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 | |
|---|---|---|---|---|---|---|
2376
First Trust Institutional Preferred Securities and Income ETF
FPEI
$1.71B
| $5.56M | ﹤0.01% |
+312,106
| New | +$5.56M |
|
2377
Tyra Biosciences
TYRA
$651M
| $5.56M | ﹤0.01% |
401,706
+4,088
| +1% | +$56.6K |
|
2378
Radiant Logistics
RLGT
$303M
| $5.56M | ﹤0.01% |
837,189
+51,914
| +7% | +$345K |
|
2379
AngioDynamics
ANGO
$425M
| $5.53M | ﹤0.01% |
705,522
+113,707
| +19% | +$891K |
|
2380
Atlantic Union Bankshares
AUB
$4.91B
| $5.52M | ﹤0.01% |
150,986
-39,972
| -21% | -$1.46M |
|
2381
Mirum Pharmaceuticals
MIRM
$3.76B
| $5.51M | ﹤0.01% |
186,583
+86,807
| +87% | +$2.56M |
|
2382
TransAlta
TAC
$3.8B
| $5.49M | ﹤0.01% |
660,953
+326,833
| +98% | +$2.72M |
|
2383
Trinity Industries
TRN
$2.28B
| $5.48M | ﹤0.01% |
206,181
+43,391
| +27% | +$1.15M |
|
2384
Capital Group Growth ETF
CGGR
$16.2B
| $5.48M | ﹤0.01% |
+194,171
| New | +$5.48M |
|
2385
Vanguard Long-Term Bond ETF
BLV
$5.79B
| $5.48M | ﹤0.01% |
73,450
+205
| +0.3% | +$15.3K |
|
2386
Invesco S&P 500 Revenue ETF
RWL
$6.63B
| $5.48M | ﹤0.01% |
64,182
+9,473
| +17% | +$808K |
|
2387
SPDR S&P Health Care Equipment ETF
XHE
$151M
| $5.46M | ﹤0.01% |
64,783
+30,979
| +92% | +$2.61M |
|
2388
JetBlue
JBLU
$1.78B
| $5.46M | ﹤0.01% |
983,351
+570,346
| +138% | +$3.17M |
|
2389
iShares Ultra Short Duration Bond Active ETF
ICSH
$6.37B
| $5.45M | ﹤0.01% |
108,196
+54,957
| +103% | +$2.77M |
|
2390
JPMorgan Diversified Return US Equity ETF
JPUS
$389M
| $5.42M | ﹤0.01% |
52,779
-4,395
| -8% | -$451K |
|
|
SLAM
2391
DELISTED
Slam Corp. Class A Ordinary Share
SLAM
| $5.42M | ﹤0.01% |
+499,995
| New | +$5.42M |
|
2392
Metallus
MTUS
$704M
| $5.41M | ﹤0.01% |
230,780
+69,857
| +43% | +$1.64M |
|
|
ELME
2393
Elme Communities
ELME
$1.5B
| $5.41M | ﹤0.01% |
370,595
+99,549
| +37% | +$1.45M |
|
2394
Warby Parker
WRBY
$3.26B
| $5.41M | ﹤0.01% |
383,576
+249,841
| +187% | +$3.52M |
|
|
RCM
2395
DELISTED
R1 RCM Inc. Common Stock
RCM
| $5.39M | ﹤0.01% |
510,272
+45,892
| +10% | +$485K |
|
|
LCAA
2396
DELISTED
L Catterton Asia Acquisition Corp Class A Ordinary Shares
LCAA
| $5.39M | ﹤0.01% |
499,996
+399,996
| +400% | +$4.31M |
|
2397
Olympic Steel
ZEUS
$369M
| $5.39M | ﹤0.01% |
80,755
-10,567
| -12% | -$705K |
|
2398
MP Materials
MP
$11.7B
| $5.38M | ﹤0.01% |
270,957
+20,417
| +8% | +$405K |
|
2399
iHeartMedia
IHRT
$455M
| $5.36M | ﹤0.01% |
2,008,649
+63,241
| +3% | +$169K |
|
|
JBGS
2400
JBG SMITH
JBGS
$1.46B
| $5.36M | ﹤0.01% |
315,225
-28,920
| -8% | -$492K |
|