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 | |
|---|---|---|---|---|---|---|
2401
Utah Medical Products
UTMD
$200M
| $5.36M | ﹤0.01% |
63,628
+5,362
| +9% | +$452K |
|
2402
Hanesbrands
HBI
$2.24B
| $5.35M | ﹤0.01% |
1,199,315
+540,487
| +82% | +$2.41M |
|
2403
Archrock
AROC
$4.23B
| $5.35M | ﹤0.01% |
347,206
-836,916
| -71% | -$12.9M |
|
2404
Schwab Emerging Markets Equity ETF
SCHE
$11.3B
| $5.35M | ﹤0.01% |
215,646
+182,743
| +555% | +$4.53M |
|
2405
Oscar Health
OSCR
$4.64B
| $5.34M | ﹤0.01% |
583,368
+269,315
| +86% | +$2.46M |
|
2406
Titan International
TWI
$558M
| $5.34M | ﹤0.01% |
358,637
+131,899
| +58% | +$1.96M |
|
2407
Skyward Specialty Insurance
SKWD
$1.89B
| $5.32M | ﹤0.01% |
157,146
-16,656
| -10% | -$564K |
|
2408
Fastly
FSLY
$1.24B
| $5.32M | ﹤0.01% |
298,968
+115,620
| +63% | +$2.06M |
|
2409
Photronics
PLAB
$1.35B
| $5.31M | ﹤0.01% |
169,325
-636,721
| -79% | -$20M |
|
2410
WisdomTree US Total Dividend Fund
DTD
$1.45B
| $5.31M | ﹤0.01% |
81,200
+23,936
| +42% | +$1.56M |
|
2411
Kennametal
KMT
$1.58B
| $5.3M | ﹤0.01% |
205,469
+64,470
| +46% | +$1.66M |
|
2412
Oxford Industries
OXM
$688M
| $5.3M | ﹤0.01% |
52,977
-19,044
| -26% | -$1.9M |
|
2413
First Trust NASDAQ Technology Dividend Index Fund
TDIV
$3.7B
| $5.3M | ﹤0.01% |
82,648
+28,228
| +52% | +$1.81M |
|
2414
Innoviva
INVA
$1.22B
| $5.28M | ﹤0.01% |
329,207
+9,006
| +3% | +$144K |
|
2415
Pricesmart
PSMT
$3.6B
| $5.28M | ﹤0.01% |
69,662
+16,646
| +31% | +$1.26M |
|
2416
SPDR Blackstone Senior Loan ETF
SRLN
$6.86B
| $5.26M | ﹤0.01% |
125,419
-780,951
| -86% | -$32.7M |
|
2417
CarGurus
CARG
$3.6B
| $5.26M | ﹤0.01% |
217,628
+12,609
| +6% | +$305K |
|
|
GOGL
2418
DELISTED
Golden Ocean Group
GOGL
| $5.26M | ﹤0.01% |
538,544
+343,816
| +177% | +$3.36M |
|
2419
Ovid Therapeutics
OVID
$81.1M
| $5.25M | ﹤0.01% |
1,631,742
+18,333
| +1% | +$59K |
|
|
CVII
2420
DELISTED
Churchill Capital Corp VII Class A Common Stock
CVII
| $5.25M | ﹤0.01% |
500,000
-950,000
| -66% | -$9.98M |
|
2421
Ambarella
AMBA
$3.38B
| $5.23M | ﹤0.01% |
85,370
-54,523
| -39% | -$3.34M |
|
|
SAFE
2422
Safehold
SAFE
$1.17B
| $5.22M | ﹤0.01% |
223,125
-49,977
| -18% | -$1.17M |
|
2423
Blue Owl Capital
OWL
$12.1B
| $5.21M | ﹤0.01% |
349,964
-68,176
| -16% | -$1.02M |
|
2424
Century Communities
CCS
$1.99B
| $5.21M | ﹤0.01% |
57,177
+15,338
| +37% | +$1.4M |
|
2425
Mueller Water Products
MWA
$3.99B
| $5.18M | ﹤0.01% |
359,815
-545,037
| -60% | -$7.85M |
|