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 | |
|---|---|---|---|---|---|---|
851
Southwest Gas
SWX
$5.68B
| $46.5M | 0.01% |
673,541
-28,980
| -4% | -$2M |
|
852
CF Industries
CF
$14.1B
| $46.2M | 0.01% |
1,642,121
+916,223
| +126% | +$25.8M |
|
853
Evolent Health
EVH
$1.08B
| $46.2M | 0.01% |
6,486,903
+1,061
| +0% | +$7.56K |
|
854
First Industrial Realty Trust
FR
$6.9B
| $46.1M | 0.01% |
1,198,984
-410,176
| -25% | -$15.8M |
|
855
Cardinal Health
CAH
$36.4B
| $46M | 0.01% |
881,583
+268,364
| +44% | +$14M |
|
856
Novanta
NOVT
$4.23B
| $46M | 0.01% |
430,547
+367,209
| +580% | +$39.2M |
|
857
Gates Industrial
GTES
$6.7B
| $45.8M | 0.01% |
4,453,936
-1,894,894
| -30% | -$19.5M |
|
858
SPDR Dow Jones Industrial Average ETF Trust
DIA
$39.7B
| $45.8M | 0.01% |
177,496
+131,688
| +287% | +$34M |
|
|
FTCH
859
DELISTED
Farfetch Limited Class A Ordinary Shares
FTCH
| $45.8M | 0.01% |
2,649,521
+84,722
| +3% | +$1.46M |
|
860
Moody's
MCO
$92.7B
| $45.8M | 0.01% |
166,539
+66,141
| +66% | +$18.2M |
|
861
Johnson Controls International
JCI
$70.9B
| $45.6M | 0.01% |
1,336,235
-150,957
| -10% | -$5.15M |
|
862
iShares MSCI USA Value Factor ETF
VLUE
$7.33B
| $45.6M | 0.01% |
631,043
+225,005
| +55% | +$16.3M |
|
863
Vistra
VST
$69.5B
| $44.9M | 0.01% |
2,409,492
-289,103
| -11% | -$5.38M |
|
864
eHealth
EHTH
$125M
| $44.6M | 0.01% |
454,456
+49,580
| +12% | +$4.87M |
|
865
iRobot
IRBT
$116M
| $44.6M | 0.01% |
531,155
-449,122
| -46% | -$37.7M |
|
|
TCDA
866
DELISTED
Tricida, Inc. Common Stock
TCDA
| $44.5M | 0.01% |
1,618,097
+113,252
| +8% | +$3.11M |
|
867
SPDR DoubleLine Total Return Tactical ETF
TOTL
$3.89B
| $44.4M | 0.01% |
895,470
+311,800
| +53% | +$15.4M |
|
868
AGCO
AGCO
$8.1B
| $44.3M | 0.01% |
798,416
+561,961
| +238% | +$31.2M |
|
|
CDK
869
DELISTED
CDK Global, Inc.
CDK
| $44.2M | 0.01% |
1,067,191
+99,621
| +10% | +$4.13M |
|
870
Archer Daniels Midland
ADM
$29.6B
| $44M | 0.01% |
1,102,924
+654,236
| +146% | +$26.1M |
|
871
Equitable Holdings
EQH
$16B
| $43.9M | 0.01% |
2,277,539
+1,450,169
| +175% | +$28M |
|
872
Thomson Reuters
TRI
$78.1B
| $43.9M | 0.01% |
622,302
+19,216
| +3% | +$1.35M |
|
873
National Grid
NGG
$70.2B
| $43.8M | 0.01% |
804,301
-657,882
| -45% | -$35.8M |
|
874
Autoliv
ALV
$9.78B
| $43.8M | 0.01% |
679,321
+238,229
| +54% | +$15.4M |
|
875
ArcBest
ARCB
$1.67B
| $43.8M | 0.01% |
1,653,045
+44,372
| +3% | +$1.18M |
|