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 Developed Asia Pacific-ex Japan ETF
BBAX
|
+$1.79B |
| 2 |
JPMorgan BetaBuilders Japan ETF
BBJP
|
+$1.7B |
| 3 |
Alphabet (Google) Class C
GOOG
|
+$1.66B |
| 4 |
Deere & Co
DE
|
+$1.52B |
| 5 |
Amazon
AMZN
|
+$1.21B |
Top Sells
| 1 |
iShares TIPS Bond ETF
TIP
|
+$1.6B |
| 2 |
TSMC
TSM
|
+$1.44B |
| 3 |
Tesla
TSLA
|
+$1.37B |
| 4 |
Salesforce
CRM
|
+$1.25B |
| 5 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$1.05B |
Sector Composition
| 1 | Technology | 16.81% |
| 2 | Financials | 11.84% |
| 3 | Consumer Discretionary | 10.87% |
| 4 | Healthcare | 10.26% |
| 5 | Industrials | 8.26% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
701
Bandwidth Inc
BAND
$458M
| $125M | 0.02% |
987,751
+203,934
| +26% | +$25.8M |
|
702
Commerce Bancshares
CBSH
$8B
| $125M | 0.02% |
1,980,415
-408,291
| -17% | -$25.7M |
|
|
RVNC
703
DELISTED
Revance Therapeutics, Inc.
RVNC
| $124M | 0.02% |
4,433,826
+107,773
| +2% | +$3.01M |
|
704
Dominion Energy
D
$50.7B
| $123M | 0.02% |
1,613,242
+60,065
| +4% | +$4.56M |
|
705
Vipshop
VIPS
$8.85B
| $122M | 0.02% |
4,099,119
+1,155,428
| +39% | +$34.5M |
|
|
AIRC
706
DELISTED
Apartment Income REIT Corp.
AIRC
| $122M | 0.02% |
2,846,199
-2,964,962
| -51% | -$127M |
|
707
EQT Corp
EQT
$31.9B
| $122M | 0.02% |
6,547,088
-4,815,294
| -42% | -$89.5M |
|
708
iShares ESG Aware MSCI EAFE ETF
ESGD
$10B
| $121M | 0.02% |
1,591,128
+430,470
| +37% | +$32.7M |
|
709
iShares MSCI ACWI ETF
ACWI
$22.3B
| $121M | 0.02% |
1,268,377
+907,708
| +252% | +$86.4M |
|
710
Lemonade
LMND
$3.63B
| $121M | 0.02% |
1,295,044
-337,053
| -21% | -$31.4M |
|
711
Omnicom Group
OMC
$14.7B
| $120M | 0.02% |
1,624,310
+79,174
| +5% | +$5.87M |
|
712
Cullen/Frost Bankers
CFR
$8.11B
| $120M | 0.02% |
1,104,068
-144,401
| -12% | -$15.7M |
|
|
BHVN
713
DELISTED
Biohaven Pharmaceutical Holding Company Ltd.
BHVN
| $120M | 0.02% |
1,754,456
+78,494
| +5% | +$5.37M |
|
714
Columbia Sportswear
COLM
$3.01B
| $120M | 0.02% |
1,134,517
-66,197
| -6% | -$6.99M |
|
715
LyondellBasell Industries
LYB
$17.5B
| $120M | 0.02% |
1,151,430
-493,032
| -30% | -$51.3M |
|
716
Regenxbio
RGNX
$483M
| $119M | 0.02% |
3,500,879
+899,513
| +35% | +$30.7M |
|
|
NUVA
717
DELISTED
NuVasive, Inc.
NUVA
| $119M | 0.02% |
1,810,282
+1,332,888
| +279% | +$87.4M |
|
718
Tri Pointe Homes
TPH
$3.07B
| $119M | 0.02% |
5,820,341
+418,999
| +8% | +$8.53M |
|
719
Unity
U
$18.2B
| $118M | 0.02% |
1,180,211
+1,148,893
| +3,668% | +$115M |
|
720
HSBC
HSBC
$237B
| $118M | 0.02% |
4,062,449
+182
| +0% | +$5.3K |
|
721
Simpson Manufacturing
SSD
$7.97B
| $118M | 0.02% |
1,138,770
-52,873
| -4% | -$5.48M |
|
|
SRCL
722
DELISTED
Stericycle Inc
SRCL
| $118M | 0.02% |
1,741,542
+362,393
| +26% | +$24.5M |
|
723
Amicus Therapeutics
FOLD
$2.45B
| $117M | 0.02% |
11,879,824
+3,420,907
| +40% | +$33.8M |
|
724
First Hawaiian
FHB
$3.19B
| $117M | 0.02% |
4,260,927
-738,292
| -15% | -$20.2M |
|
|
CVET
725
DELISTED
Covetrus, Inc. Common Stock
CVET
| $117M | 0.02% |
3,888,222
+585,304
| +18% | +$17.5M |
|