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 Europe ETF
BBEU
|
+$5.59B |
| 2 |
iShares Short Treasury Bond ETF
SHV
|
+$3.18B |
| 3 |
Amazon
AMZN
|
+$2.09B |
| 4 |
NVIDIA
NVDA
|
+$2.01B |
| 5 |
Meta Platforms (Facebook)
META
|
+$1.99B |
Top Sells
| 1 |
Eli Lilly
LLY
|
+$1.75B |
| 2 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$1.33B |
| 3 |
UnitedHealth
UNH
|
+$1.23B |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$1.17B |
| 5 |
Automatic Data Processing
ADP
|
+$1.16B |
Sector Composition
| 1 | Technology | 18.3% |
| 2 | Healthcare | 11.5% |
| 3 | Financials | 9.97% |
| 4 | Consumer Discretionary | 9.25% |
| 5 | Industrials | 7.55% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
UBA
2576
DELISTED
Urstadt Biddle Properties Inc. Class A
UBA
| $3.37M | ﹤0.01% |
191,515
+66,275
| +53% | +$1.16M |
|
2577
Denali Therapeutics
DNLI
$1.91B
| $3.36M | ﹤0.01% |
145,987
-37,989
| -21% | -$875K |
|
2578
Universal Corp
UVV
$1.4B
| $3.36M | ﹤0.01% |
63,450
+14,957
| +31% | +$791K |
|
2579
Lindsay Corp
LNN
$1.52B
| $3.35M | ﹤0.01% |
22,196
-105
| -0.5% | -$15.9K |
|
2580
Fidelity Total Bond ETF
FBND
$20.9B
| $3.35M | ﹤0.01% |
72,830
-450
| -0.6% | -$20.7K |
|
2581
Payoneer
PAYO
$2.44B
| $3.34M | ﹤0.01% |
531,404
+178,412
| +51% | +$1.12M |
|
|
UHT
2582
Universal Health Realty Income Trust
UHT
$577M
| $3.32M | ﹤0.01% |
69,027
+9,817
| +17% | +$472K |
|
2583
WisdomTree India Earnings Fund ETF
EPI
$2.91B
| $3.31M | ﹤0.01% |
104,877
+16,414
| +19% | +$518K |
|
|
RPT
2584
DELISTED
RPT Realty Common Shares of Beneficial Interest (MD)
RPT
| $3.29M | ﹤0.01% |
345,793
-97,839
| -22% | -$930K |
|
|
AVDL
2585
Avadel Pharmaceuticals
AVDL
$1.52B
| $3.28M | ﹤0.01% |
357,860
+333,397
| +1,363% | +$3.05M |
|
2586
Kearny Financial
KRNY
$406M
| $3.28M | ﹤0.01% |
403,690
-94,154
| -19% | -$765K |
|
2587
Fidelity MSCI Energy Index ETF
FENY
$1.44B
| $3.28M | ﹤0.01% |
146,044
+46,103
| +46% | +$1.03M |
|
2588
iShares MSCI Saudi Arabia ETF
KSA
$560M
| $3.25M | ﹤0.01% |
83,806
-171,986
| -67% | -$6.66M |
|
2589
Community Trust Bancorp
CTBI
$1.02B
| $3.25M | ﹤0.01% |
85,485
-50,049
| -37% | -$1.9M |
|
2590
White Mountains Insurance
WTM
$4.44B
| $3.25M | ﹤0.01% |
2,356
+1,093
| +87% | +$1.51M |
|
2591
Sotera Health
SHC
$4.62B
| $3.23M | ﹤0.01% |
180,569
+22,113
| +14% | +$396K |
|
2592
Blue Owl Capital
OWL
$12.1B
| $3.23M | ﹤0.01% |
291,866
-164,938
| -36% | -$1.83M |
|
2593
Origin Bancorp
OBK
$1.11B
| $3.23M | ﹤0.01% |
100,417
-41,564
| -29% | -$1.34M |
|
2594
PRA Group
PRAA
$653M
| $3.23M | ﹤0.01% |
82,776
+41,575
| +101% | +$1.62M |
|
2595
First Trust Industrials/Producer Durables AlphaDEX Fund
FXR
$1.85B
| $3.22M | ﹤0.01% |
58,023
+57,682
| +16,916% | +$3.2M |
|
2596
Viper Energy
VNOM
$6.39B
| $3.22M | ﹤0.01% |
115,133
+80,632
| +234% | +$2.26M |
|
2597
Stock Yards Bancorp
SYBT
$2.19B
| $3.22M | ﹤0.01% |
58,391
+5,614
| +11% | +$310K |
|
|
EQRX
2598
DELISTED
EQRx, Inc. Common Stock
EQRX
| $3.22M | ﹤0.01% |
1,656,605
+67,145
| +4% | +$130K |
|
2599
Caribou Biosciences
CRBU
$160M
| $3.2M | ﹤0.01% |
602,978
+2,881
| +0.5% | +$15.3K |
|
2600
monday.com
MNDY
$9.71B
| $3.17M | ﹤0.01% |
+22,180
| New | +$3.17M |
|