﹤0.01% |
1,070,738
+966,462
| +927% | +$5.33M |
|
|
NVEI
2369
DELISTED
Nuvei Corporation Subordinate Voting Shares
NVEI
| $5.89M | ﹤0.01% |
186,397
+182,099
| +4,237% | +$5.76M |
|
2370
Embraer
ERJ
$10.4B
| $5.88M | ﹤0.01% |
220,762
+91,282
| +70% | +$2.43M |
|
2371
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
$1.86B
| $5.88M | ﹤0.01% |
253,098
+251,474
| +15,485% | +$5.84M |
|
2372
Horace Mann Educators
HMN
$1.86B
| $5.88M | ﹤0.01% |
158,902
+30,656
| +24% | +$1.13M |
|
2373
Mueller Water Products
MWA
$3.96B
| $5.86M | ﹤0.01% |
364,244
+4,429
| +1% | +$71.3K |
|
2374
BancFirst
BANF
$4.37B
| $5.85M | ﹤0.01% |
66,491
-11,386
| -15% | -$1M |
|
2375
Madison Square Garden
MSGE
$2.13B
| $5.84M | ﹤0.01% |
148,918
+86,264
| +138% | +$3.38M |
|