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 Intermediate-Term Corporate Bond ETF
VCIT
|
+$3.65B |
| 2 |
Microsoft
MSFT
|
+$2.99B |
| 3 |
Eli Lilly
LLY
|
+$2.1B |
| 4 |
Broadcom
AVGO
|
+$1.57B |
| 5 |
ServiceNow
NOW
|
+$1.33B |
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$3.4B |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$2.57B |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$2.55B |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$2.15B |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$1.56B |
Sector Composition
| 1 | Technology | 21.83% |
| 2 | Healthcare | 10.29% |
| 3 | Financials | 9.88% |
| 4 | Consumer Discretionary | 9.44% |
| 5 | Industrials | 7.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2451
St. Joe Company
JOE
$3.04B
| $4.94M | ﹤0.01% |
82,044
+2,808
| +4% | +$169K |
|
2452
Amalgamated Financial
AMAL
$845M
| $4.9M | ﹤0.01% |
181,883
+113,284
| +165% | +$3.05M |
|
2453
BlackRock World ex US Carbon Transition Readiness ETF
LCTD
$247M
| $4.9M | ﹤0.01% |
111,992
+44,688
| +66% | +$1.95M |
|
2454
iShares MSCI Thailand ETF
THD
$238M
| $4.89M | ﹤0.01% |
76,631
-159,508
| -68% | -$10.2M |
|
2455
Pampa Energía
PAM
$3.29B
| $4.89M | ﹤0.01% |
98,769
+57,765
| +141% | +$2.86M |
|
2456
LGI Homes
LGIH
$1.38B
| $4.88M | ﹤0.01% |
36,670
-34,114
| -48% | -$4.54M |
|
2457
Hertz
HTZ
$2.03B
| $4.88M | ﹤0.01% |
469,353
-3,739,286
| -89% | -$38.9M |
|
2458
VanEck High Yield Muni ETF
HYD
$3.49B
| $4.87M | ﹤0.01% |
94,401
+8,877
| +10% | +$458K |
|
2459
First Trust Water ETF
FIW
$1.92B
| $4.87M | ﹤0.01% |
51,410
+40,145
| +356% | +$3.81M |
|
2460
JPMorgan Diversified Return International Equity ETF
JPIN
$366M
| $4.87M | ﹤0.01% |
89,652
-33,850
| -27% | -$1.84M |
|
2461
SSR Mining
SSRM
$4.45B
| $4.87M | ﹤0.01% |
452,370
+253,163
| +127% | +$2.72M |
|
2462
Modine Manufacturing
MOD
$8.01B
| $4.86M | ﹤0.01% |
81,490
+16,522
| +25% | +$986K |
|
2463
American Woodmark
AMWD
$1.02B
| $4.86M | ﹤0.01% |
52,332
-17,049
| -25% | -$1.58M |
|
2464
Sana Biotechnology
SANA
$800M
| $4.86M | ﹤0.01% |
1,190,634
+13,302
| +1% | +$54.3K |
|
2465
Employers Holdings
EIG
$987M
| $4.85M | ﹤0.01% |
123,014
-39,456
| -24% | -$1.55M |
|
2466
Trustmark
TRMK
$2.42B
| $4.83M | ﹤0.01% |
173,316
+22,922
| +15% | +$639K |
|
2467
SPDR S&P 1500 Value Tilt ETF
VLU
$533M
| $4.82M | ﹤0.01% |
30,098
+22,159
| +279% | +$3.55M |
|
2468
Gentherm
THRM
$1.11B
| $4.82M | ﹤0.01% |
92,107
+16,072
| +21% | +$842K |
|
2469
Empire State Realty Trust
ESRT
$1.3B
| $4.82M | ﹤0.01% |
497,694
+55,517
| +13% | +$538K |
|
2470
Schneider National
SNDR
$4.23B
| $4.82M | ﹤0.01% |
189,218
+48,733
| +35% | +$1.24M |
|
2471
Entravision Communication
EVC
$229M
| $4.81M | ﹤0.01% |
1,154,634
+85,216
| +8% | +$355K |
|
2472
Liberty Broadband Class A
LBRDA
$8.94B
| $4.81M | ﹤0.01% |
59,635
-60,845
| -51% | -$4.91M |
|
2473
SPDR MSCI ACWI ex-US ETF
CWI
$2.13B
| $4.81M | ﹤0.01% |
177,791
+176,353
| +12,264% | +$4.77M |
|
2474
Treace Medical Concepts
TMCI
$455M
| $4.8M | ﹤0.01% |
376,653
+28,085
| +8% | +$358K |
|
2475
Gerdau
GGB
$6.27B
| $4.8M | ﹤0.01% |
1,186,644
-1,725,678
| -59% | -$6.97M |
|