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 | |
|---|---|---|---|---|---|---|
3901
Relmada Therapeutics
RLMD
$52.8M
| $304K | ﹤0.01% |
15,976
+126
| +0.8% | +$2.4K |
|
3902
CS Disco
LAW
$357M
| $303K | ﹤0.01% |
16,855
-13,628
| -45% | -$245K |
|
3903
Mitsubishi UFJ Financial
MUFG
$177B
| $303K | ﹤0.01% |
56,704
+3,684
| +7% | +$19.7K |
|
3904
Cellebrite
CLBT
$4.11B
| $301K | ﹤0.01% |
58,892
+9,393
| +19% | +$48K |
|
3905
Organogenesis Holdings
ORGO
$625M
| $301K | ﹤0.01% |
61,590
+10,777
| +21% | +$52.7K |
|
3906
Quad
QUAD
$333M
| $301K | ﹤0.01% |
109,522
-16,439
| -13% | -$45.2K |
|
3907
The ONE Group
STKS
$81.1M
| $301K | ﹤0.01% |
40,853
-21,018
| -34% | -$155K |
|
|
STER
3908
DELISTED
Sterling Check Corp. Common Stock
STER
| $301K | ﹤0.01% |
18,494
+6,666
| +56% | +$108K |
|
|
ESMT
3909
DELISTED
EngageSmart, Inc.
ESMT
| $301K | ﹤0.01% |
18,741
+11,217
| +149% | +$180K |
|
3910
POET Technologies
POET
$475M
| $300K | ﹤0.01% |
30,660
+14,400
| +89% | +$141K |
|
|
GTYH
3911
DELISTED
GTY Technology Holdings, Inc. Common Stock
GTYH
| $300K | ﹤0.01% |
47,786
+32,570
| +214% | +$204K |
|
3912
Compugen
CGEN
$125M
| $299K | ﹤0.01% |
161,385
-135,725
| -46% | -$251K |
|
3913
Transportadora de Gas del Sur
TGS
$3.18B
| $299K | ﹤0.01% |
58,226
+18,037
| +45% | +$92.6K |
|
3914
Artesian Resources
ARTNA
$340M
| $298K | ﹤0.01% |
6,068
+1,830
| +43% | +$89.9K |
|
3915
iShares MSCI Poland ETF
EPOL
$454M
| $298K | ﹤0.01% |
20,370
+19,563
| +2,424% | +$286K |
|
3916
Stoke Therapeutics
STOK
$1.29B
| $297K | ﹤0.01% |
22,498
+2,890
| +15% | +$38.2K |
|
3917
Wheels Up
UP
$1.52B
| $296K | ﹤0.01% |
15,189
+10,167
| +202% | +$198K |
|
3918
Day One Biopharmaceuticals
DAWN
$729M
| $295K | ﹤0.01% |
16,515
-4,436
| -21% | -$79.2K |
|
3919
PennantPark Floating Rate Capital
PFLT
$1.01B
| $295K | ﹤0.01% |
25,669
-10,486
| -29% | -$121K |
|
3920
Schwab US Large- Cap ETF
SCHX
$60.3B
| $295K | ﹤0.01% |
19,761
-1,473
| -7% | -$22K |
|
3921
ProShares Trust UltraShort Lehman 20+ Year Treasury
TBT
$281M
| $295K | ﹤0.01% |
11,293
-2,052
| -15% | -$53.6K |
|
|
IVC
3922
DELISTED
Invacare Corporation
IVC
| $295K | ﹤0.01% |
230,940
-215,790
| -48% | -$276K |
|
3923
MeridianLink
MLNK
$1.47B
| $293K | ﹤0.01% |
17,580
+2,979
| +20% | +$49.7K |
|
3924
Origin Materials
ORGN
$84.6M
| $293K | ﹤0.01% |
57,350
+39,712
| +225% | +$203K |
|
3925
Philips
PHG
$26.8B
| $293K | ﹤0.01% |
15,307
-47,440
| -76% | -$908K |
|