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 | |
|---|---|---|---|---|---|---|
3451
Madrigal Pharmaceuticals
MDGL
$9.63B
| $365K | ﹤0.01% |
1,707
-18,422
| -92% | -$3.94M |
|
3452
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
$2.17B
| $365K | ﹤0.01% |
6,955
+90
| +1% | +$4.72K |
|
3453
BOK Financial
BOKF
$7.06B
| $364K | ﹤0.01% |
3,741
+2,575
| +221% | +$251K |
|
3454
WisdomTree US Total Dividend Fund
DTD
$1.45B
| $364K | ﹤0.01% |
7,576
| – | – |
|
3455
OneMain Financial
OMF
$7.2B
| $364K | ﹤0.01% |
10,820
+37
| +0.3% | +$1.25K |
|
|
PLG
3456
Platinum Group Metals
PLG
$205M
| $363K | ﹤0.01% |
208,435
-1,270,788
| -86% | -$2.21M |
|
3457
Radiant Logistics
RLGT
$307M
| $363K | ﹤0.01% |
61,490
+40,571
| +194% | +$240K |
|
3458
Ocular Therapeutix
OCUL
$2.23B
| $362K | ﹤0.01% |
52,664
-22,848
| -30% | -$157K |
|
3459
Aaon
AAON
$6.7B
| $361K | ﹤0.01% |
14,339
-54,852
| -79% | -$1.38M |
|
|
LTS
3460
DELISTED
Ladenburg Thalmann Financial Services Inc
LTS
| $360K | ﹤0.01% |
133,308
-53,659
| -29% | -$145K |
|
|
VOXX
3461
DELISTED
VOXX International Corporation Class A
VOXX
| $359K | ﹤0.01% |
68,950
+30,629
| +80% | +$159K |
|
3462
Smith & Wesson
SWBI
$415M
| $358K | ﹤0.01% |
30,088
+13,044
| +77% | +$155K |
|
|
DEST
3463
DELISTED
Destination Maternity Corporation
DEST
| $358K | ﹤0.01% |
76,760
+4,317
| +6% | +$20.1K |
|
3464
Arrow Dow Jones Global Yield ETF
GYLD
$27.3M
| $357K | ﹤0.01% |
20,551
-490
| -2% | -$8.51K |
|
3465
Gladstone Investment Corp
GAIN
$544M
| $354K | ﹤0.01% |
30,979
-6,378
| -17% | -$72.9K |
|
3466
Lattice Semiconductor
LSCC
$8.82B
| $352K | ﹤0.01% |
43,979
+10,587
| +32% | +$84.7K |
|
3467
AdvisorShares Dorsey Wright ADR ETF
AADR
$45M
| $350K | ﹤0.01% |
6,500
| – | – |
|
3468
MacroGenics
MGNX
$100M
| $350K | ﹤0.01% |
16,311
-3,275
| -17% | -$70.3K |
|
3469
Merus
MRUS
$5.26B
| $350K | ﹤0.01% |
17,723
+4,476
| +34% | +$88.4K |
|
|
SRT
3470
DELISTED
Startek Inc.
SRT
| $349K | ﹤0.01% |
52,704
+13,590
| +35% | +$90K |
|
3471
Frontline
FRO
$5.17B
| $348K | ﹤0.01% |
59,692
-472,221
| -89% | -$2.75M |
|
|
TERP
3472
DELISTED
TerraForm Power, Inc
TERP
| $348K | ﹤0.01% |
30,082
+239
| +0.8% | +$2.77K |
|
3473
Air Lease Corp
AL
$7.1B
| $347K | ﹤0.01% |
7,551
-237,715
| -97% | -$10.9M |
|
3474
Zillow
Z
$21.3B
| $347K | ﹤0.01% |
7,837
-20,365
| -72% | -$902K |
|
|
LDL
3475
DELISTED
Lydall, Inc.
LDL
| $347K | ﹤0.01% |
8,051
-35,315
| -81% | -$1.52M |
|