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 International Research Enhanced Equity ETF
JIRE
|
+$4.15B |
| 2 |
Microsoft
MSFT
|
+$2.17B |
| 3 |
UnitedHealth
UNH
|
+$1.8B |
| 4 |
Amazon
AMZN
|
+$1.7B |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$1.41B |
Top Sells
| 1 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$4.17B |
| 2 |
Vanguard Short-Term Bond ETF
BSV
|
+$1.58B |
| 3 |
iShares Short Treasury Bond ETF
SHV
|
+$659M |
| 4 |
Financial Select Sector SPDR Fund
XLF
|
+$627M |
| 5 |
CERN
Cerner Corp
CERN
|
+$608M |
Sector Composition
| 1 | Technology | 16% |
| 2 | Healthcare | 13.32% |
| 3 | Financials | 11.15% |
| 4 | Consumer Discretionary | 8.38% |
| 5 | Industrials | 7.77% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
LSXMA
1226
DELISTED
Liberty Media Corporation Series A Liberty SiriusXM Common Stock
LSXMA
| $26.7M | ﹤0.01% |
1,006,609
-146,915
| -13% | -$3.89M |
|
1227
Travere Therapeutics
TVTX
$2.22B
| $26.6M | ﹤0.01% |
1,097,937
+13,369
| +1% | +$324K |
|
1228
iShares Floating Rate Bond ETF
FLOT
$8.99B
| $26.5M | ﹤0.01% |
530,830
-557,477
| -51% | -$27.8M |
|
1229
MasTec
MTZ
$15.9B
| $26.4M | ﹤0.01% |
369,006
-8,374
| -2% | -$600K |
|
1230
CAE Inc
CAE
$8.96B
| $26.4M | ﹤0.01% |
1,072,118
+17,757
| +2% | +$437K |
|
1231
Green Plains
GPRE
$633M
| $26.3M | ﹤0.01% |
968,408
-100,659
| -9% | -$2.73M |
|
|
TTM
1232
DELISTED
Tata Motors Limited
TTM
| $26.2M | ﹤0.01% |
1,013,382
-369,755
| -27% | -$9.57M |
|
1233
Legend Biotech
LEGN
$6.28B
| $26.2M | ﹤0.01% |
476,380
+70,979
| +18% | +$3.9M |
|
1234
TFI International
TFII
$7.76B
| $26.2M | ﹤0.01% |
326,245
+10,939
| +3% | +$878K |
|
1235
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.19B
| $26.2M | ﹤0.01% |
410,436
+7,420
| +2% | +$473K |
|
1236
Barrett Business Services
BBSI
$1.19B
| $26.1M | ﹤0.01% |
1,434,072
+451,224
| +46% | +$8.22M |
|
1237
Vornado Realty Trust
VNO
$8.01B
| $26M | ﹤0.01% |
910,509
+16,851
| +2% | +$482K |
|
1238
Taylor Morrison
TMHC
$6.7B
| $26M | ﹤0.01% |
1,114,057
+323,961
| +41% | +$7.57M |
|
1239
Ally Financial
ALLY
$13.6B
| $26M | ﹤0.01% |
776,259
+320,000
| +70% | +$10.7M |
|
1240
Wipro
WIT
$29.3B
| $26M | ﹤0.01% |
9,789,662
+2,129,542
| +28% | +$5.65M |
|
1241
AES
AES
$9.29B
| $26M | ﹤0.01% |
1,236,793
+139,142
| +13% | +$2.92M |
|
|
PBFX
1242
DELISTED
PBF LOGISTICS LP
PBFX
| $25.8M | ﹤0.01% |
1,673,313
+829,778
| +98% | +$12.8M |
|
1243
Signet Jewelers
SIG
$3.93B
| $25.8M | ﹤0.01% |
482,965
-31,264
| -6% | -$1.67M |
|
1244
Kontoor Brands
KTB
$4.47B
| $25.8M | ﹤0.01% |
772,257
-204,088
| -21% | -$6.81M |
|
1245
Cathay General Bancorp
CATY
$3.4B
| $25.7M | ﹤0.01% |
656,553
-21,144
| -3% | -$828K |
|
1246
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.5B
| $25.5M | ﹤0.01% |
299,197
-4,264,280
| -93% | -$364M |
|
1247
Cleveland-Cliffs
CLF
$5.74B
| $25.5M | ﹤0.01% |
1,658,070
+19,538
| +1% | +$300K |
|
1248
Stifel
SF
$11.7B
| $25.4M | ﹤0.01% |
454,258
+38,269
| +9% | +$2.14M |
|
1249
Aecom
ACM
$17.5B
| $25.3M | ﹤0.01% |
387,861
-121,174
| -24% | -$7.9M |
|
1250
Tenet Healthcare
THC
$16.8B
| $25.3M | ﹤0.01% |
480,951
-107,036
| -18% | -$5.63M |
|