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 | |
|---|---|---|---|---|---|---|
2426
Ingles Markets
IMKTA
$1.33B
| $5.38M | ﹤0.01% |
70,167
+15,313
| +28% | +$1.17M |
|
2427
Capitol Federal Financial
CFFN
$825M
| $5.38M | ﹤0.01% |
902,524
+730,474
| +425% | +$4.35M |
|
2428
Shenandoah Telecom
SHEN
$776M
| $5.37M | ﹤0.01% |
308,931
+36,051
| +13% | +$626K |
|
|
ARI
2429
Apollo Commercial Real Estate
ARI
$1.46B
| $5.35M | ﹤0.01% |
480,258
-65,267
| -12% | -$727K |
|
2430
Kemper
KMPR
$3.3B
| $5.35M | ﹤0.01% |
86,384
-208
| -0.2% | -$12.9K |
|
2431
Upbound Group
UPBD
$1.55B
| $5.33M | ﹤0.01% |
151,428
-176,035
| -54% | -$6.2M |
|
2432
SPDR DoubleLine Total Return Tactical ETF
TOTL
$3.89B
| $5.33M | ﹤0.01% |
133,082
+66,439
| +100% | +$2.66M |
|
2433
SPDR MSCI ACWI ex-US ETF
CWI
$2.13B
| $5.32M | ﹤0.01% |
187,426
+9,635
| +5% | +$274K |
|
2434
Surgery Partners
SGRY
$2.79B
| $5.3M | ﹤0.01% |
177,674
-57,585
| -24% | -$1.72M |
|
2435
Argan
AGX
$3.31B
| $5.29M | ﹤0.01% |
104,595
-33,937
| -24% | -$1.72M |
|
2436
Southside Bancshares
SBSI
$902M
| $5.26M | ﹤0.01% |
179,897
-23,460
| -12% | -$686K |
|
2437
ON24
ONTF
$239M
| $5.25M | ﹤0.01% |
735,860
-15,625
| -2% | -$112K |
|
2438
Gentherm
THRM
$1.08B
| $5.25M | ﹤0.01% |
91,177
-930
| -1% | -$53.5K |
|
2439
Ventyx Biosciences
VTYX
$165M
| $5.24M | ﹤0.01% |
953,473
+843,101
| +764% | +$4.64M |
|
2440
Direxion Daily S&P Biotech Bull 3X Shares
LABU
$658M
| $5.24M | ﹤0.01% |
39,451
+11,324
| +40% | +$1.5M |
|
2441
Treehouse Foods
THS
$863M
| $5.23M | ﹤0.01% |
134,316
+43,298
| +48% | +$1.69M |
|
2442
First Trust Water ETF
FIW
$1.9B
| $5.22M | ﹤0.01% |
51,099
-311
| -0.6% | -$31.8K |
|
2443
Granite Construction
GVA
$4.71B
| $5.21M | ﹤0.01% |
91,516
-71,796
| -44% | -$4.09M |
|
2444
Community Bank
CBU
$3.16B
| $5.21M | ﹤0.01% |
108,451
+34,690
| +47% | +$1.67M |
|
2445
SPDR S&P 1500 Value Tilt ETF
VLU
$531M
| $5.2M | ﹤0.01% |
29,668
-430
| -1% | -$75.4K |
|
|
PGRE
2446
Paramount Group
PGRE
$1.44B
| $5.19M | ﹤0.01% |
1,107,167
-356,061
| -24% | -$1.67M |
|
2447
ARK Fintech Innovation ETF
ARKF
$1.63B
| $5.19M | ﹤0.01% |
171,163
+93,614
| +121% | +$2.84M |
|
2448
Invesco KBW Bank ETF
KBWB
$5.01B
| $5.19M | ﹤0.01% |
96,669
-101,792
| -51% | -$5.46M |
|
2449
Perella Weinberg Partners
PWP
$1.42B
| $5.19M | ﹤0.01% |
367,065
+337,598
| +1,146% | +$4.77M |
|
2450
iShares MSCI Poland ETF
EPOL
$451M
| $5.18M | ﹤0.01% |
219,458
+219,427
| +707,829% | +$5.18M |
|