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 | |
|---|---|---|---|---|---|---|
2051
Compass Minerals
CMP
$762M
| $7.3M | ﹤0.01% |
118,195
+70,620
| +148% | +$4.36M |
|
2052
Great Lakes Dredge & Dock
GLDD
$826M
| $7.28M | ﹤0.01% |
552,897
-37,282
| -6% | -$491K |
|
2053
Standard BioTools
LAB
$508M
| $7.28M | ﹤0.01% |
1,212,711
+35,329
| +3% | +$212K |
|
2054
eHealth
EHTH
$118M
| $7.26M | ﹤0.01% |
102,793
-510,750
| -83% | -$36.1M |
|
2055
Erie Indemnity
ERIE
$16.9B
| $7.26M | ﹤0.01% |
29,546
+1,580
| +6% | +$388K |
|
2056
Horace Mann Educators
HMN
$1.86B
| $7.26M | ﹤0.01% |
172,557
+81,556
| +90% | +$3.43M |
|
|
ADAM
2057
Adamas Trust, Inc. Common Stock
ADAM
$654M
| $7.26M | ﹤0.01% |
491,432
+252,547
| +106% | +$3.73M |
|
|
HA
2058
DELISTED
Hawaiian Holdings, Inc.
HA
| $7.25M | ﹤0.01% |
409,521
+152,576
| +59% | +$2.7M |
|
2059
CareDx
CDNA
$746M
| $7.23M | ﹤0.01% |
99,729
+81,879
| +459% | +$5.93M |
|
2060
MarineMax
HZO
$561M
| $7.22M | ﹤0.01% |
206,159
+10,377
| +5% | +$364K |
|
2061
Pediatrix Medical
MD
$1.41B
| $7.22M | ﹤0.01% |
294,078
-622,583
| -68% | -$15.3M |
|
2062
STAAR Surgical
STAA
$1.37B
| $7.2M | ﹤0.01% |
90,924
+67,010
| +280% | +$5.31M |
|
2063
Myriad Genetics
MYGN
$692M
| $7.2M | ﹤0.01% |
364,123
-314,958
| -46% | -$6.23M |
|
2064
Varex Imaging
VREX
$476M
| $7.19M | ﹤0.01% |
431,250
-40,982
| -9% | -$684K |
|
2065
Hanmi Financial
HAFC
$737M
| $7.19M | ﹤0.01% |
633,640
+136,988
| +28% | +$1.55M |
|
|
VG
2066
DELISTED
Vonage Holdings Corporation
VG
| $7.18M | ﹤0.01% |
557,370
+339,524
| +156% | +$4.37M |
|
2067
GSK
GSK
$80.8B
| $7.17M | ﹤0.01% |
155,893
-68,977
| -31% | -$3.17M |
|
2068
Lightspeed Commerce
LSPD
$1.66B
| $7.16M | ﹤0.01% |
101,742
+12,993
| +15% | +$915K |
|
2069
Werner Enterprises
WERN
$1.69B
| $7.15M | ﹤0.01% |
182,303
+55,491
| +44% | +$2.18M |
|
2070
Associated Banc-Corp
ASB
$4.22B
| $7.15M | ﹤0.01% |
419,048
+389
| +0.1% | +$6.63K |
|
2071
Verra Mobility
VRRM
$3.84B
| $7.14M | ﹤0.01% |
531,897
+285,508
| +116% | +$3.83M |
|
2072
Invesco Global Clean Energy ETF
PBD
$84.4M
| $7.14M | ﹤0.01% |
+205,333
| New | +$7.14M |
|
2073
Vanguard Short-Term Treasury ETF
VGSH
$22.8B
| $7.11M | ﹤0.01% |
115,482
+85,394
| +284% | +$5.26M |
|
2074
Unum
UNM
$12.6B
| $7.08M | ﹤0.01% |
308,770
-455,409
| -60% | -$10.4M |
|
2075
Olin
OLN
$2.9B
| $7.08M | ﹤0.01% |
288,282
+140,607
| +95% | +$3.45M |
|