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 | |
|---|---|---|---|---|---|---|
|
ECOM
3526
DELISTED
CHANNELADVISOR CORPORATION
ECOM
| $651K | ﹤0.01% |
44,699
-10,820
| -19% | -$158K |
|
3527
Sprott Physical Silver Trust
PSLV
$8B
| $650K | ﹤0.01% |
94,210
-58,456
| -38% | -$403K |
|
3528
iShares US Regional Banks ETF
IAT
$661M
| $649K | ﹤0.01% |
13,162
-1,645
| -11% | -$81.1K |
|
3529
Energy Fuels
UUUU
$3.09B
| $649K | ﹤0.01% |
132,148
+15,123
| +13% | +$74.3K |
|
3530
Schwab US Broad Market ETF
SCHB
$37B
| $648K | ﹤0.01% |
43,977
-11,223
| -20% | -$165K |
|
|
DBEH
3531
DELISTED
iMGP DBi Hedge Strategy ETF
DBEH
| $648K | ﹤0.01% |
+25,000
| New | +$648K |
|
3532
Icahn Enterprises
IEP
$4.69B
| $646K | ﹤0.01% |
13,420
+1,008
| +8% | +$48.5K |
|
3533
RPC Inc
RES
$1.01B
| $646K | ﹤0.01% |
93,434
+17,108
| +22% | +$118K |
|
3534
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
$474M
| $642K | ﹤0.01% |
12,300
+3,829
| +45% | +$200K |
|
3535
Schwab US Large-Cap Growth ETF
SCHG
$50.1B
| $642K | ﹤0.01% |
44,272
+19,860
| +81% | +$288K |
|
3536
SPDR S&P Aerospace & Defense ETF
XAR
$4.13B
| $640K | ﹤0.01% |
6,361
-1,634,595
| -100% | -$164M |
|
3537
Nuvation Bio
NUVB
$1.12B
| $638K | ﹤0.01% |
196,699
-518,701
| -73% | -$1.68M |
|
3538
Porch Group
PRCH
$1.87B
| $638K | ﹤0.01% |
249,895
-247,635
| -50% | -$632K |
|
|
RMO
3539
DELISTED
Romeo Power, Inc.
RMO
| $638K | ﹤0.01% |
1,421,986
+808,049
| +132% | +$363K |
|
3540
Bally's
BALY
$491M
| $637K | ﹤0.01% |
32,196
-18,995
| -37% | -$376K |
|
|
VZIO
3541
DELISTED
VIZIO Holding Corp.
VZIO
| $637K | ﹤0.01% |
93,461
+83,149
| +806% | +$567K |
|
3542
Children's Place
PLCE
$175M
| $634K | ﹤0.01% |
16,295
-28,653
| -64% | -$1.11M |
|
3543
iShares Currency Hedged MSCI Japan ETF
HEWJ
$395M
| $633K | ﹤0.01% |
16,938
| – | – |
|
|
BQ
3544
Boqii Holding Limited
BQ
$8.75M
| $627K | ﹤0.01% |
9,750
-6,801
| -41% | -$437K |
|
3545
Gorman-Rupp
GRC
$1.14B
| $626K | ﹤0.01% |
22,122
-5,787
| -21% | -$164K |
|
3546
Dream Finders Homes
DFH
$2.64B
| $624K | ﹤0.01% |
58,622
+58,545
| +76,032% | +$623K |
|
3547
FS KKR Capital
FSK
$4.74B
| $624K | ﹤0.01% |
32,142
-26,544
| -45% | -$515K |
|
|
DBTX
3548
DELISTED
Decibel Therapeutics, Inc. Common Stock
DBTX
| $624K | ﹤0.01% |
148,224
-8,145
| -5% | -$34.3K |
|
3549
Codexis
CDXS
$225M
| $622K | ﹤0.01% |
59,468
+7,352
| +14% | +$76.9K |
|
3550
Oil States International
OIS
$348M
| $622K | ﹤0.01% |
114,696
-975,015
| -89% | -$5.29M |
|