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 Developed Asia Pacific-ex Japan ETF
BBAX
|
+$1.79B |
| 2 |
JPMorgan BetaBuilders Japan ETF
BBJP
|
+$1.7B |
| 3 |
Alphabet (Google) Class C
GOOG
|
+$1.66B |
| 4 |
Deere & Co
DE
|
+$1.52B |
| 5 |
Amazon
AMZN
|
+$1.21B |
Top Sells
| 1 |
iShares TIPS Bond ETF
TIP
|
+$1.6B |
| 2 |
TSMC
TSM
|
+$1.44B |
| 3 |
Tesla
TSLA
|
+$1.37B |
| 4 |
Salesforce
CRM
|
+$1.25B |
| 5 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$1.05B |
Sector Composition
| 1 | Technology | 16.81% |
| 2 | Financials | 11.84% |
| 3 | Consumer Discretionary | 10.87% |
| 4 | Healthcare | 10.26% |
| 5 | Industrials | 8.26% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
3451
KRONOS Worldwide
KRO
$694M
| $1.1M | ﹤0.01% |
71,995
+13,231
| +23% | +$202K |
|
3452
Harrow
HROW
$1.46B
| $1.1M | ﹤0.01% |
162,815
+23,850
| +17% | +$161K |
|
3453
iShares Russell Top 200 Value ETF
IWX
$2.82B
| $1.1M | ﹤0.01% |
+17,242
| New | +$1.1M |
|
3454
Carter Bankshares
CARE
$450M
| $1.1M | ﹤0.01% |
78,558
+1,838
| +2% | +$25.7K |
|
|
CALB
3455
DELISTED
California BanCorp Common Stock
CALB
| $1.1M | ﹤0.01% |
61,524
-1,794
| -3% | -$32K |
|
3456
LCNB Corp
LCNB
$223M
| $1.1M | ﹤0.01% |
62,553
+2,336
| +4% | +$40.9K |
|
3457
Acacia Research
ACTG
$317M
| $1.09M | ﹤0.01% |
164,444
+19,284
| +13% | +$128K |
|
3458
Lufax Holding
LU
$2.61B
| $1.09M | ﹤0.01% |
18,785
+18,751
| +55,150% | +$1.09M |
|
3459
Yext
YEXT
$1.07B
| $1.09M | ﹤0.01% |
75,348
-74,507
| -50% | -$1.08M |
|
|
ABB
3460
DELISTED
ABB Ltd.
ABB
| $1.09M | ﹤0.01% |
35,761
-10,337
| -22% | -$315K |
|
3461
Chunghwa Telecom
CHT
$34.8B
| $1.09M | ﹤0.01% |
27,814
+27,456
| +7,669% | +$1.07M |
|
3462
KVH Industries
KVHI
$119M
| $1.09M | ﹤0.01% |
85,763
+5,722
| +7% | +$72.6K |
|
3463
Southern First Bancshares
SFST
$366M
| $1.09M | ﹤0.01% |
23,155
+1,375
| +6% | +$64.5K |
|
3464
Capital Bancorp
CBNK
$551M
| $1.08M | ﹤0.01% |
56,136
-1,948
| -3% | -$37.6K |
|
3465
Telefonica
TEF
$30.3B
| $1.08M | ﹤0.01% |
269,202
+153,092
| +132% | +$616K |
|
3466
Telecom Argentina
TEO
$3.07B
| $1.08M | ﹤0.01% |
195,386
-77,636
| -28% | -$428K |
|
3467
Intrepid Potash
IPI
$389M
| $1.07M | ﹤0.01% |
32,984
+1,351
| +4% | +$43.9K |
|
3468
Simulations Plus
SLP
$303M
| $1.07M | ﹤0.01% |
16,914
+6,604
| +64% | +$417K |
|
3469
CoreCard
CCRD
$211M
| $1.07M | ﹤0.01% |
26,110
+16,554
| +173% | +$677K |
|
|
PLYA
3470
DELISTED
Playa Hotels & Resorts
PLYA
| $1.07M | ﹤0.01% |
145,909
+145,802
| +136,264% | +$1.07M |
|
|
VOSOU
3471
DELISTED
Virtuoso Acquisition Corp. Unit
VOSOU
| $1.06M | ﹤0.01% |
+107,882
| New | +$1.06M |
|
3472
Norwood Financial Corp
NWFL
$245M
| $1.06M | ﹤0.01% |
39,857
+22,105
| +125% | +$588K |
|
|
HEXO
3473
DELISTED
HEXO Corp. Common Shares
HEXO
| $1.06M | ﹤0.01% |
11,665
+5,165
| +79% | +$468K |
|
|
THMAU
3474
DELISTED
Thimble Point Acquisition Corp. Unit
THMAU
| $1.06M | ﹤0.01% |
+105,811
| New | +$1.06M |
|
3475
MacroGenics
MGNX
$100M
| $1.06M | ﹤0.01% |
33,188
-77,495
| -70% | -$2.47M |
|