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 | |
|---|---|---|---|---|---|---|
3501
MidWestOne Financial Group
MOFG
$603M
| $681K | ﹤0.01% |
22,928
-3,082
| -12% | -$91.5K |
|
|
TGH
3502
DELISTED
Textainer Group Holdings limited
TGH
| $681K | ﹤0.01% |
24,828
-48,244
| -66% | -$1.32M |
|
3503
Conduent
CNDT
$461M
| $678K | ﹤0.01% |
157,060
-242,182
| -61% | -$1.05M |
|
3504
Amerant Bancorp
AMTB
$873M
| $676K | ﹤0.01% |
24,058
-18,164
| -43% | -$510K |
|
3505
Global X SuperDividend ETF
SDIV
$993M
| $675K | ﹤0.01% |
24,236
+6,275
| +35% | +$175K |
|
|
GOOS
3506
Canada Goose Holdings
GOOS
$1.39B
| $673K | ﹤0.01% |
37,369
+33,737
| +929% | +$608K |
|
3507
Stevanato
STVN
$7.39B
| $673K | ﹤0.01% |
+42,558
| New | +$673K |
|
|
CFB
3508
DELISTED
CrossFirst Bankshares, Inc. Common Stock
CFB
| $673K | ﹤0.01% |
51,002
-2,672
| -5% | -$35.3K |
|
|
SVM
3509
Silvercorp Metals
SVM
$1.13B
| $672K | ﹤0.01% |
270,998
-51,604
| -16% | -$128K |
|
3510
Nomad Foods
NOMD
$2.08B
| $669K | ﹤0.01% |
33,478
+33,454
| +139,392% | +$669K |
|
3511
Calavo Growers
CVGW
$498M
| $668K | ﹤0.01% |
16,003
+2,851
| +22% | +$119K |
|
|
BLDP
3512
Ballard Power Systems
BLDP
$733M
| $665K | ﹤0.01% |
105,684
-29,509
| -22% | -$186K |
|
3513
Pangaea Logistics
PANL
$364M
| $665K | ﹤0.01% |
130,941
+46,865
| +56% | +$238K |
|
3514
AMC Entertainment Holdings
AMC
$1.47B
| $663K | ﹤0.01% |
4,890
-153,166
| -97% | -$20.8M |
|
3515
Genco Shipping & Trading
GNK
$799M
| $663K | ﹤0.01% |
34,290
-24,896
| -42% | -$481K |
|
|
CASA
3516
DELISTED
Casa Systems, Inc. Common Stock
CASA
| $663K | ﹤0.01% |
168,811
-4,872
| -3% | -$19.1K |
|
3517
Titan International
TWI
$567M
| $662K | ﹤0.01% |
43,836
-97,910
| -69% | -$1.48M |
|
3518
Castle Biosciences
CSTL
$644M
| $661K | ﹤0.01% |
30,123
+5,799
| +24% | +$127K |
|
3519
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
$2.82B
| $661K | ﹤0.01% |
26,773
+17,102
| +177% | +$422K |
|
3520
Cytek Biosciences
CTKB
$524M
| $659K | ﹤0.01% |
61,454
+11,548
| +23% | +$124K |
|
|
BRSP
3521
BrightSpire Capital
BRSP
$753M
| $658K | ﹤0.01% |
87,049
-105,238
| -55% | -$795K |
|
|
FRBN
3522
DELISTED
Forbion European Acquisition Corp. Class A Ordinary Shares
FRBN
| $656K | ﹤0.01% |
65,600
| – | – |
|
|
LFC
3523
DELISTED
China Life Insurance Company Ltd.
LFC
| $655K | ﹤0.01% |
+75,759
| New | +$655K |
|
3524
Mirion Technologies
MIR
$5.29B
| $651K | ﹤0.01% |
+113,069
| New | +$651K |
|
3525
iShares Global Consumer Discretionary ETF
RXI
$280M
| $651K | ﹤0.01% |
5,124
+4,949
| +2,828% | +$629K |
|