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 | |
|---|---|---|---|---|---|---|
3076
Franklin Senior Loan ETF
FLBL
$1.21B
| $1.39M | ﹤0.01% |
+60,031
| New | +$1.39M |
|
|
CCXI
3077
DELISTED
ChemoCentryx, Inc.
CCXI
| $1.39M | ﹤0.01% |
56,060
-62,576
| -53% | -$1.55M |
|
3078
Matthews International
MATW
$775M
| $1.39M | ﹤0.01% |
48,392
-14,384
| -23% | -$413K |
|
|
NVEE
3079
DELISTED
NV5 Global
NVEE
| $1.39M | ﹤0.01% |
47,436
+9,060
| +24% | +$265K |
|
3080
Perion Network
PERI
$438M
| $1.39M | ﹤0.01% |
76,181
-14,805
| -16% | -$269K |
|
3081
Ooma
OOMA
$362M
| $1.38M | ﹤0.01% |
116,771
-15,304
| -12% | -$181K |
|
3082
CryoPort
CYRX
$519M
| $1.38M | ﹤0.01% |
44,549
+11,320
| +34% | +$351K |
|
3083
Fastly
FSLY
$1.32B
| $1.38M | ﹤0.01% |
118,955
-126,149
| -51% | -$1.46M |
|
3084
Recursion Pharmaceuticals
RXRX
$2.11B
| $1.38M | ﹤0.01% |
169,350
+42,311
| +33% | +$345K |
|
|
NKLA
3085
DELISTED
Nikola Corporation Common Stock
NKLA
| $1.38M | ﹤0.01% |
9,647
+2,587
| +37% | +$369K |
|
3086
Globalstar
GSAT
$4.38B
| $1.38M | ﹤0.01% |
74,541
+16,550
| +29% | +$305K |
|
3087
First Internet Bancorp
INBK
$212M
| $1.37M | ﹤0.01% |
37,306
-634
| -2% | -$23.3K |
|
3088
AMERISAFE
AMSF
$843M
| $1.37M | ﹤0.01% |
26,389
+3,452
| +15% | +$179K |
|
3089
Cannae Holdings
CNNE
$1.15B
| $1.37M | ﹤0.01% |
70,935
+7,265
| +11% | +$140K |
|
|
CLRM
3090
DELISTED
Clarim Acquisition Corp. Class A Common Stock
CLRM
| $1.37M | ﹤0.01% |
139,494
-60,734
| -30% | -$596K |
|
3091
Cambium Networks
CMBM
$20.2M
| $1.37M | ﹤0.01% |
93,419
+21,062
| +29% | +$309K |
|
|
AEVA
3092
Aeva Technologies
AEVA
$983M
| $1.37M | ﹤0.01% |
87,345
+67,215
| +334% | +$1.05M |
|
3093
PRA Group
PRAA
$660M
| $1.36M | ﹤0.01% |
37,513
+1,934
| +5% | +$70.3K |
|
|
TIPD
3094
DELISTED
Direxion Daily TIPS Bear 2X Shares
TIPD
| $1.36M | ﹤0.01% |
+50,000
| New | +$1.36M |
|
|
DNAB
3095
DELISTED
Social Capital Suvretta Holdings Corp. II Class A Ordinary Shares
DNAB
| $1.36M | ﹤0.01% |
+139,540
| New | +$1.36M |
|
3096
Vera Therapeutics
VERA
$1.61B
| $1.35M | ﹤0.01% |
98,936
-50,665
| -34% | -$690K |
|
|
YI
3097
111 Inc
YI
$49M
| $1.35M | ﹤0.01% |
65,394
-3,912
| -6% | -$80.6K |
|
|
RETA
3098
DELISTED
Reata Pharmaceuticals, Inc. Class A Common Stock
RETA
| $1.35M | ﹤0.01% |
44,310
+16,148
| +57% | +$491K |
|
3099
monday.com
MNDY
$10.1B
| $1.34M | ﹤0.01% |
13,026
-59,798
| -82% | -$6.17M |
|
3100
Zillow
ZG
$20.9B
| $1.34M | ﹤0.01% |
42,205
+24,572
| +139% | +$782K |
|