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 | |
|---|---|---|---|---|---|---|
1276
LXP Industrial Trust
LXP
$2.73B
| $31.3M | ﹤0.01% |
2,819,734
+673,168
| +31% | +$7.48M |
|
1277
iShares Global Healthcare ETF
IXJ
$3.83B
| $31.2M | ﹤0.01% |
404,742
+16,221
| +4% | +$1.25M |
|
1278
Comfort Systems
FIX
$28.1B
| $31.2M | ﹤0.01% |
416,903
+78,291
| +23% | +$5.85M |
|
1279
iShares International Select Dividend ETF
IDV
$5.76B
| $31.2M | ﹤0.01% |
989,960
+463,262
| +88% | +$14.6M |
|
|
CADE
1280
DELISTED
Cadence Bancorporation
CADE
| $31.1M | ﹤0.01% |
1,498,946
-9,959
| -0.7% | -$206K |
|
1281
Spire
SR
$4.51B
| $31M | ﹤0.01% |
419,401
+17,718
| +4% | +$1.31M |
|
1282
Vanguard Health Care ETF
VHT
$15.2B
| $31M | ﹤0.01% |
135,307
+6,432
| +5% | +$1.47M |
|
1283
RenaissanceRe
RNR
$11.4B
| $30.9M | ﹤0.01% |
193,114
+18,610
| +11% | +$2.98M |
|
1284
Hope Bancorp
HOPE
$1.4B
| $30.9M | ﹤0.01% |
2,052,630
+684,473
| +50% | +$10.3M |
|
1285
ACI Worldwide
ACIW
$5.25B
| $30.8M | ﹤0.01% |
810,612
+32,451
| +4% | +$1.23M |
|
1286
iShares Preferred and Income Securities ETF
PFF
$14.8B
| $30.8M | ﹤0.01% |
802,199
-5,203,960
| -87% | -$200M |
|
1287
Agree Realty
ADC
$7.92B
| $30.8M | ﹤0.01% |
457,545
+173,166
| +61% | +$11.7M |
|
1288
PMV Pharmaceuticals
PMVP
$69.4M
| $30.8M | ﹤0.01% |
935,390
+898,291
| +2,421% | +$29.5M |
|
1289
Ares Capital
ARCC
$15.2B
| $30.7M | ﹤0.01% |
1,639,167
-372,573
| -19% | -$6.97M |
|
|
GBT
1290
DELISTED
Global Blood Therapeutics, Inc.
GBT
| $30.5M | ﹤0.01% |
748,623
+43,678
| +6% | +$1.78M |
|
1291
Oshkosh
OSK
$8.53B
| $30.4M | ﹤0.01% |
256,199
+108,699
| +74% | +$12.9M |
|
1292
Essential Utilities
WTRG
$10.4B
| $30.4M | ﹤0.01% |
678,793
+139,386
| +26% | +$6.24M |
|
1293
Macy's
M
$4.71B
| $30.3M | ﹤0.01% |
1,872,759
-215,655
| -10% | -$3.49M |
|
1294
DaVita
DVA
$9.31B
| $30.3M | ﹤0.01% |
280,904
-16,276
| -5% | -$1.75M |
|
1295
Domino's
DPZ
$14.6B
| $30.2M | ﹤0.01% |
82,230
+12,453
| +18% | +$4.58M |
|
1296
Mr. Cooper
COOP
$13.7B
| $30.2M | ﹤0.01% |
869,132
+135,771
| +19% | +$4.72M |
|
1297
SPDR DoubleLine Total Return Tactical ETF
TOTL
$3.89B
| $30.2M | ﹤0.01% |
625,437
+59,007
| +10% | +$2.84M |
|
1298
Amcor
AMCR
$19.1B
| $30.1M | ﹤0.01% |
2,578,263
+65,403
| +3% | +$764K |
|
|
PARA
1299
DELISTED
Paramount Global Class B
PARA
| $30M | ﹤0.01% |
666,272
-767,255
| -54% | -$34.6M |
|
1300
Sonoco
SON
$4.57B
| $30M | ﹤0.01% |
474,129
+52,429
| +12% | +$3.32M |
|