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 | |
|---|---|---|---|---|---|---|
2576
Angi Inc
ANGI
$803M
| $3.1M | ﹤0.01% |
67,785
+65,446
| +2,798% | +$3M |
|
2577
iShares Europe ETF
IEV
$2.29B
| $3.1M | ﹤0.01% |
72,545
+13,405
| +23% | +$572K |
|
2578
Trinity Industries
TRN
$2.31B
| $3.1M | ﹤0.01% |
127,923
-26,564
| -17% | -$643K |
|
2579
First Trust Enhanced Short Maturity ETF
FTSM
$6.17B
| $3.09M | ﹤0.01% |
52,104
+1,837
| +4% | +$109K |
|
2580
PROS Holdings
PRO
$788M
| $3.09M | ﹤0.01% |
117,816
+47,207
| +67% | +$1.24M |
|
2581
Luminar Technologies
LAZR
$159M
| $3.09M | ﹤0.01% |
34,717
+6,482
| +23% | +$577K |
|
2582
SPDR Portfolio S&P 500 Growth ETF
SPYG
$42.1B
| $3.08M | ﹤0.01% |
58,861
+18,051
| +44% | +$944K |
|
2583
First Trust Capital Strength ETF
FTCS
$8.4B
| $3.07M | ﹤0.01% |
43,874
+27,207
| +163% | +$1.9M |
|
2584
Dime Community Bancshares
DCOM
$1.39B
| $3.07M | ﹤0.01% |
103,417
+9,007
| +10% | +$267K |
|
2585
Parsons
PSN
$8.7B
| $3.06M | ﹤0.01% |
75,769
+20,359
| +37% | +$823K |
|
2586
iShares Core 10+ Year USD Bond ETF
ILTB
$588M
| $3.06M | ﹤0.01% |
55,037
-6,233
| -10% | -$346K |
|
2587
Cross Country Healthcare
CCRN
$448M
| $3.06M | ﹤0.01% |
146,738
-109,294
| -43% | -$2.28M |
|
2588
Cheesecake Factory
CAKE
$2.75B
| $3.06M | ﹤0.01% |
115,602
+48,366
| +72% | +$1.28M |
|
|
TRQ
2589
DELISTED
Turquoise Hill Resources Ltd
TRQ
| $3.05M | ﹤0.01% |
114,013
+46,372
| +69% | +$1.24M |
|
|
FBMS
2590
DELISTED
The First Bancshares, Inc.
FBMS
| $3.05M | ﹤0.01% |
106,731
+41,319
| +63% | +$1.18M |
|
|
MNTV
2591
DELISTED
Momentive Global Inc. Common Stock
MNTV
| $3.05M | ﹤0.01% |
346,309
-13,601
| -4% | -$120K |
|
2592
Ubiquiti
UI
$37.9B
| $3.05M | ﹤0.01% |
12,275
+207
| +2% | +$51.4K |
|
|
INFN
2593
DELISTED
Infinera Corporation Common Stock
INFN
| $3.05M | ﹤0.01% |
568,077
+87,120
| +18% | +$467K |
|
2594
Vanguard Mid-Cap Growth ETF
VOT
$18B
| $3.04M | ﹤0.01% |
17,356
-18,493
| -52% | -$3.24M |
|
|
VIVO
2595
DELISTED
Meridian Bioscience Inc
VIVO
| $3.04M | ﹤0.01% |
100,032
-56,599
| -36% | -$1.72M |
|
2596
Capital City Bank Group
CCBG
$746M
| $3.04M | ﹤0.01% |
109,027
+87,929
| +417% | +$2.45M |
|
2597
Universal Corp
UVV
$1.4B
| $3.04M | ﹤0.01% |
50,234
-6,245
| -11% | -$378K |
|
2598
Vertiv
VRT
$54.2B
| $3.04M | ﹤0.01% |
369,713
+132,851
| +56% | +$1.09M |
|
|
KRTX
2599
DELISTED
Karuna Therapeutics, Inc. Common Stock
KRTX
| $3.03M | ﹤0.01% |
23,966
+3,748
| +19% | +$474K |
|
|
KLRS
2600
Kalaris Therapeutics, Inc. Common Stock
KLRS
$82.1M
| $3.03M | ﹤0.01% |
33,731
+518
| +2% | +$46.5K |
|