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 | |
|---|---|---|---|---|---|---|
1751
Macerich
MAC
$4.57B
| $7.64M | ﹤0.01% |
176,477
-158,597
| -47% | -$6.86M |
|
|
EGIO
1752
DELISTED
Edgio, Inc. Common Stock
EGIO
| $7.63M | ﹤0.01% |
81,507
+11,815
| +17% | +$1.11M |
|
1753
CBIZ
CBZ
$2.93B
| $7.63M | ﹤0.01% |
387,117
+369,374
| +2,082% | +$7.28M |
|
1754
Vanguard Growth ETF
VUG
$192B
| $7.62M | ﹤0.01% |
56,749
+5,569
| +11% | +$748K |
|
1755
Designer Brands
DBI
$218M
| $7.62M | ﹤0.01% |
308,586
+68,820
| +29% | +$1.7M |
|
|
BGG
1756
DELISTED
Briggs & Stratton Corp.
BGG
| $7.62M | ﹤0.01% |
582,275
-174,955
| -23% | -$2.29M |
|
|
VRTV
1757
DELISTED
VERITIV CORPORATION
VRTV
| $7.6M | ﹤0.01% |
304,527
+182,416
| +149% | +$4.55M |
|
|
SINA
1758
DELISTED
Sina Corp
SINA
| $7.58M | ﹤0.01% |
141,349
+88,110
| +165% | +$4.73M |
|
1759
Carvana
CVNA
$50.4B
| $7.58M | ﹤0.01% |
231,760
+223,857
| +2,833% | +$7.32M |
|
|
MAG
1760
DELISTED
MAG Silver
MAG
| $7.52M | ﹤0.01% |
1,029,597
+185,490
| +22% | +$1.35M |
|
|
RP
1761
DELISTED
RealPage, Inc.
RP
| $7.46M | ﹤0.01% |
154,790
+28,481
| +23% | +$1.37M |
|
1762
Donnelley Financial Solutions
DFIN
$1.48B
| $7.45M | ﹤0.01% |
531,161
-7,223
| -1% | -$101K |
|
1763
Ziff Davis
ZD
$1.5B
| $7.45M | ﹤0.01% |
123,492
-678
| -0.5% | -$40.9K |
|
1764
Kite Realty
KRG
$4.94B
| $7.45M | ﹤0.01% |
528,584
-18,572
| -3% | -$262K |
|
|
EGL
1765
DELISTED
Engility Holdings, Inc.
EGL
| $7.45M | ﹤0.01% |
261,607
-21,629
| -8% | -$616K |
|
1766
First Financial Bankshares
FFIN
$5.04B
| $7.39M | ﹤0.01% |
256,232
+8,688
| +4% | +$251K |
|
1767
Powell Industries
POWL
$3.65B
| $7.37M | ﹤0.01% |
294,634
+7,415
| +3% | +$185K |
|
1768
Hess Midstream
HESM
$5.14B
| $7.28M | ﹤0.01% |
428,769
+390,587
| +1,023% | +$6.63M |
|
|
HIBB
1769
DELISTED
Hibbett, Inc. Common Stock
HIBB
| $7.26M | ﹤0.01% |
507,837
+16,755
| +3% | +$240K |
|
|
HT
1770
DELISTED
Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest
HT
| $7.24M | ﹤0.01% |
412,714
-152,551
| -27% | -$2.68M |
|
1771
WisdomTree
WT
$2.04B
| $7.23M | ﹤0.01% |
1,086,905
+49,220
| +5% | +$327K |
|
|
LKSD
1772
DELISTED
LSC Communications, Inc.
LKSD
| $7.21M | ﹤0.01% |
1,029,233
-41,394
| -4% | -$290K |
|
1773
WisdomTree Japan Hedged Equity Fund
DXJ
$3.84B
| $7.19M | ﹤0.01% |
154,923
-230,714
| -60% | -$10.7M |
|
|
ORBK
1774
DELISTED
Orbotech Ltd
ORBK
| $7.18M | ﹤0.01% |
127,052
-62,589
| -33% | -$3.54M |
|
1775
Travel + Leisure Co
TNL
$4.01B
| $7.18M | ﹤0.01% |
200,394
-88,677
| -31% | -$3.18M |
|