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 Developed Asia Pacific-ex Japan ETF
BBAX
|
+$1.79B |
| 2 |
JPMorgan BetaBuilders Japan ETF
BBJP
|
+$1.7B |
| 3 |
Alphabet (Google) Class C
GOOG
|
+$1.66B |
| 4 |
Deere & Co
DE
|
+$1.52B |
| 5 |
Amazon
AMZN
|
+$1.21B |
Top Sells
| 1 |
iShares TIPS Bond ETF
TIP
|
+$1.6B |
| 2 |
TSMC
TSM
|
+$1.44B |
| 3 |
Tesla
TSLA
|
+$1.37B |
| 4 |
Salesforce
CRM
|
+$1.25B |
| 5 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$1.05B |
Sector Composition
| 1 | Technology | 16.81% |
| 2 | Financials | 11.84% |
| 3 | Consumer Discretionary | 10.87% |
| 4 | Healthcare | 10.26% |
| 5 | Industrials | 8.26% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
UCB
1651
United Community Banks
UCB
$3.9B
| $17.7M | ﹤0.01% |
518,293
+22,599
| +5% | +$771K |
|
1652
Magnolia Oil & Gas
MGY
$4.46B
| $17.6M | ﹤0.01% |
1,532,198
-251,846
| -14% | -$2.89M |
|
1653
SEI Investments
SEIC
$10.7B
| $17.6M | ﹤0.01% |
288,543
+14,681
| +5% | +$895K |
|
1654
WisdomTree Japan Hedged Equity Fund
DXJ
$3.84B
| $17.6M | ﹤0.01% |
286,155
-23,272
| -8% | -$1.43M |
|
|
GTY
1655
Getty Realty Corp
GTY
$1.56B
| $17.5M | ﹤0.01% |
619,069
+126,762
| +26% | +$3.59M |
|
1656
Commault Systems
CVLT
$8.53B
| $17.5M | ﹤0.01% |
271,519
+46,212
| +21% | +$2.98M |
|
1657
Moog Inc Class A
MOG.A
$6.24B
| $17.5M | ﹤0.01% |
210,587
-1,087
| -0.5% | -$90.4K |
|
1658
Barclays
BCS
$72.7B
| $17.4M | ﹤0.01% |
1,704,092
-385,779
| -18% | -$3.95M |
|
1659
Genesco
GCO
$359M
| $17.4M | ﹤0.01% |
366,831
-15,429
| -4% | -$733K |
|
1660
Werner Enterprises
WERN
$1.62B
| $17.4M | ﹤0.01% |
368,416
+186,113
| +102% | +$8.78M |
|
1661
Arch Capital
ACGL
$33.1B
| $17.4M | ﹤0.01% |
452,868
+35,268
| +8% | +$1.35M |
|
|
UMPQ
1662
DELISTED
Umpqua Holdings Corp
UMPQ
| $17.3M | ﹤0.01% |
988,133
-626,345
| -39% | -$11M |
|
1663
Worthington Enterprises
WOR
$3.05B
| $17.3M | ﹤0.01% |
419,230
+68,760
| +20% | +$2.84M |
|
1664
BlackBerry
BB
$2.5B
| $17.3M | ﹤0.01% |
2,052,483
+113,883
| +6% | +$960K |
|
1665
GeoPark
GPRK
$314M
| $17.3M | ﹤0.01% |
1,078,596
+112,670
| +12% | +$1.8M |
|
1666
JB Hunt Transport Services
JBHT
$12.8B
| $17.2M | ﹤0.01% |
102,549
-31,535
| -24% | -$5.3M |
|
|
JKS
1667
JinkoSolar
JKS
$1.29B
| $17.1M | ﹤0.01% |
410,782
-751,132
| -65% | -$31.3M |
|
1668
New Mountain Finance
NMFC
$1.05B
| $17.1M | ﹤0.01% |
1,379,469
-293,102
| -18% | -$3.63M |
|
1669
Nasdaq
NDAQ
$51.4B
| $17.1M | ﹤0.01% |
347,826
-28,527
| -8% | -$1.4M |
|
1670
Hecla Mining
HL
$7.4B
| $17.1M | ﹤0.01% |
2,999,701
+2,493,103
| +492% | +$14.2M |
|
|
SGI
1671
Somnigroup International
SGI
$18B
| $17M | ﹤0.01% |
465,250
-1,217
| -0.3% | -$44.5K |
|
1672
Nutanix
NTNX
$21.2B
| $17M | ﹤0.01% |
640,174
-65,112
| -9% | -$1.73M |
|
1673
Alarm.com
ALRM
$2.77B
| $17M | ﹤0.01% |
196,791
+15,296
| +8% | +$1.32M |
|
1674
Bank of N.T. Butterfield & Son
NTB
$1.89B
| $17M | ﹤0.01% |
444,660
-6,591
| -1% | -$252K |
|
1675
Stantec
STN
$12.5B
| $17M | ﹤0.01% |
397,065
+81,767
| +26% | +$3.5M |
|