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 | |
|---|---|---|---|---|---|---|
|
RDFN
1401
DELISTED
Redfin
RDFN
| $24.6M | ﹤0.01% |
369,218
+115,251
| +45% | +$7.67M |
|
1402
Principal Financial Group
PFG
$18.2B
| $24.5M | ﹤0.01% |
409,119
-13,714
| -3% | -$822K |
|
1403
Bloomin' Brands
BLMN
$581M
| $24.5M | ﹤0.01% |
906,483
+280,287
| +45% | +$7.58M |
|
1404
Novartis
NVS
$238B
| $24.5M | ﹤0.01% |
286,150
-96,641
| -25% | -$8.26M |
|
|
FPRX
1405
DELISTED
Five Prime Therapeutics, Inc.
FPRX
| $24.5M | ﹤0.01% |
649,231
+480,496
| +285% | +$18.1M |
|
1406
SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
$2.69B
| $24.5M | ﹤0.01% |
798,093
+91,667
| +13% | +$2.81M |
|
1407
Virtus Investment Partners
VRTS
$1.29B
| $24.4M | ﹤0.01% |
103,625
+14,107
| +16% | +$3.32M |
|
|
COHR
1408
DELISTED
Coherent Inc
COHR
| $24.4M | ﹤0.01% |
96,399
+56,407
| +141% | +$14.3M |
|
1409
Quanta Services
PWR
$57.9B
| $24.4M | ﹤0.01% |
277,046
+21,821
| +9% | +$1.92M |
|
1410
JPMorgan ActiveBuilders Emerging Markets Equity ETF
JEMA
$1.28B
| $24.4M | ﹤0.01% |
+500,000
| New | +$24.4M |
|
1411
LivaNova
LIVN
$3B
| $24.4M | ﹤0.01% |
330,488
+94,506
| +40% | +$6.97M |
|
|
GWB
1412
DELISTED
Great Western Bancorp, Inc.
GWB
| $24.3M | ﹤0.01% |
803,445
-44,249
| -5% | -$1.34M |
|
1413
Atlantic Union Bankshares
AUB
$5.21B
| $24.3M | ﹤0.01% |
634,146
+55,237
| +10% | +$2.12M |
|
1414
Edgewell Personal Care
EPC
$944M
| $24.2M | ﹤0.01% |
611,488
+19,860
| +3% | +$786K |
|
1415
Vanguard Global ex-US Real Estate ETF
VNQI
$3.53B
| $24.1M | ﹤0.01% |
432,400
-14,588
| -3% | -$813K |
|
1416
Vanguard S&P 500 Value ETF
VOOV
$5.69B
| $24.1M | ﹤0.01% |
176,343
-12,985
| -7% | -$1.77M |
|
1417
Valley National Bancorp
VLY
$6.13B
| $24M | ﹤0.01% |
1,749,635
+641,114
| +58% | +$8.81M |
|
|
LHCG
1418
DELISTED
LHC Group LLC
LHCG
| $24M | ﹤0.01% |
125,722
+12,671
| +11% | +$2.42M |
|
1419
The Mosaic Company
MOS
$10.8B
| $24M | ﹤0.01% |
760,284
+320,914
| +73% | +$10.1M |
|
1420
Pinnacle Financial Partners
PNFP
$7.45B
| $24M | ﹤0.01% |
270,833
+48,349
| +22% | +$4.29M |
|
1421
National Health Investors
NHI
$3.73B
| $23.9M | ﹤0.01% |
331,258
+27,900
| +9% | +$2.02M |
|
1422
SK Telecom
SKM
$8.39B
| $23.9M | ﹤0.01% |
533,671
-109,058
| -17% | -$4.89M |
|
1423
Atkore
ATKR
$2.03B
| $23.9M | ﹤0.01% |
332,917
+20,089
| +6% | +$1.44M |
|
1424
Federated Hermes
FHI
$4.09B
| $23.9M | ﹤0.01% |
763,666
+39,223
| +5% | +$1.23M |
|
|
ECHO
1425
DELISTED
Echo Global Logistics, Inc.
ECHO
| $23.9M | ﹤0.01% |
759,946
+123,596
| +19% | +$3.88M |
|