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 | |
|---|---|---|---|---|---|---|
2226
Olin
OLN
$2.91B
| $3.27M | ﹤0.01% |
162,363
+19,306
| +13% | +$388K |
|
|
OMN
2227
DELISTED
OMNOVA Solutions Inc.
OMN
| $3.26M | ﹤0.01% |
445,010
-18,381
| -4% | -$135K |
|
2228
iShares Core S&P US Value ETF
IUSV
$22B
| $3.26M | ﹤0.01% |
66,438
-1,076
| -2% | -$52.8K |
|
|
AFI
2229
DELISTED
Armstrong Flooring, Inc.
AFI
| $3.26M | ﹤0.01% |
275,375
+251,650
| +1,061% | +$2.98M |
|
2230
Belden
BDC
$5.13B
| $3.25M | ﹤0.01% |
77,761
+21,151
| +37% | +$883K |
|
2231
Forward Air
FWRD
$901M
| $3.24M | ﹤0.01% |
59,112
+44,824
| +314% | +$2.46M |
|
2232
iShares JPMorgan EM High Yield Bond ETF
EMHY
$513M
| $3.24M | ﹤0.01% |
72,966
-3,441
| -5% | -$153K |
|
2233
TransAlta
TAC
$3.83B
| $3.23M | ﹤0.01% |
783,620
+246,953
| +46% | +$1.02M |
|
|
HA
2234
DELISTED
Hawaiian Holdings, Inc.
HA
| $3.22M | ﹤0.01% |
122,080
-53,282
| -30% | -$1.41M |
|
2235
Covenant Logistics
CVLG
$589M
| $3.22M | ﹤0.01% |
335,104
+17,504
| +6% | +$168K |
|
|
UNIT
2236
Uniti Group
UNIT
$1.62B
| $3.21M | ﹤0.01% |
205,911
-1,325,115
| -87% | -$20.6M |
|
2237
Mattel
MAT
$5.6B
| $3.21M | ﹤0.01% |
320,811
+9,509
| +3% | +$95K |
|
|
FLG
2238
Flagstar Financial, Inc.
FLG
$5.03B
| $3.21M | ﹤0.01% |
113,533
-452,119
| -80% | -$12.8M |
|
2239
SI-BONE Inc
SIBN
$651M
| $3.19M | ﹤0.01% |
+152,589
| New | +$3.19M |
|
2240
SPDR S&P Oil & Gas Equipment & Services ETF
XES
$159M
| $3.18M | ﹤0.01% |
35,274
+188
| +0.5% | +$16.9K |
|
|
CSW
2241
CSW Industrials, Inc.
CSW
$4.13B
| $3.17M | ﹤0.01% |
65,650
+51,852
| +376% | +$2.51M |
|
|
CXP
2242
DELISTED
COLUMBIA PROPERTY TRUST, INC.
CXP
| $3.17M | ﹤0.01% |
163,878
+32,805
| +25% | +$635K |
|
|
JOYY
2243
JOYY Inc. American Depositary Shares
JOYY
$3.23B
| $3.17M | ﹤0.01% |
52,933
-29,325
| -36% | -$1.76M |
|
2244
CSG Systems International
CSGS
$1.87B
| $3.17M | ﹤0.01% |
99,579
-18,602
| -16% | -$591K |
|
|
PGRE
2245
Paramount Group
PGRE
$1.63B
| $3.16M | ﹤0.01% |
251,799
+42,809
| +20% | +$538K |
|
2246
California Water Service
CWT
$2.68B
| $3.16M | ﹤0.01% |
66,241
+6,268
| +10% | +$299K |
|
2247
iShares MSCI South Africa ETF
EZA
$445M
| $3.16M | ﹤0.01% |
62,540
+28,972
| +86% | +$1.46M |
|
2248
EXL Service
EXLS
$6.84B
| $3.15M | ﹤0.01% |
299,760
+20,935
| +8% | +$220K |
|
2249
Valmont Industries
VMI
$7.39B
| $3.15M | ﹤0.01% |
28,398
-20,848
| -42% | -$2.31M |
|
2250
Interface
TILE
$1.7B
| $3.15M | ﹤0.01% |
220,933
+13,642
| +7% | +$194K |
|