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 Short Treasury Bond ETF
SHV
|
+$3.85B |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
+$1.53B |
| 3 |
JPMorgan BetaBuilders Canada ETF
BBCA
|
+$1.22B |
| 4 |
Chevron
CVX
|
+$1.1B |
| 5 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$985M |
Top Sells
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$3.64B |
| 2 |
Occidental Petroleum
OXY
|
+$1.2B |
| 3 |
Merck
MRK
|
+$954M |
| 4 |
Visa
V
|
+$838M |
| 5 |
AT&T
T
|
+$801M |
Sector Composition
| 1 | Technology | 13.66% |
| 2 | Financials | 13.19% |
| 3 | Healthcare | 9.98% |
| 4 | Consumer Discretionary | 9.29% |
| 5 | Industrials | 7.38% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
3676
Plug Power
PLUG
$1.76B
| $152K | ﹤0.01% |
68,575
-52,724
| -43% | -$117K |
|
3677
Twin Disc
TWIN
$190M
| $152K | ﹤0.01% |
10,311
-11,344
| -52% | -$167K |
|
|
EVA
3678
DELISTED
Enviva Inc.
EVA
| $152K | ﹤0.01% |
4,910
+2,870
| +141% | +$88.8K |
|
|
SHLO
3679
DELISTED
Shiloh Industries Inc
SHLO
| $152K | ﹤0.01% |
32,970
+18,012
| +120% | +$83K |
|
|
COLO
3680
Global X MSCI Colombia ETF
COLO
$101M
| $151K | ﹤0.01% |
4,007
+430
| +12% | +$16.2K |
|
3681
MidWestOne Financial Group
MOFG
$604M
| $151K | ﹤0.01% |
5,456
+2,734
| +100% | +$75.7K |
|
3682
Viking Therapeutics
VKTX
$2.79B
| $149K | ﹤0.01% |
17,824
+2,983
| +20% | +$24.9K |
|
|
SILK
3683
DELISTED
Silk Road Medical, Inc. Common Stock
SILK
| $149K | ﹤0.01% |
+3,212
| New | +$149K |
|
3684
Pixelworks
PXLW
$61.8M
| $147K | ﹤0.01% |
4,090
-600
| -13% | -$21.6K |
|
3685
Century Aluminum
CENX
$2.44B
| $146K | ﹤0.01% |
21,421
-84,157
| -80% | -$574K |
|
|
MEET
3686
DELISTED
The Meet Group, Inc. Common Stock
MEET
| $146K | ﹤0.01% |
43,769
+9,198
| +27% | +$30.7K |
|
3687
Goosehead Insurance
GSHD
$2.05B
| $145K | ﹤0.01% |
3,072
+691
| +29% | +$32.6K |
|
3688
LeMaitre Vascular
LMAT
$2.09B
| $145K | ﹤0.01% |
5,215
+951
| +22% | +$26.4K |
|
3689
Star Group
SGU
$387M
| $145K | ﹤0.01% |
14,595
-76
| -0.5% | -$755 |
|
3690
Stellar Bancorp
STEL
$1.61B
| $145K | ﹤0.01% |
5,109
+766
| +18% | +$21.7K |
|
3691
United States Lime & Minerals
USLM
$3.63B
| $145K | ﹤0.01% |
9,060
-505
| -5% | -$8.08K |
|
3692
Direxion Daily FTSE China Bull 3X Shares
YINN
$1.19B
| $145K | ﹤0.01% |
339
-44
| -11% | -$18.8K |
|
3693
Peapack-Gladstone Financial
PGC
$517M
| $144K | ﹤0.01% |
5,194
+646
| +14% | +$17.9K |
|
3694
Seaboard Corp
SEB
$3.78B
| $144K | ﹤0.01% |
36
+6
| +20% | +$24K |
|
3695
Tile Shop Holdings
TTSH
$273M
| $144K | ﹤0.01% |
36,858
+23,253
| +171% | +$90.8K |
|
3696
Western New England Bancorp
WNEB
$250M
| $144K | ﹤0.01% |
16,069
-8,949
| -36% | -$80.2K |
|
3697
First Foundation Inc
FFWM
$493M
| $143K | ﹤0.01% |
10,739
+1,444
| +16% | +$19.2K |
|
3698
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
$2.17B
| $143K | ﹤0.01% |
2,608
-4,165
| -61% | -$228K |
|
3699
First Community Corp
FCCO
$215M
| $142K | ﹤0.01% |
8,079
-6,900
| -46% | -$121K |
|
3700
Middlefield Banc Corp
MBCN
$245M
| $142K | ﹤0.01% |
7,174
+5,430
| +311% | +$107K |
|