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 | |
|---|---|---|---|---|---|---|
2676
America's Car Mart
CRMT
$283M
| $2.63M | ﹤0.01% |
26,159
-3,443
| -12% | -$346K |
|
2677
Vanguard S&P Mid-Cap 400 Growth ETF
IVOG
$1.17B
| $2.63M | ﹤0.01% |
33,288
-150,000
| -82% | -$11.9M |
|
|
VLRS
2678
Controladora Vuela Compañía de Aviación
VLRS
$769M
| $2.62M | ﹤0.01% |
255,198
-190,248
| -43% | -$1.95M |
|
2679
MakeMyTrip
MMYT
$9.45B
| $2.61M | ﹤0.01% |
101,788
+99,040
| +3,604% | +$2.54M |
|
|
IVCB
2680
DELISTED
Investcorp Europe Acquisition Corp I Class A Ordinary Shares
IVCB
| $2.61M | ﹤0.01% |
260,928
+150,000
| +135% | +$1.5M |
|
|
CLDT
2681
Chatham Lodging
CLDT
$349M
| $2.61M | ﹤0.01% |
249,870
-16,537
| -6% | -$173K |
|
|
SAFE
2682
DELISTED
Safehold Inc.
SAFE
| $2.6M | ﹤0.01% |
73,509
+10,307
| +16% | +$365K |
|
|
NNDM
2683
Nano Dimension
NNDM
$306M
| $2.6M | ﹤0.01% |
827,334
+288,922
| +54% | +$907K |
|
2684
SmartFinancial
SMBK
$644M
| $2.6M | ﹤0.01% |
107,483
+38,993
| +57% | +$942K |
|
2685
Establishment Labs
ESTA
$1.17B
| $2.6M | ﹤0.01% |
47,752
+41,509
| +665% | +$2.26M |
|
2686
Kyndryl
KD
$7.28B
| $2.59M | ﹤0.01% |
265,288
-3,408,009
| -93% | -$33.3M |
|
2687
SPDR MSCI USA Gender Diversity ETF
SHE
$276M
| $2.57M | ﹤0.01% |
33,875
+12,277
| +57% | +$932K |
|
2688
First Trust Large Cap Core AlphaDEX Fund
FEX
$1.38B
| $2.56M | ﹤0.01% |
33,589
-5,430
| -14% | -$413K |
|
2689
MarineMax
HZO
$558M
| $2.56M | ﹤0.01% |
70,719
-29,181
| -29% | -$1.05M |
|
2690
Simulations Plus
SLP
$319M
| $2.55M | ﹤0.01% |
51,715
+284
| +0.6% | +$14K |
|
|
SI
2691
DELISTED
Silvergate Capital Corporation
SI
| $2.55M | ﹤0.01% |
47,647
+18,053
| +61% | +$967K |
|
2692
Immunovant
IMVT
$2.68B
| $2.55M | ﹤0.01% |
653,181
+191,599
| +42% | +$747K |
|
2693
Piper Sandler
PIPR
$6.53B
| $2.55M | ﹤0.01% |
22,477
-66,210
| -75% | -$7.51M |
|
|
VRAY
2694
DELISTED
ViewRay, Inc.
VRAY
| $2.54M | ﹤0.01% |
956,733
-13,499
| -1% | -$35.8K |
|
2695
Nektar Therapeutics
NKTR
$1.12B
| $2.53M | ﹤0.01% |
44,438
+32,262
| +265% | +$1.84M |
|
|
MEOA
2696
DELISTED
Minority Equality Opportunities Acquisition Inc. Class A Common Stock
MEOA
| $2.53M | ﹤0.01% |
+250,000
| New | +$2.53M |
|
2697
MGP Ingredients
MGPI
$588M
| $2.53M | ﹤0.01% |
25,244
-19,344
| -43% | -$1.94M |
|
|
GSD
2698
DELISTED
Global Systems Dynamics Inc. Class A Common Stock
GSD
| $2.52M | ﹤0.01% |
+250,000
| New | +$2.52M |
|
2699
IAMGOLD
IAG
$6.33B
| $2.52M | ﹤0.01% |
1,562,688
-868,175
| -36% | -$1.4M |
|
2700
Invesco China Technology ETF
CQQQ
$1.75B
| $2.51M | ﹤0.01% |
49,766
+12,440
| +33% | +$628K |
|