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 | |
|---|---|---|---|---|---|---|
2876
Sunoco
SUN
$6.86B
| $1.92M | ﹤0.01% |
51,588
+49,808
| +2,798% | +$1.85M |
|
2877
MeiraGTx Holdings
MGTX
$643M
| $1.92M | ﹤0.01% |
253,208
+68,472
| +37% | +$518K |
|
|
RFP
2878
DELISTED
Resolute Forest Products Inc.
RFP
| $1.92M | ﹤0.01% |
150,216
+19,580
| +15% | +$250K |
|
2879
Harmony Gold Mining
HMY
$9.31B
| $1.92M | ﹤0.01% |
612,017
-43,774
| -7% | -$137K |
|
2880
Bar Harbor Bankshares
BHB
$545M
| $1.92M | ﹤0.01% |
74,091
+2,854
| +4% | +$73.8K |
|
2881
Myers Industries
MYE
$617M
| $1.91M | ﹤0.01% |
84,161
+10,781
| +15% | +$245K |
|
2882
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
$435M
| $1.91M | ﹤0.01% |
36,504
+6,878
| +23% | +$360K |
|
2883
Perimeter Solutions
PRM
$3.23B
| $1.91M | ﹤0.01% |
175,893
+81,713
| +87% | +$885K |
|
2884
Blue Owl Capital
OWL
$12.4B
| $1.9M | ﹤0.01% |
189,847
-217,534
| -53% | -$2.18M |
|
|
CMRC
2885
Commerce.com, Inc. Series 1 Common Stock
CMRC
$427M
| $1.9M | ﹤0.01% |
117,196
-73,977
| -39% | -$1.2M |
|
2886
GrafTech
EAF
$328M
| $1.89M | ﹤0.01% |
26,777
-36,214
| -57% | -$2.56M |
|
|
HHLA.U
2887
DELISTED
HH&L Acquisition Co. Units, each consisting of one Class A ordinary share and one-half of one redeemable warrant
HHLA.U
| $1.89M | ﹤0.01% |
+191,864
| New | +$1.89M |
|
|
ABTX
2888
DELISTED
Allegiance Bancshares, Inc.
ABTX
| $1.88M | ﹤0.01% |
49,870
+40,620
| +439% | +$1.53M |
|
2889
CureVac
CVAC
$1.2B
| $1.88M | ﹤0.01% |
138,229
+115,412
| +506% | +$1.57M |
|
2890
Altimmune
ALT
$342M
| $1.88M | ﹤0.01% |
160,573
-147,016
| -48% | -$1.72M |
|
2891
Theravance Biopharma
TBPH
$729M
| $1.88M | ﹤0.01% |
207,355
+34,063
| +20% | +$309K |
|
|
BMAQ
2892
DELISTED
Blockchain Moon Acquisition Corp. Common Stock
BMAQ
| $1.88M | ﹤0.01% |
+190,000
| New | +$1.88M |
|
|
SABRP
2893
DELISTED
Sabre Corporation 6.50% Series A Mandatory Convertible Preferred Stock
SABRP
| $1.87M | ﹤0.01% |
23,500
-11,033
| -32% | -$880K |
|
2894
Pitney Bowes
PBI
$2B
| $1.87M | ﹤0.01% |
516,433
+296,917
| +135% | +$1.08M |
|
2895
Allegiant Air
ALGT
$1.15B
| $1.87M | ﹤0.01% |
16,496
-19,010
| -54% | -$2.15M |
|
|
WW
2896
DELISTED
WW International
WW
| $1.86M | ﹤0.01% |
290,896
+172,289
| +145% | +$1.1M |
|
2897
Palomar
PLMR
$3.15B
| $1.86M | ﹤0.01% |
28,815
+17,133
| +147% | +$1.1M |
|
|
ARI
2898
Apollo Commercial Real Estate
ARI
$1.48B
| $1.85M | ﹤0.01% |
177,326
-223,166
| -56% | -$2.33M |
|
2899
Arqit Quantum
ARQQ
$570M
| $1.85M | ﹤0.01% |
11,738
+11,737
| +1,173,700% | +$1.85M |
|
2900
Nicolet Bankshares
NIC
$2.03B
| $1.85M | ﹤0.01% |
25,522
-15,070
| -37% | -$1.09M |
|