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
|
+$1.48B |
| 2 |
JPMorgan BetaBuilders Japan ETF
BBJP
|
+$1.45B |
| 3 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$1.18B |
| 4 |
Linde
LIN
|
+$751M |
| 5 |
iShares S&P 500 Value ETF
IVE
|
+$719M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$6.32B |
| 2 |
iShares Core MSCI EAFE ETF
IEFA
|
+$1.29B |
| 3 |
iShares MSCI EAFE ETF
EFA
|
+$862M |
| 4 |
Apple
AAPL
|
+$795M |
| 5 |
Walt Disney
DIS
|
+$750M |
Sector Composition
| 1 | Financials | 13.46% |
| 2 | Technology | 12.55% |
| 3 | Healthcare | 11.88% |
| 4 | Consumer Discretionary | 8.9% |
| 5 | Industrials | 7.68% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
CBPO
3026
DELISTED
China Biologic Products Holdings, Inc.
CBPO
| $730K | ﹤0.01% |
9,616
+2
| +0% | +$152 |
|
3027
Direxion Daily Gold Miners Index Bull 2X Shares
NUGT
$948M
| $729K | ﹤0.01% |
8,329
+192
| +2% | +$16.8K |
|
3028
Riverview Bancorp
RVSB
$102M
| $729K | ﹤0.01% |
100,281
-11,793
| -11% | -$85.7K |
|
|
EMKR
3029
DELISTED
Emcore Corp
EMKR
| $728K | ﹤0.01% |
17,331
+4,538
| +35% | +$191K |
|
3030
KalVista Pharmaceuticals
KALV
$688M
| $727K | ﹤0.01% |
36,795
+31,183
| +556% | +$616K |
|
3031
Weyco Group
WEYS
$282M
| $726K | ﹤0.01% |
24,896
+1,332
| +6% | +$38.8K |
|
3032
Abeona Therapeutics
ABEO
$293M
| $725K | ﹤0.01% |
4,059
-163
| -4% | -$29.1K |
|
3033
First Trust Cloud Computing ETF
SKYY
$3.26B
| $723K | ﹤0.01% |
14,920
+10,973
| +278% | +$532K |
|
|
MTEM
3034
DELISTED
Molecular Templates, Inc.
MTEM
| $723K | ﹤0.01% |
11,929
+5,967
| +100% | +$362K |
|
|
IBA
3035
DELISTED
Industrias Bachoco SAB De C.V.
IBA
| $719K | ﹤0.01% |
+18,174
| New | +$719K |
|
3036
iRobot
IRBT
$124M
| $717K | ﹤0.01% |
8,565
-15
| -0.2% | -$1.26K |
|
3037
iShares US Oil Equipment & Services ETF
IEZ
$112M
| $716K | ﹤0.01% |
35,028
+20,897
| +148% | +$427K |
|
|
KA
3038
DELISTED
Kineta, Inc. Common Stock
KA
| $716K | ﹤0.01% |
1,580
+20
| +1% | +$9.06K |
|
|
AKS
3039
DELISTED
AK Steel Holding Corp.
AKS
| $716K | ﹤0.01% |
318,590
-9,515,010
| -97% | -$21.4M |
|
3040
Mercer International
MERC
$208M
| $711K | ﹤0.01% |
68,064
+52,830
| +347% | +$552K |
|
3041
Cemex
CX
$13.8B
| $710K | ﹤0.01% |
147,273
-5,879
| -4% | -$28.3K |
|
3042
Koppers
KOP
$564M
| $710K | ﹤0.01% |
41,719
-34,272
| -45% | -$583K |
|
|
IMMU
3043
DELISTED
Immunomedics Inc
IMMU
| $709K | ﹤0.01% |
49,698
+6,673
| +16% | +$95.2K |
|
|
TTPH
3044
DELISTED
Tetraphase Pharmaceuticals, Inc.
TTPH
| $709K | ﹤0.01% |
31,404
+1,160
| +4% | +$26.2K |
|
3045
Ingersoll Rand
IR
$31.4B
| $708K | ﹤0.01% |
34,596
-9,115
| -21% | -$187K |
|
3046
Repligen
RGEN
$6.4B
| $707K | ﹤0.01% |
13,399
-1,120
| -8% | -$59.1K |
|
3047
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$8.13B
| $707K | ﹤0.01% |
23,469
-464
| -2% | -$14K |
|
|
AE
3048
DELISTED
Adams Resources & Energy Inc.
AE
| $707K | ﹤0.01% |
18,252
-1,588
| -8% | -$61.5K |
|
3049
Anika Therapeutics
ANIK
$125M
| $705K | ﹤0.01% |
20,989
-42,540
| -67% | -$1.43M |
|
|
IO
3050
DELISTED
ION Geophysical Corporation
IO
| $705K | ﹤0.01% |
136,039
+127,247
| +1,447% | +$659K |
|