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 |
iShares Short Treasury Bond ETF
SHV
|
+$3.85B |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
+$1.53B |
| 3 |
JPMorgan BetaBuilders Canada ETF
BBCA
|
+$1.22B |
| 4 |
Chevron
CVX
|
+$1.1B |
| 5 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$985M |
Top Sells
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$3.64B |
| 2 |
Occidental Petroleum
OXY
|
+$1.2B |
| 3 |
Merck
MRK
|
+$954M |
| 4 |
Visa
V
|
+$838M |
| 5 |
AT&T
T
|
+$801M |
Sector Composition
| 1 | Technology | 13.66% |
| 2 | Financials | 13.19% |
| 3 | Healthcare | 9.98% |
| 4 | Consumer Discretionary | 9.29% |
| 5 | Industrials | 7.38% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1476
Community Bank
CBU
$3.2B
| $14.3M | ﹤0.01% |
220,366
+8,514
| +4% | +$554K |
|
1477
iShares MSCI China A ETF
CNYA
$216M
| $14.3M | ﹤0.01% |
+503,591
| New | +$14.3M |
|
1478
Hanmi Financial
HAFC
$759M
| $14.3M | ﹤0.01% |
650,436
-17,034
| -3% | -$375K |
|
1479
Telecom Argentina
TEO
$2.9B
| $14.2M | ﹤0.01% |
822,050
-148,749
| -15% | -$2.58M |
|
1480
Liberty Latin America Class A
LILA
$1.59B
| $14.2M | ﹤0.01% |
872,671
-9,206
| -1% | -$150K |
|
1481
Nice
NICE
$9.47B
| $14.2M | ﹤0.01% |
103,526
-23,914
| -19% | -$3.28M |
|
1482
Stepan Co
SCL
$1.1B
| $14.2M | ﹤0.01% |
157,776
+3,898
| +3% | +$350K |
|
1483
Annaly Capital Management
NLY
$13.7B
| $14.1M | ﹤0.01% |
387,985
+51,415
| +15% | +$1.87M |
|
1484
Synaptics
SYNA
$2.8B
| $14M | ﹤0.01% |
478,574
-200,765
| -30% | -$5.86M |
|
1485
Washington Trust Bancorp
WASH
$572M
| $13.9M | ﹤0.01% |
266,149
-4,921
| -2% | -$257K |
|
1486
Amcor
AMCR
$19.1B
| $13.9M | ﹤0.01% |
+1,208,412
| New | +$13.9M |
|
1487
Korn Ferry
KFY
$3.83B
| $13.9M | ﹤0.01% |
351,865
+87,259
| +33% | +$3.44M |
|
1488
Strategy Inc
MSTR
$97.8B
| $13.8M | ﹤0.01% |
980,040
-1,197,200
| -55% | -$16.9M |
|
1489
SPDR S&P Pharmaceuticals ETF
XPH
$170M
| $13.8M | ﹤0.01% |
350,220
+250,000
| +249% | +$9.84M |
|
1490
Glacier Bancorp
GBCI
$5.89B
| $13.8M | ﹤0.01% |
343,480
+12,921
| +4% | +$517K |
|
|
ISCA
1491
DELISTED
International Speedway Corp
ISCA
| $13.7M | ﹤0.01% |
307,118
+6,327
| +2% | +$283K |
|
1492
Jack in the Box
JACK
$357M
| $13.7M | ﹤0.01% |
169,034
+28,049
| +20% | +$2.28M |
|
|
VIA
1493
DELISTED
Via Renewables, Inc. Class A Common Stock
VIA
| $13.7M | ﹤0.01% |
248,247
-4,990
| -2% | -$275K |
|
|
XEC
1494
DELISTED
CIMAREX ENERGY CO
XEC
| $13.7M | ﹤0.01% |
236,970
-114,602
| -33% | -$6.62M |
|
1495
Cracker Barrel
CBRL
$969M
| $13.6M | ﹤0.01% |
79,987
+41,657
| +109% | +$7.1M |
|
1496
Bombardier Recreational Products
DOOO
$4.47B
| $13.6M | ﹤0.01% |
382,323
+324,639
| +563% | +$11.6M |
|
1497
GoPro
GPRO
$388M
| $13.6M | ﹤0.01% |
2,466,505
+638,667
| +35% | +$3.53M |
|
1498
Maximus
MMS
$5.01B
| $13.6M | ﹤0.01% |
188,480
+51,224
| +37% | +$3.7M |
|
1499
Atlantic Union Bankshares
AUB
$5.21B
| $13.6M | ﹤0.01% |
391,394
-138,711
| -26% | -$4.82M |
|
1500
NewMarket
NEU
$7.67B
| $13.6M | ﹤0.01% |
34,119
+12,906
| +61% | +$5.15M |
|