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 Short Treasury Bond ETF
SHV
|
+$3.85B |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
+$1.53B |
| 3 |
JPMorgan BetaBuilders Canada ETF
BBCA
|
+$1.22B |
| 4 |
Chevron
CVX
|
+$1.1B |
| 5 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$985M |
Top Sells
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$3.64B |
| 2 |
Occidental Petroleum
OXY
|
+$1.2B |
| 3 |
Merck
MRK
|
+$954M |
| 4 |
Visa
V
|
+$838M |
| 5 |
AT&T
T
|
+$801M |
Sector Composition
| 1 | Technology | 13.66% |
| 2 | Financials | 13.19% |
| 3 | Healthcare | 9.98% |
| 4 | Consumer Discretionary | 9.29% |
| 5 | Industrials | 7.38% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2751
3D Systems Corporation
DDD
$287M
| $1.35M | ﹤0.01% |
153,500
+117,665
| +328% | +$1.04M |
|
2752
CytomX Therapeutics
CTMX
$318M
| $1.35M | ﹤0.01% |
127,293
-7,166
| -5% | -$76.1K |
|
|
BBBY
2753
DELISTED
Bed Bath & Beyond Inc
BBBY
| $1.35M | ﹤0.01% |
117,454
-826,343
| -88% | -$9.48M |
|
2754
Inseego
INSG
$191M
| $1.34M | ﹤0.01% |
30,962
-16,914
| -35% | -$734K |
|
2755
QuinStreet
QNST
$947M
| $1.34M | ﹤0.01% |
84,527
-3,475
| -4% | -$55K |
|
2756
Werner Enterprises
WERN
$1.65B
| $1.34M | ﹤0.01% |
43,281
+3,949
| +10% | +$122K |
|
2757
Citizens & Northern Corp
CZNC
$311M
| $1.33M | ﹤0.01% |
52,419
-249
| -0.5% | -$6.32K |
|
|
BRSP
2758
BrightSpire Capital
BRSP
$740M
| $1.33M | ﹤0.01% |
86,842
+66,437
| +326% | +$1.02M |
|
2759
OrthoPediatrics
KIDS
$483M
| $1.33M | ﹤0.01% |
34,418
+465
| +1% | +$17.9K |
|
2760
IMAX
IMAX
$1.74B
| $1.32M | ﹤0.01% |
68,867
+45,166
| +191% | +$866K |
|
2761
First Trust Technology AlphaDEX Fund
FXL
$1.43B
| $1.32M | ﹤0.01% |
19,879
+69
| +0.3% | +$4.57K |
|
2762
Zoom
ZM
$25.8B
| $1.32M | ﹤0.01% |
+14,580
| New | +$1.32M |
|
|
RAVN
2763
DELISTED
Raven Industries Inc
RAVN
| $1.32M | ﹤0.01% |
37,586
+1,490
| +4% | +$52.1K |
|
2764
Garrett Motion
GTX
$2.65B
| $1.31M | ﹤0.01% |
84,673
+18,834
| +29% | +$292K |
|
2765
The RMR Group
RMR
$286M
| $1.31M | ﹤0.01% |
29,914
+1,276
| +4% | +$56K |
|
2766
Piper Sandler
PIPR
$6.27B
| $1.31M | ﹤0.01% |
17,872
-22,107
| -55% | -$1.62M |
|
2767
Exponent
EXPO
$3.48B
| $1.31M | ﹤0.01% |
22,405
+1,957
| +10% | +$114K |
|
|
RFP
2768
DELISTED
Resolute Forest Products Inc.
RFP
| $1.31M | ﹤0.01% |
199,844
+193,660
| +3,132% | +$1.26M |
|
2769
Towne Bank
TOWN
$2.77B
| $1.3M | ﹤0.01% |
47,787
+425
| +0.9% | +$11.6K |
|
|
OXFD
2770
DELISTED
Oxford Immunotec Global PLC Ordinary Shares
OXFD
| $1.3M | ﹤0.01% |
94,354
+3,157
| +3% | +$43.4K |
|
2771
Ocular Therapeutix
OCUL
$2.12B
| $1.3M | ﹤0.01% |
292,947
+275,307
| +1,561% | +$1.22M |
|
2772
Park Aerospace
PKE
$378M
| $1.29M | ﹤0.01% |
77,327
+34,960
| +83% | +$582K |
|
2773
Liberty Global Class A
LBTYA
$4.01B
| $1.28M | ﹤0.01% |
47,988
-407
| -0.8% | -$10.9K |
|
|
UCFC
2774
DELISTED
United Community Financial Corp
UCFC
| $1.28M | ﹤0.01% |
135,573
-2,462
| -2% | -$23.2K |
|
2775
First Trust Morningstar Dividend Leaders Index Fund
FDL
$5.78B
| $1.28M | ﹤0.01% |
42,090
+2,463
| +6% | +$74.7K |
|