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 International Research Enhanced Equity ETF
JIRE
|
+$4.15B |
| 2 |
Microsoft
MSFT
|
+$2.17B |
| 3 |
UnitedHealth
UNH
|
+$1.8B |
| 4 |
Amazon
AMZN
|
+$1.7B |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$1.41B |
Top Sells
| 1 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$4.17B |
| 2 |
Vanguard Short-Term Bond ETF
BSV
|
+$1.58B |
| 3 |
iShares Short Treasury Bond ETF
SHV
|
+$659M |
| 4 |
Financial Select Sector SPDR Fund
XLF
|
+$627M |
| 5 |
CERN
Cerner Corp
CERN
|
+$608M |
Sector Composition
| 1 | Technology | 16% |
| 2 | Healthcare | 13.32% |
| 3 | Financials | 11.15% |
| 4 | Consumer Discretionary | 8.38% |
| 5 | Industrials | 7.77% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2476
WesBanco
WSBC
$3.1B
| $3.63M | ﹤0.01% |
114,561
+11,319
| +11% | +$359K |
|
|
BITE
2477
DELISTED
Bite Acquisition Corp.
BITE
| $3.62M | ﹤0.01% |
368,796
-312,219
| -46% | -$3.06M |
|
2478
Viasat
VSAT
$4.05B
| $3.61M | ﹤0.01% |
117,966
-1,035
| -0.9% | -$31.7K |
|
2479
Coca-Cola Femsa
KOF
$17.4B
| $3.61M | ﹤0.01% |
65,332
+61,099
| +1,443% | +$3.38M |
|
2480
iShares US Healthcare Providers ETF
IHF
$804M
| $3.61M | ﹤0.01% |
70,695
+7,395
| +12% | +$378K |
|
2481
Nkarta
NKTX
$141M
| $3.61M | ﹤0.01% |
292,938
+22,814
| +8% | +$281K |
|
2482
Artisan Partners
APAM
$3.23B
| $3.61M | ﹤0.01% |
101,355
-15,788
| -13% | -$562K |
|
|
NIU
2483
Niu Technologies
NIU
$339M
| $3.6M | ﹤0.01% |
418,165
+10,987
| +3% | +$94.5K |
|
2484
HUTCHMED
HCM
$3B
| $3.59M | ﹤0.01% |
284,329
-129,120
| -31% | -$1.63M |
|
2485
Deluxe
DLX
$893M
| $3.59M | ﹤0.01% |
165,823
-27,027
| -14% | -$586K |
|
2486
iShares MSCI Japan Small-Cap ETF
SCJ
$150M
| $3.59M | ﹤0.01% |
58,677
-1,885
| -3% | -$115K |
|
2487
Gentherm
THRM
$1.11B
| $3.59M | ﹤0.01% |
57,465
-2,054
| -3% | -$128K |
|
|
ESGR
2488
DELISTED
Enstar Group
ESGR
| $3.59M | ﹤0.01% |
16,756
-235
| -1% | -$50.3K |
|
2489
Axcelis
ACLS
$3.04B
| $3.58M | ﹤0.01% |
65,308
+9,365
| +17% | +$514K |
|
2490
Oceaneering
OII
$2.47B
| $3.58M | ﹤0.01% |
335,354
-496,270
| -60% | -$5.3M |
|
|
SAFE
2491
Safehold
SAFE
$1.2B
| $3.57M | ﹤0.01% |
53,559
-25,797
| -33% | -$1.72M |
|
2492
Global X Lithium & Battery Tech ETF
LIT
$1.2B
| $3.57M | ﹤0.01% |
49,160
-17,091
| -26% | -$1.24M |
|
|
DCRD
2493
DELISTED
Decarbonization Plus Acquisition Corporation IV Class A Ordinary Share
DCRD
| $3.57M | ﹤0.01% |
360,000
-10,000
| -3% | -$99.1K |
|
|
SLCA
2494
DELISTED
U.S. SILICA HOLDINGS, INC.
SLCA
| $3.56M | ﹤0.01% |
311,838
+71,499
| +30% | +$817K |
|
|
XIFR
2495
XPLR Infrastructure, LP
XIFR
$947M
| $3.56M | ﹤0.01% |
48,024
+18,170
| +61% | +$1.35M |
|
|
QVCGA
2496
QVC Group, Inc. Series A Common Stock
QVCGA
$121M
| $3.55M | ﹤0.01% |
24,744
+10,718
| +76% | +$1.54M |
|
|
SJIV
2497
DELISTED
South Jersey Industries, Inc. Corporate Units
SJIV
| $3.54M | ﹤0.01% |
52,206
+27,206
| +109% | +$1.85M |
|
|
DEN
2498
DELISTED
Denbury Inc.
DEN
| $3.53M | ﹤0.01% |
58,891
-11,031
| -16% | -$662K |
|
2499
Ligand Pharmaceuticals
LGND
$3.31B
| $3.53M | ﹤0.01% |
63,397
-3,220
| -5% | -$179K |
|
2500
International Money Express
IMXI
$429M
| $3.53M | ﹤0.01% |
172,186
+115,604
| +204% | +$2.37M |
|