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 | |
|---|---|---|---|---|---|---|
3451
ProShares UltraPro Short Dow 30
SDOW
$172M
| $224K | ﹤0.01% |
583
+429
| +279% | +$165K |
|
3452
Bassett Furniture
BSET
$142M
| $223K | ﹤0.01% |
30,400
-40,671
| -57% | -$298K |
|
3453
iShares MSCI United Kingdom ETF
EWU
$2.93B
| $223K | ﹤0.01% |
8,676
-258,742
| -97% | -$6.65M |
|
3454
SPDR S&P Aerospace & Defense ETF
XAR
$4.05B
| $222K | ﹤0.01% |
2,532
-438
| -15% | -$38.4K |
|
|
RPT
3455
Rithm Property Trust Inc.
RPT
$124M
| $222K | ﹤0.01% |
24,154
+18,086
| +298% | +$166K |
|
3456
Harmonic Inc
HLIT
$1.13B
| $220K | ﹤0.01% |
46,228
-157,920
| -77% | -$752K |
|
3457
WisdomTree US MidCap Fund
EZM
$819M
| $218K | ﹤0.01% |
6,704
| – | – |
|
3458
Gossamer Bio
GOSS
$787M
| $218K | ﹤0.01% |
16,754
+2,615
| +18% | +$34K |
|
3459
ANI Pharmaceuticals
ANIP
$2.12B
| $217K | ﹤0.01% |
6,731
-70
| -1% | -$2.26K |
|
3460
Riverview Bancorp
RVSB
$102M
| $217K | ﹤0.01% |
38,389
-14,648
| -28% | -$82.8K |
|
3461
SPDR Portfolio S&P 500 Value ETF
SPYV
$28.4B
| $217K | ﹤0.01% |
7,477
-2,567
| -26% | -$74.5K |
|
3462
Coca-Cola Femsa
KOF
$18B
| $216K | ﹤0.01% |
4,944
-13,349
| -73% | -$583K |
|
3463
Diamond Hill
DHIL
$387M
| $215K | ﹤0.01% |
1,887
-3,999
| -68% | -$456K |
|
3464
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
$702M
| $214K | ﹤0.01% |
9,610
-37,500
| -80% | -$835K |
|
3465
Legend Biotech
LEGN
$6.11B
| $213K | ﹤0.01% |
+5,000
| New | +$213K |
|
3466
Uranium Energy
UEC
$5.27B
| $213K | ﹤0.01% |
242,692
-111,409
| -31% | -$97.8K |
|
3467
ROBO Global Robotics & Automation Index ETF
ROBO
$1.13B
| $212K | ﹤0.01% |
4,876
-63
| -1% | -$2.74K |
|
|
MNRL
3468
DELISTED
Brigham Minerals, Inc. Class A Common Stock
MNRL
| $212K | ﹤0.01% |
17,119
-1,400
| -8% | -$17.3K |
|
3469
Global X Copper Miners ETF NEW
COPX
$2.24B
| $211K | ﹤0.01% |
11,955
+10,338
| +639% | +$182K |
|
3470
DHI Group
DHX
$141M
| $211K | ﹤0.01% |
100,795
+82,783
| +460% | +$173K |
|
3471
Merchants Bancorp
MBIN
$1.5B
| $211K | ﹤0.01% |
17,180
-27,672
| -62% | -$340K |
|
3472
HF Foods Group
HFFG
$177M
| $210K | ﹤0.01% |
23,203
-3,683
| -14% | -$33.3K |
|
3473
Oric Pharmaceuticals
ORIC
$1.05B
| $210K | ﹤0.01% |
+6,217
| New | +$210K |
|
3474
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$12.7B
| $210K | ﹤0.01% |
7,904
-11,469
| -59% | -$305K |
|
3475
Transmedics
TMDX
$3.91B
| $210K | ﹤0.01% |
11,762
-11,289
| -49% | -$202K |
|