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 | |
|---|---|---|---|---|---|---|
|
TRCB
3826
DELISTED
Two River Bancorp
TRCB
| $132K | ﹤0.01% |
7,612
+2,481
| +48% | +$43K |
|
3827
Agios Pharmaceuticals
AGIO
$2.14B
| $131K | ﹤0.01% |
1,704
-1
| -0.1% | -$77 |
|
3828
BCB Bancorp
BCBP
$148M
| $131K | ﹤0.01% |
9,468
-2,129
| -18% | -$29.5K |
|
3829
Geospace Technologies
GEOS
$209M
| $131K | ﹤0.01% |
9,564
-13,263
| -58% | -$182K |
|
3830
SSR Mining
SSRM
$4.54B
| $131K | ﹤0.01% |
15,071
-19,341
| -56% | -$168K |
|
|
HEWG
3831
DELISTED
iShares Currency Hedged MSCI Germany ETF
HEWG
| $131K | ﹤0.01% |
4,801
-210,000
| -98% | -$5.73M |
|
3832
Civitas Resources
CIVI
$3.02B
| $130K | ﹤0.01% |
4,366
+538
| +14% | +$16K |
|
3833
Tucows
TCX
$204M
| $129K | ﹤0.01% |
2,314
+382
| +20% | +$21.3K |
|
3834
Western New England Bancorp
WNEB
$250M
| $129K | ﹤0.01% |
11,990
+6,520
| +119% | +$70.1K |
|
3835
MarineMax
HZO
$556M
| $128K | ﹤0.01% |
6,031
-35,166
| -85% | -$746K |
|
3836
iShares Russell Top 200 ETF
IWL
$1.83B
| $128K | ﹤0.01% |
1,900
| – | – |
|
3837
Newmark Group
NMRK
$3.41B
| $128K | ﹤0.01% |
11,490
+6,860
| +148% | +$76.4K |
|
3838
SPDR Dow Jones Global Real Estate ETF
RWO
$1.15B
| $128K | ﹤0.01% |
2,693
+4
| +0.1% | +$190 |
|
3839
Schwab US Large- Cap ETF
SCHX
$60.3B
| $128K | ﹤0.01% |
+11,046
| New | +$128K |
|
3840
CorVel
CRVL
$4.39B
| $127K | ﹤0.01% |
6,309
-20,586
| -77% | -$414K |
|
3841
First Community Corp
FCCO
$215M
| $127K | ﹤0.01% |
5,260
-470
| -8% | -$11.3K |
|
3842
First Trust Dow Jones Global Select Dividend Index Fund
FGD
$891M
| $127K | ﹤0.01% |
5,073
| – | – |
|
3843
FlexShares Global Upstream Natural Resources Index Fund
GUNR
$5.08B
| $127K | ﹤0.01% |
3,750
-410
| -10% | -$13.9K |
|
|
JCP
3844
DELISTED
J.C. Penney Company, Inc.
JCP
| $127K | ﹤0.01% |
76,202
+8,997
| +13% | +$15K |
|
3845
Educational Development Corp
EDUC
$9.61M
| $126K | ﹤0.01% |
+10,985
| New | +$126K |
|
3846
iShares Asia 50 ETF
AIA
$995M
| $125K | ﹤0.01% |
2,000
+1,979
| +9,424% | +$124K |
|
|
REV
3847
DELISTED
Revlon, Inc.
REV
| $125K | ﹤0.01% |
5,599
-422
| -7% | -$9.42K |
|
3848
KalVista Pharmaceuticals
KALV
$705M
| $124K | ﹤0.01% |
5,612
-1,650
| -23% | -$36.5K |
|
3849
QCR Holdings
QCRH
$1.3B
| $124K | ﹤0.01% |
3,028
+372
| +14% | +$15.2K |
|
3850
eHealth
EHTH
$122M
| $123K | ﹤0.01% |
4,345
-49,688
| -92% | -$1.41M |
|