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 | |
|---|---|---|---|---|---|---|
3476
Kopin
KOPN
$412M
| $277K | ﹤0.01% |
277,110
+262,789
| +1,835% | +$263K |
|
3477
Mizuho Financial
MFG
$82.2B
| $277K | ﹤0.01% |
92,387
+76,989
| +500% | +$231K |
|
|
CARB
3478
DELISTED
Carbonite Inc
CARB
| $276K | ﹤0.01% |
10,924
-46,049
| -81% | -$1.16M |
|
3479
Dawson Geophysical
DWSN
$49.1M
| $275K | ﹤0.01% |
81,368
+45,087
| +124% | +$152K |
|
|
SBBX
3480
DELISTED
SB One Bancorp Common Stock
SBBX
| $275K | ﹤0.01% |
13,480
+2,380
| +21% | +$48.6K |
|
|
MNTX
3481
DELISTED
Manitex International, Inc.
MNTX
| $275K | ﹤0.01% |
48,419
+30,532
| +171% | +$173K |
|
3482
Zillow
Z
$21.3B
| $274K | ﹤0.01% |
8,665
+828
| +11% | +$26.2K |
|
|
EGLE
3483
DELISTED
Eagle Bulk Shipping Inc.
EGLE
| $273K | ﹤0.01% |
8,454
-13,195
| -61% | -$426K |
|
3484
Vanguard Consumer Staples ETF
VDC
$7.61B
| $272K | ﹤0.01% |
2,076
+1,545
| +291% | +$202K |
|
|
FIT
3485
DELISTED
Fitbit, Inc. Class A common stock
FIT
| $272K | ﹤0.01% |
54,651
-1,624,956
| -97% | -$8.09M |
|
3486
Columbia Financial
CLBK
$1.6B
| $270K | ﹤0.01% |
17,690
+4,183
| +31% | +$63.8K |
|
3487
Liberty Broadband Class A
LBRDA
$8.65B
| $270K | ﹤0.01% |
3,752
+3,210
| +592% | +$231K |
|
|
MOGO
3488
Mogo
MOGO
$45.6M
| $270K | ﹤0.01% |
26,667
+5,000
| +23% | +$50.6K |
|
3489
Invesco Preferred ETF
PGX
$3.99B
| $270K | ﹤0.01% |
20,058
+12,601
| +169% | +$170K |
|
3490
Southside Bancshares
SBSI
$916M
| $269K | ﹤0.01% |
8,488
-21,910
| -72% | -$694K |
|
|
SOHO
3491
Sotherly Hotels
SOHO
$17.8M
| $269K | ﹤0.01% |
47,913
-6,119
| -11% | -$34.4K |
|
3492
Investors Title Co
ITIC
$481M
| $268K | ﹤0.01% |
1,518
+1,055
| +228% | +$186K |
|
|
ZAGG
3493
DELISTED
ZAGG Inc Common Stock (Delaware)
ZAGG
| $268K | ﹤0.01% |
27,435
+1,373
| +5% | +$13.4K |
|
3494
Lindblad Expeditions
LIND
$735M
| $266K | ﹤0.01% |
19,746
-19,765
| -50% | -$266K |
|
3495
Upland Software
UPLD
$71.6M
| $265K | ﹤0.01% |
9,767
+6,124
| +168% | +$166K |
|
|
SP
3496
DELISTED
SP Plus Corporation
SP
| $265K | ﹤0.01% |
8,971
+3,728
| +71% | +$110K |
|
3497
First Community Corp
FCCO
$215M
| $264K | ﹤0.01% |
13,566
+8,306
| +158% | +$162K |
|
3498
Village Super Market
VLGEA
$580M
| $264K | ﹤0.01% |
9,879
+7,975
| +419% | +$213K |
|
|
GHL
3499
DELISTED
Greenhill & Co., Inc.
GHL
| $264K | ﹤0.01% |
10,811
-173,390
| -94% | -$4.23M |
|
3500
ProShares K-1 Free Crude Oil Strategy ETF
OILK
$69.7M
| $263K | ﹤0.01% |
+3,066
| New | +$263K |
|