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 | |
|---|---|---|---|---|---|---|
|
VEV
2826
DELISTED
Vicinity Motor Corp. Common Stock
VEV
| $2.07M | ﹤0.01% |
275,800
+162,100
| +143% | +$1.22M |
|
2827
Frontdoor
FTDR
$4.89B
| $2.07M | ﹤0.01% |
85,792
+27,215
| +46% | +$655K |
|
2828
Flywire
FLYW
$1.66B
| $2.06M | ﹤0.01% |
117,070
-46,601
| -28% | -$821K |
|
2829
NeoGenomics
NEO
$1.11B
| $2.05M | ﹤0.01% |
251,668
+120,616
| +92% | +$983K |
|
|
BFS
2830
Saul Centers
BFS
$789M
| $2.05M | ﹤0.01% |
43,515
-416
| -0.9% | -$19.6K |
|
2831
Installed Building Products
IBP
$7.15B
| $2.05M | ﹤0.01% |
24,642
+4,305
| +21% | +$358K |
|
|
SIRE
2832
DELISTED
Sisecam Resources LP
SIRE
| $2.05M | ﹤0.01% |
118,410
-46,734
| -28% | -$808K |
|
2833
Ethan Allen Interiors
ETD
$758M
| $2.05M | ﹤0.01% |
101,185
-33,729
| -25% | -$682K |
|
2834
Safe Bulkers
SB
$473M
| $2.05M | ﹤0.01% |
535,330
-47,837
| -8% | -$183K |
|
2835
Southern First Bancshares
SFST
$373M
| $2.03M | ﹤0.01% |
46,558
+34,058
| +272% | +$1.49M |
|
|
TCRR
2836
DELISTED
TCR2 Therapeutics Inc. Common Stock
TCRR
| $2.03M | ﹤0.01% |
699,890
-13,723
| -2% | -$39.8K |
|
2837
Fidelity Total Bond ETF
FBND
$20.8B
| $2.03M | ﹤0.01% |
43,600
+503
| +1% | +$23.4K |
|
2838
OmniAb
OABI
$239M
| $2.02M | ﹤0.01% |
200,000
+100,000
| +100% | +$1.01M |
|
2839
Invesco S&P 500 Pure Growth ETF
RPG
$1.76B
| $2.02M | ﹤0.01% |
68,560
-5,310
| -7% | -$157K |
|
2840
CEVA Inc
CEVA
$629M
| $2.02M | ﹤0.01% |
60,301
+45,334
| +303% | +$1.52M |
|
2841
Flushing Financial
FFIC
$486M
| $2.02M | ﹤0.01% |
95,148
-77,626
| -45% | -$1.65M |
|
|
AZRE
2842
DELISTED
Azure Power Global Limited
AZRE
| $2.02M | ﹤0.01% |
176,893
+74,594
| +73% | +$851K |
|
2843
SPDR Nuveen Municipal Bond ETF
MBND
$28.8M
| $2.02M | ﹤0.01% |
74,695
| – | – |
|
|
NSTG
2844
DELISTED
NanoString Technologies, Inc.
NSTG
| $2.02M | ﹤0.01% |
158,723
+72,120
| +83% | +$916K |
|
2845
Stitch Fix
SFIX
$745M
| $2M | ﹤0.01% |
405,199
-13,022
| -3% | -$64.4K |
|
|
APXI
2846
DELISTED
APx Acquisition Corp. I Class A Ordinary Share
APXI
| $2M | ﹤0.01% |
+200,000
| New | +$2M |
|
|
ROCL
2847
DELISTED
Roth CH Acquisition V Co. Common Stock
ROCL
| $2M | ﹤0.01% |
+200,000
| New | +$2M |
|
2848
White Mountains Insurance
WTM
$4.52B
| $2M | ﹤0.01% |
1,601
-570
| -26% | -$710K |
|
|
GRIN
2849
DELISTED
Grindrod Shipping Holdings Ltd. Ordinary Shares
GRIN
| $1.99M | ﹤0.01% |
116,190
+104,508
| +895% | +$1.79M |
|
|
GSAQ
2850
DELISTED
Global Synergy Acquisition Corp. Class A Ordinary Shares
GSAQ
| $1.99M | ﹤0.01% |
200,000
| – | – |
|