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 | |
|---|---|---|---|---|---|---|
1426
NiSource
NI
$19B
| $18.8M | ﹤0.01% |
637,752
-623,304
| -49% | -$18.4M |
|
1427
AdvanSix
ASIX
$548M
| $18.8M | ﹤0.01% |
561,680
+190,886
| +51% | +$6.38M |
|
1428
Churchill Downs
CHDN
$6.68B
| $18.8M | ﹤0.01% |
195,972
+41,632
| +27% | +$3.99M |
|
1429
Qiagen
QGEN
$9.96B
| $18.8M | ﹤0.01% |
374,617
-107,249
| -22% | -$5.37M |
|
1430
TEGNA Inc
TGNA
$3.39B
| $18.7M | ﹤0.01% |
893,419
-466,514
| -34% | -$9.78M |
|
1431
Ares Capital
ARCC
$15.2B
| $18.7M | ﹤0.01% |
1,044,139
+8,874
| +0.9% | +$159K |
|
1432
CoStar Group
CSGP
$36.9B
| $18.7M | ﹤0.01% |
309,290
+207,305
| +203% | +$12.5M |
|
1433
Unum
UNM
$13B
| $18.6M | ﹤0.01% |
547,652
+66,035
| +14% | +$2.25M |
|
1434
United Parks & Resorts
PRKS
$2.82B
| $18.6M | ﹤0.01% |
420,512
+269,262
| +178% | +$11.9M |
|
1435
Atlantic Union Bankshares
AUB
$5.21B
| $18.6M | ﹤0.01% |
547,040
+227,815
| +71% | +$7.73M |
|
1436
Hillenbrand
HI
$1.74B
| $18.5M | ﹤0.01% |
452,864
-102,798
| -19% | -$4.21M |
|
1437
Information Services Group
III
$259M
| $18.5M | ﹤0.01% |
2,741,790
+2,698,780
| +6,275% | +$18.2M |
|
1438
Glacier Bancorp
GBCI
$5.89B
| $18.5M | ﹤0.01% |
389,302
+23,027
| +6% | +$1.09M |
|
|
NS
1439
DELISTED
NuStar Energy L.P.
NS
| $18.4M | ﹤0.01% |
1,315,543
-138,185
| -10% | -$1.93M |
|
1440
Central Pacific Financial
CPF
$835M
| $18.4M | ﹤0.01% |
856,093
+38,576
| +5% | +$827K |
|
1441
Cohu
COHU
$1.05B
| $18.4M | ﹤0.01% |
661,472
+131,208
| +25% | +$3.64M |
|
1442
iShare MSCI Eurozone ETF
EZU
$8.03B
| $18.4M | ﹤0.01% |
504,804
-392,581
| -44% | -$14.3M |
|
1443
TIM SA
TIMB
$10.5B
| $18.3M | ﹤0.01% |
1,509,222
+208,980
| +16% | +$2.54M |
|
|
BERY
1444
DELISTED
Berry Global Group, Inc.
BERY
| $18.3M | ﹤0.01% |
365,149
-2,331
| -0.6% | -$117K |
|
1445
Essential Properties Realty Trust
EPRT
$5.97B
| $18.3M | ﹤0.01% |
851,216
-41,995
| -5% | -$902K |
|
1446
Pure Storage
PSTG
$28.9B
| $18.2M | ﹤0.01% |
709,538
-882,306
| -55% | -$22.7M |
|
1447
JB Hunt Transport Services
JBHT
$12.8B
| $18.2M | ﹤0.01% |
115,526
-16,630
| -13% | -$2.62M |
|
|
PRFT
1448
DELISTED
Perficient Inc
PRFT
| $18.2M | ﹤0.01% |
198,219
-46,134
| -19% | -$4.23M |
|
1449
Ingredion
INGR
$7.87B
| $18.1M | ﹤0.01% |
205,439
-1,773
| -0.9% | -$156K |
|
1450
iShares US Home Construction ETF
ITB
$3.26B
| $18.1M | ﹤0.01% |
344,852
-114,470
| -25% | -$6.01M |
|