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 | |
|---|---|---|---|---|---|---|
1476
Maximus
MMS
$5.05B
| $12.3M | ﹤0.01% |
188,787
+25,208
| +15% | +$1.64M |
|
1477
Burlington
BURL
$16.8B
| $12.3M | ﹤0.01% |
75,469
-25,837
| -26% | -$4.2M |
|
1478
Novavax
NVAX
$1.3B
| $12.2M | ﹤0.01% |
331,566
+19,743
| +6% | +$727K |
|
1479
Telus
TU
$24.3B
| $12.2M | ﹤0.01% |
735,404
+236,652
| +47% | +$3.92M |
|
1480
Dolby
DLB
$6.85B
| $12.1M | ﹤0.01% |
195,908
+134,028
| +217% | +$8.29M |
|
1481
Universal Insurance Holdings
UVE
$719M
| $12.1M | ﹤0.01% |
319,340
-486,157
| -60% | -$18.4M |
|
1482
LPL Financial
LPLA
$28.1B
| $12.1M | ﹤0.01% |
197,701
-64,887
| -25% | -$3.96M |
|
|
PBCT
1483
DELISTED
People's United Financial Inc
PBCT
| $12.1M | ﹤0.01% |
835,750
-569,378
| -41% | -$8.22M |
|
1484
Korn Ferry
KFY
$3.79B
| $12M | ﹤0.01% |
304,683
-84,734
| -22% | -$3.35M |
|
1485
Caleres
CAL
$503M
| $12M | ﹤0.01% |
432,026
-44,715
| -9% | -$1.24M |
|
1486
Addus HomeCare
ADUS
$2.03B
| $12M | ﹤0.01% |
176,905
+4,114
| +2% | +$279K |
|
|
MNDT
1487
DELISTED
Mandiant, Inc. Common Stock
MNDT
| $12M | ﹤0.01% |
740,164
-1,046,981
| -59% | -$17M |
|
1488
iShares ESG Aware MSCI USA ETF
ESGU
$14.5B
| $12M | ﹤0.01% |
+218,402
| New | +$12M |
|
1489
Domino's
DPZ
$15.3B
| $12M | ﹤0.01% |
48,194
-63,843
| -57% | -$15.8M |
|
1490
BlackRock Debt Strategies Fund
DSU
$592M
| $11.9M | ﹤0.01% |
1,222,916
+37,194
| +3% | +$363K |
|
1491
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.17B
| $11.9M | ﹤0.01% |
312,461
+45,267
| +17% | +$1.73M |
|
1492
Cameco
CCJ
$34B
| $11.9M | ﹤0.01% |
1,050,943
+447,535
| +74% | +$5.08M |
|
|
ISCA
1493
DELISTED
International Speedway Corp
ISCA
| $11.9M | ﹤0.01% |
271,740
+243,047
| +847% | +$10.7M |
|
|
ARI
1494
Apollo Commercial Real Estate
ARI
$1.51B
| $11.9M | ﹤0.01% |
714,116
-256,876
| -26% | -$4.28M |
|
1495
Chemed
CHE
$6.5B
| $11.8M | ﹤0.01% |
41,801
-13,395
| -24% | -$3.79M |
|
1496
Cabot Corp
CBT
$4.2B
| $11.8M | ﹤0.01% |
275,186
-39,086
| -12% | -$1.68M |
|
1497
America Movil
AMX
$61.4B
| $11.8M | ﹤0.01% |
828,392
-114,167
| -12% | -$1.63M |
|
1498
Dropbox
DBX
$8.34B
| $11.8M | ﹤0.01% |
577,803
-110,140
| -16% | -$2.25M |
|
1499
iShares Short Maturity Bond ETF
NEAR
$3.55B
| $11.8M | ﹤0.01% |
236,507
-150,328
| -39% | -$7.49M |
|
1500
Selective Insurance
SIGI
$4.81B
| $11.8M | ﹤0.01% |
193,288
+11,829
| +7% | +$721K |
|