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 | |
|---|---|---|---|---|---|---|
3851
Dutch Bros
BROS
$8.2B
| $330K | ﹤0.01% |
10,417
+1,499
| +17% | +$47.5K |
|
3852
ORIX
IX
$30B
| $330K | ﹤0.01% |
19,560
+14,470
| +284% | +$244K |
|
|
MSB
3853
Mesabi Trust
MSB
$412M
| $330K | ﹤0.01% |
13,456
-22
| -0.2% | -$540 |
|
|
NTP
3854
DELISTED
Nam Tai Property Inc.
NTP
| $329K | ﹤0.01% |
78,096
+47,432
| +155% | +$200K |
|
3855
Geron
GERN
$810M
| $328K | ﹤0.01% |
211,575
+19,350
| +10% | +$30K |
|
|
CIR
3856
DELISTED
CIRCOR International, Inc
CIR
| $328K | ﹤0.01% |
20,033
+7,465
| +59% | +$122K |
|
3857
Vanguard Long-Term Bond ETF
BLV
$5.72B
| $327K | ﹤0.01% |
4,111
+2,849
| +226% | +$227K |
|
3858
DMC Global
BOOM
$145M
| $327K | ﹤0.01% |
18,124
+2,145
| +13% | +$38.7K |
|
3859
Skillz
SKLZ
$109M
| $327K | ﹤0.01% |
13,183
+5,926
| +82% | +$147K |
|
|
CATC
3860
DELISTED
CAMBRIDGE BANCORP
CATC
| $327K | ﹤0.01% |
3,953
-306
| -7% | -$25.3K |
|
3861
Samsara
IOT
$21.9B
| $326K | ﹤0.01% |
29,113
+27,613
| +1,841% | +$309K |
|
3862
Napco Security Technologies
NSSC
$1.5B
| $326K | ﹤0.01% |
15,852
+2,123
| +15% | +$43.7K |
|
3863
Portillo's
PTLO
$441M
| $326K | ﹤0.01% |
19,950
-54,809
| -73% | -$896K |
|
|
EXPR
3864
DELISTED
Express, Inc.
EXPR
| $326K | ﹤0.01% |
8,333
+5,518
| +196% | +$216K |
|
3865
A-Mark Precious Metals
AMRK
$664M
| $325K | ﹤0.01% |
10,062
-21,450
| -68% | -$693K |
|
3866
Turkcell
TKC
$4.86B
| $325K | ﹤0.01% |
129,889
+25,255
| +24% | +$63.2K |
|
3867
Informatica
INFA
$7.55B
| $324K | ﹤0.01% |
15,560
+559
| +4% | +$11.6K |
|
3868
Mesa Air Group
MESA
$57.4M
| $323K | ﹤0.01% |
147,728
+108,070
| +273% | +$236K |
|
3869
Shore Bancshares
SHBI
$569M
| $322K | ﹤0.01% |
17,413
+13,216
| +315% | +$244K |
|
|
BBUC
3870
Brookfield Business Corp
BBUC
$2.37B
| $321K | ﹤0.01% |
13,925
+13,889
| +38,581% | +$320K |
|
3871
Sprinklr
CXM
$1.88B
| $321K | ﹤0.01% |
31,765
-28,847
| -48% | -$292K |
|
3872
The Honest Company
HNST
$447M
| $321K | ﹤0.01% |
109,763
-36,177
| -25% | -$106K |
|
3873
MBIA
MBI
$393M
| $320K | ﹤0.01% |
25,896
+3,191
| +14% | +$39.4K |
|
3874
Motorcar Parts of America
MPAA
$305M
| $318K | ﹤0.01% |
24,299
-7,634
| -24% | -$99.9K |
|
|
VRN
3875
DELISTED
Veren
VRN
| $318K | ﹤0.01% |
44,738
-14,288
| -24% | -$102K |
|