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 |
iShares S&P 500 Growth ETF
IVW
|
+$1.67B |
| 2 |
iShares S&P 500 Value ETF
IVE
|
+$1.66B |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
+$1.14B |
| 4 |
Health Care Select Sector SPDR Fund
XLV
|
+$966M |
| 5 |
iShares Russell 1000 Value ETF
IWD
|
+$877M |
Top Sells
| 1 |
JPMorgan BetaBuilders Japan ETF
BBJP
|
+$1.11B |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$1.1B |
| 3 |
Microsoft
MSFT
|
+$933M |
| 4 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$921M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
+$787M |
Sector Composition
| 1 | Technology | 15.74% |
| 2 | Healthcare | 11.55% |
| 3 | Financials | 11.4% |
| 4 | Consumer Discretionary | 9.54% |
| 5 | Industrials | 6.85% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
3576
Mistras Group
MG
$299M
| $178K | ﹤0.01% |
41,852
+28,997
| +226% | +$123K |
|
3577
Stratus Properties
STRS
$159M
| $178K | ﹤0.01% |
10,132
+3,109
| +44% | +$54.6K |
|
3578
WisdomTree US MidCap Fund
EZM
$819M
| $177K | ﹤0.01% |
6,704
-3,093
| -32% | -$81.7K |
|
3579
Global Water Resources
GWRS
$271M
| $177K | ﹤0.01% |
17,400
+7,072
| +68% | +$71.9K |
|
3580
Prothena Corp
PRTA
$442M
| $177K | ﹤0.01% |
16,512
-57,615
| -78% | -$618K |
|
3581
Dr. Reddy's Laboratories
RDY
$12.2B
| $175K | ﹤0.01% |
21,645
+20,825
| +2,540% | +$168K |
|
3582
Stellus Capital Investment Corp
SCM
$402M
| $173K | ﹤0.01% |
23,751
-48,780
| -67% | -$355K |
|
3583
Saga Communications
SGA
$77.3M
| $173K | ﹤0.01% |
6,296
-4,026
| -39% | -$111K |
|
3584
NextCure
NXTC
$14.4M
| $172K | ﹤0.01% |
386
-726
| -65% | -$324K |
|
3585
Designer Brands
DBI
$225M
| $171K | ﹤0.01% |
34,440
-461,994
| -93% | -$2.29M |
|
3586
Korro Bio
KRRO
$289M
| $171K | ﹤0.01% |
192
+154
| +405% | +$137K |
|
3587
Noodles & Co
NDLS
$30.7M
| $171K | ﹤0.01% |
36,269
+23,482
| +184% | +$111K |
|
3588
CoreCard
CCRD
$211M
| $170K | ﹤0.01% |
4,993
-1,340
| -21% | -$45.6K |
|
3589
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
$1.46B
| $170K | ﹤0.01% |
1,986
-2,079
| -51% | -$178K |
|
3590
Manchester United
MANU
$2.8B
| $170K | ﹤0.01% |
11,233
-16,220
| -59% | -$245K |
|
3591
Opko Health
OPK
$1.11B
| $170K | ﹤0.01% |
126,652
-138,050
| -52% | -$185K |
|
3592
Argan
AGX
$3.18B
| $168K | ﹤0.01% |
4,855
-26
| -0.5% | -$900 |
|
3593
Information Services Group
III
$253M
| $167K | ﹤0.01% |
65,309
+15,988
| +32% | +$40.9K |
|
3594
Super Micro Computer
SMCI
$26.7B
| $167K | ﹤0.01% |
+78,520
| New | +$167K |
|
3595
Cooper-Standard Automotive
CPS
$667M
| $166K | ﹤0.01% |
16,147
-34,260
| -68% | -$352K |
|
3596
Gencor Industries
GENC
$224M
| $166K | ﹤0.01% |
15,821
+3,990
| +34% | +$41.9K |
|
3597
ROBO Global Robotics & Automation Index ETF
ROBO
$1.13B
| $166K | ﹤0.01% |
4,939
-14,584
| -75% | -$490K |
|
|
ENZ
3598
DELISTED
Enzo Biochem, Inc.
ENZ
| $166K | ﹤0.01% |
65,293
+39,331
| +151% | +$100K |
|
3599
Colony Bankcorp
CBAN
$304M
| $165K | ﹤0.01% |
13,160
+3,458
| +36% | +$43.4K |
|
3600
Schwab US Large-Cap Value ETF
SCHV
$13.5B
| $165K | ﹤0.01% |
11,190
+8,436
| +306% | +$124K |
|