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 S&P 500 Growth ETF
IVW
|
+$1.67B |
| 2 |
iShares S&P 500 Value ETF
IVE
|
+$1.66B |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
+$1.14B |
| 4 |
Health Care Select Sector SPDR Fund
XLV
|
+$966M |
| 5 |
iShares Russell 1000 Value ETF
IWD
|
+$877M |
Top Sells
| 1 |
JPMorgan BetaBuilders Japan ETF
BBJP
|
+$1.11B |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$1.1B |
| 3 |
Microsoft
MSFT
|
+$933M |
| 4 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$921M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
+$787M |
Sector Composition
| 1 | Technology | 15.74% |
| 2 | Healthcare | 11.55% |
| 3 | Financials | 11.4% |
| 4 | Consumer Discretionary | 9.54% |
| 5 | Industrials | 6.85% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2226
Inseego
INSG
$193M
| $2.97M | ﹤0.01% |
47,622
-697
| -1% | -$43.4K |
|
2227
iShares US Medical Devices ETF
IHI
$4.19B
| $2.97M | ﹤0.01% |
78,930
-18,744
| -19% | -$704K |
|
2228
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$3.84B
| $2.96M | ﹤0.01% |
185,690
-2,770
| -1% | -$44.2K |
|
2229
Boot Barn
BOOT
$5.49B
| $2.95M | ﹤0.01% |
228,464
+149,888
| +191% | +$1.94M |
|
2230
SPDR FTSE International Government Inflation-Protected Bond ETF
WIP
$347M
| $2.95M | ﹤0.01% |
+60,509
| New | +$2.95M |
|
2231
Clean Harbors
CLH
$12.6B
| $2.95M | ﹤0.01% |
57,369
-38,331
| -40% | -$1.97M |
|
|
BELFB
2232
Bel Fuse Class B
BELFB
$1.88B
| $2.94M | ﹤0.01% |
302,346
+133,934
| +80% | +$1.3M |
|
2233
Targa Resources
TRGP
$35.1B
| $2.94M | ﹤0.01% |
425,632
-96,769
| -19% | -$669K |
|
2234
Open Lending Corp
LPRO
$248M
| $2.94M | ﹤0.01% |
+289,383
| New | +$2.94M |
|
2235
Par Pacific Holdings
PARR
$1.8B
| $2.94M | ﹤0.01% |
413,769
+209,592
| +103% | +$1.49M |
|
2236
iShares MSCI Emerging Markets Asia ETF
EEMA
$1.51B
| $2.93M | ﹤0.01% |
51,675
+35,875
| +227% | +$2.04M |
|
2237
American Woodmark
AMWD
$1.01B
| $2.92M | ﹤0.01% |
64,095
+37,133
| +138% | +$1.69M |
|
|
TPIC
2238
DELISTED
TPI Composites
TPIC
| $2.91M | ﹤0.01% |
197,095
+171,912
| +683% | +$2.54M |
|
2239
Invesco Mortgage Capital
IVR
$500M
| $2.9M | ﹤0.01% |
85,160
+4,092
| +5% | +$140K |
|
2240
Sixth Street Specialty
TSLX
$2.19B
| $2.9M | ﹤0.01% |
208,462
+66,976
| +47% | +$932K |
|
2241
Northwest Bancshares
NWBI
$1.8B
| $2.9M | ﹤0.01% |
250,727
+205,432
| +454% | +$2.38M |
|
2242
Golar LNG
GLNG
$4.08B
| $2.9M | ﹤0.01% |
367,618
-11,404
| -3% | -$89.9K |
|
|
KRA
2243
DELISTED
Kraton Corporation
KRA
| $2.9M | ﹤0.01% |
357,574
+17,531
| +5% | +$142K |
|
2244
ChargePoint
CHPT
$249M
| $2.9M | ﹤0.01% |
+15,000
| New | +$2.9M |
|
2245
iShares International Select Dividend ETF
IDV
$5.85B
| $2.89M | ﹤0.01% |
128,068
-240,214
| -65% | -$5.43M |
|
2246
YPF
YPF
$10.9B
| $2.89M | ﹤0.01% |
693,778
+86,548
| +14% | +$361K |
|
|
SASR
2247
DELISTED
Sandy Spring Bancorp Inc
SASR
| $2.89M | ﹤0.01% |
127,802
+83,087
| +186% | +$1.88M |
|
2248
Employers Holdings
EIG
$974M
| $2.89M | ﹤0.01% |
71,337
+36,944
| +107% | +$1.5M |
|
2249
SPDR Portfolio Emerging Markets ETF
SPEM
$14.1B
| $2.89M | ﹤0.01% |
101,554
+36,152
| +55% | +$1.03M |
|
2250
Synovus
SNV
$7.02B
| $2.89M | ﹤0.01% |
164,421
-230,536
| -58% | -$4.05M |
|