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 | |
|---|---|---|---|---|---|---|
2326
Upwork
UPWK
$2.27B
| $2.5M | ﹤0.01% |
387,340
+174,186
| +82% | +$1.12M |
|
2327
Skillsoft
SKIL
$121M
| $2.49M | ﹤0.01% |
+12,501
| New | +$2.49M |
|
2328
Axos Financial
AX
$4.98B
| $2.49M | ﹤0.01% |
137,175
+114,783
| +513% | +$2.08M |
|
2329
Materion
MTRN
$2.38B
| $2.49M | ﹤0.01% |
71,031
+51,594
| +265% | +$1.81M |
|
2330
NBT Bancorp
NBTB
$2.21B
| $2.49M | ﹤0.01% |
76,718
-79,931
| -51% | -$2.59M |
|
|
VRTU
2331
DELISTED
Virtusa Corporation
VRTU
| $2.48M | ﹤0.01% |
87,438
-60,117
| -41% | -$1.71M |
|
|
RMO
2332
DELISTED
Romeo Power, Inc.
RMO
| $2.48M | ﹤0.01% |
+250,000
| New | +$2.48M |
|
|
IOTS
2333
DELISTED
Adesto Technologies Corporation Common Stock
IOTS
| $2.48M | ﹤0.01% |
350,438
+334,362
| +2,080% | +$2.37M |
|
|
CIM
2334
Chimera Investment
CIM
$1.13B
| $2.48M | ﹤0.01% |
90,764
+17,818
| +24% | +$486K |
|
|
RESI
2335
DELISTED
Front Yard Residential Corporation Common Stock
RESI
| $2.48M | ﹤0.01% |
207,287
-168,257
| -45% | -$2.01M |
|
2336
Dine Brands
DIN
$370M
| $2.47M | ﹤0.01% |
86,261
+61,976
| +255% | +$1.78M |
|
|
SINA
2337
DELISTED
Sina Corp
SINA
| $2.47M | ﹤0.01% |
77,639
+17,102
| +28% | +$545K |
|
2338
First Financial Corporation Common Stock
THFF
$678M
| $2.47M | ﹤0.01% |
73,242
-5,271
| -7% | -$178K |
|
2339
Waterstone Financial
WSBF
$281M
| $2.47M | ﹤0.01% |
169,655
+5,639
| +3% | +$82K |
|
|
AQUA
2340
DELISTED
Evoqua Water Technologies Corp. Common Stock
AQUA
| $2.47M | ﹤0.01% |
219,932
+113,250
| +106% | +$1.27M |
|
|
BDXA
2341
DELISTED
Becton, Dickinson and Company Depositary Shares, each Representing a 1/20th Interest in a Share of 6
BDXA
| $2.46M | ﹤0.01% |
47,070
-998,776
| -95% | -$52.2M |
|
2342
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.5B
| $2.45M | ﹤0.01% |
46,991
+39,534
| +530% | +$2.06M |
|
2343
International Bancshares
IBOC
$4.28B
| $2.45M | ﹤0.01% |
91,176
-2,680
| -3% | -$72K |
|
|
CETV
2344
DELISTED
Central European Media Enterprises Ltd
CETV
| $2.45M | ﹤0.01% |
782,476
+347,490
| +80% | +$1.09M |
|
|
AHT
2345
Ashford Hospitality Trust
AHT
$38M
| $2.45M | ﹤0.01% |
3,307
+263
| +9% | +$194K |
|
2346
Domo
DOMO
$696M
| $2.44M | ﹤0.01% |
245,366
+226,824
| +1,223% | +$2.25M |
|
2347
Greenlight Captial
GLRE
$429M
| $2.44M | ﹤0.01% |
409,427
-22,841
| -5% | -$136K |
|
2348
Anywhere Real Estate
HOUS
$785M
| $2.42M | ﹤0.01% |
804,809
+448,077
| +126% | +$1.35M |
|
2349
Steven Madden
SHOO
$2.29B
| $2.42M | ﹤0.01% |
104,170
-77,338
| -43% | -$1.8M |
|
2350
The Greenbrier Companies
GBX
$1.43B
| $2.42M | ﹤0.01% |
136,311
-33,079
| -20% | -$587K |
|