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 EAFE ETF
IEFA
|
+$2.05B |
| 2 |
iShares MSCI EAFE ETF
EFA
|
+$1.32B |
| 3 |
Apple
AAPL
|
+$727M |
| 4 |
Trane Technologies
TT
|
+$704M |
| 5 |
AABA
Altaba Inc. Common Stock
AABA
|
+$658M |
Top Sells
| 1 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$2.18B |
| 2 |
Honeywell
HON
|
+$715M |
| 3 |
iShares Russell Mid-Cap ETF
IWR
|
+$676M |
| 4 |
Vanguard Mid-Cap ETF
VO
|
+$662M |
| 5 |
General Motors
GM
|
+$603M |
Sector Composition
| 1 | Financials | 15.51% |
| 2 | Technology | 12.21% |
| 3 | Healthcare | 9.97% |
| 4 | Consumer Discretionary | 8.99% |
| 5 | Industrials | 8.34% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2926
SPDR NYSE Technology ETF
XNTK
$1.33B
| $524K | ﹤0.01% |
+7,188
| New | +$524K |
|
2927
SPDR S&P Insurance ETF
KIE
$829M
| $522K | ﹤0.01% |
+17,775
| New | +$522K |
|
2928
Riverview Bancorp
RVSB
$102M
| $520K | ﹤0.01% |
78,292
+44,875
| +134% | +$298K |
|
2929
WIX.com
WIX
$9.56B
| $520K | ﹤0.01% |
7,471
+5,913
| +380% | +$412K |
|
2930
VictoryShares Dividend Accelerator ETF
VSDA
$240M
| $517K | ﹤0.01% |
+20,000
| New | +$517K |
|
|
NPKI
2931
NPK International Inc.
NPKI
$889M
| $517K | ﹤0.01% |
70,300
-173,011
| -71% | -$1.27M |
|
|
BBOX
2932
DELISTED
Black Box Corp
BBOX
| $516K | ﹤0.01% |
60,387
-854,133
| -93% | -$7.3M |
|
2933
WisdomTree US AI Enhanced Value Fund
AIVL
$391M
| $515K | ﹤0.01% |
6,261
+196
| +3% | +$16.1K |
|
2934
SPDR S&P Semiconductor ETF
XSD
$1.48B
| $515K | ﹤0.01% |
8,354
+8,314
| +20,785% | +$513K |
|
2935
Werner Enterprises
WERN
$1.68B
| $514K | ﹤0.01% |
17,522
+15,754
| +891% | +$462K |
|
2936
Magnachip Semiconductor
MX
$112M
| $513K | ﹤0.01% |
52,386
-4,672
| -8% | -$45.8K |
|
|
PMBC
2937
DELISTED
Pacific Mercantile Bancorp
PMBC
| $513K | ﹤0.01% |
58,271
+47,707
| +452% | +$420K |
|
2938
SPDR Portfolio Long Term Treasury ETF
SPTL
$11.8B
| $512K | ﹤0.01% |
14,198
+12,874
| +972% | +$464K |
|
2939
Aegon
AEG
$12.2B
| $511K | ﹤0.01% |
126,408
-1,903,834
| -94% | -$7.7M |
|
|
CTT
2940
DELISTED
CATCHMARK TIMBER TRUST, INC.
CTT
| $511K | ﹤0.01% |
44,956
-3,666
| -8% | -$41.7K |
|
2941
ANI Pharmaceuticals
ANIP
$2.12B
| $507K | ﹤0.01% |
10,827
-1,552
| -13% | -$72.7K |
|
|
JE
2942
DELISTED
Just Energy Group Inc
JE
| $507K | ﹤0.01% |
2,935
+2,095
| +249% | +$362K |
|
2943
Shake Shack
SHAK
$4.06B
| $506K | ﹤0.01% |
14,514
+145
| +1% | +$5.06K |
|
|
BCRH
2944
DELISTED
BLUE CAPITAL REINSURANCE HOLDINGS LTD.
BCRH
| $503K | ﹤0.01% |
27,436
+16,621
| +154% | +$305K |
|
2945
Hingham Institution for Saving
HIFS
$625M
| $502K | ﹤0.01% |
2,760
-1,058
| -28% | -$192K |
|
|
MSB
2946
Mesabi Trust
MSB
$412M
| $502K | ﹤0.01% |
36,769
| – | – |
|
|
EUMV
2947
DELISTED
iShares Edge MSCI Min Vol Europe ETF
EUMV
| $500K | ﹤0.01% |
20,397
+3,341
| +20% | +$81.9K |
|
|
SHYF
2948
DELISTED
The Shyft Group
SHYF
| $499K | ﹤0.01% |
56,400
+34,131
| +153% | +$302K |
|
2949
Copel
ELP
$6.92B
| $496K | ﹤0.01% |
169,108
+146,873
| +661% | +$431K |
|
2950
iShares MSCI Global Min Vol Factor ETF
ACWV
$3.3B
| $495K | ﹤0.01% |
6,252
+652
| +12% | +$51.6K |
|