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 International Research Enhanced Equity ETF
JIRE
|
+$4.15B |
| 2 |
Microsoft
MSFT
|
+$2.17B |
| 3 |
UnitedHealth
UNH
|
+$1.8B |
| 4 |
Amazon
AMZN
|
+$1.7B |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$1.41B |
Top Sells
| 1 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$4.17B |
| 2 |
Vanguard Short-Term Bond ETF
BSV
|
+$1.58B |
| 3 |
iShares Short Treasury Bond ETF
SHV
|
+$659M |
| 4 |
Financial Select Sector SPDR Fund
XLF
|
+$627M |
| 5 |
CERN
Cerner Corp
CERN
|
+$608M |
Sector Composition
| 1 | Technology | 16% |
| 2 | Healthcare | 13.32% |
| 3 | Financials | 11.15% |
| 4 | Consumer Discretionary | 8.38% |
| 5 | Industrials | 7.77% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1976
Fluor
FLR
$7.21B
| $7.55M | ﹤0.01% |
310,314
-257,323
| -45% | -$6.26M |
|
1977
Fresh Del Monte Produce
FDP
$1.71B
| $7.55M | ﹤0.01% |
255,618
-47,243
| -16% | -$1.4M |
|
|
RADI
1978
DELISTED
Radius Global Infrastructure, Inc. Class A Common Stock
RADI
| $7.54M | ﹤0.01% |
494,210
-238,078
| -33% | -$3.63M |
|
1979
Alamo Group
ALG
$2.4B
| $7.53M | ﹤0.01% |
64,636
-5,387
| -8% | -$627K |
|
1980
U-Haul Holding Co
UHAL
$10.6B
| $7.52M | ﹤0.01% |
157,150
+5,660
| +4% | +$271K |
|
1981
Grand Canyon Education
LOPE
$5.89B
| $7.5M | ﹤0.01% |
79,663
-93,116
| -54% | -$8.77M |
|
1982
Ocugen
OCGN
$418M
| $7.48M | ﹤0.01% |
3,294,268
-721,474
| -18% | -$1.64M |
|
1983
Rapid7
RPD
$1.31B
| $7.47M | ﹤0.01% |
111,888
-23,109
| -17% | -$1.54M |
|
1984
Toyota
TM
$259B
| $7.47M | ﹤0.01% |
48,433
+43,134
| +814% | +$6.65M |
|
1985
Plug Power
PLUG
$2.52B
| $7.45M | ﹤0.01% |
449,409
-2,335,786
| -84% | -$38.7M |
|
1986
IPG Photonics
IPGP
$3.44B
| $7.45M | ﹤0.01% |
79,109
+27,666
| +54% | +$2.6M |
|
1987
Yeti Holdings
YETI
$2.81B
| $7.44M | ﹤0.01% |
172,018
-1,405
| -0.8% | -$60.8K |
|
1988
Community Trust Bancorp
CTBI
$1.02B
| $7.44M | ﹤0.01% |
183,840
-99,580
| -35% | -$4.03M |
|
1989
Marten Transport
MRTN
$902M
| $7.43M | ﹤0.01% |
441,605
-31,818
| -7% | -$535K |
|
|
CLDS
1990
DELISTED
Direxion Daily Cloud Computing Bear 2X Shares
CLDS
| $7.41M | ﹤0.01% |
200,000
| – | – |
|
1991
Northfield Bancorp
NFBK
$487M
| $7.4M | ﹤0.01% |
567,994
+2,566
| +0.5% | +$33.4K |
|
1992
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$9.93B
| $7.4M | ﹤0.01% |
71,708
-8,456
| -11% | -$873K |
|
1993
InvenTrust Properties
IVT
$2.31B
| $7.39M | ﹤0.01% |
286,394
+159,212
| +125% | +$4.11M |
|
1994
Plains GP Holdings
PAGP
$3.61B
| $7.39M | ﹤0.01% |
715,738
+21,555
| +3% | +$222K |
|
1995
Cinemark Holdings
CNK
$3.18B
| $7.38M | ﹤0.01% |
491,367
+124,823
| +34% | +$1.87M |
|
|
NATI
1996
DELISTED
National Instruments Corp
NATI
| $7.37M | ﹤0.01% |
236,115
-36,084
| -13% | -$1.13M |
|
1997
KT
KT
$9.35B
| $7.36M | ﹤0.01% |
527,481
+6,648
| +1% | +$92.8K |
|
1998
Assured Guaranty
AGO
$3.98B
| $7.36M | ﹤0.01% |
131,979
+24,704
| +23% | +$1.38M |
|
1999
Compañía de Cervecerías Unidas
CCU
$2.16B
| $7.35M | ﹤0.01% |
581,800
+181,741
| +45% | +$2.3M |
|
2000
Invesco S&P 500 GARP ETF
SPGP
$2.72B
| $7.34M | ﹤0.01% |
92,195
-45,457
| -33% | -$3.62M |
|