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 | |
|---|---|---|---|---|---|---|
2601
Digi International
DGII
$1.41B
| $3.02M | ﹤0.01% |
124,702
-25,922
| -17% | -$628K |
|
2602
Direxion Daily Semiconductor Bull 3X Shares
SOXL
$14B
| $3.01M | ﹤0.01% |
+229,715
| New | +$3.01M |
|
2603
Innoviz Technologies
INVZ
$396M
| $3M | ﹤0.01% |
766,026
+362,143
| +90% | +$1.42M |
|
2604
Mesa Laboratories
MLAB
$381M
| $2.99M | ﹤0.01% |
14,662
-376
| -3% | -$76.7K |
|
2605
Champion Homes, Inc.
SKY
$4.31B
| $2.99M | ﹤0.01% |
63,022
+2,720
| +5% | +$129K |
|
2606
BOK Financial
BOKF
$7.19B
| $2.98M | ﹤0.01% |
39,479
+16,600
| +73% | +$1.25M |
|
2607
First Foundation Inc
FFWM
$491M
| $2.98M | ﹤0.01% |
145,720
+7,166
| +5% | +$147K |
|
2608
Equinor
EQNR
$61.9B
| $2.98M | ﹤0.01% |
85,672
-54,021
| -39% | -$1.88M |
|
2609
WIX.com
WIX
$10.2B
| $2.98M | ﹤0.01% |
45,419
+1,049
| +2% | +$68.8K |
|
2610
Dorchester Minerals
DMLP
$1.21B
| $2.98M | ﹤0.01% |
124,769
-67
| -0.1% | -$1.6K |
|
|
SMC
2611
Summit Midstream Corporation
SMC
$285M
| $2.97M | ﹤0.01% |
233,022
+221
| +0.1% | +$2.81K |
|
2612
ChargePoint
CHPT
$252M
| $2.96M | ﹤0.01% |
10,795
+1,948
| +22% | +$533K |
|
2613
Under Armour Class C
UA
$2.08B
| $2.95M | ﹤0.01% |
389,424
+200,452
| +106% | +$1.52M |
|
2614
Vanguard Emerging Markets Government Bond ETF
VWOB
$4.82B
| $2.95M | ﹤0.01% |
48,130
-70,826
| -60% | -$4.34M |
|
2615
Adtran
ADTN
$767M
| $2.95M | ﹤0.01% |
168,019
-109,061
| -39% | -$1.91M |
|
2616
Denali Therapeutics
DNLI
$1.93B
| $2.94M | ﹤0.01% |
100,025
+2,653
| +3% | +$78.1K |
|
2617
Sibanye-Stillwater
SBSW
$6.18B
| $2.94M | ﹤0.01% |
294,594
-60,548
| -17% | -$603K |
|
2618
Stock Yards Bancorp
SYBT
$2.26B
| $2.93M | ﹤0.01% |
48,995
+25,762
| +111% | +$1.54M |
|
|
ACAH
2619
DELISTED
Atlantic Coastal Acquisition Corp. Class A Common Stock
ACAH
| $2.93M | ﹤0.01% |
299,661
-220,854
| -42% | -$2.16M |
|
2620
Novavax
NVAX
$1.39B
| $2.93M | ﹤0.01% |
56,991
-13,345
| -19% | -$686K |
|
2621
ESAB
ESAB
$6.66B
| $2.92M | ﹤0.01% |
+66,701
| New | +$2.92M |
|
|
MYOV
2622
DELISTED
Myovant Sciences Ltd.
MYOV
| $2.91M | ﹤0.01% |
234,391
+218,733
| +1,397% | +$2.72M |
|
2623
iShares US Healthcare ETF
IYH
$2.75B
| $2.91M | ﹤0.01% |
54,050
-835
| -2% | -$44.9K |
|
|
RMGC
2624
DELISTED
RMG Acquisition Corp. III Class A Ordinary Shares
RMGC
| $2.9M | ﹤0.01% |
+295,000
| New | +$2.9M |
|
2625
Buckle
BKE
$3.13B
| $2.9M | ﹤0.01% |
104,776
+14,824
| +16% | +$411K |
|