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
|
+$1.48B |
| 2 |
JPMorgan BetaBuilders Japan ETF
BBJP
|
+$1.45B |
| 3 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$1.18B |
| 4 |
Linde
LIN
|
+$751M |
| 5 |
iShares S&P 500 Value ETF
IVE
|
+$719M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$6.32B |
| 2 |
iShares Core MSCI EAFE ETF
IEFA
|
+$1.29B |
| 3 |
iShares MSCI EAFE ETF
EFA
|
+$862M |
| 4 |
Apple
AAPL
|
+$795M |
| 5 |
Walt Disney
DIS
|
+$750M |
Sector Composition
| 1 | Financials | 13.46% |
| 2 | Technology | 12.55% |
| 3 | Healthcare | 11.88% |
| 4 | Consumer Discretionary | 8.9% |
| 5 | Industrials | 7.68% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
HMHC
1351
DELISTED
Houghton Mifflin Harcourt Company
HMHC
| $15.7M | ﹤0.01% |
1,774,386
-469,387
| -21% | -$4.16M |
|
1352
Teleflex
TFX
$5.76B
| $15.7M | ﹤0.01% |
60,782
-3,188
| -5% | -$824K |
|
|
EQC
1353
DELISTED
Equity Commonwealth
EQC
| $15.7M | ﹤0.01% |
523,579
+249,363
| +91% | +$7.48M |
|
1354
Interpublic Group of Companies
IPG
$9.67B
| $15.7M | ﹤0.01% |
761,017
-257,669
| -25% | -$5.32M |
|
1355
Thor Industries
THO
$5.55B
| $15.7M | ﹤0.01% |
301,476
-505,952
| -63% | -$26.3M |
|
1356
UFP Industries
UFPI
$5.78B
| $15.6M | ﹤0.01% |
602,377
+57,627
| +11% | +$1.5M |
|
1357
Hanover Insurance
THG
$6.45B
| $15.6M | ﹤0.01% |
133,531
-41,896
| -24% | -$4.89M |
|
1358
First Merchants
FRME
$2.31B
| $15.6M | ﹤0.01% |
454,389
+229
| +0.1% | +$7.85K |
|
1359
Vanguard Mid-Cap Value ETF
VOE
$18.9B
| $15.6M | ﹤0.01% |
163,447
+29,771
| +22% | +$2.84M |
|
1360
Criteo
CRTO
$1.15B
| $15.6M | ﹤0.01% |
684,802
-281,427
| -29% | -$6.39M |
|
1361
Watsco
WSO
$15.5B
| $15.6M | ﹤0.01% |
111,806
+45,092
| +68% | +$6.27M |
|
|
DNR
1362
DELISTED
Denbury Resources, Inc.
DNR
| $15.5M | ﹤0.01% |
9,069,995
-7,610,378
| -46% | -$13M |
|
1363
Xtrackers MSCI Europe Hedged Equity ETF
DBEU
$701M
| $15.5M | ﹤0.01% |
616,057
-738,201
| -55% | -$18.6M |
|
|
MDR
1364
DELISTED
McDermott International
MDR
| $15.4M | ﹤0.01% |
2,354,577
+1,027,448
| +77% | +$6.72M |
|
1365
Imperial Oil
IMO
$46.3B
| $15.3M | ﹤0.01% |
605,253
+178,077
| +42% | +$4.51M |
|
1366
CEMIG Preferred Shares
CIG
$5.84B
| $15.3M | ﹤0.01% |
8,444,332
+2,747,647
| +48% | +$4.99M |
|
1367
Southern Copper
SCCO
$86.2B
| $15.3M | ﹤0.01% |
522,385
-417,805
| -44% | -$12.2M |
|
1368
HSBC
HSBC
$238B
| $15.3M | ﹤0.01% |
386,160
+139,365
| +56% | +$5.52M |
|
|
OAK
1369
DELISTED
OAKTREE CAPITAL GROUP, LLC
OAK
| $15.3M | ﹤0.01% |
384,420
-197,940
| -34% | -$7.87M |
|
1370
Broadridge
BR
$29.5B
| $15.3M | ﹤0.01% |
158,549
-330,602
| -68% | -$31.8M |
|
|
GBT
1371
DELISTED
Global Blood Therapeutics, Inc.
GBT
| $15.2M | ﹤0.01% |
371,448
+9,583
| +3% | +$393K |
|
1372
SPDR S&P Insurance ETF
KIE
$829M
| $15.2M | ﹤0.01% |
534,388
-504,014
| -49% | -$14.3M |
|
1373
MGIC Investment
MTG
$6.55B
| $15M | ﹤0.01% |
1,438,289
+142,043
| +11% | +$1.49M |
|
1374
SiriusPoint
SPNT
$2.22B
| $15M | ﹤0.01% |
1,558,670
+744,728
| +91% | +$7.18M |
|
1375
Viper Energy
VNOM
$6.51B
| $15M | ﹤0.01% |
574,976
-489,765
| -46% | -$12.8M |
|