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 Core MSCI Emerging Markets ETF
IEMG
|
+$4.22B |
| 2 |
iShares TIPS Bond ETF
TIP
|
+$1.55B |
| 3 |
JPMorgan BetaBuilders US Mid Cap Equity ETF
BBMC
|
+$1.31B |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$1.1B |
| 5 |
Wells Fargo
WFC
|
+$899M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$2.46B |
| 2 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$2.45B |
| 3 |
Tesla
TSLA
|
+$2.03B |
| 4 |
TSMC
TSM
|
+$1.66B |
| 5 |
Texas Instruments
TXN
|
+$1.62B |
Sector Composition
| 1 | Technology | 18.09% |
| 2 | Financials | 11.43% |
| 3 | Consumer Discretionary | 11.01% |
| 4 | Healthcare | 10.73% |
| 5 | Industrials | 7.44% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2526
Titan Machinery
TITN
$445M
| $3.43M | ﹤0.01% |
175,392
-95,927
| -35% | -$1.87M |
|
2527
Genworth Financial
GNW
$3.52B
| $3.42M | ﹤0.01% |
904,042
+76,487
| +9% | +$289K |
|
2528
Esperion Therapeutics
ESPR
$548M
| $3.42M | ﹤0.01% |
131,330
-2,578
| -2% | -$67K |
|
2529
Vanguard Industrials ETF
VIS
$6.17B
| $3.4M | ﹤0.01% |
20,018
+879
| +5% | +$149K |
|
2530
Global X Silver Miners ETF NEW
SIL
$3.13B
| $3.4M | ﹤0.01% |
74,542
+32,934
| +79% | +$1.5M |
|
2531
StoneX
SNEX
$4.92B
| $3.39M | ﹤0.01% |
131,810
+94,280
| +251% | +$2.43M |
|
2532
Sapiens International
SPNS
$2.4B
| $3.39M | ﹤0.01% |
110,839
+87,744
| +380% | +$2.69M |
|
2533
Tencent Music
TME
$40.6B
| $3.39M | ﹤0.01% |
175,957
-1,001,869
| -85% | -$19.3M |
|
2534
Ooma
OOMA
$360M
| $3.38M | ﹤0.01% |
234,835
+24,832
| +12% | +$358K |
|
2535
Towne Bank
TOWN
$2.77B
| $3.37M | ﹤0.01% |
143,655
+100,717
| +235% | +$2.36M |
|
|
RAD
2536
DELISTED
Rite Aid Corporation
RAD
| $3.36M | ﹤0.01% |
212,337
-127,536
| -38% | -$2.02M |
|
2537
Embraer
ERJ
$10.4B
| $3.35M | ﹤0.01% |
492,395
-900,890
| -65% | -$6.13M |
|
2538
United Natural Foods
UNFI
$1.84B
| $3.34M | ﹤0.01% |
209,374
-56,688
| -21% | -$905K |
|
|
LGTY
2539
DELISTED
Logility Supply Chain Solutions, Inc. Common Stock
LGTY
| $3.34M | ﹤0.01% |
194,745
+35,212
| +22% | +$605K |
|
2540
Helios Technologies
HLIO
$1.78B
| $3.34M | ﹤0.01% |
62,680
+39,956
| +176% | +$2.13M |
|
2541
Pilgrim's Pride
PPC
$10.1B
| $3.33M | ﹤0.01% |
169,773
-170,705
| -50% | -$3.35M |
|
2542
Peapack-Gladstone Financial
PGC
$516M
| $3.33M | ﹤0.01% |
146,190
+128,868
| +744% | +$2.93M |
|
2543
Global Industrial
GIC
$1.4B
| $3.32M | ﹤0.01% |
92,348
+70,393
| +321% | +$2.53M |
|
|
RPT
2544
DELISTED
RPT Realty Common Shares of Beneficial Interest (MD)
RPT
| $3.3M | ﹤0.01% |
381,914
+32,128
| +9% | +$278K |
|
2545
Trinity Industries
TRN
$2.24B
| $3.29M | ﹤0.01% |
124,730
+41,052
| +49% | +$1.08M |
|
2546
Cavco Industries
CVCO
$4.36B
| $3.28M | ﹤0.01% |
18,719
+850
| +5% | +$149K |
|
2547
Hecla Mining
HL
$7.39B
| $3.28M | ﹤0.01% |
506,598
-216,243
| -30% | -$1.4M |
|
2548
Plains GP Holdings
PAGP
$3.69B
| $3.28M | ﹤0.01% |
387,777
+130,248
| +51% | +$1.1M |
|
|
GPP
2549
DELISTED
Green Plains Partners LP
GPP
| $3.27M | ﹤0.01% |
411,252
+19,203
| +5% | +$153K |
|
|
FSP
2550
Franklin Street Properties
FSP
$170M
| $3.27M | ﹤0.01% |
747,355
+192,643
| +35% | +$842K |
|