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 | |
|---|---|---|---|---|---|---|
1326
iShares Broad USD High Yield Corporate Bond ETF
USHY
$25.2B
| $22.3M | ﹤0.01% |
644,645
+239,675
| +59% | +$8.3M |
|
1327
Gildan
GIL
$8.37B
| $22.3M | ﹤0.01% |
773,534
-171,713
| -18% | -$4.94M |
|
|
SWCH
1328
DELISTED
Switch, Inc. Class A Common Stock
SWCH
| $22.2M | ﹤0.01% |
662,049
+409,245
| +162% | +$13.7M |
|
1329
iShares MSCI Hong Kong ETF
EWH
$721M
| $22.1M | ﹤0.01% |
996,900
+966,860
| +3,219% | +$21.5M |
|
1330
First Commonwealth Financial
FCF
$1.83B
| $22M | ﹤0.01% |
1,638,947
-295,283
| -15% | -$3.96M |
|
1331
iShares MSCI USA Min Vol Factor ETF
USMV
$23.4B
| $22M | ﹤0.01% |
312,829
+8,372
| +3% | +$588K |
|
1332
iShares MSCI South Africa ETF
EZA
$457M
| $22M | ﹤0.01% |
516,703
-30,332
| -6% | -$1.29M |
|
1333
Fortive
FTV
$16.5B
| $21.9M | ﹤0.01% |
403,499
-181,198
| -31% | -$9.85M |
|
1334
Southwest Gas
SWX
$5.64B
| $21.9M | ﹤0.01% |
251,742
-86,991
| -26% | -$7.57M |
|
1335
ASGN Inc
ASGN
$2.16B
| $21.9M | ﹤0.01% |
242,411
+43,933
| +22% | +$3.96M |
|
1336
iShares MSCI Singapore ETF
EWS
$843M
| $21.9M | ﹤0.01% |
1,237,124
+167,401
| +16% | +$2.96M |
|
1337
Wayfair
W
$11.6B
| $21.9M | ﹤0.01% |
502,019
+215,604
| +75% | +$9.39M |
|
1338
Trimble
TRMB
$19.7B
| $21.8M | ﹤0.01% |
374,558
-1,263,176
| -77% | -$73.6M |
|
1339
Chesapeake Utilities
CPK
$3.03B
| $21.7M | ﹤0.01% |
167,635
+56,563
| +51% | +$7.33M |
|
|
ALX
1340
Alexander's
ALX
$1.19B
| $21.7M | ﹤0.01% |
97,618
+5,079
| +5% | +$1.13M |
|
1341
Huntington Ingalls Industries
HII
$10.8B
| $21.7M | ﹤0.01% |
99,553
-47,989
| -33% | -$10.5M |
|
1342
Avient
AVNT
$3.22B
| $21.6M | ﹤0.01% |
539,472
-212,460
| -28% | -$8.52M |
|
1343
Eastern Bankshares
EBC
$3.58B
| $21.5M | ﹤0.01% |
1,166,120
+108,659
| +10% | +$2.01M |
|
1344
OFG Bancorp
OFG
$1.97B
| $21.5M | ﹤0.01% |
846,232
+347,986
| +70% | +$8.84M |
|
1345
Verint Systems
VRNT
$1.22B
| $21.5M | ﹤0.01% |
507,375
+19,450
| +4% | +$824K |
|
1346
Guess Inc
GES
$873M
| $21.5M | ﹤0.01% |
1,258,617
-380,540
| -23% | -$6.49M |
|
1347
SPDR Dow Jones Industrial Average ETF Trust
DIA
$40.2B
| $21.5M | ﹤0.01% |
69,696
+742
| +1% | +$228K |
|
|
JUSA
1348
DELISTED
JPMorgan ActiveBuilders U.S. Large Cap Equity ETF
JUSA
| $21.4M | ﹤0.01% |
499,300
| – | – |
|
1349
Kinross Gold
KGC
$28.6B
| $21.3M | ﹤0.01% |
5,962,906
-1,539,978
| -21% | -$5.51M |
|
|
PGRE
1350
Paramount Group
PGRE
$1.44B
| $21.3M | ﹤0.01% |
2,946,160
+80,606
| +3% | +$583K |
|