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 | |
|---|---|---|---|---|---|---|
3451
Arrow Dow Jones Global Yield ETF
GYLD
$27.3M
| $295K | ﹤0.01% |
19,566
-985
| -5% | -$14.9K |
|
|
OTIC
3452
DELISTED
Otonomy, Inc.
OTIC
| $295K | ﹤0.01% |
159,197
-29,836
| -16% | -$55.3K |
|
|
AXDX
3453
DELISTED
Accelerate Diagnostics
AXDX
| $294K | ﹤0.01% |
2,554
+1,950
| +323% | +$224K |
|
3454
JELD-WEN Holding
JELD
$537M
| $294K | ﹤0.01% |
20,678
-2,026,886
| -99% | -$28.8M |
|
3455
AstroNova
ALOT
$76.1M
| $293K | ﹤0.01% |
15,602
-281
| -2% | -$5.28K |
|
3456
Allot
ALLT
$426M
| $292K | ﹤0.01% |
48,043
+38,255
| +391% | +$233K |
|
|
DWIN
3457
DELISTED
Invesco DWA Tactical Multi-Asset Income ETF
DWIN
| $292K | ﹤0.01% |
12,221
-1,612
| -12% | -$38.5K |
|
3458
Veritex Holdings
VBTX
$1.88B
| $291K | ﹤0.01% |
13,595
+1,413
| +12% | +$30.2K |
|
3459
AppFolio
APPF
$9.9B
| $290K | ﹤0.01% |
4,895
-12,547
| -72% | -$743K |
|
|
BXE
3460
DELISTED
Bellatrix Exploration Ltd.
BXE
| $290K | ﹤0.01% |
619,073
+574,000
| +1,273% | +$269K |
|
3461
Heartland Express
HTLD
$656M
| $289K | ﹤0.01% |
15,777
+1,558
| +11% | +$28.5K |
|
|
FFG
3462
DELISTED
FBL Financial Group
FFG
| $289K | ﹤0.01% |
4,410
+1,193
| +37% | +$78.2K |
|
3463
Transact Technologies
TACT
$45.9M
| $287K | ﹤0.01% |
32,013
+27,030
| +542% | +$242K |
|
3464
VanEck Retail ETF
RTH
$263M
| $286K | ﹤0.01% |
3,049
+35
| +1% | +$3.28K |
|
|
HTZ
3465
DELISTED
Hertz Global Holdings, Inc.
HTZ
| $282K | ﹤0.01% |
23,773
+1,537
| +7% | +$18.2K |
|
3466
Franklin Covey
FC
$240M
| $281K | ﹤0.01% |
12,566
-16,929
| -57% | -$379K |
|
3467
SuRo Capital
SSSS
$221M
| $281K | ﹤0.01% |
64,159
-39,631
| -38% | -$174K |
|
3468
Townsquare Media
TSQ
$115M
| $281K | ﹤0.01% |
68,771
-14,591
| -18% | -$59.6K |
|
3469
AdvisorShares Dorsey Wright ADR ETF
AADR
$45M
| $280K | ﹤0.01% |
7,000
+500
| +8% | +$20K |
|
3470
Invesco Dorsey Wright SmallCap Momentum ETF
DWAS
$694M
| $280K | ﹤0.01% |
6,426
-17
| -0.3% | -$741 |
|
3471
Hilton Grand Vacations
HGV
$3.98B
| $280K | ﹤0.01% |
10,599
-1,915
| -15% | -$50.6K |
|
3472
Digital Turbine
APPS
$501M
| $278K | ﹤0.01% |
151,968
-23,314
| -13% | -$42.6K |
|
3473
Marchex
MCHX
$86.6M
| $278K | ﹤0.01% |
+104,849
| New | +$278K |
|
|
CRAY
3474
DELISTED
Cray, Inc.
CRAY
| $278K | ﹤0.01% |
12,855
-120,636
| -90% | -$2.61M |
|
3475
Global X Robotics & Artificial Intelligence ETF
BOTZ
$2.88B
| $277K | ﹤0.01% |
16,557
+2,589
| +19% | +$43.3K |
|