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 | |
|---|---|---|---|---|---|---|
2351
Hilltop Holdings
HTH
$2.14B
| $4.78M | ﹤0.01% |
160,981
+15,444
| +11% | +$458K |
|
|
ELME
2352
Elme Communities
ELME
$1.48B
| $4.77M | ﹤0.01% |
267,141
+5,345
| +2% | +$95.5K |
|
|
DEA
2353
Easterly Government Properties
DEA
$1.05B
| $4.76M | ﹤0.01% |
138,590
-5,092
| -4% | -$175K |
|
2354
Alpha and Omega Semiconductor
AOSL
$843M
| $4.76M | ﹤0.01% |
176,581
-2,875
| -2% | -$77.5K |
|
|
PPBI
2355
DELISTED
Pacific Premier Bancorp
PPBI
| $4.75M | ﹤0.01% |
197,808
+25,886
| +15% | +$622K |
|
|
DHC
2356
Diversified Healthcare Trust
DHC
$1.06B
| $4.74M | ﹤0.01% |
3,512,241
-667,255
| -16% | -$901K |
|
2357
Virtu Financial
VIRT
$2.97B
| $4.74M | ﹤0.01% |
250,624
+17,555
| +8% | +$332K |
|
|
CBAY
2358
DELISTED
Cymabay Therapeutics
CBAY
| $4.73M | ﹤0.01% |
542,407
+539,415
| +18,029% | +$4.7M |
|
2359
Photronics
PLAB
$1.38B
| $4.73M | ﹤0.01% |
285,187
-29,945
| -10% | -$497K |
|
|
INDT
2360
DELISTED
INDUS Realty Trust, Inc. (MD) Common Stock
INDT
| $4.73M | ﹤0.01% |
71,313
+52,536
| +280% | +$3.48M |
|
2361
SI-BONE Inc
SIBN
$635M
| $4.73M | ﹤0.01% |
240,306
+14,700
| +7% | +$289K |
|
|
CTIC
2362
DELISTED
CTI BioPharma Corp. (DE) Common Stock
CTIC
| $4.72M | ﹤0.01% |
1,124,714
-61,316
| -5% | -$258K |
|
2363
Glaukos
GKOS
$4.71B
| $4.71M | ﹤0.01% |
93,936
-65,528
| -41% | -$3.28M |
|
2364
Full House Resorts
FLL
$122M
| $4.71M | ﹤0.01% |
650,761
+8,386
| +1% | +$60.6K |
|
2365
Victory Capital Holdings
VCTR
$4.49B
| $4.7M | ﹤0.01% |
160,690
-29,220
| -15% | -$855K |
|
2366
Brookfield Renewable
BEP
$7.2B
| $4.7M | ﹤0.01% |
149,050
+101,984
| +217% | +$3.21M |
|
2367
Installed Building Products
IBP
$7.02B
| $4.69M | ﹤0.01% |
41,117
+12,350
| +43% | +$1.41M |
|
2368
DoubleVerify
DV
$2.12B
| $4.69M | ﹤0.01% |
155,470
+118,285
| +318% | +$3.57M |
|
2369
Under Armour Class C
UA
$2.05B
| $4.68M | ﹤0.01% |
548,149
+15,391
| +3% | +$131K |
|
2370
Pilgrim's Pride
PPC
$10.1B
| $4.67M | ﹤0.01% |
201,591
+9,736
| +5% | +$226K |
|
2371
Vanguard Russell 1000 Growth ETF
VONG
$32.5B
| $4.67M | ﹤0.01% |
74,192
-63,125
| -46% | -$3.97M |
|
2372
AnaptysBio
ANAB
$554M
| $4.65M | ﹤0.01% |
213,741
-343
| -0.2% | -$7.46K |
|
2373
Credit Acceptance
CACC
$5.67B
| $4.64M | ﹤0.01% |
10,653
+5,503
| +107% | +$2.4M |
|
2374
Adaptive Biotechnologies
ADPT
$1.95B
| $4.63M | ﹤0.01% |
523,748
+120,353
| +30% | +$1.06M |
|
2375
JPMorgan Diversified Return US Equity ETF
JPUS
$389M
| $4.62M | ﹤0.01% |
48,365
+5,289
| +12% | +$506K |
|