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 | |
|---|---|---|---|---|---|---|
2726
ATN International
ATNI
$233M
| $2.4M | ﹤0.01% |
57,402
+4,886
| +9% | +$204K |
|
|
YQ
2727
17 Education & Technology Group
YQ
$27.4M
| $2.39M | ﹤0.01% |
+9,325
| New | +$2.39M |
|
2728
Dianthus Therapeutics
DNTH
$1.49B
| $2.38M | ﹤0.01% |
18,999
+13,283
| +232% | +$1.67M |
|
2729
Domo
DOMO
$696M
| $2.38M | ﹤0.01% |
37,309
-84,981
| -69% | -$5.42M |
|
2730
PDF Solutions
PDFS
$787M
| $2.38M | ﹤0.01% |
110,061
-383
| -0.3% | -$8.28K |
|
|
SIEN
2731
DELISTED
Sientra, Inc.
SIEN
| $2.38M | ﹤0.01% |
61,089
-7,398
| -11% | -$288K |
|
|
GTS
2732
DELISTED
Triple-S Management Corporation
GTS
| $2.38M | ﹤0.01% |
111,315
-374,845
| -77% | -$8M |
|
2733
Fossil Group
FOSL
$164M
| $2.37M | ﹤0.01% |
272,972
+10,386
| +4% | +$90.1K |
|
|
DCOM
2734
DELISTED
Dime Community Bancshares
DCOM
| $2.37M | ﹤0.01% |
149,969
-41,338
| -22% | -$652K |
|
2735
El Pollo Loco
LOCO
$298M
| $2.36M | ﹤0.01% |
130,622
+82,264
| +170% | +$1.49M |
|
2736
Yext
YEXT
$1.08B
| $2.36M | ﹤0.01% |
149,855
+54,422
| +57% | +$856K |
|
2737
Under Armour
UAA
$2.08B
| $2.35M | ﹤0.01% |
136,869
+14,641
| +12% | +$251K |
|
2738
iShares 10-20 Year Treasury Bond ETF
TLH
$11.6B
| $2.35M | ﹤0.01% |
14,738
-2,120
| -13% | -$338K |
|
2739
US Physical Therapy
USPH
$1.19B
| $2.34M | ﹤0.01% |
19,492
+13,274
| +213% | +$1.6M |
|
2740
Encore Capital Group
ECPG
$1.03B
| $2.34M | ﹤0.01% |
60,173
-38,386
| -39% | -$1.49M |
|
2741
First Internet Bancorp
INBK
$208M
| $2.34M | ﹤0.01% |
81,406
+10,170
| +14% | +$292K |
|
2742
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.46B
| $2.34M | ﹤0.01% |
46,942
+4,320
| +10% | +$215K |
|
2743
Summit Therapeutics
SMMT
$13.4B
| $2.32M | ﹤0.01% |
493,965
-1,071,121
| -68% | -$5.03M |
|
2744
PetMed Express
PETS
$58.3M
| $2.32M | ﹤0.01% |
72,289
+20,769
| +40% | +$666K |
|
2745
SPDR S&P Software & Services ETF
XSW
$488M
| $2.32M | ﹤0.01% |
15,022
+292
| +2% | +$45K |
|
|
TSC
2746
DELISTED
TriState Capital Holdings, Inc.
TSC
| $2.32M | ﹤0.01% |
133,056
+60,860
| +84% | +$1.06M |
|
|
WIRE
2747
DELISTED
Encore Wire Corp
WIRE
| $2.31M | ﹤0.01% |
38,184
+2,383
| +7% | +$144K |
|
2748
Array Technologies
ARRY
$1.19B
| $2.31M | ﹤0.01% |
+53,593
| New | +$2.31M |
|
2749
AB InBev
BUD
$115B
| $2.31M | ﹤0.01% |
32,994
-113,394
| -77% | -$7.93M |
|
2750
Health Catalyst
HCAT
$203M
| $2.29M | ﹤0.01% |
52,664
-4,265
| -7% | -$186K |
|