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 | |
|---|---|---|---|---|---|---|
3376
Johnson Outdoors
JOUT
$422M
| $351K | ﹤0.01% |
5,975
-18,362
| -75% | -$1.08M |
|
|
MOR
3377
DELISTED
MorphoSys AG American Depositary Shares
MOR
| $349K | ﹤0.01% |
13,835
+7,087
| +105% | +$179K |
|
3378
StoneCo
STNE
$4.89B
| $346K | ﹤0.01% |
+18,750
| New | +$346K |
|
3379
Amplify Mobile Payments ETF
IPAY
$270M
| $344K | ﹤0.01% |
+9,831
| New | +$344K |
|
|
VOXX
3380
DELISTED
VOXX International Corporation Class A
VOXX
| $344K | ﹤0.01% |
86,826
+17,876
| +26% | +$70.8K |
|
3381
Farmmi
FAMI
$2.45M
| $342K | ﹤0.01% |
+35
| New | +$342K |
|
|
AMNB
3382
DELISTED
American National Bankshares Inc
AMNB
| $342K | ﹤0.01% |
11,670
+859
| +8% | +$25.2K |
|
|
SAFE
3383
DELISTED
Safehold Inc.
SAFE
| $342K | ﹤0.01% |
18,206
+8,279
| +83% | +$156K |
|
3384
Lattice Semiconductor
LSCC
$8.82B
| $341K | ﹤0.01% |
49,340
+5,361
| +12% | +$37.1K |
|
3385
Rocket Pharmaceuticals
RCKT
$341M
| $341K | ﹤0.01% |
23,020
+18,186
| +376% | +$269K |
|
|
SEAC
3386
DELISTED
Seachange International Inc
SEAC
| $340K | ﹤0.01% |
13,478
+2,500
| +23% | +$63.1K |
|
|
BRSP
3387
BrightSpire Capital
BRSP
$764M
| $339K | ﹤0.01% |
21,457
-14,630
| -41% | -$231K |
|
3388
ProShares UltraShort S&P500
SDS
$468M
| $339K | ﹤0.01% |
1,581
-48
| -3% | -$10.3K |
|
3389
MACOM Technology Solutions
MTSI
$9.82B
| $337K | ﹤0.01% |
23,241
+300
| +1% | +$4.35K |
|
3390
Dime Community Bancshares
DCOM
$1.35B
| $335K | ﹤0.01% |
13,122
+3,778
| +40% | +$96.5K |
|
|
PLYA
3391
DELISTED
Playa Hotels & Resorts
PLYA
| $335K | ﹤0.01% |
+46,656
| New | +$335K |
|
3392
Bankwell Financial Group
BWFG
$359M
| $334K | ﹤0.01% |
11,654
+8,270
| +244% | +$237K |
|
|
RDFN
3393
DELISTED
Redfin
RDFN
| $334K | ﹤0.01% |
23,220
+1,992
| +9% | +$28.7K |
|
3394
Upbound Group
UPBD
$1.45B
| $334K | ﹤0.01% |
20,637
-1,525,087
| -99% | -$24.7M |
|
3395
Amneal Pharmaceuticals
AMRX
$3.14B
| $333K | ﹤0.01% |
24,605
+450
| +2% | +$6.09K |
|
|
RPT
3396
Rithm Property Trust Inc.
RPT
$124M
| $332K | ﹤0.01% |
28,546
+24,421
| +592% | +$284K |
|
3397
Haverty Furniture Companies
HVT
$371M
| $331K | ﹤0.01% |
17,611
+105
| +0.6% | +$1.97K |
|
|
IMI
3398
DELISTED
Intermolecular, Inc.
IMI
| $331K | ﹤0.01% |
+327,816
| New | +$331K |
|
|
BNFT
3399
DELISTED
Benefitfocus, Inc.
BNFT
| $330K | ﹤0.01% |
7,218
-43,487
| -86% | -$1.99M |
|
|
TTOO
3400
DELISTED
T2 Biosystems, Inc
TTOO
| $328K | ﹤0.01% |
22
-28
| -56% | -$417K |
|