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 | |
|---|---|---|---|---|---|---|
3476
SPDR S&P Emerging Markets Small Cap ETF
EWX
$739M
| $717K | ﹤0.01% |
14,743
+14,003
| +1,892% | +$681K |
|
3477
First Trust Large Cap Value AlphaDEX Fund
FTA
$1.15B
| $715K | ﹤0.01% |
11,513
-82
| -0.7% | -$5.09K |
|
3478
The RMR Group
RMR
$293M
| $714K | ﹤0.01% |
25,218
-4,510
| -15% | -$128K |
|
|
FBRT
3479
Franklin BSP Realty Trust
FBRT
$940M
| $713K | ﹤0.01% |
52,853
+34,725
| +192% | +$468K |
|
3480
PureCycle Technologies
PCT
$2.43B
| $713K | ﹤0.01% |
96,049
+46,658
| +94% | +$346K |
|
|
TUP
3481
DELISTED
Tupperware Brands Corporation
TUP
| $712K | ﹤0.01% |
112,217
+4,766
| +4% | +$30.2K |
|
|
ASTR
3482
DELISTED
Astra Space, Inc. Class A Common Stock
ASTR
| $709K | ﹤0.01% |
36,352
-33,095
| -48% | -$645K |
|
|
SWIR
3483
DELISTED
Sierra Wireless
SWIR
| $708K | ﹤0.01% |
30,285
+26,785
| +765% | +$626K |
|
3484
KB Financial Group
KB
$31.2B
| $707K | ﹤0.01% |
19,009
+30
| +0.2% | +$1.12K |
|
3485
Arcutis Biotherapeutics
ARQT
$2.11B
| $706K | ﹤0.01% |
33,112
+6,090
| +23% | +$130K |
|
3486
SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.3B
| $705K | ﹤0.01% |
15,393
-1,928
| -11% | -$88.3K |
|
3487
United States Brent Oil Fund
BNO
$108M
| $702K | ﹤0.01% |
21,445
+20,933
| +4,088% | +$685K |
|
3488
Playboy, Inc. Common Stock
PLBY
$175M
| $702K | ﹤0.01% |
109,736
-1,536,898
| -93% | -$9.83M |
|
|
LOGC
3489
DELISTED
ContextLogic
LOGC
| $700K | ﹤0.01% |
14,591
+14,537
| +26,920% | +$697K |
|
3490
WisdomTree US LargeCap Fund
EPS
$1.27B
| $699K | ﹤0.01% |
17,137
+3,137
| +22% | +$128K |
|
3491
UiPath
PATH
$6.33B
| $698K | ﹤0.01% |
38,348
-3,568,961
| -99% | -$65M |
|
3492
Alpha Tau Medical
DRTS
$332M
| $697K | ﹤0.01% |
+77,387
| New | +$697K |
|
|
JKS
3493
JinkoSolar
JKS
$1.3B
| $697K | ﹤0.01% |
10,075
-90,381
| -90% | -$6.25M |
|
3494
American Vanguard Corp
AVD
$161M
| $695K | ﹤0.01% |
31,074
-77,031
| -71% | -$1.72M |
|
3495
Fortuna Silver Mines
FSM
$2.44B
| $695K | ﹤0.01% |
+244,834
| New | +$695K |
|
3496
Invesco Taxable Municipal Bond ETF
BAB
$926M
| $692K | ﹤0.01% |
24,983
-21,275
| -46% | -$589K |
|
3497
iShares MSCI Qatar ETF
QAT
$74.4M
| $692K | ﹤0.01% |
33,113
+7,008
| +27% | +$146K |
|
3498
Clover Health Investments
CLOV
$1.6B
| $691K | ﹤0.01% |
322,756
+245,037
| +315% | +$525K |
|
3499
BlackBerry
BB
$2.38B
| $684K | ﹤0.01% |
127,062
-1,885,576
| -94% | -$10.2M |
|
3500
Krispy Kreme
DNUT
$555M
| $681K | ﹤0.01% |
50,095
+1,351
| +3% | +$18.4K |
|