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
|
+$2.82B |
| 2 |
JPMorgan BetaBuilders Japan ETF
BBJP
|
+$1.91B |
| 3 |
JPMorgan BetaBuilders International Equity ETF
BBIN
|
+$1.64B |
| 4 |
iShares Russell 2000 ETF
IWM
|
+$1.1B |
| 5 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
+$895M |
Top Sells
| 1 |
iShares Core MSCI EAFE ETF
IEFA
|
+$1.89B |
| 2 |
iShares MSCI EAFE ETF
EFA
|
+$1.86B |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
+$931M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
+$889M |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$862M |
Sector Composition
| 1 | Technology | 16.95% |
| 2 | Financials | 11.22% |
| 3 | Healthcare | 11.1% |
| 4 | Consumer Discretionary | 10.84% |
| 5 | Industrials | 7.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
3426
ProShares UltraPro Short QQQ
SQQQ
$2.2B
| $246K | ﹤0.01% |
+260
| New | +$246K |
|
3427
Invesco Dorsey Wright SmallCap Momentum ETF
DWAS
$694M
| $245K | ﹤0.01% |
4,587
-1,507
| -25% | -$80.5K |
|
|
LDL
3428
DELISTED
Lydall, Inc.
LDL
| $244K | ﹤0.01% |
17,983
-35,747
| -67% | -$485K |
|
3429
Artivion
AORT
$1.92B
| $242K | ﹤0.01% |
12,635
-281
| -2% | -$5.38K |
|
3430
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
$1.55B
| $242K | ﹤0.01% |
4,050
-11,481
| -74% | -$686K |
|
3431
SPDR Portfolio TIPS ETF
SPIP
$988M
| $241K | ﹤0.01% |
7,995
-7,871
| -50% | -$237K |
|
|
ANAT
3432
DELISTED
American National Group, Inc. Common Stock
ANAT
| $241K | ﹤0.01% |
3,346
-4,494
| -57% | -$324K |
|
3433
Chemung Financial Corp
CHMG
$252M
| $240K | ﹤0.01% |
8,803
-6,263
| -42% | -$171K |
|
3434
Provident Financial
PROV
$103M
| $240K | ﹤0.01% |
17,905
+3,570
| +25% | +$47.9K |
|
3435
Silicom
SILC
$104M
| $240K | ﹤0.01% |
6,546
-7,218
| -52% | -$265K |
|
3436
Liquidity Services
LQDT
$849M
| $239K | ﹤0.01% |
40,050
-18,273
| -31% | -$109K |
|
3437
Mercer International
MERC
$206M
| $239K | ﹤0.01% |
29,231
+11,095
| +61% | +$90.7K |
|
3438
Greif Class B
GEF.B
$2.46B
| $238K | ﹤0.01% |
5,699
-321
| -5% | -$13.4K |
|
|
ORC
3439
Orchid Island Capital
ORC
$1.04B
| $238K | ﹤0.01% |
10,127
+3,906
| +63% | +$91.8K |
|
3440
iShares Core MSCI International Developed Markets ETF
IDEV
$21.9B
| $236K | ﹤0.01% |
4,618
+1,576
| +52% | +$80.5K |
|
3441
Princeton Bancorp
BPRN
$219M
| $235K | ﹤0.01% |
11,728
-4,657
| -28% | -$93.3K |
|
|
WPG
3442
DELISTED
Washington Prime Group Inc.
WPG
| $234K | ﹤0.01% |
30,790
-27,538
| -47% | -$209K |
|
3443
OneMain Financial
OMF
$7.2B
| $230K | ﹤0.01% |
9,357
-244,394
| -96% | -$6.01M |
|
|
CEO
3444
DELISTED
CNOOC Limited
CEO
| $230K | ﹤0.01% |
2,038
-10
| -0.5% | -$1.13K |
|
3445
Cue Biopharma
CUE
$57M
| $229K | ﹤0.01% |
9,342
+2,778
| +42% | +$68.1K |
|
|
DSPG
3446
DELISTED
DSP Group Inc
DSPG
| $228K | ﹤0.01% |
14,325
-14,200
| -50% | -$226K |
|
3447
Carvana
CVNA
$50B
| $227K | ﹤0.01% |
1,893
+1,388
| +275% | +$166K |
|
3448
Daily Journal
DJCO
$562M
| $227K | ﹤0.01% |
843
-1,002
| -54% | -$270K |
|
3449
Centrus Energy
LEU
$4.04B
| $224K | ﹤0.01% |
22,336
-13,702
| -38% | -$137K |
|
3450
MetroCity Bankshares
MCBS
$741M
| $224K | ﹤0.01% |
15,664
-11,552
| -42% | -$165K |
|