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
|
+$2.82B |
| 2 |
JPMorgan BetaBuilders Japan ETF
BBJP
|
+$1.91B |
| 3 |
JPMorgan BetaBuilders International Equity ETF
BBIN
|
+$1.64B |
| 4 |
iShares Russell 2000 ETF
IWM
|
+$1.1B |
| 5 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
+$895M |
Top Sells
| 1 |
iShares Core MSCI EAFE ETF
IEFA
|
+$1.89B |
| 2 |
iShares MSCI EAFE ETF
EFA
|
+$1.86B |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
+$931M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
+$889M |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$862M |
Sector Composition
| 1 | Technology | 16.95% |
| 2 | Financials | 11.22% |
| 3 | Healthcare | 11.1% |
| 4 | Consumer Discretionary | 10.84% |
| 5 | Industrials | 7.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2426
GameStop
GME
$11.8B
| $2.54M | ﹤0.01% |
2,339,372
+777,464
| +50% | +$843K |
|
|
UMH
2427
UMH Properties
UMH
$1.28B
| $2.52M | ﹤0.01% |
194,964
-13,681
| -7% | -$177K |
|
2428
GATX Corp
GATX
$6B
| $2.52M | ﹤0.01% |
41,290
-39,700
| -49% | -$2.42M |
|
|
LBC
2429
DELISTED
Luther Burbank Corporation Common Stock
LBC
| $2.52M | ﹤0.01% |
251,646
-2,933
| -1% | -$29.3K |
|
|
LORL
2430
DELISTED
Loral Space and Communications, Inc.
LORL
| $2.52M | ﹤0.01% |
128,957
+101,049
| +362% | +$1.97M |
|
2431
iShares International Select Dividend ETF
IDV
$5.85B
| $2.51M | ﹤0.01% |
100,010
-28,058
| -22% | -$705K |
|
2432
United Natural Foods
UNFI
$1.76B
| $2.51M | ﹤0.01% |
137,772
+119,954
| +673% | +$2.19M |
|
2433
SPX Corp
SPXC
$9.18B
| $2.51M | ﹤0.01% |
60,957
-36,454
| -37% | -$1.5M |
|
|
SWCH
2434
DELISTED
Switch, Inc. Class A Common Stock
SWCH
| $2.51M | ﹤0.01% |
140,746
+36,093
| +34% | +$643K |
|
|
GTS
2435
DELISTED
Triple-S Management Corporation
GTS
| $2.5M | ﹤0.01% |
131,495
-258,553
| -66% | -$4.92M |
|
|
GLIBA
2436
DELISTED
GCI Liberty, Inc. Class A Common Stock (DE)
GLIBA
| $2.5M | ﹤0.01% |
35,160
-21,358
| -38% | -$1.52M |
|
2437
Alphatec Holdings
ATEC
$2.22B
| $2.48M | ﹤0.01% |
527,335
+46,707
| +10% | +$219K |
|
2438
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.47B
| $2.48M | ﹤0.01% |
49,676
+12,031
| +32% | +$600K |
|
|
PROS
2439
DELISTED
ProSight Global, Inc.
PROS
| $2.48M | ﹤0.01% |
278,389
+189,191
| +212% | +$1.68M |
|
2440
Global X FinTech ETF
FINX
$314M
| $2.47M | ﹤0.01% |
74,358
+22,115
| +42% | +$735K |
|
2441
MGE Energy Inc
MGEE
$3.04B
| $2.47M | ﹤0.01% |
38,258
-76,841
| -67% | -$4.95M |
|
2442
Farmer Brothers
FARM
$39.9M
| $2.45M | ﹤0.01% |
333,435
+330,025
| +9,678% | +$2.42M |
|
2443
Tanger
SKT
$3.82B
| $2.45M | ﹤0.01% |
343,127
-331,415
| -49% | -$2.36M |
|
2444
Upland Software
UPLD
$71.4M
| $2.45M | ﹤0.01% |
70,386
+15,476
| +28% | +$538K |
|
2445
Howard Hughes
HHH
$4.86B
| $2.45M | ﹤0.01% |
49,364
-36,230
| -42% | -$1.79M |
|
|
XIFR
2446
XPLR Infrastructure, LP
XIFR
$913M
| $2.44M | ﹤0.01% |
47,643
-85,914
| -64% | -$4.41M |
|
|
SRNE
2447
DELISTED
Sorrento Therapeutics, Inc.
SRNE
| $2.44M | ﹤0.01% |
388,946
+108,199
| +39% | +$679K |
|
2448
Coca-Cola Consolidated
COKE
$10.2B
| $2.44M | ﹤0.01% |
106,450
+23,240
| +28% | +$533K |
|
2449
News Corp Class A
NWSA
$16.7B
| $2.43M | ﹤0.01% |
205,003
-458,244
| -69% | -$5.43M |
|
2450
Toyota
TM
$259B
| $2.42M | ﹤0.01% |
19,225
-9,076
| -32% | -$1.14M |
|