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 | |
|---|---|---|---|---|---|---|
1451
EchoStar
SATS
$20.9B
| $18.1M | ﹤0.01% |
936,430
+395,141
| +73% | +$7.63M |
|
1452
Brookfield Renewable
BEPC
$6.06B
| $18.1M | ﹤0.01% |
507,309
+45,766
| +10% | +$1.63M |
|
1453
Gentex
GNTX
$6.29B
| $18M | ﹤0.01% |
645,087
+42,954
| +7% | +$1.2M |
|
1454
Fidelity National Financial
FNF
$15.9B
| $18M | ﹤0.01% |
507,523
+14,911
| +3% | +$530K |
|
1455
SEI Investments
SEIC
$10.7B
| $18M | ﹤0.01% |
332,308
-76,344
| -19% | -$4.12M |
|
1456
Olin
OLN
$2.77B
| $17.9M | ﹤0.01% |
387,497
-163,833
| -30% | -$7.58M |
|
1457
Xtrackers MSCI Japan Hedged Equity ETF
DBJP
$411M
| $17.8M | ﹤0.01% |
376,227
-1,201
| -0.3% | -$56.8K |
|
1458
Franklin Resources
BEN
$12.7B
| $17.8M | ﹤0.01% |
762,856
-261,523
| -26% | -$6.1M |
|
1459
AMN Healthcare
AMN
$717M
| $17.8M | ﹤0.01% |
161,987
-47,210
| -23% | -$5.18M |
|
1460
Eagle Materials
EXP
$7.5B
| $17.6M | ﹤0.01% |
160,527
+17,667
| +12% | +$1.94M |
|
1461
Ultragenyx Pharmaceutical
RARE
$2.71B
| $17.6M | ﹤0.01% |
294,957
-6,186
| -2% | -$369K |
|
|
ALEX
1462
Alexander & Baldwin
ALEX
$1.34B
| $17.5M | ﹤0.01% |
977,298
-48,494
| -5% | -$870K |
|
1463
Old Republic International
ORI
$9.9B
| $17.5M | ﹤0.01% |
783,902
-55,423
| -7% | -$1.24M |
|
1464
Columbia Banking Systems
COLB
$7.94B
| $17.4M | ﹤0.01% |
608,131
-38,824
| -6% | -$1.11M |
|
1465
iShares US Medical Devices ETF
IHI
$4.19B
| $17.4M | ﹤0.01% |
345,047
-1,181,636
| -77% | -$59.6M |
|
1466
Silicon Motion
SIMO
$3.14B
| $17.3M | ﹤0.01% |
206,921
+107,113
| +107% | +$8.97M |
|
1467
HEICO Corp
HEI
$44.4B
| $17.3M | ﹤0.01% |
131,898
+48,725
| +59% | +$6.39M |
|
|
TPTX
1468
DELISTED
Turning Point Therapeutics, Inc. Common Stock
TPTX
| $17.3M | ﹤0.01% |
229,456
-154,970
| -40% | -$11.7M |
|
1469
Yelp
YELP
$2.01B
| $17.2M | ﹤0.01% |
620,347
-112,894
| -15% | -$3.14M |
|
|
HPP
1470
Hudson Pacific Properties
HPP
$1.05B
| $17.2M | ﹤0.01% |
1,156,999
-886,995
| -43% | -$13.2M |
|
1471
Wells Fargo 7.5% Non Cumv Perp Conv
WFC.PRL
$4.99B
| $17.1M | ﹤0.01% |
14,103
+80
| +0.6% | +$97.2K |
|
|
UCB
1472
United Community Banks
UCB
$3.92B
| $17.1M | ﹤0.01% |
565,317
+17,132
| +3% | +$517K |
|
|
GTY
1473
Getty Realty Corp
GTY
$1.55B
| $17.1M | ﹤0.01% |
643,559
-32,126
| -5% | -$851K |
|
1474
iShares MSCI Emerging Markets ex China ETF
EMXC
$13.3B
| $17M | ﹤0.01% |
356,683
-177,917
| -33% | -$8.5M |
|
|
PDCO
1475
DELISTED
Patterson Companies, Inc.
PDCO
| $17M | ﹤0.01% |
562,104
-61,520
| -10% | -$1.86M |
|