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 | |
|---|---|---|---|---|---|---|
2626
Ameresco
AMRC
$1.65B
| $2.9M | ﹤0.01% |
63,605
-26,210
| -29% | -$1.19M |
|
|
APMI
2627
DELISTED
AxonPrime Infrastructure Acquisition Corporation Class A Common Stock
APMI
| $2.9M | ﹤0.01% |
300,000
-264,000
| -47% | -$2.55M |
|
|
UTAA
2628
DELISTED
UTA Acquisition Corporation Class A Ordinary Shares
UTAA
| $2.89M | ﹤0.01% |
291,680
-185,900
| -39% | -$1.84M |
|
|
HA
2629
DELISTED
Hawaiian Holdings, Inc.
HA
| $2.89M | ﹤0.01% |
202,071
-50,986
| -20% | -$730K |
|
|
BBT
2630
Beacon Financial Corporation
BBT
$2.18B
| $2.89M | ﹤0.01% |
116,686
+22,272
| +24% | +$552K |
|
2631
iShares MSCI Intl Momentum Factor ETF
IMTM
$3.28B
| $2.88M | ﹤0.01% |
96,347
-28,058
| -23% | -$840K |
|
2632
Sportsman's Warehouse
SPWH
$120M
| $2.88M | ﹤0.01% |
300,006
+151,970
| +103% | +$1.46M |
|
|
ROCC
2633
DELISTED
Ranger Oil Corporation Class A Common Stock
ROCC
| $2.87M | ﹤0.01% |
87,315
+34,475
| +65% | +$1.13M |
|
|
JAQC
2634
DELISTED
Jupiter Acquisition Corporation Common stock
JAQC
| $2.87M | ﹤0.01% |
297,950
-7,000
| -2% | -$67.4K |
|
2635
Vital Energy
VTLE
$633M
| $2.86M | ﹤0.01% |
41,485
+7,983
| +24% | +$550K |
|
|
ZY
2636
DELISTED
Zymergen Inc. Common Stock
ZY
| $2.86M | ﹤0.01% |
2,322,428
-1,847,595
| -44% | -$2.27M |
|
2637
Madrigal Pharmaceuticals
MDGL
$9.82B
| $2.85M | ﹤0.01% |
39,799
+4,125
| +12% | +$295K |
|
2638
VanEck Agribusiness ETF
MOO
$623M
| $2.84M | ﹤0.01% |
32,809
+23,756
| +262% | +$2.05M |
|
2639
Marathon Digital Holdings
MARA
$6.85B
| $2.83M | ﹤0.01% |
530,492
-140,695
| -21% | -$751K |
|
|
OLO
2640
DELISTED
Olo Inc
OLO
| $2.83M | ﹤0.01% |
286,836
-212,752
| -43% | -$2.1M |
|
2641
iShares Short Maturity Bond ETF
NEAR
$3.56B
| $2.83M | ﹤0.01% |
57,368
-25,979
| -31% | -$1.28M |
|
2642
Hyatt Hotels
H
$13.6B
| $2.83M | ﹤0.01% |
38,226
+13,046
| +52% | +$964K |
|
2643
Ramaco Resources Class A
METC
$2.04B
| $2.82M | ﹤0.01% |
221,703
-770,031
| -78% | -$9.8M |
|
|
ALTR
2644
DELISTED
Altair Engineering Inc. Class A Common Stock
ALTR
| $2.82M | ﹤0.01% |
53,704
-109,656
| -67% | -$5.76M |
|
|
IMAB
2645
I-MAB
IMAB
$298M
| $2.81M | ﹤0.01% |
248,972
+132,835
| +114% | +$1.5M |
|
2646
Metropolitan Bank Holding Corp
MCB
$841M
| $2.81M | ﹤0.01% |
40,433
+19,545
| +94% | +$1.36M |
|
2647
Global X Silver Miners ETF NEW
SIL
$3.12B
| $2.81M | ﹤0.01% |
108,443
+30,153
| +39% | +$781K |
|
2648
Openlane
KAR
$3.1B
| $2.81M | ﹤0.01% |
190,048
+23,607
| +14% | +$349K |
|
2649
Brinker International
EAT
$6.18B
| $2.8M | ﹤0.01% |
127,211
-127,739
| -50% | -$2.81M |
|
2650
Sterling Infrastructure
STRL
$10.6B
| $2.8M | ﹤0.01% |
127,584
+6,132
| +5% | +$134K |
|