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 | |
|---|---|---|---|---|---|---|
2401
Entravision Communication
EVC
$221M
| $4.47M | ﹤0.01% |
737,905
+8,359
| +1% | +$50.6K |
|
|
TPIC
2402
DELISTED
TPI Composites
TPIC
| $4.46M | ﹤0.01% |
341,675
+313,690
| +1,121% | +$4.09M |
|
2403
CBIZ
CBZ
$3.07B
| $4.45M | ﹤0.01% |
90,004
-8,618
| -9% | -$427K |
|
2404
Oceaneering
OII
$2.43B
| $4.45M | ﹤0.01% |
252,244
+4,551
| +2% | +$80.2K |
|
2405
Alight
ALIT
$1.79B
| $4.43M | ﹤0.01% |
481,106
+147,339
| +44% | +$1.36M |
|
2406
Methode Electronics
MEI
$285M
| $4.42M | ﹤0.01% |
100,658
+20,276
| +25% | +$890K |
|
2407
Amphastar Pharmaceuticals
AMPH
$1.25B
| $4.42M | ﹤0.01% |
117,767
+4,014
| +4% | +$151K |
|
2408
Dimensional US Core Equity Market ETF
DFAU
$9.28B
| $4.41M | ﹤0.01% |
153,404
+59,545
| +63% | +$1.71M |
|
|
HHR
2409
DELISTED
HeadHunter Group PLC American Depositary Shares
HHR
| $4.41M | ﹤0.01% |
293,156
| – | – |
|
2410
iShares Morningstar Value ETF
ILCV
$1.1B
| $4.4M | ﹤0.01% |
68,924
-2,189
| -3% | -$140K |
|
2411
Digi International
DGII
$1.35B
| $4.4M | ﹤0.01% |
130,574
+17,766
| +16% | +$598K |
|
2412
Vanguard Extended Market ETF
VXF
$24.4B
| $4.39M | ﹤0.01% |
31,321
+1,961
| +7% | +$275K |
|
2413
Dimensional US Targeted Value ETF
DFAT
$11.7B
| $4.39M | ﹤0.01% |
98,614
+11,580
| +13% | +$515K |
|
2414
Granite Construction
GVA
$4.71B
| $4.37M | ﹤0.01% |
106,478
+57,402
| +117% | +$2.36M |
|
2415
Luminar Technologies
LAZR
$165M
| $4.37M | ﹤0.01% |
44,927
+2,702
| +6% | +$263K |
|
2416
Kaiser Aluminum
KALU
$1.24B
| $4.37M | ﹤0.01% |
58,555
-5,676
| -9% | -$424K |
|
|
VRNA
2417
Verona Pharma
VRNA
$9.19B
| $4.37M | ﹤0.01% |
217,570
+215,639
| +11,167% | +$4.33M |
|
2418
Perion Network
PERI
$428M
| $4.36M | ﹤0.01% |
110,144
+50,910
| +86% | +$2.01M |
|
2419
American Eagle Outfitters
AEO
$3.44B
| $4.35M | ﹤0.01% |
323,598
+41,959
| +15% | +$564K |
|
2420
HSBC
HSBC
$241B
| $4.34M | ﹤0.01% |
127,093
-1,415,786
| -92% | -$48.3M |
|
|
BORR
2421
Borr Drilling
BORR
$873M
| $4.32M | ﹤0.01% |
570,074
+440,077
| +339% | +$3.34M |
|
2422
Surgery Partners
SGRY
$2.79B
| $4.32M | ﹤0.01% |
125,338
+42,778
| +52% | +$1.47M |
|
2423
Buckle
BKE
$3.09B
| $4.32M | ﹤0.01% |
120,945
+56,517
| +88% | +$2.02M |
|
|
CMAX
2424
DELISTED
CareMax, Inc. Class A Common Stock
CMAX
| $4.32M | ﹤0.01% |
53,886
+371
| +0.7% | +$29.7K |
|
2425
Main Street Capital
MAIN
$5.88B
| $4.29M | ﹤0.01% |
108,800
-19,793
| -15% | -$781K |
|