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 | |
|---|---|---|---|---|---|---|
3576
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
$1.67B
| $166K | ﹤0.01% |
4,250
| – | – |
|
3577
Southern Missouri Bancorp
SMBC
$628M
| $166K | ﹤0.01% |
6,812
-6,552
| -49% | -$160K |
|
|
GOGL
3578
DELISTED
Golden Ocean Group
GOGL
| $165K | ﹤0.01% |
42,721
-644,348
| -94% | -$2.49M |
|
3579
Lifecore Biomedical
LFCR
$281M
| $165K | ﹤0.01% |
20,739
+12,241
| +144% | +$97.4K |
|
3580
SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.44B
| $165K | ﹤0.01% |
3,070
-127
| -4% | -$6.83K |
|
3581
Preformed Line Products
PLPC
$979M
| $165K | ﹤0.01% |
3,314
-2,916
| -47% | -$145K |
|
3582
Direxion Daily Small Cap Bear 3x Shares
TZA
$287M
| $164K | ﹤0.01% |
965
+960
| +19,200% | +$163K |
|
3583
iShares US Infrastructure ETF
IFRA
$3B
| $163K | ﹤0.01% |
+6,868
| New | +$163K |
|
3584
Kiniksa Pharmaceuticals
KNSA
$2.75B
| $163K | ﹤0.01% |
6,415
-2,480
| -28% | -$63K |
|
3585
Kimbell Royalty Partners
KRP
$1.26B
| $163K | ﹤0.01% |
19,000
| – | – |
|
3586
Applied Therapeutics
APLT
$60.6M
| $162K | ﹤0.01% |
4,497
+1,868
| +71% | +$67.3K |
|
|
FPI
3587
Farmland Partners
FPI
$481M
| $162K | ﹤0.01% |
23,726
-21,234
| -47% | -$145K |
|
3588
Guaranty Bancshares
GNTY
$557M
| $161K | ﹤0.01% |
6,833
-12,043
| -64% | -$284K |
|
|
OPTN
3589
DELISTED
OptiNose
OPTN
| $161K | ﹤0.01% |
1,438
-194,711
| -99% | -$21.8M |
|
|
SP
3590
DELISTED
SP Plus Corporation
SP
| $161K | ﹤0.01% |
7,781
-24,290
| -76% | -$503K |
|
3591
Amneal Pharmaceuticals
AMRX
$3.14B
| $160K | ﹤0.01% |
33,582
-5,397
| -14% | -$25.7K |
|
3592
Crinetics Pharmaceuticals
CRNX
$3.2B
| $160K | ﹤0.01% |
9,135
+5,482
| +150% | +$96K |
|
3593
iShares MSCI Qatar ETF
QAT
$77.2M
| $160K | ﹤0.01% |
10,000
| – | – |
|
|
QADA
3594
DELISTED
QAD Inc.
QADA
| $160K | ﹤0.01% |
3,888
+126
| +3% | +$5.19K |
|
|
NOA
3595
North American Construction
NOA
$399M
| $159K | ﹤0.01% |
25,458
+1,208
| +5% | +$7.55K |
|
3596
Navigator Holdings
NVGS
$1.11B
| $159K | ﹤0.01% |
24,776
-16,968
| -41% | -$109K |
|
3597
PennantPark Floating Rate Capital
PFLT
$1.01B
| $159K | ﹤0.01% |
18,951
-38,410
| -67% | -$322K |
|
3598
United States Lime & Minerals
USLM
$3.63B
| $159K | ﹤0.01% |
9,455
-10,300
| -52% | -$173K |
|
3599
Viking Therapeutics
VKTX
$2.79B
| $159K | ﹤0.01% |
22,052
+597
| +3% | +$4.31K |
|
3600
Marcus Corp
MCS
$504M
| $158K | ﹤0.01% |
11,938
-60,373
| -83% | -$799K |
|