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 | |
|---|---|---|---|---|---|---|
2126
iShares US Healthcare ETF
IYH
$2.74B
| $3.92M | ﹤0.01% |
108,475
+15,800
| +17% | +$571K |
|
2127
Greif
GEF
$3.51B
| $3.92M | ﹤0.01% |
105,581
-62,117
| -37% | -$2.31M |
|
2128
Arrowhead Research
ARWR
$4.07B
| $3.92M | ﹤0.01% |
315,391
+19,630
| +7% | +$244K |
|
2129
RadNet
RDNT
$5.72B
| $3.91M | ﹤0.01% |
384,572
-100,136
| -21% | -$1.02M |
|
2130
Vanguard Energy ETF
VDE
$7.33B
| $3.91M | ﹤0.01% |
50,705
-26,687
| -34% | -$2.06M |
|
|
RDUS
2131
DELISTED
Radius Health, Inc.
RDUS
| $3.88M | ﹤0.01% |
235,049
+90,117
| +62% | +$1.49M |
|
2132
Ternium
TX
$6.95B
| $3.87M | ﹤0.01% |
142,889
-185,437
| -56% | -$5.02M |
|
2133
National Grid
NGG
$70.3B
| $3.87M | ﹤0.01% |
89,857
+71,081
| +379% | +$3.06M |
|
|
ELME
2134
Elme Communities
ELME
$1.5B
| $3.87M | ﹤0.01% |
168,064
+35,817
| +27% | +$824K |
|
2135
U-Haul Holding Co
UHAL
$10.6B
| $3.87M | ﹤0.01% |
117,790
-30,250
| -20% | -$993K |
|
|
CHS
2136
DELISTED
Chicos FAS, Inc.
CHS
| $3.86M | ﹤0.01% |
687,462
+26,818
| +4% | +$151K |
|
2137
Vital Energy
VTLE
$639M
| $3.85M | ﹤0.01% |
53,191
+44,378
| +504% | +$3.21M |
|
2138
Invesco FTSE RAFI US 1000 ETF
PRF
$8.18B
| $3.84M | ﹤0.01% |
189,160
+188,455
| +26,731% | +$3.83M |
|
2139
Trinity Industries
TRN
$2.25B
| $3.84M | ﹤0.01% |
186,661
-313,976
| -63% | -$6.46M |
|
|
ACOR
2140
DELISTED
Acorda Therapeutics, Inc.
ACOR
| $3.84M | ﹤0.01% |
2,056
-51
| -2% | -$95.3K |
|
2141
Inseego
INSG
$193M
| $3.84M | ﹤0.01% |
92,573
+10,743
| +13% | +$446K |
|
2142
Hurco Companies Inc
HURC
$115M
| $3.8M | ﹤0.01% |
106,290
+8,731
| +9% | +$312K |
|
2143
Group 1 Automotive
GPI
$5.93B
| $3.75M | ﹤0.01% |
71,126
+244
| +0.3% | +$12.9K |
|
|
EFF
2144
DELISTED
EATON VANCE FLOATING-RATE INCOME PLUS FUND
EFF
| $3.74M | ﹤0.01% |
262,914
+3,904
| +2% | +$55.5K |
|
2145
Frontline
FRO
$5.27B
| $3.73M | ﹤0.01% |
674,480
+614,788
| +1,030% | +$3.4M |
|
|
VGR
2146
DELISTED
Vector Group Ltd.
VGR
| $3.73M | ﹤0.01% |
567,353
-28,708
| -5% | -$189K |
|
2147
Greenlight Captial
GLRE
$429M
| $3.72M | ﹤0.01% |
431,763
-94,016
| -18% | -$810K |
|
2148
Select Medical
SEM
$1.5B
| $3.72M | ﹤0.01% |
449,720
-80,355
| -15% | -$665K |
|
2149
VanEck Morningstar Wide Moat ETF
MOAT
$12.6B
| $3.72M | ﹤0.01% |
90,304
+5,219
| +6% | +$215K |
|
2150
Universal Corp
UVV
$1.38B
| $3.71M | ﹤0.01% |
68,544
+21,792
| +47% | +$1.18M |
|