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 | |
|---|---|---|---|---|---|---|
2451
Asana
ASAN
$3.25B
| $5.17M | ﹤0.01% |
333,511
-47,360
| -12% | -$734K |
|
2452
Utah Medical Products
UTMD
$198M
| $5.16M | ﹤0.01% |
72,552
+8,924
| +14% | +$635K |
|
|
STR
2453
DELISTED
Sitio Royalties
STR
| $5.16M | ﹤0.01% |
208,599
-33,265
| -14% | -$822K |
|
|
TSVT
2454
DELISTED
2seventy bio
TSVT
| $5.16M | ﹤0.01% |
963,712
-50,304
| -5% | -$269K |
|
2455
Cognyte Software
CGNT
$608M
| $5.15M | ﹤0.01% |
622,626
+189,683
| +44% | +$1.57M |
|
2456
VanEck Short Muni ETF
SMB
$288M
| $5.14M | ﹤0.01% |
302,231
-40,760
| -12% | -$694K |
|
2457
Sight Sciences
SGHT
$179M
| $5.14M | ﹤0.01% |
973,917
-143,716
| -13% | -$759K |
|
2458
Dycom Industries
DY
$7.57B
| $5.14M | ﹤0.01% |
35,818
-21,495
| -38% | -$3.09M |
|
2459
Haverty Furniture Companies
HVT
$380M
| $5.14M | ﹤0.01% |
150,668
+108,513
| +257% | +$3.7M |
|
2460
Dutch Bros
BROS
$7.36B
| $5.13M | ﹤0.01% |
155,465
+118,201
| +317% | +$3.9M |
|
2461
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
$805M
| $5.12M | ﹤0.01% |
117,935
+36,957
| +46% | +$1.6M |
|
2462
Brinker International
EAT
$6.42B
| $5.1M | ﹤0.01% |
102,741
-4,782
| -4% | -$238K |
|
2463
Metallus
MTUS
$689M
| $5.09M | ﹤0.01% |
228,739
-2,041
| -0.9% | -$45.4K |
|
2464
JPMorgan International Growth ETF
JIG
$151M
| $5.09M | ﹤0.01% |
80,780
+42,651
| +112% | +$2.69M |
|
|
DNB
2465
DELISTED
Dun & Bradstreet
DNB
| $5.05M | ﹤0.01% |
503,188
+17,288
| +4% | +$174K |
|
2466
Bread Financial
BFH
$2.88B
| $5.05M | ﹤0.01% |
135,618
-106,142
| -44% | -$3.95M |
|
2467
uniQure
QURE
$777M
| $5.04M | ﹤0.01% |
969,504
+220,150
| +29% | +$1.14M |
|
2468
Photronics
PLAB
$1.38B
| $5.03M | ﹤0.01% |
177,600
+8,275
| +5% | +$234K |
|
|
AIV
2469
Aimco
AIV
$1.11B
| $5.03M | ﹤0.01% |
613,681
+40,831
| +7% | +$334K |
|
2470
Schwab Emerging Markets Equity ETF
SCHE
$11.4B
| $5M | ﹤0.01% |
198,131
-17,515
| -8% | -$442K |
|
2471
Criteo
CRTO
$1.17B
| $4.99M | ﹤0.01% |
142,229
+67,763
| +91% | +$2.38M |
|
2472
Hilltop Holdings
HTH
$2.14B
| $4.99M | ﹤0.01% |
159,242
+31,224
| +24% | +$978K |
|
2473
Talos Energy
TALO
$1.67B
| $4.98M | ﹤0.01% |
357,625
-241,954
| -40% | -$3.37M |
|
2474
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$8.88B
| $4.97M | ﹤0.01% |
142,599
+9,007
| +7% | +$314K |
|
2475
CorVel
CRVL
$4.19B
| $4.96M | ﹤0.01% |
56,625
-72
| -0.1% | -$6.31K |
|