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 | |
|---|---|---|---|---|---|---|
2776
Vicor
VICR
$2.42B
| $2.24M | ﹤0.01% |
40,842
+5,567
| +16% | +$305K |
|
|
GFLU
2777
DELISTED
GFL Environmental Inc. Tangible Equity Units
GFLU
| $2.22M | ﹤0.01% |
37,363
-9,637
| -21% | -$573K |
|
2778
Akero Therapeutics
AKRO
$3.7B
| $2.22M | ﹤0.01% |
234,827
+188,960
| +412% | +$1.79M |
|
|
VTNR
2779
DELISTED
Vertex Energy, Inc
VTNR
| $2.22M | ﹤0.01% |
+210,919
| New | +$2.22M |
|
2780
Fidelity Sustainable High Yield ETF
FSYD
$58.7M
| $2.21M | ﹤0.01% |
50,000
| – | – |
|
2781
StoneCo
STNE
$5.13B
| $2.21M | ﹤0.01% |
287,229
-595,480
| -67% | -$4.59M |
|
|
AGCB
2782
DELISTED
Altimeter Growth Corp. 2
AGCB
| $2.2M | ﹤0.01% |
223,265
-4,936
| -2% | -$48.7K |
|
|
VGR
2783
DELISTED
Vector Group Ltd.
VGR
| $2.2M | ﹤0.01% |
209,116
-86,003
| -29% | -$903K |
|
2784
Cartesian Therapeutics
RNAC
$268M
| $2.19M | ﹤0.01% |
55,820
+14,777
| +36% | +$581K |
|
2785
Fossil Group
FOSL
$170M
| $2.19M | ﹤0.01% |
422,705
+400,239
| +1,782% | +$2.07M |
|
|
HTO
2786
H2O America Common Stock
HTO
$1.73B
| $2.18M | ﹤0.01% |
34,897
-713
| -2% | -$44.5K |
|
2787
JELD-WEN Holding
JELD
$503M
| $2.17M | ﹤0.01% |
148,550
+54,602
| +58% | +$797K |
|
|
LOCC
2788
DELISTED
Live Oak Crestview Climate Acquisition Corp.
LOCC
| $2.16M | ﹤0.01% |
225,228
| – | – |
|
|
MNRL
2789
DELISTED
Brigham Minerals, Inc. Class A Common Stock
MNRL
| $2.16M | ﹤0.01% |
87,645
-76,971
| -47% | -$1.9M |
|
2790
Provident Bancorp
PVBC
$230M
| $2.16M | ﹤0.01% |
137,392
-2,163
| -2% | -$34K |
|
2791
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.6B
| $2.15M | ﹤0.01% |
28,730
+7,785
| +37% | +$584K |
|
|
LAND
2792
Gladstone Land Corp
LAND
$339M
| $2.15M | ﹤0.01% |
97,155
+8,908
| +10% | +$197K |
|
2793
EverCommerce
EVCM
$2.2B
| $2.15M | ﹤0.01% |
237,879
+181,331
| +321% | +$1.64M |
|
2794
Coeur Mining
CDE
$10.5B
| $2.15M | ﹤0.01% |
707,382
-294,971
| -29% | -$897K |
|
2795
Qfin Holdings, Inc. American Depositary Shares
QFIN
$4.02B
| $2.15M | ﹤0.01% |
124,020
-85,609
| -41% | -$1.48M |
|
2796
Core & Main
CNM
$9.6B
| $2.14M | ﹤0.01% |
96,102
-18,473
| -16% | -$412K |
|
2797
Cognyte Software
CGNT
$622M
| $2.14M | ﹤0.01% |
503,457
+133,891
| +36% | +$569K |
|
2798
Procept Biorobotics
PRCT
$2.12B
| $2.14M | ﹤0.01% |
65,414
+60,061
| +1,122% | +$1.96M |
|
2799
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.46B
| $2.14M | ﹤0.01% |
45,170
+1,888
| +4% | +$89.2K |
|
2800
Provident Financial Services
PFS
$2.65B
| $2.13M | ﹤0.01% |
95,870
-68,127
| -42% | -$1.52M |
|