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 |
Microsoft
MSFT
|
+$6.27B |
| 2 |
Vanguard S&P 500 ETF
VOO
|
+$5.61B |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
+$3.32B |
| 4 |
Meta Platforms (Facebook)
META
|
+$3.21B |
| 5 |
Apple
AAPL
|
+$2.9B |
Top Sells
| 1 |
iShares Short Treasury Bond ETF
SHV
|
+$3.23B |
| 2 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$1.76B |
| 3 |
Schwab US TIPS ETF
SCHP
|
+$702M |
| 4 |
Nike
NKE
|
+$702M |
| 5 |
Tesla
TSLA
|
+$652M |
Sector Composition
| 1 | Technology | 20.52% |
| 2 | Healthcare | 11.04% |
| 3 | Financials | 9.44% |
| 4 | Consumer Discretionary | 8.87% |
| 5 | Industrials | 7.44% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
BWIN
2426
Baldwin Insurance Group
BWIN
$2.24B
| $4.56M | ﹤0.01% |
183,938
+3,326
| +2% | +$82.4K |
|
2427
Strategic Education
STRA
$1.95B
| $4.55M | ﹤0.01% |
67,072
-1,881
| -3% | -$128K |
|
2428
Openlane
KAR
$3.02B
| $4.54M | ﹤0.01% |
298,168
+90,586
| +44% | +$1.38M |
|
2429
Spectrum Brands
SPB
$1.28B
| $4.51M | ﹤0.01% |
57,838
+10,329
| +22% | +$806K |
|
2430
Movado Group
MOV
$434M
| $4.51M | ﹤0.01% |
168,027
+19,333
| +13% | +$519K |
|
2431
Granite Construction
GVA
$4.74B
| $4.48M | ﹤0.01% |
112,573
+6,095
| +6% | +$242K |
|
2432
iShares Morningstar Value ETF
ILCV
$1.1B
| $4.47M | ﹤0.01% |
67,254
-1,670
| -2% | -$111K |
|
2433
JPMorgan Diversified Return US Equity ETF
JPUS
$389M
| $4.47M | ﹤0.01% |
45,676
-2,689
| -6% | -$263K |
|
2434
Walker & Dunlop
WD
$2.91B
| $4.46M | ﹤0.01% |
56,444
+5,084
| +10% | +$402K |
|
2435
Methode Electronics
MEI
$282M
| $4.45M | ﹤0.01% |
132,892
+32,234
| +32% | +$1.08M |
|
2436
Community Bank
CBU
$3.07B
| $4.45M | ﹤0.01% |
94,965
-135,941
| -59% | -$6.37M |
|
2437
BioCryst Pharmaceuticals
BCRX
$1.62B
| $4.45M | ﹤0.01% |
631,515
+31,698
| +5% | +$223K |
|
2438
Joby Aviation
JOBY
$12.1B
| $4.44M | ﹤0.01% |
432,851
+64,229
| +17% | +$659K |
|
2439
AngioDynamics
ANGO
$426M
| $4.43M | ﹤0.01% |
424,800
+195,102
| +85% | +$2.03M |
|
2440
Aclaris Therapeutics
ACRS
$196M
| $4.43M | ﹤0.01% |
426,959
-2,208
| -0.5% | -$22.9K |
|
2441
SiTime
SITM
$7.5B
| $4.42M | ﹤0.01% |
37,508
-31,624
| -46% | -$3.73M |
|
|
ZUO
2442
DELISTED
Zuora, Inc.
ZUO
| $4.41M | ﹤0.01% |
402,416
-706,948
| -64% | -$7.76M |
|
2443
FTAI Aviation
FTAI
$17.8B
| $4.41M | ﹤0.01% |
139,367
-146,530
| -51% | -$4.64M |
|
2444
Vitesse Energy
VTS
$943M
| $4.41M | ﹤0.01% |
196,705
-8,076
| -4% | -$181K |
|
2445
Franklin US Large Cap Multifactor Index ETF
FLQL
$1.6B
| $4.4M | ﹤0.01% |
98,383
+93,560
| +1,940% | +$4.19M |
|
2446
Vanguard Intermediate-Term Bond ETF
BIV
$25.2B
| $4.39M | ﹤0.01% |
58,363
+18,253
| +46% | +$1.37M |
|
2447
Dorman Products
DORM
$4.8B
| $4.39M | ﹤0.01% |
55,656
-1,163
| -2% | -$91.7K |
|
2448
RadNet
RDNT
$5.78B
| $4.38M | ﹤0.01% |
134,341
-111,146
| -45% | -$3.63M |
|
2449
Blue Owl Capital
OWL
$12.1B
| $4.37M | ﹤0.01% |
375,365
+83,499
| +29% | +$973K |
|
2450
Perdoceo Education
PRDO
$2.28B
| $4.37M | ﹤0.01% |
356,358
+78,569
| +28% | +$964K |
|