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 | |
|---|---|---|---|---|---|---|
3976
Design Therapeutics
DSGN
$343M
| $256K | ﹤0.01% |
18,289
-1,950
| -10% | -$27.3K |
|
3977
Mister Car Wash
MCW
$1.77B
| $254K | ﹤0.01% |
23,348
+991
| +4% | +$10.8K |
|
3978
SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.44B
| $254K | ﹤0.01% |
4,165
-220
| -5% | -$13.4K |
|
3979
BlackRock Limited Duration Income Trust
BLW
$549M
| $253K | ﹤0.01% |
20,000
| – | – |
|
3980
First Western Financial
MYFW
$228M
| $253K | ﹤0.01% |
9,315
+4,073
| +78% | +$111K |
|
|
YALA
3981
Yalla Group
YALA
$1.18B
| $253K | ﹤0.01% |
+64,744
| New | +$253K |
|
3982
OraSure Technologies
OSUR
$242M
| $252K | ﹤0.01% |
92,958
+25,588
| +38% | +$69.4K |
|
3983
First Trust RiverFront Dynamic Europe ETF
RFEU
$7M
| $252K | ﹤0.01% |
+4,404
| New | +$252K |
|
3984
WisdomTree Bloomberg US Dollar Bullish Fund
USDU
$151M
| $252K | ﹤0.01% |
+9,019
| New | +$252K |
|
3985
VanEck Uranium + Nuclear Energy ETF
NLR
$2.47B
| $251K | ﹤0.01% |
4,805
+1,942
| +68% | +$101K |
|
3986
Evolus
EOLS
$465M
| $250K | ﹤0.01% |
21,523
-789
| -4% | -$9.17K |
|
|
BHACU
3987
DELISTED
Focus Impact BH3 Acquisition Company Units
BHACU
| $248K | ﹤0.01% |
25,000
-75,000
| -75% | -$744K |
|
3988
Adicet Bio
ACET
$67.5M
| $247K | ﹤0.01% |
16,943
+177
| +1% | +$2.58K |
|
3989
Aspen Aerogels
ASPN
$543M
| $247K | ﹤0.01% |
25,021
+7,547
| +43% | +$74.5K |
|
3990
Pacer US Cash Cows 100 ETF
COWZ
$19.6B
| $246K | ﹤0.01% |
+5,721
| New | +$246K |
|
3991
RBB Bancorp
RBB
$332M
| $246K | ﹤0.01% |
11,904
-73,145
| -86% | -$1.51M |
|
3992
Hippo Holdings
HIPO
$933M
| $245K | ﹤0.01% |
11,153
+6,915
| +163% | +$152K |
|
3993
Oportun Financial
OPRT
$293M
| $245K | ﹤0.01% |
29,548
-21,501
| -42% | -$178K |
|
3994
ThredUp
TDUP
$1.28B
| $244K | ﹤0.01% |
97,719
-384,900
| -80% | -$961K |
|
3995
Millicom
TIGO
$7.94B
| $244K | ﹤0.01% |
16,965
-10,066
| -37% | -$145K |
|
|
TFFP
3996
DELISTED
TFF Pharmaceuticals, Inc. Common Stock
TFFP
| $244K | ﹤0.01% |
1,725
-103
| -6% | -$14.6K |
|
3997
Stoneridge
SRI
$228M
| $243K | ﹤0.01% |
14,201
+1,822
| +15% | +$31.2K |
|
|
DSKE
3998
DELISTED
Daseke, Inc. Common Stock
DSKE
| $243K | ﹤0.01% |
37,939
-68,471
| -64% | -$439K |
|
|
WARR
3999
DELISTED
Warrior Technologies Acquisition Company
WARR
| $243K | ﹤0.01% |
24,480
-390,779
| -94% | -$3.88M |
|
4000
Blend Labs
BLND
$1.12B
| $242K | ﹤0.01% |
102,624
-1,672,355
| -94% | -$3.94M |
|