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 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$2.03B |
| 2 |
Vanguard Total International Bond ETF
BNDX
|
+$1.94B |
| 3 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
+$1.28B |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$936M |
| 5 |
iShares Russell 2000 ETF
IWM
|
+$912M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$3.07B |
| 2 |
iShares Short Treasury Bond ETF
SHV
|
+$2.61B |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
+$1.48B |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
+$1.26B |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$1B |
Sector Composition
| 1 | Technology | 13.69% |
| 2 | Financials | 13.03% |
| 3 | Healthcare | 9.54% |
| 4 | Consumer Discretionary | 9.38% |
| 5 | Industrials | 7.69% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2451
LendingClub
LC
$1.98B
| $2.6M | ﹤0.01% |
198,500
+124,723
| +169% | +$1.63M |
|
2452
Badger Meter
BMI
$5.1B
| $2.59M | ﹤0.01% |
48,166
+28,192
| +141% | +$1.51M |
|
2453
MeiraGTx Holdings
MGTX
$594M
| $2.58M | ﹤0.01% |
161,763
-9,405
| -5% | -$150K |
|
2454
Sunrun
RUN
$3.67B
| $2.56M | ﹤0.01% |
153,006
-330,248
| -68% | -$5.52M |
|
2455
Employers Holdings
EIG
$995M
| $2.55M | ﹤0.01% |
58,526
-1,827
| -3% | -$79.6K |
|
2456
iShares Silver Trust
SLV
$20.2B
| $2.54M | ﹤0.01% |
159,424
+119,772
| +302% | +$1.91M |
|
2457
American Century US Quality Value ETF
VALQ
$256M
| $2.54M | ﹤0.01% |
+62,328
| New | +$2.54M |
|
2458
GrafTech
EAF
$316M
| $2.53M | ﹤0.01% |
19,793
-1,764
| -8% | -$226K |
|
2459
Resideo Technologies
REZI
$5.9B
| $2.52M | ﹤0.01% |
175,596
+47,132
| +37% | +$676K |
|
2460
Goldman Sachs Access Ultra Short Bond ETF
GSST
$1.02B
| $2.52M | ﹤0.01% |
49,800
| – | – |
|
2461
Fresenius Medical Care
FMS
$14.9B
| $2.51M | ﹤0.01% |
74,845
-1,261
| -2% | -$42.4K |
|
2462
CarGurus
CARG
$3.68B
| $2.51M | ﹤0.01% |
81,120
+54,232
| +202% | +$1.68M |
|
2463
BlackRock Municipal 2030 Target Term Trust
BTT
$1.48B
| $2.5M | ﹤0.01% |
105,716
+4,997
| +5% | +$118K |
|
2464
IPG Photonics
IPGP
$3.47B
| $2.5M | ﹤0.01% |
18,438
+1,279
| +7% | +$173K |
|
2465
M/I Homes
MHO
$4B
| $2.5M | ﹤0.01% |
66,367
+7,201
| +12% | +$271K |
|
2466
Bunge Global
BG
$16.1B
| $2.5M | ﹤0.01% |
44,097
-64,676
| -59% | -$3.66M |
|
2467
Avantis International Equity ETF
AVDE
$8.97B
| $2.49M | ﹤0.01% |
+50,000
| New | +$2.49M |
|
2468
StoneX
SNEX
$4.93B
| $2.49M | ﹤0.01% |
136,244
+107,770
| +378% | +$1.97M |
|
2469
MaxLinear
MXL
$1.47B
| $2.48M | ﹤0.01% |
110,835
+90,083
| +434% | +$2.02M |
|
|
CBAY
2470
DELISTED
Cymabay Therapeutics
CBAY
| $2.48M | ﹤0.01% |
483,399
+464,479
| +2,455% | +$2.38M |
|
2471
Alamo Group
ALG
$2.47B
| $2.47M | ﹤0.01% |
20,956
+2,035
| +11% | +$240K |
|
|
AJRD
2472
DELISTED
Aerojet Rocketdyne Holdings, Inc.
AJRD
| $2.47M | ﹤0.01% |
48,804
-5,098
| -9% | -$257K |
|
|
SMTA
2473
DELISTED
Spirit MTA REIT Common Shares of Beneficial Interest
SMTA
| $2.47M | ﹤0.01% |
291,965
+190,695
| +188% | +$1.61M |
|
|
MFA
2474
MFA Financial
MFA
$1.01B
| $2.46M | ﹤0.01% |
83,466
+18,193
| +28% | +$536K |
|
2475
Hovnanian Enterprises
HOV
$877M
| $2.45M | ﹤0.01% |
127,382
+71,465
| +128% | +$1.38M |
|