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 Japan ETF
BBJP
|
+$1.89B |
| 2 |
JPMorgan BetaBuilders Canada ETF
BBCA
|
+$1.45B |
| 3 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$1.34B |
| 4 |
Automatic Data Processing
ADP
|
+$879M |
| 5 |
Electronic Arts
EA
|
+$844M |
Top Sells
| 1 |
Broadcom
AVGO
|
+$1.79B |
| 2 |
iShares MSCI EAFE ETF
EFA
|
+$1.07B |
| 3 |
Meta Platforms (Facebook)
META
|
+$856M |
| 4 |
Nike
NKE
|
+$821M |
| 5 |
Union Pacific
UNP
|
+$588M |
Sector Composition
| 1 | Financials | 14.03% |
| 2 | Technology | 13.34% |
| 3 | Healthcare | 11.07% |
| 4 | Consumer Discretionary | 8.93% |
| 5 | Industrials | 8.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
NVEE
3701
DELISTED
NV5 Global
NVEE
| $188K | ﹤0.01% |
8,688
-5,520
| -39% | -$119K |
|
3702
Invesco S&P MidCap 400 Pure Value ETF
RFV
$275M
| $188K | ﹤0.01% |
2,628
+386
| +17% | +$27.6K |
|
|
MNTX
3703
DELISTED
Manitex International, Inc.
MNTX
| $188K | ﹤0.01% |
17,887
-8,975
| -33% | -$94.3K |
|
3704
Build-A-Bear
BBW
$971M
| $187K | ﹤0.01% |
20,719
+18,265
| +744% | +$165K |
|
3705
John Hancock Multifactor Mid Cap ETF
JHMM
$4.42B
| $187K | ﹤0.01% |
5,129
-376
| -7% | -$13.7K |
|
3706
Sonida Senior Living
SNDA
$500M
| $187K | ﹤0.01% |
1,319
+47
| +4% | +$6.66K |
|
3707
Federal Agricultural Mortgage
AGM
$2.15B
| $186K | ﹤0.01% |
2,581
-3,523
| -58% | -$254K |
|
|
SAFE
3708
DELISTED
Safehold Inc.
SAFE
| $186K | ﹤0.01% |
9,927
+285
| +3% | +$5.34K |
|
3709
Cantaloupe
CTLP
$792M
| $185K | ﹤0.01% |
25,700
-344,013
| -93% | -$2.48M |
|
3710
Quanterix
QTRX
$224M
| $184K | ﹤0.01% |
8,591
-41,088
| -83% | -$880K |
|
|
CARO
3711
DELISTED
Carolina Financial Corp.
CARO
| $184K | ﹤0.01% |
4,868
+893
| +22% | +$33.8K |
|
|
GAU
3712
Galiano Gold
GAU
$654M
| $183K | ﹤0.01% |
226,700
+31,300
| +16% | +$25.3K |
|
|
NUAN
3713
DELISTED
Nuance Communications, Inc.
NUAN
| $183K | ﹤0.01% |
12,233
+11,652
| +2,006% | +$174K |
|
|
TRTX
3714
TPG RE Finance Trust
TRTX
$742M
| $182K | ﹤0.01% |
9,077
-292,557
| -97% | -$5.87M |
|
3715
Griffon
GFF
$3.61B
| $181K | ﹤0.01% |
11,210
+2,505
| +29% | +$40.4K |
|
3716
Global X Silver Miners ETF NEW
SIL
$3.19B
| $181K | ﹤0.01% |
7,468
-4,036
| -35% | -$97.8K |
|
3717
Calix
CALX
$4.01B
| $180K | ﹤0.01% |
22,192
-37,586
| -63% | -$305K |
|
3718
Tredegar Corp
TG
$279M
| $180K | ﹤0.01% |
8,283
+1,292
| +18% | +$28.1K |
|
3719
Tejon Ranch
TRC
$448M
| $180K | ﹤0.01% |
8,293
+4,231
| +104% | +$91.8K |
|
|
MOR
3720
DELISTED
MorphoSys AG American Depositary Shares
MOR
| $180K | ﹤0.01% |
6,748
-72
| -1% | -$1.92K |
|
3721
Kingstone Companies
KINS
$195M
| $179K | ﹤0.01% |
9,387
+7,503
| +398% | +$143K |
|
3722
PC Connection
CNXN
$1.6B
| $178K | ﹤0.01% |
4,569
+642
| +16% | +$25K |
|
3723
SPDR SSGA Global Allocation ETF
GAL
$269M
| $178K | ﹤0.01% |
4,618
-14
| -0.3% | -$540 |
|
|
COLO
3724
Global X MSCI Colombia ETF
COLO
$101M
| $177K | ﹤0.01% |
4,425
-2,330
| -34% | -$93.2K |
|
3725
Inspire Medical Systems
INSP
$2.37B
| $177K | ﹤0.01% |
4,215
-1,270
| -23% | -$53.3K |
|