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 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$4.22B |
| 2 |
iShares TIPS Bond ETF
TIP
|
+$1.55B |
| 3 |
JPMorgan BetaBuilders US Mid Cap Equity ETF
BBMC
|
+$1.31B |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$1.1B |
| 5 |
Wells Fargo
WFC
|
+$899M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$2.46B |
| 2 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$2.45B |
| 3 |
Tesla
TSLA
|
+$2.03B |
| 4 |
TSMC
TSM
|
+$1.66B |
| 5 |
Texas Instruments
TXN
|
+$1.62B |
Sector Composition
| 1 | Technology | 18.09% |
| 2 | Financials | 11.43% |
| 3 | Consumer Discretionary | 11.01% |
| 4 | Healthcare | 10.73% |
| 5 | Industrials | 7.44% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1851
Nuveen AMT-Free Quality Municipal Income Fund
NEA
$3.39B
| $9.95M | ﹤0.01% |
659,204
| – | – |
|
1852
BJ's Restaurants
BJRI
$687M
| $9.94M | ﹤0.01% |
258,329
+218,829
| +554% | +$8.42M |
|
1853
Everest Group
EG
$14.3B
| $9.93M | ﹤0.01% |
42,427
-4,505
| -10% | -$1.05M |
|
1854
Crane NXT
CXT
$3.41B
| $9.91M | ﹤0.01% |
367,265
-622
| -0.2% | -$16.8K |
|
1855
Delek Logistics
DKL
$2.41B
| $9.87M | ﹤0.01% |
308,470
+30,740
| +11% | +$984K |
|
1856
Ovintiv
OVV
$10.5B
| $9.86M | ﹤0.01% |
686,289
-216,940
| -24% | -$3.12M |
|
1857
H.B. Fuller
FUL
$3.33B
| $9.84M | ﹤0.01% |
189,679
-338,427
| -64% | -$17.6M |
|
1858
Delek US
DK
$1.71B
| $9.84M | ﹤0.01% |
612,016
-113,168
| -16% | -$1.82M |
|
1859
Amdocs
DOX
$9.26B
| $9.83M | ﹤0.01% |
138,637
-78,139
| -36% | -$5.54M |
|
1860
Forward Air
FWRD
$924M
| $9.82M | ﹤0.01% |
127,798
+93,414
| +272% | +$7.18M |
|
|
SWN
1861
DELISTED
Southwestern Energy Company
SWN
| $9.82M | ﹤0.01% |
3,294,942
+1,118,843
| +51% | +$3.33M |
|
1862
Kratos Defense & Security Solutions
KTOS
$11.9B
| $9.82M | ﹤0.01% |
357,817
-135,193
| -27% | -$3.71M |
|
1863
Resideo Technologies
REZI
$5.79B
| $9.79M | ﹤0.01% |
460,220
-162,853
| -26% | -$3.46M |
|
1864
CVB Financial
CVBF
$2.76B
| $9.77M | ﹤0.01% |
501,086
+197,878
| +65% | +$3.86M |
|
1865
Hillenbrand
HI
$1.74B
| $9.77M | ﹤0.01% |
245,341
+74,311
| +43% | +$2.96M |
|
1866
Stitch Fix
SFIX
$727M
| $9.75M | ﹤0.01% |
165,962
-75,800
| -31% | -$4.45M |
|
1867
Alerian MLP ETF
AMLP
$10.4B
| $9.71M | ﹤0.01% |
378,503
+191,523
| +102% | +$4.91M |
|
1868
Inovio Pharmaceuticals
INO
$121M
| $9.71M | ﹤0.01% |
91,387
+38,991
| +74% | +$4.14M |
|
1869
Hilltop Holdings
HTH
$2.14B
| $9.67M | ﹤0.01% |
351,340
-388,258
| -52% | -$10.7M |
|
1870
Simmons First National
SFNC
$2.89B
| $9.66M | ﹤0.01% |
447,485
+210,386
| +89% | +$4.54M |
|
|
WDR
1871
DELISTED
Waddell & Reed Financial, Inc.
WDR
| $9.64M | ﹤0.01% |
378,552
+7,228
| +2% | +$184K |
|
1872
GFL Environmental
GFL
$16.9B
| $9.6M | ﹤0.01% |
328,940
+326,925
| +16,225% | +$9.54M |
|
1873
Prestige Consumer Healthcare
PBH
$3.1B
| $9.59M | ﹤0.01% |
275,170
-622,924
| -69% | -$21.7M |
|
|
SRNE
1874
DELISTED
Sorrento Therapeutics, Inc.
SRNE
| $9.57M | ﹤0.01% |
1,401,796
+824,150
| +143% | +$5.63M |
|
1875
Mueller Water Products
MWA
$3.96B
| $9.55M | ﹤0.01% |
771,297
+421,604
| +121% | +$5.22M |
|