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
|
+$1.48B |
| 2 |
JPMorgan BetaBuilders Japan ETF
BBJP
|
+$1.45B |
| 3 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$1.18B |
| 4 |
Linde
LIN
|
+$751M |
| 5 |
iShares S&P 500 Value ETF
IVE
|
+$719M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$6.32B |
| 2 |
iShares Core MSCI EAFE ETF
IEFA
|
+$1.29B |
| 3 |
iShares MSCI EAFE ETF
EFA
|
+$862M |
| 4 |
Apple
AAPL
|
+$795M |
| 5 |
Walt Disney
DIS
|
+$750M |
Sector Composition
| 1 | Financials | 13.46% |
| 2 | Technology | 12.55% |
| 3 | Healthcare | 11.88% |
| 4 | Consumer Discretionary | 8.9% |
| 5 | Industrials | 7.68% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
3851
Global X SuperDividend REIT ETF
SRET
$200M
| $102K | ﹤0.01% |
+2,500
| New | +$102K |
|
3852
Alphatec Holdings
ATEC
$2.26B
| $101K | ﹤0.01% |
43,901
-4,992
| -10% | -$11.5K |
|
3853
VanEck Intermediate Muni ETF
ITM
$1.97B
| $101K | ﹤0.01% |
2,118
-1
| -0% | -$48 |
|
3854
Kura Oncology
KURA
$711M
| $101K | ﹤0.01% |
7,228
+675
| +10% | +$9.43K |
|
3855
Parke Bancorp
PKBK
$266M
| $101K | ﹤0.01% |
5,935
+335
| +6% | +$5.7K |
|
3856
Civitas Resources
CIVI
$3.02B
| $100K | ﹤0.01% |
4,814
+448
| +10% | +$9.31K |
|
3857
Peoples Financial Services
PFIS
$525M
| $100K | ﹤0.01% |
2,253
+657
| +41% | +$29.2K |
|
|
ATRS
3858
DELISTED
Antares Pharma, Inc.
ATRS
| $100K | ﹤0.01% |
36,877
-904,240
| -96% | -$2.45M |
|
3859
Ducommun
DCO
$1.39B
| $99K | ﹤0.01% |
2,718
-11,256
| -81% | -$410K |
|
3860
Hackett Group
HCKT
$575M
| $99K | ﹤0.01% |
6,155
-7,811
| -56% | -$126K |
|
3861
Rigel Pharmaceuticals
RIGL
$681M
| $99K | ﹤0.01% |
4,289
-9,254
| -68% | -$214K |
|
|
BLMT
3862
DELISTED
BSB Bancorp, Inc.
BLMT
| $99K | ﹤0.01% |
3,540
+1,589
| +81% | +$44.4K |
|
3863
Brown-Forman Class A
BF.A
$13.2B
| $98K | ﹤0.01% |
2,067
+577
| +39% | +$27.4K |
|
3864
VanEck Pharmaceutical ETF
PPH
$627M
| $98K | ﹤0.01% |
1,787
-82
| -4% | -$4.5K |
|
|
VRAY
3865
DELISTED
ViewRay, Inc.
VRAY
| $98K | ﹤0.01% |
16,130
-548,164
| -97% | -$3.33M |
|
|
TYME
3866
DELISTED
Tyme Technologies, Inc. Common Stock
TYME
| $98K | ﹤0.01% |
26,557
+16,827
| +173% | +$62.1K |
|
3867
Ceco Environmental
CECO
$1.7B
| $97K | ﹤0.01% |
14,436
+7,410
| +105% | +$49.8K |
|
3868
Chunghwa Telecom
CHT
$34.8B
| $97K | ﹤0.01% |
2,730
+36
| +1% | +$1.28K |
|
3869
Great Lakes Dredge & Dock
GLDD
$821M
| $97K | ﹤0.01% |
14,579
-12,017
| -45% | -$80K |
|
3870
The RMR Group
RMR
$288M
| $97K | ﹤0.01% |
1,818
+165
| +10% | +$8.8K |
|
3871
WisdomTree International Equity Fund
DWM
$603M
| $96K | ﹤0.01% |
2,061
+455
| +28% | +$21.2K |
|
3872
LeMaitre Vascular
LMAT
$2.09B
| $96K | ﹤0.01% |
4,079
-11,297
| -73% | -$266K |
|
3873
Priority Technology Holdings
PRTH
$603M
| $96K | ﹤0.01% |
12,000
| – | – |
|
|
BVH
3874
DELISTED
Bluegreen Vacations Holding Corporation
BVH
| $96K | ﹤0.01% |
3,353
+313
| +10% | +$8.96K |
|
|
MLVF
3875
DELISTED
Malvern Bancorp, Inc.
MLVF
| $96K | ﹤0.01% |
4,887
+3,407
| +230% | +$66.9K |
|