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 | |
|---|---|---|---|---|---|---|
|
UBNK
2426
DELISTED
United Financial Bancorp, Inc.
UBNK
| $2.31M | ﹤0.01% |
156,960
+7,937
| +5% | +$117K |
|
|
BCPC
2427
Balchem Corporation
BCPC
$4.95B
| $2.3M | ﹤0.01% |
29,413
-19,194
| -39% | -$1.5M |
|
2428
Standard BioTools
LAB
$516M
| $2.3M | ﹤0.01% |
267,091
+194,752
| +269% | +$1.68M |
|
2429
Schwab Fundamental US Small Company Index ETF
FNDA
$8.99B
| $2.3M | ﹤0.01% |
139,896
+132,614
| +1,821% | +$2.18M |
|
|
LDL
2430
DELISTED
Lydall, Inc.
LDL
| $2.3M | ﹤0.01% |
113,091
+105,040
| +1,305% | +$2.13M |
|
2431
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.13B
| $2.29M | ﹤0.01% |
76,166
+56,648
| +290% | +$1.71M |
|
2432
Enova International
ENVA
$3.08B
| $2.29M | ﹤0.01% |
117,802
-186,998
| -61% | -$3.64M |
|
2433
DigitalBridge
DBRG
$2.15B
| $2.29M | ﹤0.01% |
122,192
-492,341
| -80% | -$9.21M |
|
2434
Lifetime Brands
LCUT
$87.5M
| $2.29M | ﹤0.01% |
227,832
-57,795
| -20% | -$580K |
|
|
FPRX
2435
DELISTED
Five Prime Therapeutics, Inc.
FPRX
| $2.28M | ﹤0.01% |
245,575
-12,077
| -5% | -$112K |
|
2436
Graham Corp
GHM
$574M
| $2.28M | ﹤0.01% |
99,903
+20,208
| +25% | +$462K |
|
|
AIFU
2437
AIFU Inc. Class A Ordinary Share
AIFU
$80M
| $2.27M | ﹤0.01% |
5,178
+3,576
| +223% | +$1.57M |
|
2438
Natera
NTRA
$24.1B
| $2.27M | ﹤0.01% |
162,755
+2,627
| +2% | +$36.7K |
|
|
NTUS
2439
DELISTED
Natus Medical Inc
NTUS
| $2.26M | ﹤0.01% |
66,502
+32,242
| +94% | +$1.1M |
|
|
TSC
2440
DELISTED
TriState Capital Holdings, Inc.
TSC
| $2.26M | ﹤0.01% |
116,292
-1,856
| -2% | -$36.1K |
|
2441
Sterling Infrastructure
STRL
$9.76B
| $2.26M | ﹤0.01% |
207,330
+47,261
| +30% | +$515K |
|
2442
SPDR S&P Homebuilders ETF
XHB
$1.91B
| $2.26M | ﹤0.01% |
69,448
-2,411,794
| -97% | -$78.4M |
|
2443
Installed Building Products
IBP
$7.02B
| $2.26M | ﹤0.01% |
66,997
+60,727
| +969% | +$2.05M |
|
2444
First Trust NASDAQ Cybersecurity ETF
CIBR
$10.8B
| $2.25M | ﹤0.01% |
96,058
+30,329
| +46% | +$710K |
|
2445
VanEck Agribusiness ETF
MOO
$622M
| $2.25M | ﹤0.01% |
39,471
-2,584
| -6% | -$147K |
|
2446
iShares Core S&P Total US Stock Market ETF
ITOT
$76.8B
| $2.25M | ﹤0.01% |
39,569
+12,075
| +44% | +$685K |
|
|
LL
2447
DELISTED
LL Flooring Holdings, Inc.
LL
| $2.25M | ﹤0.01% |
235,948
-174,131
| -42% | -$1.66M |
|
|
SYRS
2448
DELISTED
Syros Pharmaceuticals, Inc. Common Stock
SYRS
| $2.24M | ﹤0.01% |
40,176
+3,180
| +9% | +$177K |
|
2449
FormFactor
FORM
$2.45B
| $2.23M | ﹤0.01% |
158,380
+135,348
| +588% | +$1.91M |
|
2450
CEVA Inc
CEVA
$593M
| $2.23M | ﹤0.01% |
100,739
+2,513
| +3% | +$55.5K |
|