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 | |
|---|---|---|---|---|---|---|
|
ORTX
3326
DELISTED
Orchard Therapeutics plc American Depositary Shares
ORTX
| $933K | ﹤0.01% |
159,661
-10,575
| -6% | -$61.8K |
|
3327
Televisa
TV
$1.51B
| $930K | ﹤0.01% |
113,654
-72,869
| -39% | -$596K |
|
3328
XPEL
XPEL
$921M
| $929K | ﹤0.01% |
20,211
+7,037
| +53% | +$323K |
|
|
HERA
3329
DELISTED
FTAC Hera Acquisition Corp. Class A Ordinary Shares
HERA
| $929K | ﹤0.01% |
94,764
-230,000
| -71% | -$2.25M |
|
3330
Jakks Pacific
JAKK
$200M
| $925K | ﹤0.01% |
73,088
+8,183
| +13% | +$104K |
|
3331
Invesco S&P Ultra Dividend Revenue ETF
RDIV
$849M
| $925K | ﹤0.01% |
22,388
-81
| -0.4% | -$3.35K |
|
|
CNSL
3332
DELISTED
Consolidated Communications Holdings, Inc.
CNSL
| $925K | ﹤0.01% |
132,079
-32,912
| -20% | -$230K |
|
|
LL
3333
DELISTED
LL Flooring Holdings, Inc.
LL
| $924K | ﹤0.01% |
98,639
-10,362
| -10% | -$97.1K |
|
3334
TPG
TPG
$9.25B
| $922K | ﹤0.01% |
38,574
+13,274
| +52% | +$317K |
|
|
ATRI
3335
DELISTED
Atrion Corp
ATRI
| $921K | ﹤0.01% |
1,465
+230
| +19% | +$145K |
|
3336
Ituran Location and Control
ITRN
$707M
| $919K | ﹤0.01% |
37,535
+3,555
| +10% | +$87K |
|
3337
Caleres
CAL
$514M
| $917K | ﹤0.01% |
34,937
+773
| +2% | +$20.3K |
|
3338
Global X MLP & Energy Infrastructure ETF
MLPX
$2.6B
| $916K | ﹤0.01% |
24,035
+1,176
| +5% | +$44.8K |
|
3339
GCM Grosvenor
GCMG
$685M
| $914K | ﹤0.01% |
133,531
+50,659
| +61% | +$347K |
|
3340
American Superconductor
AMSC
$2.73B
| $913K | ﹤0.01% |
176,150
+37,976
| +27% | +$197K |
|
|
ARVL
3341
DELISTED
Arrival Ordinary Shares
ARVL
| $912K | ﹤0.01% |
11,542
+11,538
| +288,450% | +$912K |
|
|
ATAQ
3342
DELISTED
Altimar Acquisition Corp. III
ATAQ
| $910K | ﹤0.01% |
+92,784
| New | +$910K |
|
3343
Invesco S&P 500 Equal Weight Consumer Staples ETF
RSPS
$247M
| $909K | ﹤0.01% |
27,430
+1,685
| +7% | +$55.8K |
|
3344
LendingTree
TREE
$1.03B
| $906K | ﹤0.01% |
20,676
+4,534
| +28% | +$199K |
|
3345
SPDR S&P Retail ETF
XRT
$346M
| $906K | ﹤0.01% |
15,578
-1,183,777
| -99% | -$68.8M |
|
3346
Mustang Bio
MBIO
$11.7M
| $905K | ﹤0.01% |
2,063
-810
| -28% | -$355K |
|
|
AD
3347
Array Digital Infrastructure, Inc.
AD
$4.29B
| $905K | ﹤0.01% |
31,245
+5,553
| +22% | +$161K |
|
|
TEAD
3348
Teads Holding Co. Common Stock
TEAD
$161M
| $904K | ﹤0.01% |
179,616
+166,137
| +1,233% | +$836K |
|
|
RDFN
3349
DELISTED
Redfin
RDFN
| $904K | ﹤0.01% |
109,760
-14,120
| -11% | -$116K |
|
3350
Telkom Indonesia
TLK
$19.9B
| $904K | ﹤0.01% |
33,446
+5,693
| +21% | +$154K |
|