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 | |
|---|---|---|---|---|---|---|
|
ILLM
3751
DELISTED
illumin Holdings Inc. Common Shares
ILLM
| $421K | ﹤0.01% |
36,578
| – | – |
|
3752
Keros Therapeutics
KROS
$636M
| $420K | ﹤0.01% |
15,224
-22,304
| -59% | -$615K |
|
3753
Senseonics Holdings
SENS
$375M
| $420K | ﹤0.01% |
407,634
+87,596
| +27% | +$90.3K |
|
3754
iShares Core 60/40 Balanced Allocation ETF
AOR
$2.74B
| $418K | ﹤0.01% |
8,705
-12
| -0.1% | -$576 |
|
|
APPH
3755
DELISTED
AppHarvest, Inc. Common Stock
APPH
| $418K | ﹤0.01% |
119,918
-27,170
| -18% | -$94.7K |
|
3756
Eterna Therapeutics
ERNA
$9.9M
| $416K | ﹤0.01% |
2,679
-62
| -2% | -$9.63K |
|
3757
Direxion Daily S&P Biotech Bull 3X Shares
LABU
$695M
| $414K | ﹤0.01% |
3,072
+1,247
| +68% | +$168K |
|
|
SQZ
3758
DELISTED
SQZ Biotechnologies Company
SQZ
| $414K | ﹤0.01% |
130,247
+13,016
| +11% | +$41.4K |
|
3759
Hackett Group
HCKT
$575M
| $413K | ﹤0.01% |
21,827
-7,215
| -25% | -$137K |
|
|
CYXT
3760
DELISTED
Cyxtera Technologies, Inc. Class A Common Stock
CYXT
| $413K | ﹤0.01% |
36,460
+26,389
| +262% | +$299K |
|
|
BTRS
3761
DELISTED
BTRS Holdings Inc. Class 1 Common Stock
BTRS
| $413K | ﹤0.01% |
83,199
+16,835
| +25% | +$83.6K |
|
3762
fuboTV
FUBO
$1.46B
| $412K | ﹤0.01% |
166,817
+49,561
| +42% | +$122K |
|
3763
MVB Financial
MVBF
$305M
| $412K | ﹤0.01% |
13,255
-5,046
| -28% | -$157K |
|
|
FRBK
3764
DELISTED
Republic First Bancorp Inc
FRBK
| $411K | ﹤0.01% |
107,816
+86,817
| +413% | +$331K |
|
3765
Butterfly Network
BFLY
$395M
| $410K | ﹤0.01% |
133,617
+18,573
| +16% | +$57K |
|
3766
Bank First Corp
BFC
$1.26B
| $409K | ﹤0.01% |
5,405
-3,209
| -37% | -$243K |
|
3767
Anavex Life Sciences
AVXL
$805M
| $408K | ﹤0.01% |
40,695
-785
| -2% | -$7.87K |
|
|
FINV
3768
FinVolution Group
FINV
$1.9B
| $408K | ﹤0.01% |
85,869
-41,025
| -32% | -$195K |
|
3769
Alto Ingredients
ALTO
$91.3M
| $407K | ﹤0.01% |
109,861
-103,913
| -49% | -$385K |
|
3770
Battalion Oil
BATL
$17.1M
| $406K | ﹤0.01% |
47,638
-100,612
| -68% | -$857K |
|
3771
ProShares Short S&P500
SH
$1.22B
| $406K | ﹤0.01% |
6,144
+2,313
| +60% | +$153K |
|
3772
Tencent Music
TME
$38.5B
| $406K | ﹤0.01% |
80,819
-1,726,865
| -96% | -$8.68M |
|
3773
WNS Holdings
WNS
$3.25B
| $405K | ﹤0.01% |
5,416
+1,201
| +28% | +$89.8K |
|
|
HYZN
3774
DELISTED
Hyzon Motors Inc. Class A Common Stock
HYZN
| $405K | ﹤0.01% |
2,755
+1,111
| +68% | +$163K |
|
3775
WisdomTree US Total Dividend Fund
DTD
$1.45B
| $404K | ﹤0.01% |
6,976
| – | – |
|