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 | |
|---|---|---|---|---|---|---|
|
SHCR
4026
DELISTED
Sharecare, Inc. Class A Common Stock
SHCR
| $230K | ﹤0.01% |
145,344
+26,765
| +23% | +$42.4K |
|
|
PSTH
4027
DELISTED
Pershing Square Tontine Holdings, Ltd.
PSTH
| $230K | ﹤0.01% |
11,500
-157,886
| -93% | -$3.16M |
|
4028
Colony Bankcorp
CBAN
$304M
| $229K | ﹤0.01% |
15,168
+5,162
| +52% | +$77.9K |
|
4029
Stagwell
STGW
$1.35B
| $229K | ﹤0.01% |
42,046
+12,773
| +44% | +$69.6K |
|
4030
Upland Software
UPLD
$71.6M
| $229K | ﹤0.01% |
15,752
+2,064
| +15% | +$30K |
|
4031
First Business Financial Services
FBIZ
$431M
| $227K | ﹤0.01% |
7,263
+600
| +9% | +$18.8K |
|
4032
Erasca
ERAS
$443M
| $225K | ﹤0.01% |
40,322
-9,892
| -20% | -$55.2K |
|
4033
GDS Holdings
GDS
$7.32B
| $225K | ﹤0.01% |
6,733
-163,242
| -96% | -$5.46M |
|
|
DNMR
4034
DELISTED
Danimer Scientific, Inc.
DNMR
| $225K | ﹤0.01% |
1,231
-451
| -27% | -$82.4K |
|
4035
Hingham Institution for Saving
HIFS
$625M
| $224K | ﹤0.01% |
787
-417
| -35% | -$119K |
|
4036
Stratasys
SSYS
$835M
| $224K | ﹤0.01% |
+11,928
| New | +$224K |
|
4037
Tango Therapeutics
TNGX
$727M
| $224K | ﹤0.01% |
49,327
+23,090
| +88% | +$105K |
|
4038
Esquire Financial Holdings
ESQ
$828M
| $223K | ﹤0.01% |
6,702
+4,879
| +268% | +$162K |
|
4039
James Hardie Industries plc
JHX
$11.6B
| $223K | ﹤0.01% |
10,186
+7,260
| +248% | +$159K |
|
|
VLD
4040
DELISTED
Velo3D, Inc.
VLD
| $222K | ﹤0.01% |
4,585
+4,098
| +841% | +$198K |
|
|
KNTE
4041
DELISTED
Kinnate Biopharma Inc. Common Stock
KNTE
| $221K | ﹤0.01% |
17,507
-4,363
| -20% | -$55.1K |
|
4042
dLocal
DLO
$4.03B
| $220K | ﹤0.01% |
8,382
+1,087
| +15% | +$28.5K |
|
4043
FRP Holdings
FRPH
$483M
| $220K | ﹤0.01% |
7,288
+898
| +14% | +$27.1K |
|
4044
MiMedx Group
MDXG
$1.03B
| $219K | ﹤0.01% |
63,309
-14,909
| -19% | -$51.6K |
|
|
EGIO
4045
DELISTED
Edgio, Inc. Common Stock
EGIO
| $219K | ﹤0.01% |
2,371
+294
| +14% | +$27.2K |
|
4046
Anika Therapeutics
ANIK
$125M
| $218K | ﹤0.01% |
9,750
+1,198
| +14% | +$26.8K |
|
|
RNLX
4047
DELISTED
Renalytix plc American Depositary Shares
RNLX
| $218K | ﹤0.01% |
88,410
+43,724
| +98% | +$108K |
|
4048
Bionano Genomics
BNGO
$18.2M
| $217K | ﹤0.01% |
262
-104
| -28% | -$86.1K |
|
4049
iShares CMBS ETF
CMBS
$468M
| $217K | ﹤0.01% |
4,520
-514
| -10% | -$24.7K |
|
4050
Vaalco Energy
EGY
$419M
| $217K | ﹤0.01% |
31,255
-123,021
| -80% | -$854K |
|