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 Japan ETF
BBJP
|
+$1.89B |
| 2 |
JPMorgan BetaBuilders Canada ETF
BBCA
|
+$1.45B |
| 3 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$1.34B |
| 4 |
Automatic Data Processing
ADP
|
+$879M |
| 5 |
Electronic Arts
EA
|
+$844M |
Top Sells
| 1 |
Broadcom
AVGO
|
+$1.79B |
| 2 |
iShares MSCI EAFE ETF
EFA
|
+$1.07B |
| 3 |
Meta Platforms (Facebook)
META
|
+$856M |
| 4 |
Nike
NKE
|
+$821M |
| 5 |
Union Pacific
UNP
|
+$588M |
Sector Composition
| 1 | Financials | 14.03% |
| 2 | Technology | 13.34% |
| 3 | Healthcare | 11.07% |
| 4 | Consumer Discretionary | 8.93% |
| 5 | Industrials | 8.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
3251
Trupanion
TRUP
$1.93B
| $601K | ﹤0.01% |
16,807
+11,936
| +245% | +$427K |
|
3252
Novanta
NOVT
$4.22B
| $600K | ﹤0.01% |
8,763
+1,076
| +14% | +$73.7K |
|
3253
LeMaitre Vascular
LMAT
$2.11B
| $595K | ﹤0.01% |
15,376
+4,020
| +35% | +$156K |
|
3254
IMAX
IMAX
$1.74B
| $591K | ﹤0.01% |
22,906
+1,275
| +6% | +$32.9K |
|
3255
iShares Intermediate Government/Credit Bond ETF
GVI
$3.54B
| $590K | ﹤0.01% |
5,495
+2,400
| +78% | +$258K |
|
3256
Lindblad Expeditions
LIND
$720M
| $587K | ﹤0.01% |
39,511
+25,374
| +179% | +$377K |
|
3257
PTC Therapeutics
PTCT
$5B
| $586K | ﹤0.01% |
12,458
+1,534
| +14% | +$72.2K |
|
3258
ProShares Short VIX Short-Term Futures ETF
SVXY
$253M
| $585K | ﹤0.01% |
+19,802
| New | +$585K |
|
3259
Eletrobras Common Shares
EBR
$20.7B
| $582K | ﹤0.01% |
149,656
+141,556
| +1,748% | +$551K |
|
3260
Casella Waste Systems
CWST
$5.62B
| $581K | ﹤0.01% |
18,712
+609
| +3% | +$18.9K |
|
3261
Workiva
WK
$4.51B
| $581K | ﹤0.01% |
14,710
-73,395
| -83% | -$2.9M |
|
3262
Amplify Transformational Data Sharing ETF
BLOK
$1.32B
| $580K | ﹤0.01% |
28,633
+1,500
| +6% | +$30.4K |
|
3263
Genesco
GCO
$381M
| $578K | ﹤0.01% |
12,278
+783
| +7% | +$36.9K |
|
|
VSLR
3264
DELISTED
VIVINT SOLAR, INC.
VSLR
| $577K | ﹤0.01% |
110,896
-134,319
| -55% | -$699K |
|
3265
PJT Partners
PJT
$4.58B
| $575K | ﹤0.01% |
10,986
+3,726
| +51% | +$195K |
|
|
OMP
3266
DELISTED
Oasis Midstream Partners LP Common Units Representing Limited Partner Interests
OMP
| $574K | ﹤0.01% |
25,778
+1,323
| +5% | +$29.5K |
|
3267
First Trust Rising Dividend Achievers ETF
RDVY
$16.9B
| $573K | ﹤0.01% |
18,150
+168
| +0.9% | +$5.3K |
|
|
TLRA
3268
DELISTED
Telaria, Inc.
TLRA
| $572K | ﹤0.01% |
150,703
-48,220
| -24% | -$183K |
|
3269
Ducommun
DCO
$1.43B
| $571K | ﹤0.01% |
13,974
+11,813
| +547% | +$483K |
|
3270
Vanguard Mid-Cap Growth ETF
VOT
$18B
| $569K | ﹤0.01% |
3,997
+1,295
| +48% | +$184K |
|
3271
iShares Morningstar Mid-Cap Growth ETF
IMCG
$3.18B
| $565K | ﹤0.01% |
14,388
| – | – |
|
3272
iShares US Consumer Discretionary ETF
IYC
$1.78B
| $565K | ﹤0.01% |
10,668
-64
| -0.6% | -$3.39K |
|
3273
STAAR Surgical
STAA
$1.34B
| $565K | ﹤0.01% |
11,746
+3,198
| +37% | +$154K |
|
|
SFS
3274
DELISTED
Smart & Final Stores, Inc.
SFS
| $564K | ﹤0.01% |
99,083
+19,847
| +25% | +$113K |
|
3275
Atlanta Braves Holdings Series B
BATRK
$2.62B
| $563K | ﹤0.01% |
20,669
+3,469
| +20% | +$94.5K |
|