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 | |
|---|---|---|---|---|---|---|
1676
Asbury Automotive
ABG
$4.8B
| $8.88M | ﹤0.01% |
133,151
-106,484
| -44% | -$7.1M |
|
|
TPCO
1677
DELISTED
Tribune Publishing Company Common Stock
TPCO
| $8.84M | ﹤0.01% |
779,632
-56,724
| -7% | -$643K |
|
1678
First Solar
FSLR
$21.6B
| $8.82M | ﹤0.01% |
207,726
-917,004
| -82% | -$38.9M |
|
|
VIA
1679
DELISTED
Via Renewables, Inc. Class A Common Stock
VIA
| $8.79M | ﹤0.01% |
236,683
+32,094
| +16% | +$1.19M |
|
|
MFGP
1680
DELISTED
Micro Focus International plc. American Depositary Shares, each representing One Ordinary Share
MFGP
| $8.78M | ﹤0.01% |
421,762
-234,995
| -36% | -$4.89M |
|
1681
Immersion
IMMR
$221M
| $8.76M | ﹤0.01% |
977,200
+206,496
| +27% | +$1.85M |
|
1682
Lantheus
LNTH
$3.6B
| $8.76M | ﹤0.01% |
559,436
-422,770
| -43% | -$6.62M |
|
1683
Commercial Metals
CMC
$6.47B
| $8.74M | ﹤0.01% |
545,702
-204,143
| -27% | -$3.27M |
|
|
CEO
1684
DELISTED
CNOOC Limited
CEO
| $8.74M | ﹤0.01% |
57,310
+44,109
| +334% | +$6.72M |
|
|
SRE.PRA
1685
DELISTED
Sempra Energy 6% Mandatory Convertible Preferred Stock, Series A
SRE.PRA
| $8.73M | ﹤0.01% |
91,788
+72,288
| +371% | +$6.88M |
|
1686
Nexa Resources
NEXA
$657M
| $8.73M | ﹤0.01% |
733,391
+28,422
| +4% | +$338K |
|
1687
SPDR S&P Pharmaceuticals ETF
XPH
$184M
| $8.72M | ﹤0.01% |
238,205
+119,122
| +100% | +$4.36M |
|
1688
iShares MSCI Singapore ETF
EWS
$818M
| $8.72M | ﹤0.01% |
394,591
+34,780
| +10% | +$769K |
|
1689
Goodyear
GT
$2.43B
| $8.66M | ﹤0.01% |
424,396
-704,345
| -62% | -$14.4M |
|
1690
Kemper
KMPR
$3.35B
| $8.66M | ﹤0.01% |
130,483
-31,753
| -20% | -$2.11M |
|
1691
iShares US Transportation ETF
IYT
$608M
| $8.66M | ﹤0.01% |
209,876
-152
| -0.1% | -$6.27K |
|
|
ARGO
1692
DELISTED
Argo Group International Holdings, Ltd.
ARGO
| $8.63M | ﹤0.01% |
128,299
+8,073
| +7% | +$543K |
|
1693
Virtus Investment Partners
VRTS
$1.34B
| $8.6M | ﹤0.01% |
108,276
+11,868
| +12% | +$943K |
|
1694
Vanguard S&P 500 Growth ETF
VOOG
$19.9B
| $8.6M | ﹤0.01% |
63,685
+16,210
| +34% | +$2.19M |
|
|
CCEC
1695
Capital Clean Energy Carriers Corp. Common Share
CCEC
$1.21B
| $8.59M | ﹤0.01% |
587,194
+389,750
| +197% | +$5.7M |
|
1696
Amicus Therapeutics
FOLD
$2.46B
| $8.58M | ﹤0.01% |
896,080
-80,376
| -8% | -$770K |
|
|
DHC
1697
Diversified Healthcare Trust
DHC
$1.07B
| $8.58M | ﹤0.01% |
732,103
-1,840,066
| -72% | -$21.6M |
|
1698
White Mountains Insurance
WTM
$4.54B
| $8.53M | ﹤0.01% |
9,946
+683
| +7% | +$586K |
|
|
FTR
1699
DELISTED
Frontier Communications Corp.
FTR
| $8.52M | ﹤0.01% |
3,580,946
-1,483,420
| -29% | -$3.53M |
|
1700
Sanofi
SNY
$115B
| $8.51M | ﹤0.01% |
196,099
+48,769
| +33% | +$2.12M |
|