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 Short-Term Bond ETF
BSV
|
+$5.56B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.68B |
| 3 |
AbbVie
ABBV
|
+$964M |
| 4 |
Technology Select Sector SPDR Fund
XLK
|
+$801M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$756M |
Top Sells
| 1 |
Apple
AAPL
|
+$2.34B |
| 2 |
Amazon
AMZN
|
+$1.76B |
| 3 |
Cigna
CI
|
+$1.06B |
| 4 |
Morgan Stanley
MS
|
+$1.05B |
| 5 |
Microsoft
MSFT
|
+$1.05B |
Sector Composition
| 1 | Technology | 16.69% |
| 2 | Financials | 11.81% |
| 3 | Healthcare | 10.26% |
| 4 | Consumer Discretionary | 10% |
| 5 | Industrials | 7.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2426
Progress Software
PRGS
$1.81B
| $5.4M | ﹤0.01% |
109,853
-1,186
| -1% | -$58.3K |
|
2427
GDS Holdings
GDS
$7.32B
| $5.38M | ﹤0.01% |
95,108
-457,670
| -83% | -$25.9M |
|
2428
M/I Homes
MHO
$4.07B
| $5.38M | ﹤0.01% |
93,118
-70,011
| -43% | -$4.05M |
|
|
MACC
2429
DELISTED
Mission Advancement Corp.
MACC
| $5.38M | ﹤0.01% |
553,419
+24,939
| +5% | +$242K |
|
|
OZON
2430
DELISTED
Ozon Holdings PLC American Depositary Shares, each ADS representing one ordinary share
OZON
| $5.38M | ﹤0.01% |
106,645
-46,793
| -30% | -$2.36M |
|
|
ELIQ
2431
DELISTED
Electriq Power Holdings, Inc.
ELIQ
| $5.38M | ﹤0.01% |
545,700
+39,408
| +8% | +$388K |
|
|
VSTO
2432
DELISTED
Vista Outdoor Inc.
VSTO
| $5.35M | ﹤0.01% |
132,659
+69,061
| +109% | +$2.78M |
|
2433
TG Therapeutics
TGTX
$5.1B
| $5.34M | ﹤0.01% |
160,476
-2,164
| -1% | -$72K |
|
2434
Fluor
FLR
$6.63B
| $5.33M | ﹤0.01% |
333,636
-172,484
| -34% | -$2.76M |
|
2435
Mesa Laboratories
MLAB
$339M
| $5.33M | ﹤0.01% |
17,611
-2,207
| -11% | -$667K |
|
2436
MACOM Technology Solutions
MTSI
$9.82B
| $5.31M | ﹤0.01% |
81,784
-41,058
| -33% | -$2.66M |
|
|
AVID
2437
DELISTED
Avid Technology Inc
AVID
| $5.29M | ﹤0.01% |
183,059
-56,786
| -24% | -$1.64M |
|
|
ITCI
2438
DELISTED
Intra-Cellular Therapies Inc.
ITCI
| $5.29M | ﹤0.01% |
142,003
-2,091
| -1% | -$77.9K |
|
2439
iShares US Financial Services ETF
IYG
$1.93B
| $5.29M | ﹤0.01% |
84,270
+1,608
| +2% | +$101K |
|
2440
Strategic Education
STRA
$1.98B
| $5.28M | ﹤0.01% |
74,917
-21,288
| -22% | -$1.5M |
|
2441
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
$2.17B
| $5.27M | ﹤0.01% |
93,398
+2,264
| +2% | +$128K |
|
2442
Columbus McKinnon
CMCO
$415M
| $5.23M | ﹤0.01% |
108,163
-42,658
| -28% | -$2.06M |
|
2443
Bioventus
BVS
$484M
| $5.2M | ﹤0.01% |
367,476
-16,976
| -4% | -$240K |
|
|
SOHU
2444
Sohu.com
SOHU
$480M
| $5.2M | ﹤0.01% |
249,507
+229,574
| +1,152% | +$4.78M |
|
2445
Children's Place
PLCE
$155M
| $5.2M | ﹤0.01% |
69,066
+11,142
| +19% | +$839K |
|
2446
Brinker International
EAT
$6.84B
| $5.19M | ﹤0.01% |
105,738
-29,802
| -22% | -$1.46M |
|
|
NEE.PRP
2447
DELISTED
NextEra Energy, Inc. 5.279% Corporate Units
NEE.PRP
| $5.17M | ﹤0.01% |
101,464
-58,550
| -37% | -$2.98M |
|
2448
Mercury Systems
MRCY
$4.34B
| $5.16M | ﹤0.01% |
108,851
+29,955
| +38% | +$1.42M |
|
2449
Genmab
GMAB
$17.1B
| $5.16M | ﹤0.01% |
118,075
+34,618
| +41% | +$1.51M |
|
2450
AXIS Capital
AXS
$7.75B
| $5.13M | ﹤0.01% |
111,406
-34,210
| -23% | -$1.58M |
|