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 | |
|---|---|---|---|---|---|---|
2376
Outfront Media
OUT
$3.13B
| $5.84M | ﹤0.01% |
353,152
+50,765
| +17% | +$839K |
|
|
AHH
2377
Armada Hoffler Properties
AHH
$600M
| $5.81M | ﹤0.01% |
558,694
+148,546
| +36% | +$1.54M |
|
2378
Fulton Financial
FULT
$3.47B
| $5.8M | ﹤0.01% |
364,735
-28,421
| -7% | -$452K |
|
2379
Sandstorm Gold
SAND
$3.44B
| $5.78M | ﹤0.01% |
1,101,464
+1,083,512
| +6,036% | +$5.69M |
|
2380
First Trust NASDAQ Technology Dividend Index Fund
TDIV
$3.69B
| $5.77M | ﹤0.01% |
82,853
+205
| +0.2% | +$14.3K |
|
2381
Hanmi Financial
HAFC
$749M
| $5.77M | ﹤0.01% |
362,325
+159,984
| +79% | +$2.55M |
|
2382
JPMorgan Diversified Return US Equity ETF
JPUS
$389M
| $5.74M | ﹤0.01% |
51,268
-1,511
| -3% | -$169K |
|
2383
iShares Intermediate Government/Credit Bond ETF
GVI
$3.55B
| $5.74M | ﹤0.01% |
55,213
-21,638
| -28% | -$2.25M |
|
2384
The Bancorp
TBBK
$3.55B
| $5.74M | ﹤0.01% |
171,529
-231,528
| -57% | -$7.75M |
|
2385
STAAR Surgical
STAA
$1.35B
| $5.73M | ﹤0.01% |
149,567
+47,337
| +46% | +$1.81M |
|
2386
Skyward Specialty Insurance
SKWD
$1.89B
| $5.73M | ﹤0.01% |
153,038
-4,108
| -3% | -$154K |
|
2387
Sprout Social
SPT
$845M
| $5.72M | ﹤0.01% |
95,826
-66,547
| -41% | -$3.97M |
|
2388
Cadre Holdings
CDRE
$1.34B
| $5.71M | ﹤0.01% |
157,871
+22,811
| +17% | +$826K |
|
2389
Oxford Industries
OXM
$687M
| $5.71M | ﹤0.01% |
50,796
-2,181
| -4% | -$245K |
|
2390
Levi Strauss
LEVI
$8.98B
| $5.71M | ﹤0.01% |
285,492
-1,949
| -0.7% | -$39K |
|
2391
WELLS FARGO 7.5% NON CUMV PERP CONV
WFC.PRL
$5B
| $5.7M | ﹤0.01% |
4,677
-991
| -17% | -$1.21M |
|
2392
iShares Micro-Cap ETF
IWC
$964M
| $5.7M | ﹤0.01% |
47,034
-946
| -2% | -$115K |
|
2393
Vanguard Long-Term Bond ETF
BLV
$5.77B
| $5.68M | ﹤0.01% |
78,580
+5,130
| +7% | +$371K |
|
2394
Qfin Holdings, Inc. American Depositary Shares
QFIN
$4.07B
| $5.68M | ﹤0.01% |
308,369
+159,587
| +107% | +$2.94M |
|
2395
Atlantic Union Bankshares
AUB
$5.02B
| $5.64M | ﹤0.01% |
159,610
+8,624
| +6% | +$305K |
|
2396
Radware
RDWR
$1.11B
| $5.63M | ﹤0.01% |
300,627
+1,727
| +0.6% | +$32.3K |
|
2397
eXp World Holdings
EXPI
$1.75B
| $5.62M | ﹤0.01% |
544,311
+3,055
| +0.6% | +$31.6K |
|
2398
J&J Snack Foods
JJSF
$1.98B
| $5.62M | ﹤0.01% |
38,862
+12,949
| +50% | +$1.87M |
|
2399
LegalZoom.com
LZ
$1.92B
| $5.61M | ﹤0.01% |
420,837
-211,040
| -33% | -$2.82M |
|
2400
Silicon Motion
SIMO
$3.01B
| $5.59M | ﹤0.01% |
72,656
-52,851
| -42% | -$4.07M |
|