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 | |
|---|---|---|---|---|---|---|
3001
HBT Financial
HBT
$826M
| $1.54M | ﹤0.01% |
85,991
-4,050
| -4% | -$72.4K |
|
3002
Insteel Industries
IIIN
$750M
| $1.54M | ﹤0.01% |
45,656
+2,582
| +6% | +$86.9K |
|
3003
Carriage Services
CSV
$702M
| $1.54M | ﹤0.01% |
38,752
+2,548
| +7% | +$101K |
|
3004
St. Joe Company
JOE
$3B
| $1.54M | ﹤0.01% |
38,842
+7,153
| +23% | +$283K |
|
3005
Skillsoft
SKIL
$120M
| $1.53M | ﹤0.01% |
21,790
-10,047
| -32% | -$707K |
|
3006
Liberty Energy
LBRT
$1.76B
| $1.53M | ﹤0.01% |
119,849
+24,302
| +25% | +$310K |
|
|
FSR
3007
DELISTED
Fisker Inc.
FSR
| $1.53M | ﹤0.01% |
178,467
-24,479
| -12% | -$210K |
|
3008
VanEck Intermediate Muni ETF
ITM
$1.98B
| $1.53M | ﹤0.01% |
33,454
-648
| -2% | -$29.6K |
|
|
SPGS
3009
DELISTED
Simon Property Group Acquisition Holdings, Inc.
SPGS
| $1.53M | ﹤0.01% |
155,620
+105,620
| +211% | +$1.04M |
|
3010
CareDx
CDNA
$774M
| $1.52M | ﹤0.01% |
70,848
+7,588
| +12% | +$163K |
|
|
FFAI
3011
Faraday Future Intelligent Electric Inc. Common Stock
FFAI
$250M
| $1.52M | ﹤0.01% |
61
+56
| +1,120% | +$1.4M |
|
|
EFIX
3012
DELISTED
First Trust TCW Emerging Markets Debt ETF
EFIX
| $1.52M | ﹤0.01% |
99,700
| – | – |
|
3013
Futu Holdings
FUTU
$24.4B
| $1.52M | ﹤0.01% |
29,087
-229,170
| -89% | -$12M |
|
3014
Sabesp
SBS
$16.6B
| $1.52M | ﹤0.01% |
189,858
+168,262
| +779% | +$1.34M |
|
3015
International Seaways
INSW
$2.38B
| $1.52M | ﹤0.01% |
71,478
+29,589
| +71% | +$627K |
|
3016
Allot
ALLT
$440M
| $1.51M | ﹤0.01% |
308,965
+43,868
| +17% | +$215K |
|
3017
FibroGen
FGEN
$45M
| $1.51M | ﹤0.01% |
5,705
+819
| +17% | +$216K |
|
|
KNSW
3018
DELISTED
KnightSwan Acquisition Corporation
KNSW
| $1.5M | ﹤0.01% |
+150,000
| New | +$1.5M |
|
3019
VEON
VEON
$3.58B
| $1.5M | ﹤0.01% |
130,338
+81,516
| +167% | +$938K |
|
|
AVAC
3020
DELISTED
Avalon Acquisition Inc. Class A Common Stock
AVAC
| $1.5M | ﹤0.01% |
150,000
-150,000
| -50% | -$1.5M |
|
|
SLVR
3021
DELISTED
SilverSPAC Inc. Class A Ordinary Share
SLVR
| $1.5M | ﹤0.01% |
155,000
-29,000
| -16% | -$280K |
|
|
AAMI
3022
Acadian Asset Management Inc.
AAMI
$1.78B
| $1.49M | ﹤0.01% |
82,964
-3,388
| -4% | -$61K |
|
|
CORS
3023
DELISTED
Corsair Partnering Corporation
CORS
| $1.49M | ﹤0.01% |
154,247
+104,247
| +208% | +$1.01M |
|
3024
Microvast
MVST
$1.09B
| $1.49M | ﹤0.01% |
672,080
+230,733
| +52% | +$512K |
|
3025
RadNet
RDNT
$5.88B
| $1.49M | ﹤0.01% |
86,146
-128,956
| -60% | -$2.23M |
|