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 | |
|---|---|---|---|---|---|---|
2776
International Seaways
INSW
$2.38B
| $2.45M | ﹤0.01% |
58,858
+4,886
| +9% | +$204K |
|
2777
Dimensional International Small Cap Value ETF
DISV
$3.56B
| $2.45M | ﹤0.01% |
102,762
+15,802
| +18% | +$376K |
|
2778
Invesco Leisure and Entertainment ETF
PEJ
$357M
| $2.44M | ﹤0.01% |
60,000
+59,967
| +181,718% | +$2.44M |
|
2779
Protagonist Therapeutics
PTGX
$3.81B
| $2.44M | ﹤0.01% |
106,133
-197,029
| -65% | -$4.53M |
|
2780
Northfield Bancorp
NFBK
$492M
| $2.44M | ﹤0.01% |
206,834
-337,484
| -62% | -$3.98M |
|
2781
iShares US Small Cap Equity Factor ETF
SMLF
$2.31B
| $2.43M | ﹤0.01% |
47,370
-37,840
| -44% | -$1.94M |
|
|
PGTI
2782
DELISTED
PGT, Inc.
PGTI
| $2.43M | ﹤0.01% |
96,698
+35,632
| +58% | +$894K |
|
2783
WisdomTree US High Dividend Fund
DHS
$1.29B
| $2.43M | ﹤0.01% |
29,501
+22,112
| +299% | +$1.82M |
|
2784
Vanguard S&P Mid-Cap 400 ETF
IVOO
$2.88B
| $2.42M | ﹤0.01% |
28,635
+12,915
| +82% | +$1.09M |
|
2785
Republic Bancorp
RBCAA
$1.49B
| $2.42M | ﹤0.01% |
56,974
-618
| -1% | -$26.2K |
|
2786
Forrester Research
FORR
$218M
| $2.42M | ﹤0.01% |
74,711
+47,979
| +179% | +$1.55M |
|
2787
St. Joe Company
JOE
$3.03B
| $2.41M | ﹤0.01% |
57,942
+10,726
| +23% | +$446K |
|
2788
Sable Offshore Corp
SOC
$2.34B
| $2.41M | ﹤0.01% |
238,000
+88,000
| +59% | +$891K |
|
2789
Avantis Emerging Markets Equity ETF
AVEM
$12.8B
| $2.41M | ﹤0.01% |
45,545
-1,114
| -2% | -$58.9K |
|
2790
Owens & Minor
OMI
$433M
| $2.41M | ﹤0.01% |
165,300
+18,273
| +12% | +$266K |
|
2791
Revolve Group
RVLV
$1.74B
| $2.41M | ﹤0.01% |
91,455
+48,043
| +111% | +$1.26M |
|
2792
Luxfer Holdings
LXFR
$381M
| $2.4M | ﹤0.01% |
142,236
-2,305
| -2% | -$39K |
|
2793
Empire State Realty Trust
ESRT
$1.29B
| $2.4M | ﹤0.01% |
370,251
-33,278
| -8% | -$216K |
|
2794
Koppers
KOP
$580M
| $2.4M | ﹤0.01% |
68,731
+39,471
| +135% | +$1.38M |
|
2795
Eldorado Gold
EGO
$5.42B
| $2.39M | ﹤0.01% |
231,210
-66,411
| -22% | -$688K |
|
2796
Zillow
ZG
$20.9B
| $2.38M | ﹤0.01% |
54,460
+44,183
| +430% | +$1.93M |
|
2797
SPDR S&P Insurance ETF
KIE
$750M
| $2.38M | ﹤0.01% |
60,482
-78,009
| -56% | -$3.07M |
|
2798
AngioDynamics
ANGO
$445M
| $2.38M | ﹤0.01% |
229,698
-123,382
| -35% | -$1.28M |
|
2799
E.W. Scripps
SSP
$254M
| $2.37M | ﹤0.01% |
252,188
+65,201
| +35% | +$614K |
|
2800
Haverty Furniture Companies
HVT
$385M
| $2.37M | ﹤0.01% |
74,128
+23,169
| +45% | +$739K |
|