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 | |
|---|---|---|---|---|---|---|
2926
iShares US Basic Materials ETF
IYM
$564M
| $1.85M | ﹤0.01% |
13,963
+5,588
| +67% | +$741K |
|
2927
Altice USA
ATUS
$1.27B
| $1.85M | ﹤0.01% |
540,569
-391,237
| -42% | -$1.34M |
|
2928
Opko Health
OPK
$1.19B
| $1.85M | ﹤0.01% |
1,265,200
-13,618
| -1% | -$19.9K |
|
2929
Telkom Indonesia
TLK
$19.4B
| $1.84M | ﹤0.01% |
67,395
+12,466
| +23% | +$340K |
|
2930
Astec Industries
ASTE
$1.11B
| $1.84M | ﹤0.01% |
44,538
+9,378
| +27% | +$387K |
|
2931
Upwork
UPWK
$2.6B
| $1.84M | ﹤0.01% |
162,164
-317,012
| -66% | -$3.59M |
|
|
KAMN
2932
DELISTED
Kaman Corp
KAMN
| $1.84M | ﹤0.01% |
80,326
+2,283
| +3% | +$52.2K |
|
2933
Compass Diversified
CODI
$550M
| $1.83M | ﹤0.01% |
95,992
-53,769
| -36% | -$1.03M |
|
2934
Cannae Holdings
CNNE
$1.14B
| $1.83M | ﹤0.01% |
90,633
+17,027
| +23% | +$344K |
|
2935
Beyond Meat
BYND
$212M
| $1.82M | ﹤0.01% |
112,353
+11,044
| +11% | +$179K |
|
2936
iShares US Financials ETF
IYF
$4.09B
| $1.82M | ﹤0.01% |
25,560
-12
| -0% | -$854 |
|
|
ERF
2937
DELISTED
Enerplus Corporation
ERF
| $1.81M | ﹤0.01% |
125,742
+33,784
| +37% | +$487K |
|
2938
MakeMyTrip
MMYT
$9.45B
| $1.81M | ﹤0.01% |
73,974
+1,385
| +2% | +$33.9K |
|
2939
Invesco S&P SmallCap Health Care ETF
PSCH
$145M
| $1.8M | ﹤0.01% |
41,244
+1,434
| +4% | +$62.6K |
|
2940
Provident Financial Services
PFS
$2.66B
| $1.8M | ﹤0.01% |
93,678
+17,533
| +23% | +$336K |
|
2941
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$6.25B
| $1.8M | ﹤0.01% |
76,154
+13,522
| +22% | +$319K |
|
2942
Thermon Group Holdings
THR
$895M
| $1.8M | ﹤0.01% |
72,072
+30,199
| +72% | +$753K |
|
2943
Chart Industries, Inc. Depositary Shares, each Representing a 1/20th Interest in a Share of 6.75% Series B Mandatory Convertible Preferred Stock
GTLS.PRB
$573M
| $1.79M | ﹤0.01% |
33,500
-25,900
| -44% | -$1.39M |
|
|
DO
2944
DELISTED
Diamond Offshore Drilling, Inc.
DO
| $1.79M | ﹤0.01% |
148,835
+44,126
| +42% | +$531K |
|
2945
Ryerson Holding
RYI
$747M
| $1.78M | ﹤0.01% |
48,834
-36,346
| -43% | -$1.32M |
|
2946
Live Oak Bancshares
LOB
$1.7B
| $1.77M | ﹤0.01% |
72,757
+18,645
| +34% | +$454K |
|
|
TRHC
2947
DELISTED
Tabula Rasa HealthCare, Inc. Common Stock
TRHC
| $1.77M | ﹤0.01% |
316,937
+208,664
| +193% | +$1.17M |
|
2948
Capital Group Dividend Value ETF
CGDV
$22B
| $1.77M | ﹤0.01% |
+71,034
| New | +$1.77M |
|
2949
Harmony Biosciences
HRMY
$1.88B
| $1.77M | ﹤0.01% |
54,194
-38,611
| -42% | -$1.26M |
|
2950
Mercantile Bank Corp
MBWM
$786M
| $1.77M | ﹤0.01% |
57,768
-2,680
| -4% | -$82K |
|