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 | |
|---|---|---|---|---|---|---|
2776
IMAX
IMAX
$1.74B
| $3.56M | ﹤0.01% |
176,965
+123,422
| +231% | +$2.48M |
|
2777
Funko
FNKO
$180M
| $3.55M | ﹤0.01% |
180,237
-6,716
| -4% | -$132K |
|
2778
Universal Corp
UVV
$1.4B
| $3.55M | ﹤0.01% |
60,126
+7,061
| +13% | +$416K |
|
2779
OppFi
OPFI
$332M
| $3.54M | ﹤0.01% |
+347,070
| New | +$3.54M |
|
|
DSEY
2780
DELISTED
Diversey Holdings, Ltd. Ordinary Shares
DSEY
| $3.54M | ﹤0.01% |
+240,309
| New | +$3.54M |
|
|
GRTS
2781
DELISTED
Gritstone bio, Inc. Common Stock
GRTS
| $3.53M | ﹤0.01% |
374,781
+201,965
| +117% | +$1.9M |
|
2782
iShares MSCI Malaysia ETF
EWM
$249M
| $3.53M | ﹤0.01% |
130,193
-846,010
| -87% | -$22.9M |
|
|
WSR
2783
Whitestone REIT
WSR
$649M
| $3.52M | ﹤0.01% |
362,540
+81,594
| +29% | +$792K |
|
2784
Provident Bancorp
PVBC
$226M
| $3.51M | ﹤0.01% |
244,025
-10,566
| -4% | -$152K |
|
2785
Tortoise North American Pipeline Fund
TPYP
$708M
| $3.51M | ﹤0.01% |
173,029
+52,767
| +44% | +$1.07M |
|
2786
MGP Ingredients
MGPI
$587M
| $3.51M | ﹤0.01% |
59,284
+14,788
| +33% | +$875K |
|
2787
Virgin Galactic
SPCE
$187M
| $3.5M | ﹤0.01% |
5,721
+3,552
| +164% | +$2.18M |
|
2788
Esperion Therapeutics
ESPR
$548M
| $3.5M | ﹤0.01% |
124,787
-6,543
| -5% | -$184K |
|
2789
Preferred Bank
PFBC
$1.14B
| $3.5M | ﹤0.01% |
54,884
-16,326
| -23% | -$1.04M |
|
2790
Calix
CALX
$4.01B
| $3.48M | ﹤0.01% |
100,291
+56,864
| +131% | +$1.97M |
|
2791
ePlus
PLUS
$1.99B
| $3.46M | ﹤0.01% |
69,500
-66,456
| -49% | -$3.31M |
|
|
AEACU
2792
DELISTED
Authentic Equity Acquisition Corp. Unit
AEACU
| $3.46M | ﹤0.01% |
+350,000
| New | +$3.46M |
|
|
LHDX
2793
DELISTED
Lucira Health, Inc. Common Stock
LHDX
| $3.46M | ﹤0.01% |
+286,067
| New | +$3.46M |
|
2794
AngioDynamics
ANGO
$440M
| $3.46M | ﹤0.01% |
147,657
-146,411
| -50% | -$3.43M |
|
2795
SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.11B
| $3.45M | ﹤0.01% |
132,572
+92,039
| +227% | +$2.39M |
|
2796
New Fortress Energy
NFE
$615M
| $3.45M | ﹤0.01% |
+75,056
| New | +$3.45M |
|
2797
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.6B
| $3.45M | ﹤0.01% |
60,234
+8,429
| +16% | +$482K |
|
2798
iShares US Financial Services ETF
IYG
$1.96B
| $3.45M | ﹤0.01% |
60,345
+6,762
| +13% | +$386K |
|
2799
Under Armour
UAA
$2.08B
| $3.44M | ﹤0.01% |
155,380
+18,511
| +14% | +$410K |
|
2800
Business First Bancshares
BFST
$710M
| $3.43M | ﹤0.01% |
143,453
-3,292
| -2% | -$78.8K |
|