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 |
JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF
BBAX
|
+$1.79B |
| 2 |
JPMorgan BetaBuilders Japan ETF
BBJP
|
+$1.7B |
| 3 |
Alphabet (Google) Class C
GOOG
|
+$1.66B |
| 4 |
Deere & Co
DE
|
+$1.52B |
| 5 |
Amazon
AMZN
|
+$1.21B |
Top Sells
| 1 |
iShares TIPS Bond ETF
TIP
|
+$1.6B |
| 2 |
TSMC
TSM
|
+$1.44B |
| 3 |
Tesla
TSLA
|
+$1.37B |
| 4 |
Salesforce
CRM
|
+$1.25B |
| 5 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$1.05B |
Sector Composition
| 1 | Technology | 16.81% |
| 2 | Financials | 11.84% |
| 3 | Consumer Discretionary | 10.87% |
| 4 | Healthcare | 10.26% |
| 5 | Industrials | 8.26% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2526
The Oncology Institute
TOI
$280M
| $5.24M | ﹤0.01% |
526,120
-73,880
| -12% | -$736K |
|
2527
iShares Short-Term National Muni Bond ETF
SUB
$10.3B
| $5.24M | ﹤0.01% |
48,577
-114,379
| -70% | -$12.3M |
|
2528
Tompkins Financial
TMP
$980M
| $5.23M | ﹤0.01% |
63,262
+10,535
| +20% | +$871K |
|
|
GRA
2529
DELISTED
W.R. Grace & Co.
GRA
| $5.23M | ﹤0.01% |
87,273
+9,858
| +13% | +$590K |
|
2530
Sapiens International
SPNS
$2.4B
| $5.22M | ﹤0.01% |
164,130
+53,291
| +48% | +$1.69M |
|
2531
Joby Aviation
JOBY
$12.1B
| $5.22M | ﹤0.01% |
+513,954
| New | +$5.22M |
|
2532
GoPro
GPRO
$365M
| $5.21M | ﹤0.01% |
447,240
+391,945
| +709% | +$4.56M |
|
2533
Seacoast Banking Corp of Florida
SBCF
$2.67B
| $5.2M | ﹤0.01% |
143,512
-67,657
| -32% | -$2.45M |
|
|
XWEB
2534
DELISTED
SPDR S&P Internet ETF
XWEB
| $5.2M | ﹤0.01% |
+30,626
| New | +$5.2M |
|
|
MBT
2535
DELISTED
Mobile TeleSystems Public Joint Stock Company American Depositary Shares (Each representing 2 Shares
MBT
| $5.19M | ﹤0.01% |
622,383
+581,682
| +1,429% | +$4.85M |
|
2536
CEVA Inc
CEVA
$593M
| $5.18M | ﹤0.01% |
92,346
+24,175
| +35% | +$1.36M |
|
|
AMRS
2537
DELISTED
Amyris Inc.
AMRS
| $5.17M | ﹤0.01% |
270,856
-17,077
| -6% | -$326K |
|
|
DGNS
2538
DELISTED
Dragoneer Growth Opportunities Corp. II Class A Ordinary Shares
DGNS
| $5.17M | ﹤0.01% |
+503,000
| New | +$5.17M |
|
2539
SI-BONE Inc
SIBN
$651M
| $5.16M | ﹤0.01% |
162,237
-28,747
| -15% | -$914K |
|
2540
Genworth Financial
GNW
$3.52B
| $5.16M | ﹤0.01% |
1,553,583
+649,541
| +72% | +$2.16M |
|
|
USCR
2541
DELISTED
U S Concrete, Inc.
USCR
| $5.15M | ﹤0.01% |
70,242
-84,116
| -54% | -$6.17M |
|
2542
QuantumScape
QS
$5.81B
| $5.12M | ﹤0.01% |
114,344
+99,144
| +652% | +$4.44M |
|
2543
89bio
ETNB
$1.2B
| $5.11M | ﹤0.01% |
215,705
-22,710
| -10% | -$538K |
|
2544
Merit Medical Systems
MMSI
$4.9B
| $5.1M | ﹤0.01% |
85,262
+33,336
| +64% | +$2M |
|
|
NGM
2545
DELISTED
NGM Biopharmaceuticals, Inc. Common Stock
NGM
| $5.1M | ﹤0.01% |
175,332
-16,762
| -9% | -$487K |
|
|
NEE.PRO
2546
DELISTED
NextEra Energy, Inc. 4.872% Corporate Units
NEE.PRO
| $5.07M | ﹤0.01% |
99,559
+71,209
| +251% | +$3.63M |
|
|
ITCI
2547
DELISTED
Intra-Cellular Therapies Inc.
ITCI
| $5.07M | ﹤0.01% |
149,403
-10,200
| -6% | -$346K |
|
2548
Compañía de Cervecerías Unidas
CCU
$2.26B
| $5.06M | ﹤0.01% |
286,463
-11,498
| -4% | -$203K |
|
2549
Lindsay Corp
LNN
$1.53B
| $5.06M | ﹤0.01% |
30,373
+14,880
| +96% | +$2.48M |
|
|
SWT
2550
DELISTED
Stanley Black & Decker, Inc.
SWT
| $5.06M | ﹤0.01% |
28,088
-4,253
| -13% | -$766K |
|