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 |
Vanguard Total Bond Market
BND
|
+$2.22B |
| 2 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$2.05B |
| 3 |
AbbVie
ABBV
|
+$1.78B |
| 4 |
Vanguard Total International Bond ETF
BNDX
|
+$1.63B |
| 5 |
Exxon Mobil
XOM
|
+$1.6B |
Top Sells
| 1 |
Vanguard Short-Term Bond ETF
BSV
|
+$3.92B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.35B |
| 3 |
Tesla
TSLA
|
+$1.22B |
| 4 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$1.13B |
| 5 |
iShares TIPS Bond ETF
TIP
|
+$1.03B |
Sector Composition
| 1 | Technology | 17.24% |
| 2 | Healthcare | 11.68% |
| 3 | Financials | 11.59% |
| 4 | Consumer Discretionary | 9.21% |
| 5 | Industrials | 7.93% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
ATC
1576
DELISTED
Atotech Limited
ATC
| $17.5M | ﹤0.01% |
796,464
+48,339
| +6% | +$1.06M |
|
1577
Genpact
G
$7.41B
| $17.5M | ﹤0.01% |
401,232
+39,573
| +11% | +$1.72M |
|
1578
Heidrick & Struggles
HSII
$1.03B
| $17.5M | ﹤0.01% |
440,875
-60,986
| -12% | -$2.41M |
|
1579
Black Hills Corp
BKH
$4.33B
| $17.4M | ﹤0.01% |
226,545
-931
| -0.4% | -$71.7K |
|
1580
Ziff Davis
ZD
$1.5B
| $17.4M | ﹤0.01% |
180,036
-15,899
| -8% | -$1.54M |
|
1581
Skechers
SKX
| $17.4M | ﹤0.01% |
427,342
+99,885
| +31% | +$4.07M |
|
1582
FTI Consulting
FCN
$5.32B
| $17.4M | ﹤0.01% |
110,548
-52,204
| -32% | -$8.21M |
|
|
MAG
1583
DELISTED
MAG Silver
MAG
| $17.4M | ﹤0.01% |
1,074,792
+71,329
| +7% | +$1.15M |
|
1584
PennyMac Financial
PFSI
$6.44B
| $17.4M | ﹤0.01% |
326,265
+19,573
| +6% | +$1.04M |
|
1585
Bank OZK
OZK
$5.88B
| $17.4M | ﹤0.01% |
406,378
+24,995
| +7% | +$1.07M |
|
1586
iShares S&P 100 ETF
OEF
$22.6B
| $17.4M | ﹤0.01% |
83,212
-103,367
| -55% | -$21.6M |
|
|
CIXX
1587
DELISTED
CI Financial Corp.
CIXX
| $17.3M | ﹤0.01% |
1,087,528
+62,033
| +6% | +$986K |
|
1588
Liberty Media Series A
FWONA
$22.5B
| $17.3M | ﹤0.01% |
285,781
+82,013
| +40% | +$4.96M |
|
1589
Asbury Automotive
ABG
$4.8B
| $17.2M | ﹤0.01% |
107,629
+75,010
| +230% | +$12M |
|
1590
Reynolds Consumer Products
REYN
$4.84B
| $17.2M | ﹤0.01% |
587,269
-8,939
| -1% | -$262K |
|
1591
ONE Gas
OGS
$4.55B
| $17.2M | ﹤0.01% |
195,034
-37,393
| -16% | -$3.3M |
|
1592
Clean Harbors
CLH
$12.7B
| $17.2M | ﹤0.01% |
153,983
-52,936
| -26% | -$5.91M |
|
1593
Popular Inc
BPOP
$8.34B
| $17.2M | ﹤0.01% |
210,181
-44,809
| -18% | -$3.66M |
|
1594
Shoals Technologies Group
SHLS
$1.15B
| $17.2M | ﹤0.01% |
1,007,199
-1,458,232
| -59% | -$24.8M |
|
1595
Krystal Biotech
KRYS
$4.16B
| $17.2M | ﹤0.01% |
257,861
+58,228
| +29% | +$3.87M |
|
1596
nVent Electric
NVT
$15.3B
| $17.1M | ﹤0.01% |
492,409
-18,476
| -4% | -$643K |
|
1597
Center Bancorp
CNOB
$1.26B
| $17.1M | ﹤0.01% |
534,870
-76,388
| -12% | -$2.45M |
|
1598
Churchill Downs
CHDN
$6.75B
| $17.1M | ﹤0.01% |
154,340
+12,214
| +9% | +$1.35M |
|
1599
Tenaris
TS
$18.7B
| $17M | ﹤0.01% |
563,762
+562,773
| +56,903% | +$16.9M |
|
1600
iShares Convertible Bond ETF
ICVT
$2.88B
| $16.9M | ﹤0.01% |
202,927
-102,380
| -34% | -$8.53M |
|