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 Emerging Markets ETF
IEMG
|
+$4.22B |
| 2 |
iShares TIPS Bond ETF
TIP
|
+$1.55B |
| 3 |
JPMorgan BetaBuilders US Mid Cap Equity ETF
BBMC
|
+$1.31B |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$1.1B |
| 5 |
Wells Fargo
WFC
|
+$899M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$2.46B |
| 2 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$2.45B |
| 3 |
Tesla
TSLA
|
+$2.03B |
| 4 |
TSMC
TSM
|
+$1.66B |
| 5 |
Texas Instruments
TXN
|
+$1.62B |
Sector Composition
| 1 | Technology | 18.09% |
| 2 | Financials | 11.43% |
| 3 | Consumer Discretionary | 11.01% |
| 4 | Healthcare | 10.73% |
| 5 | Industrials | 7.44% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
3126
TrueCar
TRUE
$211M
| $1.18M | ﹤0.01% |
280,100
+166,351
| +146% | +$698K |
|
3127
Columbia Financial
CLBK
$1.66B
| $1.17M | ﹤0.01% |
75,101
+56,766
| +310% | +$883K |
|
3128
Veru
VERU
$52.3M
| $1.17M | ﹤0.01% |
13,479
+10,172
| +308% | +$879K |
|
3129
iShares Intermediate Government/Credit Bond ETF
GVI
$3.54B
| $1.16M | ﹤0.01% |
9,858
+1,205
| +14% | +$142K |
|
3130
Heartland Express
HTLD
$658M
| $1.16M | ﹤0.01% |
63,904
+42,981
| +205% | +$778K |
|
3131
FlexShares STOXX US ESG Select Index Fund
ESG
$127M
| $1.16M | ﹤0.01% |
+12,651
| New | +$1.16M |
|
3132
Shore Bancshares
SHBI
$583M
| $1.15M | ﹤0.01% |
78,900
+18,923
| +32% | +$277K |
|
3133
United Microelectronic
UMC
$17.6B
| $1.15M | ﹤0.01% |
136,800
+6,514
| +5% | +$54.9K |
|
|
MRLN
3134
DELISTED
Marlin Business Services Corp
MRLN
| $1.15M | ﹤0.01% |
94,179
-5,550
| -6% | -$67.9K |
|
3135
Capital City Bank Group
CCBG
$746M
| $1.15M | ﹤0.01% |
46,779
+20,394
| +77% | +$501K |
|
|
GSKY
3136
DELISTED
GreenSky, Inc. Class A Common Stock
GSKY
| $1.15M | ﹤0.01% |
248,188
+161,547
| +186% | +$748K |
|
3137
Byline Bancorp
BY
$1.34B
| $1.14M | ﹤0.01% |
73,942
+51,044
| +223% | +$789K |
|
3138
Legend Biotech
LEGN
$6.49B
| $1.14M | ﹤0.01% |
40,563
+2,916
| +8% | +$82.1K |
|
3139
Precision BioSciences
DTIL
$57.9M
| $1.14M | ﹤0.01% |
4,555
+1,201
| +36% | +$301K |
|
|
HECCU
3140
DELISTED
Hudson Executive Investment Corp. Units
HECCU
| $1.14M | ﹤0.01% |
100,000
-210,887
| -68% | -$2.4M |
|
3141
MidWestOne Financial Group
MOFG
$618M
| $1.14M | ﹤0.01% |
46,444
+33,456
| +258% | +$820K |
|
3142
SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.1B
| $1.14M | ﹤0.01% |
40,533
+21,225
| +110% | +$595K |
|
3143
SPDR Dow Jones REIT ETF
RWR
$1.86B
| $1.13M | ﹤0.01% |
13,080
-1,134
| -8% | -$98.3K |
|
3144
Cerus
CERS
$249M
| $1.13M | ﹤0.01% |
163,743
+102,535
| +168% | +$709K |
|
|
VSTO
3145
DELISTED
Vista Outdoor Inc.
VSTO
| $1.13M | ﹤0.01% |
47,608
+3,168
| +7% | +$75.3K |
|
|
CWBC
3146
Community West Bancshares
CWBC
$416M
| $1.13M | ﹤0.01% |
75,936
-13,239
| -15% | -$197K |
|
3147
GrafTech
EAF
$328M
| $1.13M | ﹤0.01% |
10,605
+422
| +4% | +$45K |
|
|
BTAQU
3148
DELISTED
Burgundy Technology Acquisition Corporation Unit
BTAQU
| $1.13M | ﹤0.01% |
100,000
-150,000
| -60% | -$1.69M |
|
3149
United States Brent Oil Fund
BNO
$106M
| $1.13M | ﹤0.01% |
87,495
-10,452
| -11% | -$135K |
|
3150
American Express Global Business Travel
GBTG
$4.35B
| $1.13M | ﹤0.01% |
+108,144
| New | +$1.13M |
|