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 | |
|---|---|---|---|---|---|---|
2451
Horace Mann Educators
HMN
$1.94B
| $5.12M | ﹤0.01% |
128,771
-162,646
| -56% | -$6.47M |
|
|
TGI
2452
DELISTED
Triumph Group
TGI
| $5.11M | ﹤0.01% |
274,523
+101,520
| +59% | +$1.89M |
|
2453
DT Midstream
DTM
$10.9B
| $5.11M | ﹤0.01% |
+113,960
| New | +$5.11M |
|
2454
Rackspace Technology
RXT
$347M
| $5.1M | ﹤0.01% |
358,760
+143,366
| +67% | +$2.04M |
|
|
DOOR
2455
DELISTED
MASONITE INTERNATIONAL CORP
DOOR
| $5.1M | ﹤0.01% |
48,018
-31,552
| -40% | -$3.35M |
|
2456
Par Pacific Holdings
PARR
$1.67B
| $5.09M | ﹤0.01% |
323,544
-200,672
| -38% | -$3.15M |
|
|
FLXN
2457
DELISTED
Flexion Therapeutics, Inc.
FLXN
| $5.07M | ﹤0.01% |
830,546
+96,380
| +13% | +$588K |
|
2458
E.W. Scripps
SSP
$257M
| $5.06M | ﹤0.01% |
280,379
-143,133
| -34% | -$2.59M |
|
2459
Lyell Immunopharma
LYEL
$246M
| $5.06M | ﹤0.01% |
+17,104
| New | +$5.06M |
|
|
HJEN
2460
DELISTED
Direxion Hydrogen ETF
HJEN
| $5.06M | ﹤0.01% |
250,000
| – | – |
|
2461
Black Stone Minerals
BSM
$2.65B
| $5.05M | ﹤0.01% |
419,221
+238,133
| +132% | +$2.87M |
|
2462
CBIZ
CBZ
$3.01B
| $5.04M | ﹤0.01% |
155,897
-47,806
| -23% | -$1.55M |
|
2463
Erie Indemnity
ERIE
$17.7B
| $5.03M | ﹤0.01% |
28,170
-38,262
| -58% | -$6.83M |
|
|
GSKY
2464
DELISTED
GreenSky, Inc. Class A Common Stock
GSKY
| $5.02M | ﹤0.01% |
449,253
+287,883
| +178% | +$3.22M |
|
2465
Scorpio Tankers
STNG
$2.99B
| $5M | ﹤0.01% |
269,770
+53,392
| +25% | +$990K |
|
|
TWNK
2466
DELISTED
Hostess Brands, Inc. Class A Common Stock
TWNK
| $5M | ﹤0.01% |
287,983
-69,804
| -20% | -$1.21M |
|
2467
YPF
YPF
$10.7B
| $4.99M | ﹤0.01% |
1,071,549
+193,665
| +22% | +$903K |
|
2468
iShares Expanded Tech Sector ETF
IGM
$8.98B
| $4.98M | ﹤0.01% |
73,944
+2,970
| +4% | +$200K |
|
2469
Wave Life Sciences
WVE
$1.11B
| $4.97M | ﹤0.01% |
1,015,147
+102,119
| +11% | +$500K |
|
2470
Better Home & Finance Holding
BETR
$382M
| $4.97M | ﹤0.01% |
+9,996
| New | +$4.97M |
|
2471
Denali Therapeutics
DNLI
$2.07B
| $4.97M | ﹤0.01% |
98,510
+7,630
| +8% | +$385K |
|
2472
Telephone and Data Systems
TDS
$4.51B
| $4.96M | ﹤0.01% |
254,555
-193,525
| -43% | -$3.77M |
|
2473
Zillow
ZG
$20.4B
| $4.96M | ﹤0.01% |
55,975
-4,088
| -7% | -$362K |
|
2474
Camping World
CWH
$1.04B
| $4.95M | ﹤0.01% |
127,436
-22,445
| -15% | -$873K |
|
2475
Legend Biotech
LEGN
$6.11B
| $4.95M | ﹤0.01% |
97,912
+26,103
| +36% | +$1.32M |
|