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 | |
|---|---|---|---|---|---|---|
2926
Manitowoc
MTW
$361M
| $1.77M | ﹤0.01% |
168,116
-358,409
| -68% | -$3.77M |
|
2927
Appian
APPN
$2.43B
| $1.77M | ﹤0.01% |
37,318
+6,242
| +20% | +$296K |
|
2928
Designer Brands
DBI
$215M
| $1.77M | ﹤0.01% |
135,349
-121,490
| -47% | -$1.59M |
|
|
SWI
2929
DELISTED
SolarWinds Corporation Common Stock
SWI
| $1.76M | ﹤0.01% |
172,041
+95,019
| +123% | +$974K |
|
2930
Nokia
NOK
$25.6B
| $1.76M | ﹤0.01% |
380,985
-5,034,205
| -93% | -$23.2M |
|
2931
Immatics
IMTX
$796M
| $1.76M | ﹤0.01% |
201,521
-1,119
| -0.6% | -$9.75K |
|
2932
The Beauty Health Co
SKIN
$307M
| $1.75M | ﹤0.01% |
136,274
+26,440
| +24% | +$340K |
|
|
LBC
2933
DELISTED
Luther Burbank Corporation Common Stock
LBC
| $1.75M | ﹤0.01% |
133,752
-91,818
| -41% | -$1.2M |
|
2934
Invesco Senior Income Trust
VVR
$541M
| $1.75M | ﹤0.01% |
448,662
-45,822
| -9% | -$178K |
|
2935
Clearfield
CLFD
$475M
| $1.74M | ﹤0.01% |
28,081
+17,724
| +171% | +$1.1M |
|
2936
Invesco S&P SmallCap Health Care ETF
PSCH
$144M
| $1.73M | ﹤0.01% |
37,962
-153
| -0.4% | -$6.98K |
|
2937
DXP Enterprises
DXPE
$1.87B
| $1.72M | ﹤0.01% |
56,138
+8,440
| +18% | +$258K |
|
2938
Brookfield Renewable
BEP
$7.31B
| $1.72M | ﹤0.01% |
49,366
+23,306
| +89% | +$811K |
|
2939
iShares US Financials ETF
IYF
$4.09B
| $1.72M | ﹤0.01% |
24,545
-451
| -2% | -$31.6K |
|
2940
Sierra Bancorp
BSRR
$423M
| $1.72M | ﹤0.01% |
78,982
+51,044
| +183% | +$1.11M |
|
2941
Bilibili
BILI
$11.2B
| $1.72M | ﹤0.01% |
67,018
-831,792
| -93% | -$21.3M |
|
|
TWOU
2942
DELISTED
2U, Inc.
TWOU
| $1.71M | ﹤0.01% |
5,443
+77
| +1% | +$24.2K |
|
|
OSI
2943
DELISTED
Osiris Acquisition Corp.
OSI
| $1.71M | ﹤0.01% |
174,700
-2,694
| -2% | -$26.3K |
|
2944
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
$2.37B
| $1.7M | ﹤0.01% |
35,085
-38,817
| -53% | -$1.88M |
|
2945
Coastal Financial
CCB
$1.74B
| $1.7M | ﹤0.01% |
44,512
+25,563
| +135% | +$974K |
|
|
BWIN
2946
Baldwin Insurance Group
BWIN
$2.27B
| $1.69M | ﹤0.01% |
70,179
+31,908
| +83% | +$770K |
|
2947
Bentley Systems
BSY
$16.1B
| $1.69M | ﹤0.01% |
50,809
+27,208
| +115% | +$906K |
|
2948
Voyager Therapeutics
VYGR
$252M
| $1.68M | ﹤0.01% |
284,558
-65,659
| -19% | -$388K |
|
2949
First Trust Senior Loan Fund ETF
FTSL
$2.41B
| $1.68M | ﹤0.01% |
38,095
-29,730
| -44% | -$1.31M |
|
2950
Invesco Preferred ETF
PGX
$4B
| $1.68M | ﹤0.01% |
135,808
+55,214
| +69% | +$681K |
|