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
|
+$5.59B |
| 2 |
iShares Short Treasury Bond ETF
SHV
|
+$3.18B |
| 3 |
Amazon
AMZN
|
+$2.09B |
| 4 |
NVIDIA
NVDA
|
+$2.01B |
| 5 |
Meta Platforms (Facebook)
META
|
+$1.99B |
Top Sells
| 1 |
Eli Lilly
LLY
|
+$1.75B |
| 2 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$1.33B |
| 3 |
UnitedHealth
UNH
|
+$1.23B |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$1.17B |
| 5 |
Automatic Data Processing
ADP
|
+$1.16B |
Sector Composition
| 1 | Technology | 18.3% |
| 2 | Healthcare | 11.5% |
| 3 | Financials | 9.97% |
| 4 | Consumer Discretionary | 9.25% |
| 5 | Industrials | 7.55% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2126
Treace Medical Concepts
TMCI
$452M
| $7.08M | ﹤0.01% |
281,203
+47,284
| +20% | +$1.19M |
|
|
AHH
2127
Armada Hoffler Properties
AHH
$596M
| $7.08M | ﹤0.01% |
599,547
+91,834
| +18% | +$1.08M |
|
2128
Eagle Bancorp
EGBN
$613M
| $7.07M | ﹤0.01% |
211,094
-30,668
| -13% | -$1.03M |
|
2129
Fidelity Blue Chip Growth ETF
FBCG
$4.87B
| $7.06M | ﹤0.01% |
277,401
-6,421
| -2% | -$163K |
|
2130
Plains GP Holdings
PAGP
$3.69B
| $7.03M | ﹤0.01% |
535,426
-104,183
| -16% | -$1.37M |
|
2131
Moog
MOG.A
$6.33B
| $7.02M | ﹤0.01% |
69,718
+16,768
| +32% | +$1.69M |
|
2132
Global X Lithium & Battery Tech ETF
LIT
$1.18B
| $6.99M | ﹤0.01% |
110,059
+38,839
| +55% | +$2.47M |
|
2133
Alpha Metallurgical Resources
AMR
$2B
| $6.99M | ﹤0.01% |
44,790
+4,586
| +11% | +$715K |
|
2134
iShares Morningstar US Equity ETF
ILCB
$1.13B
| $6.98M | ﹤0.01% |
123,715
-7,468
| -6% | -$421K |
|
2135
Orthofix Medical
OFIX
$585M
| $6.97M | ﹤0.01% |
416,367
+254,534
| +157% | +$4.26M |
|
2136
iShares MSCI Malaysia ETF
EWM
$245M
| $6.94M | ﹤0.01% |
312,886
+110,670
| +55% | +$2.45M |
|
2137
International Bancshares
IBOC
$4.27B
| $6.9M | ﹤0.01% |
161,188
+37,086
| +30% | +$1.59M |
|
2138
Lakeland Financial Corp
LKFN
$1.62B
| $6.89M | ﹤0.01% |
109,946
+11,174
| +11% | +$700K |
|
2139
Liberty Broadband Class A
LBRDA
$8.5B
| $6.89M | ﹤0.01% |
83,859
+80,434
| +2,348% | +$6.61M |
|
2140
Sumitomo Mitsui Financial
SMFG
$106B
| $6.88M | ﹤0.01% |
859,885
+327,481
| +62% | +$2.62M |
|
2141
Nu Skin
NUS
$582M
| $6.85M | ﹤0.01% |
174,335
-44,126
| -20% | -$1.73M |
|
|
KREF
2142
KKR Real Estate Finance Trust
KREF
$606M
| $6.85M | ﹤0.01% |
601,504
-613,841
| -51% | -$6.99M |
|
2143
Magnite
MGNI
$3.23B
| $6.85M | ﹤0.01% |
739,389
+607,271
| +460% | +$5.62M |
|
2144
iShares US Financial Services ETF
IYG
$1.93B
| $6.84M | ﹤0.01% |
136,032
+12,738
| +10% | +$641K |
|
2145
Anywhere Real Estate
HOUS
$796M
| $6.84M | ﹤0.01% |
1,296,168
-249,766
| -16% | -$1.32M |
|
|
CSII
2146
DELISTED
Cardiovascular Systems, Inc.
CSII
| $6.83M | ﹤0.01% |
344,024
+16,100
| +5% | +$320K |
|
|
BSMX
2147
DELISTED
Banco Santander México, S, A., Institución de Banca Múltiple, Grupo Financiero Santander México
BSMX
| $6.83M | ﹤0.01% |
1,008,842
-691,970
| -41% | -$4.68M |
|
2148
VanEck Morningstar Wide Moat ETF
MOAT
$12.6B
| $6.81M | ﹤0.01% |
92,287
+66
| +0.1% | +$4.87K |
|
2149
United Microelectronic
UMC
$17.3B
| $6.81M | ﹤0.01% |
777,162
+670,460
| +628% | +$5.87M |
|
2150
Twilio
TWLO
$15.5B
| $6.8M | ﹤0.01% |
102,038
-80,766
| -44% | -$5.38M |
|