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 | |
|---|---|---|---|---|---|---|
2526
Extreme Networks
EXTR
$3B
| $3.38M | ﹤0.01% |
378,545
-501,158
| -57% | -$4.47M |
|
2527
ProShares MSCI Transformational Changes ETF
ANEW
$7.81M
| $3.37M | ﹤0.01% |
105,598
| – | – |
|
2528
LivePerson
LPSN
$66.2M
| $3.37M | ﹤0.01% |
238,175
-187,631
| -44% | -$2.65M |
|
2529
California Resources
CRC
$4.82B
| $3.37M | ﹤0.01% |
87,422
-72,616
| -45% | -$2.8M |
|
|
KIII
2530
DELISTED
Kismet Acquisition Three Corp. Class A Ordinary Shares
KIII
| $3.37M | ﹤0.01% |
343,390
-301,631
| -47% | -$2.96M |
|
2531
National Beverage
FIZZ
$3.61B
| $3.36M | ﹤0.01% |
68,651
+36,093
| +111% | +$1.77M |
|
2532
Altice USA
ATUS
$1.27B
| $3.34M | ﹤0.01% |
361,649
-201,168
| -36% | -$1.86M |
|
2533
4D Molecular Therapeutics
FDMT
$332M
| $3.34M | ﹤0.01% |
478,757
+111,212
| +30% | +$777K |
|
2534
Energy Recovery
ERII
$805M
| $3.34M | ﹤0.01% |
171,992
-2,971
| -2% | -$57.7K |
|
|
HSKA
2535
DELISTED
Heska Corp
HSKA
| $3.34M | ﹤0.01% |
35,286
+362
| +1% | +$34.2K |
|
|
WPCB
2536
DELISTED
Warburg Pincus Capital Corporation I-B
WPCB
| $3.33M | ﹤0.01% |
339,811
+229,218
| +207% | +$2.25M |
|
|
CTT
2537
DELISTED
CATCHMARK TIMBER TRUST, INC.
CTT
| $3.32M | ﹤0.01% |
330,009
+269,869
| +449% | +$2.71M |
|
2538
Eldorado Gold
EGO
$5.48B
| $3.32M | ﹤0.01% |
519,275
-1,702,888
| -77% | -$10.9M |
|
2539
Dave & Buster's
PLAY
$705M
| $3.32M | ﹤0.01% |
101,190
-25,914
| -20% | -$849K |
|
|
GHIX
2540
DELISTED
Gores Holdings IX, Inc. Class A Common Stock
GHIX
| $3.32M | ﹤0.01% |
+344,769
| New | +$3.32M |
|
|
GPP
2541
DELISTED
Green Plains Partners LP
GPP
| $3.32M | ﹤0.01% |
272,310
-2,364
| -0.9% | -$28.8K |
|
2542
Triumph Financial, Inc.
TFIN
$1.41B
| $3.32M | ﹤0.01% |
52,996
+5,443
| +11% | +$341K |
|
|
NTST
2543
NETSTREIT Corp
NTST
$1.76B
| $3.32M | ﹤0.01% |
175,645
+852
| +0.5% | +$16.1K |
|
2544
Complete Solaria Inc
SPWR
$137M
| $3.31M | ﹤0.01% |
337,501
+147,505
| +78% | +$1.45M |
|
2545
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
$1.35B
| $3.31M | ﹤0.01% |
59,617
+53,981
| +958% | +$3M |
|
2546
SPDR S&P Semiconductor ETF
XSD
$1.58B
| $3.31M | ﹤0.01% |
21,802
+4,024
| +23% | +$611K |
|
|
HEPS
2547
D-Market Electronic Services & Trading
HEPS
$929M
| $3.28M | ﹤0.01% |
5,400,955
+5,396,918
| +133,686% | +$3.28M |
|
2548
Biomea Fusion
BMEA
$124M
| $3.28M | ﹤0.01% |
273,925
+256,543
| +1,476% | +$3.07M |
|
|
TVRD
2549
Tvardi Therapeutics, Inc. Common Stock
TVRD
$363M
| $3.27M | ﹤0.01% |
9,962
+1,650
| +20% | +$542K |
|
2550
iShares Ultra Short Duration Bond Active ETF
ICSH
$6.38B
| $3.26M | ﹤0.01% |
65,190
-4,850
| -7% | -$243K |
|