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 | |
|---|---|---|---|---|---|---|
701
Douglas Emmett
DEI
$2.75B
| $75.2M | 0.01% |
2,451,596
-1,045,601
| -30% | -$32.1M |
|
702
Nutrien
NTR
$27.9B
| $75M | 0.01% |
2,335,441
+210,898
| +10% | +$6.77M |
|
703
FedEx
FDX
$53.3B
| $75M | 0.01% |
534,629
-69,607
| -12% | -$9.76M |
|
704
Douglas Dynamics
PLOW
$751M
| $74.9M | 0.01% |
2,131,243
+53,274
| +3% | +$1.87M |
|
705
Fortinet
FTNT
$60.9B
| $74.7M | 0.01% |
2,719,255
+368,400
| +16% | +$10.1M |
|
706
Bandwidth Inc
BAND
$458M
| $74.6M | 0.01% |
587,303
+565,231
| +2,561% | +$71.8M |
|
707
Casey's General Stores
CASY
$20B
| $73.9M | 0.01% |
494,244
+146,276
| +42% | +$21.9M |
|
708
Logitech
LOGI
$16B
| $73.9M | 0.01% |
1,132,432
-1,151,349
| -50% | -$75.1M |
|
709
PTC
PTC
$24.5B
| $73.6M | 0.01% |
946,010
+816,449
| +630% | +$63.5M |
|
710
Dell
DELL
$84.2B
| $73.4M | 0.01% |
2,636,210
+2,205,356
| +512% | +$61.4M |
|
711
Bankunited
BKU
$2.9B
| $73.1M | 0.01% |
3,609,771
+175,570
| +5% | +$3.56M |
|
712
Sun Life Financial
SLF
$33B
| $72.8M | 0.01% |
1,981,878
+25,035
| +1% | +$920K |
|
713
PACCAR
PCAR
$51.8B
| $72.6M | 0.01% |
1,455,560
+674,652
| +86% | +$33.7M |
|
714
General Mills
GIS
$26.7B
| $72.4M | 0.01% |
1,174,189
-117,674
| -9% | -$7.25M |
|
715
Baidu
BIDU
$37B
| $72.1M | 0.01% |
601,395
-188,722
| -24% | -$22.6M |
|
716
FibroGen
FGEN
$46.5M
| $72M | 0.01% |
71,080
+3,826
| +6% | +$3.88M |
|
717
Gerdau
GGB
$6.19B
| $71.8M | 0.01% |
30,555,992
+23,643,191
| +342% | +$55.5M |
|
718
Iron Mountain
IRM
$28.8B
| $71.5M | 0.01% |
2,740,152
+53,662
| +2% | +$1.4M |
|
719
Medical Properties Trust
MPW
$2.77B
| $71M | 0.01% |
3,775,887
+397,624
| +12% | +$7.48M |
|
720
TE Connectivity
TEL
$62.2B
| $70.8M | 0.01% |
867,744
+598,271
| +222% | +$48.8M |
|
721
Regenxbio
RGNX
$483M
| $70.6M | 0.01% |
1,915,561
+412,215
| +27% | +$15.2M |
|
722
Ollie's Bargain Outlet
OLLI
$7.95B
| $69.9M | 0.01% |
716,068
+155,833
| +28% | +$15.2M |
|
723
nLIGHT
LASR
$1.44B
| $69.9M | 0.01% |
3,140,022
+7,999
| +0.3% | +$178K |
|
|
GCP
724
DELISTED
GCP Applied Technologies Inc.
GCP
| $69.8M | 0.01% |
3,756,196
-33,912
| -0.9% | -$630K |
|
725
Cognizant
CTSH
$33.8B
| $69.6M | 0.01% |
1,224,545
+313,266
| +34% | +$17.8M |
|