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 | |
|---|---|---|---|---|---|---|
1426
Fulton Financial
FULT
$3.54B
| $13.7M | ﹤0.01% |
883,661
-263,818
| -23% | -$4.08M |
|
1427
Assured Guaranty
AGO
$3.93B
| $13.6M | ﹤0.01% |
355,892
+82,128
| +30% | +$3.14M |
|
1428
Nice
NICE
$8.82B
| $13.6M | ﹤0.01% |
125,891
+93,484
| +288% | +$10.1M |
|
1429
Methode Electronics
MEI
$287M
| $13.6M | ﹤0.01% |
584,792
+304,689
| +109% | +$7.1M |
|
1430
Five Below
FIVE
$7.71B
| $13.6M | ﹤0.01% |
132,523
-59,552
| -31% | -$6.09M |
|
1431
Washington Trust Bancorp
WASH
$573M
| $13.5M | ﹤0.01% |
283,027
+244
| +0.1% | +$11.6K |
|
1432
Pinnacle West Capital
PNW
$10.5B
| $13.4M | ﹤0.01% |
157,633
-83,094
| -35% | -$7.08M |
|
1433
Xtrackers MSCI Japan Hedged Equity ETF
DBJP
$409M
| $13.4M | ﹤0.01% |
369,677
-4,683,065
| -93% | -$170M |
|
1434
Dell
DELL
$84.1B
| $13.4M | ﹤0.01% |
540,265
-729,367
| -57% | -$18.1M |
|
|
AVTA
1435
DELISTED
Avantax, Inc. Common Stock
AVTA
| $13.3M | ﹤0.01% |
499,893
+28,627
| +6% | +$763K |
|
1436
Floor & Decor
FND
$9.55B
| $13.3M | ﹤0.01% |
514,001
-399,636
| -44% | -$10.4M |
|
1437
Acadia Pharmaceuticals
ACAD
$3.98B
| $13.3M | ﹤0.01% |
821,171
+10,184
| +1% | +$165K |
|
1438
Invesco S&P 500 Pure Growth ETF
RPG
$1.75B
| $13.3M | ﹤0.01% |
665,220
-100,635
| -13% | -$2.01M |
|
|
ANSS
1439
DELISTED
Ansys
ANSS
| $13.2M | ﹤0.01% |
92,626
+25,971
| +39% | +$3.71M |
|
1440
Hanmi Financial
HAFC
$748M
| $13.2M | ﹤0.01% |
671,468
-32,125
| -5% | -$633K |
|
1441
Stepan Co
SCL
$1.09B
| $13.2M | ﹤0.01% |
178,595
+114,115
| +177% | +$8.44M |
|
1442
Unifirst Corp
UNF
$3.18B
| $13.2M | ﹤0.01% |
92,367
+64,218
| +228% | +$9.19M |
|
1443
Invesco S&P Spin-Off ETF
CSD
$77.1M
| $13.2M | ﹤0.01% |
310,875
+60,204
| +24% | +$2.55M |
|
1444
Chemours
CC
$2.51B
| $13.2M | ﹤0.01% |
466,555
-129,848
| -22% | -$3.66M |
|
1445
NETGEAR
NTGR
$831M
| $13.1M | ﹤0.01% |
251,256
+112,188
| +81% | +$5.84M |
|
1446
Nu Skin
NUS
$596M
| $13M | ﹤0.01% |
212,479
-15,975
| -7% | -$980K |
|
|
CBPX
1447
DELISTED
CONTINENTAL BUILDING PRODUCTS, INC.
CBPX
| $13M | ﹤0.01% |
510,940
-93,306
| -15% | -$2.37M |
|
1448
AMC Networks
AMCX
$357M
| $13M | ﹤0.01% |
236,721
-44,461
| -16% | -$2.44M |
|
|
AT
1449
DELISTED
Atlantic Power Corporation
AT
| $13M | ﹤0.01% |
5,981,681
-127,816
| -2% | -$277K |
|
1450
Titan Machinery
TITN
$451M
| $12.9M | ﹤0.01% |
982,891
-210,225
| -18% | -$2.76M |
|