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 Developed Asia Pacific-ex Japan ETF
BBAX
|
+$1.79B |
| 2 |
JPMorgan BetaBuilders Japan ETF
BBJP
|
+$1.7B |
| 3 |
Alphabet (Google) Class C
GOOG
|
+$1.66B |
| 4 |
Deere & Co
DE
|
+$1.52B |
| 5 |
Amazon
AMZN
|
+$1.21B |
Top Sells
| 1 |
iShares TIPS Bond ETF
TIP
|
+$1.6B |
| 2 |
TSMC
TSM
|
+$1.44B |
| 3 |
Tesla
TSLA
|
+$1.37B |
| 4 |
Salesforce
CRM
|
+$1.25B |
| 5 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$1.05B |
Sector Composition
| 1 | Technology | 16.81% |
| 2 | Financials | 11.84% |
| 3 | Consumer Discretionary | 10.87% |
| 4 | Healthcare | 10.26% |
| 5 | Industrials | 8.26% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2076
Invesco KBW Bank ETF
KBWB
$5.08B
| $9.77M | ﹤0.01% |
157,870
+72,496
| +85% | +$4.49M |
|
2077
MRC Global
MRC
$1.24B
| $9.76M | ﹤0.01% |
1,081,306
-73,991
| -6% | -$668K |
|
|
ACRE
2078
Ares Commercial Real Estate
ACRE
$266M
| $9.74M | ﹤0.01% |
709,684
+150,010
| +27% | +$2.06M |
|
|
MDP
2079
DELISTED
Meredith Corporation
MDP
| $9.71M | ﹤0.01% |
326,021
-212,217
| -39% | -$6.32M |
|
|
DCUE
2080
DELISTED
Dominion Energy, Inc. 2019 Series A Corporate Units
DCUE
| $9.7M | ﹤0.01% |
169,620
-71,125
| -30% | -$4.07M |
|
2081
VanEck Oil Services ETF
OIH
$969M
| $9.68M | ﹤0.01% |
50,668
+50,519
| +33,905% | +$9.66M |
|
2082
NMI Holdings
NMIH
$3.06B
| $9.66M | ﹤0.01% |
408,813
+79,207
| +24% | +$1.87M |
|
2083
Integra LifeSciences
IART
$1.2B
| $9.64M | ﹤0.01% |
139,461
+17,586
| +14% | +$1.21M |
|
2084
Avanos Medical
AVNS
$570M
| $9.59M | ﹤0.01% |
219,131
+111,415
| +103% | +$4.87M |
|
|
CIM
2085
Chimera Investment
CIM
$1.14B
| $9.58M | ﹤0.01% |
251,397
+183,454
| +270% | +$6.99M |
|
2086
eXp World Holdings
EXPI
$1.82B
| $9.58M | ﹤0.01% |
210,300
+138,572
| +193% | +$6.31M |
|
2087
Emergent Biosolutions
EBS
$424M
| $9.58M | ﹤0.01% |
103,081
-78,735
| -43% | -$7.32M |
|
2088
Cabot Corp
CBT
$4.15B
| $9.57M | ﹤0.01% |
182,481
+30,375
| +20% | +$1.59M |
|
2089
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$5.37B
| $9.56M | ﹤0.01% |
187,259
-9,670
| -5% | -$494K |
|
|
SJI
2090
DELISTED
South Jersey Industries, Inc.
SJI
| $9.56M | ﹤0.01% |
423,181
-292,135
| -41% | -$6.6M |
|
2091
Icon
ICLR
$14B
| $9.55M | ﹤0.01% |
48,621
+5,531
| +13% | +$1.09M |
|
|
VRTV
2092
DELISTED
VERITIV CORPORATION
VRTV
| $9.55M | ﹤0.01% |
224,453
-174,271
| -44% | -$7.41M |
|
2093
Everest Group
EG
$14B
| $9.53M | ﹤0.01% |
38,465
-3,962
| -9% | -$982K |
|
2094
Gannett
GCI
$642M
| $9.51M | ﹤0.01% |
1,767,552
+193,899
| +12% | +$1.04M |
|
2095
Radware
RDWR
$1.14B
| $9.51M | ﹤0.01% |
364,625
+212,600
| +140% | +$5.54M |
|
2096
Academy Sports + Outdoors
ASO
$3.23B
| $9.51M | ﹤0.01% |
352,240
+274,982
| +356% | +$7.42M |
|
2097
Blackbaud
BLKB
$3.31B
| $9.49M | ﹤0.01% |
133,528
+1,543
| +1% | +$110K |
|
2098
Horace Mann Educators
HMN
$1.89B
| $9.49M | ﹤0.01% |
219,593
+47,036
| +27% | +$2.03M |
|
2099
Levi Strauss
LEVI
$9.11B
| $9.48M | ﹤0.01% |
396,494
+366,974
| +1,243% | +$8.77M |
|
2100
Future Fuel
FF
$177M
| $9.47M | ﹤0.01% |
651,957
-205,360
| -24% | -$2.98M |
|