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 | |
|---|---|---|---|---|---|---|
951
Palo Alto Networks
PANW
$133B
| $34.2M | 0.01% |
894,378
-110,016
| -11% | -$4.21M |
|
952
Expeditors International
EXPD
$16.7B
| $34.1M | 0.01% |
447,960
-87,208
| -16% | -$6.63M |
|
953
HUB Group
HUBG
$2.3B
| $34.1M | 0.01% |
1,423,238
+449,166
| +46% | +$10.7M |
|
954
ONE Gas
OGS
$4.56B
| $34M | 0.01% |
441,830
-69,322
| -14% | -$5.34M |
|
955
Patrick Industries
PATK
$3.79B
| $34M | 0.01% |
833,570
-81,384
| -9% | -$3.32M |
|
956
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$9.11B
| $34M | 0.01% |
1,022,098
| – | – |
|
957
Tenet Healthcare
THC
$17.1B
| $33.8M | 0.01% |
1,868,750
-34,729
| -2% | -$629K |
|
|
CONE
958
DELISTED
CyrusOne Inc Common Stock
CONE
| $33.6M | 0.01% |
462,211
-313,992
| -40% | -$22.8M |
|
959
iShares Currency Hedged MSCI Japan ETF
HEWJ
$397M
| $33.6M | 0.01% |
1,093,039
+566,437
| +108% | +$17.4M |
|
960
Ryman Hospitality Properties
RHP
$6.35B
| $33.6M | 0.01% |
969,980
+46,137
| +5% | +$1.6M |
|
|
ETFC
961
DELISTED
E*Trade Financial Corporation
ETFC
| $33.5M | 0.01% |
673,294
-660,067
| -50% | -$32.8M |
|
962
WaFd
WAFD
$2.49B
| $33.5M | 0.01% |
1,246,500
-12,983
| -1% | -$348K |
|
963
BridgeBio Pharma
BBIO
$10.1B
| $33.4M | 0.01% |
1,024,474
+101,818
| +11% | +$3.32M |
|
964
Meritage Homes
MTH
$5.77B
| $33.3M | 0.01% |
875,654
+29,664
| +4% | +$1.13M |
|
965
Telus
TU
$24.4B
| $33.1M | 0.01% |
1,975,101
+25,385
| +1% | +$426K |
|
966
Prudential
PUK
$35.8B
| $33.1M | 0.01% |
1,121,673
+240,313
| +27% | +$7.08M |
|
967
Invesco CurrencyShares Japanese Yen Trust
FXY
$563M
| $32.9M | 0.01% |
375,314
-39,195
| -9% | -$3.44M |
|
968
iShares US Technology ETF
IYW
$23.9B
| $32.7M | 0.01% |
485,324
-4,992
| -1% | -$337K |
|
969
B2Gold
BTG
$5.89B
| $32.6M | 0.01% |
5,737,653
+3,322,434
| +138% | +$18.9M |
|
970
Western Midstream Partners
WES
$14.6B
| $32.6M | 0.01% |
3,245,567
-860,788
| -21% | -$8.64M |
|
971
Whirlpool
WHR
$5.31B
| $32.6M | 0.01% |
251,392
+8,146
| +3% | +$1.06M |
|
972
Sinclair Inc
SBGI
$971M
| $32.6M | 0.01% |
1,763,762
-414,267
| -19% | -$7.65M |
|
|
QIWI
973
DELISTED
QIWI PLC
QIWI
| $32.5M | 0.01% |
1,873,924
+203,093
| +12% | +$3.52M |
|
974
iPath Series B S&P 500 VIX Short-Term Futures ETN
VXX
$244M
| $32.4M | 0.01% |
+14,932
| New | +$32.4M |
|
975
Builders FirstSource
BLDR
$16.2B
| $32.4M | 0.01% |
1,566,508
-474,510
| -23% | -$9.82M |
|