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 | |
|---|---|---|---|---|---|---|
|
BBBY
2951
DELISTED
Bed Bath & Beyond Inc
BBBY
| $1.68M | ﹤0.01% |
337,278
-13,952
| -4% | -$69.3K |
|
2952
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
$947M
| $1.67M | ﹤0.01% |
17,389
+1,326
| +8% | +$127K |
|
2953
Towne Bank
TOWN
$2.84B
| $1.67M | ﹤0.01% |
61,309
-2,944
| -5% | -$80K |
|
2954
CTS Corp
CTS
$1.26B
| $1.66M | ﹤0.01% |
48,807
+19,821
| +68% | +$675K |
|
2955
Clarus
CLAR
$148M
| $1.66M | ﹤0.01% |
87,443
+74,938
| +599% | +$1.42M |
|
2956
Farmers National Banc Corp
FMNB
$564M
| $1.65M | ﹤0.01% |
110,170
+2,981
| +3% | +$44.7K |
|
2957
POSCO
PKX
$15.5B
| $1.65M | ﹤0.01% |
37,100
-17,842
| -32% | -$794K |
|
2958
Prospect Capital
PSEC
$1.25B
| $1.65M | ﹤0.01% |
236,118
+141,635
| +150% | +$990K |
|
2959
Live Oak Bancshares
LOB
$1.7B
| $1.65M | ﹤0.01% |
48,626
+11,199
| +30% | +$380K |
|
2960
3D Systems Corporation
DDD
$319M
| $1.65M | ﹤0.01% |
169,604
+16,551
| +11% | +$161K |
|
|
FLYA
2961
DELISTED
SOAR Technology Acquisition Corp.
FLYA
| $1.65M | ﹤0.01% |
161,796
+41,796
| +35% | +$425K |
|
2962
United States Oil Fund
USO
$976M
| $1.64M | ﹤0.01% |
20,433
-11,742
| -36% | -$944K |
|
2963
Nurix Therapeutics
NRIX
$686M
| $1.64M | ﹤0.01% |
129,525
+9,009
| +7% | +$114K |
|
2964
TechTarget
TTGT
$500M
| $1.63M | ﹤0.01% |
24,840
+4,939
| +25% | +$324K |
|
2965
Sturm, Ruger & Co
RGR
$637M
| $1.63M | ﹤0.01% |
25,632
+3,473
| +16% | +$221K |
|
2966
Tredegar Corp
TG
$285M
| $1.63M | ﹤0.01% |
162,957
+142,469
| +695% | +$1.42M |
|
2967
indie Semiconductor
INDI
$751M
| $1.63M | ﹤0.01% |
285,512
+38,060
| +15% | +$217K |
|
2968
Central Garden & Pet
CENT
$2.27B
| $1.63M | ﹤0.01% |
47,903
-5,708
| -11% | -$194K |
|
|
QD
2969
Qudian
QD
$665M
| $1.63M | ﹤0.01% |
1,477,554
+1,257,316
| +571% | +$1.38M |
|
|
TWO
2970
Two Harbors Investment
TWO
$1.04B
| $1.63M | ﹤0.01% |
81,589
-70,367
| -46% | -$1.4M |
|
2971
Sprott Uranium Miners ETF
URNM
$1.83B
| $1.62M | ﹤0.01% |
56,564
-23,004
| -29% | -$657K |
|
2972
Compass Minerals
CMP
$753M
| $1.61M | ﹤0.01% |
45,552
+4,788
| +12% | +$169K |
|
2973
Vanguard Global ex-US Real Estate ETF
VNQI
$3.54B
| $1.61M | ﹤0.01% |
36,402
-120,042
| -77% | -$5.32M |
|
2974
Clear Secure
YOU
$3.58B
| $1.61M | ﹤0.01% |
80,445
+73,813
| +1,113% | +$1.48M |
|
2975
CorVel
CRVL
$4.24B
| $1.61M | ﹤0.01% |
32,742
+5,763
| +21% | +$283K |
|