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 | |
|---|---|---|---|---|---|---|
3451
MediciNova
MNOV
$59.8M
| $747K | ﹤0.01% |
295,376
-12,900
| -4% | -$32.6K |
|
3452
Blink Charging
BLNK
$156M
| $744K | ﹤0.01% |
44,966
-1,709
| -4% | -$28.3K |
|
3453
SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.11B
| $743K | ﹤0.01% |
36,331
-2,703
| -7% | -$55.3K |
|
3454
Comtech Telecommunications
CMTL
$71.4M
| $740K | ﹤0.01% |
81,592
-35,895
| -31% | -$326K |
|
3455
Riot Platforms
RIOT
$6.51B
| $740K | ﹤0.01% |
176,924
+55,737
| +46% | +$233K |
|
3456
Columbia Financial
CLBK
$1.62B
| $739K | ﹤0.01% |
33,923
-11,476
| -25% | -$250K |
|
|
TGA
3457
DELISTED
Transglobe Energy Corp
TGA
| $739K | ﹤0.01% |
217,917
-78
| -0% | -$265 |
|
3458
Banco Bilbao Vizcaya Argentaria
BBVA
$109B
| $737K | ﹤0.01% |
162,900
-284,057
| -64% | -$1.29M |
|
3459
Vermilion Energy
VET
$1.2B
| $734K | ﹤0.01% |
38,505
+27,544
| +251% | +$525K |
|
|
BACA
3460
DELISTED
Berenson Acquisition Corp. I
BACA
| $733K | ﹤0.01% |
75,098
-35,000
| -32% | -$342K |
|
|
KNBE
3461
DELISTED
KnowBe4, Inc. Class A Common Stock
KNBE
| $733K | ﹤0.01% |
46,939
-18,345
| -28% | -$286K |
|
3462
Uranium Energy
UEC
$5.44B
| $729K | ﹤0.01% |
236,853
+28,134
| +13% | +$86.6K |
|
|
ZLS
3463
DELISTED
Zalatoris II Acquisition Corp Class A Ordinary Shares
ZLS
| $729K | ﹤0.01% |
74,997
-24,999
| -25% | -$243K |
|
3464
Annexon
ANNX
$277M
| $728K | ﹤0.01% |
193,233
+102,143
| +112% | +$385K |
|
3465
Rocket Companies
RKT
$44.5B
| $728K | ﹤0.01% |
99,006
+6,822
| +7% | +$50.2K |
|
3466
Teucrium Wheat Fund
WEAT
$120M
| $728K | ﹤0.01% |
80,533
+25,106
| +45% | +$227K |
|
3467
Aurinia Pharmaceuticals
AUPH
$1.62B
| $726K | ﹤0.01% |
72,274
+64,649
| +848% | +$649K |
|
3468
WisdomTree US SmallCap Dividend Fund
DES
$1.89B
| $725K | ﹤0.01% |
25,673
+3,650
| +17% | +$103K |
|
3469
Funko
FNKO
$180M
| $724K | ﹤0.01% |
32,431
-25,231
| -44% | -$563K |
|
|
LMACU
3470
DELISTED
Liberty Media Acquisition Corporation Unit
LMACU
| $724K | ﹤0.01% |
73,033
+27,721
| +61% | +$275K |
|
|
PGTI
3471
DELISTED
PGT, Inc.
PGTI
| $723K | ﹤0.01% |
43,411
+16,069
| +59% | +$268K |
|
3472
First Watch Restaurant Group
FWRG
$1.01B
| $722K | ﹤0.01% |
50,023
+28,650
| +134% | +$414K |
|
|
EIGR
3473
DELISTED
Eiger BioPharmaceuticals, Inc.
EIGR
| $722K | ﹤0.01% |
3,822
+85
| +2% | +$16.1K |
|
3474
Excelerate Energy
EE
$768M
| $721K | ﹤0.01% |
+36,199
| New | +$721K |
|
3475
Hudbay
HBM
$5.35B
| $718K | ﹤0.01% |
175,937
+30,237
| +21% | +$123K |
|