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
|
+$5.59B |
| 2 |
iShares Short Treasury Bond ETF
SHV
|
+$3.18B |
| 3 |
Amazon
AMZN
|
+$2.09B |
| 4 |
NVIDIA
NVDA
|
+$2.01B |
| 5 |
Meta Platforms (Facebook)
META
|
+$1.99B |
Top Sells
| 1 |
Eli Lilly
LLY
|
+$1.75B |
| 2 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$1.33B |
| 3 |
UnitedHealth
UNH
|
+$1.23B |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$1.17B |
| 5 |
Automatic Data Processing
ADP
|
+$1.16B |
Sector Composition
| 1 | Technology | 18.3% |
| 2 | Healthcare | 11.5% |
| 3 | Financials | 9.97% |
| 4 | Consumer Discretionary | 9.25% |
| 5 | Industrials | 7.55% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1626
Chegg
CHGG
$167M
| $14.9M | ﹤0.01% |
912,653
-16,094
| -2% | -$262K |
|
1627
Black Hills Corp
BKH
$4.33B
| $14.9M | ﹤0.01% |
235,696
-23,386
| -9% | -$1.48M |
|
1628
Hamilton Lane
HLNE
$6.53B
| $14.9M | ﹤0.01% |
200,892
+23,914
| +14% | +$1.77M |
|
1629
Synovus
SNV
$7.18B
| $14.8M | ﹤0.01% |
481,282
+89,426
| +23% | +$2.76M |
|
1630
iShares Core 1-5 Year USD Bond ETF
ISTB
$4.46B
| $14.8M | ﹤0.01% |
314,501
-1,047,183
| -77% | -$49.4M |
|
1631
Sunrun
RUN
$3.71B
| $14.8M | ﹤0.01% |
735,682
-917
| -0.1% | -$18.5K |
|
1632
Tronox
TROX
$767M
| $14.8M | ﹤0.01% |
1,029,627
+31,091
| +3% | +$447K |
|
1633
Veritex Holdings
VBTX
$1.88B
| $14.8M | ﹤0.01% |
808,351
-824,232
| -50% | -$15M |
|
|
NIR
1634
DELISTED
Near Intelligence, Inc. Common Stock
NIR
| $14.7M | ﹤0.01% |
+5,852,099
| New | +$14.7M |
|
1635
Vanguard FTSE Pacific ETF
VPL
$7.98B
| $14.7M | ﹤0.01% |
217,437
-83,745
| -28% | -$5.68M |
|
1636
Alector
ALEC
$278M
| $14.7M | ﹤0.01% |
2,381,982
-38,312
| -2% | -$237K |
|
|
UMH
1637
UMH Properties
UMH
$1.29B
| $14.7M | ﹤0.01% |
996,143
+72,200
| +8% | +$1.07M |
|
1638
Old Second Bancorp
OSBC
$961M
| $14.7M | ﹤0.01% |
1,047,033
-14,782
| -1% | -$208K |
|
1639
Haemonetics
HAE
$2.51B
| $14.7M | ﹤0.01% |
177,891
+24,686
| +16% | +$2.04M |
|
1640
Yelp
YELP
$1.95B
| $14.7M | ﹤0.01% |
479,421
-30,039
| -6% | -$922K |
|
1641
Invesco DB Agriculture Fund
DBA
$814M
| $14.7M | ﹤0.01% |
719,757
+141,393
| +24% | +$2.89M |
|
1642
iShares Global Infrastructure ETF
IGF
$8.22B
| $14.6M | ﹤0.01% |
305,858
-1,921
| -0.6% | -$91.6K |
|
1643
Pricesmart
PSMT
$3.52B
| $14.6M | ﹤0.01% |
204,017
-9,929
| -5% | -$710K |
|
1644
Steven Madden
SHOO
$2.26B
| $14.5M | ﹤0.01% |
404,059
+2,051
| +0.5% | +$73.8K |
|
1645
LXP Industrial Trust
LXP
$2.72B
| $14.5M | ﹤0.01% |
1,409,805
-638,268
| -31% | -$6.58M |
|
1646
Avantis US Equity ETF
AVUS
$9.6B
| $14.5M | ﹤0.01% |
204,909
+44,973
| +28% | +$3.19M |
|
1647
Prudential
PUK
$35.5B
| $14.5M | ﹤0.01% |
530,311
+42,518
| +9% | +$1.16M |
|
|
HEP
1648
DELISTED
Holly Energy Partners, L.P.
HEP
| $14.5M | ﹤0.01% |
833,860
+127,176
| +18% | +$2.21M |
|
1649
Dimensional US Equity ETF
DFUS
$16.8B
| $14.5M | ﹤0.01% |
325,994
+57,614
| +21% | +$2.56M |
|
|
CANO
1650
DELISTED
Cano Health, Inc.
CANO
| $14.5M | ﹤0.01% |
158,945
-4,804
| -3% | -$437K |
|