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 | |
|---|---|---|---|---|---|---|
|
IMGO
4076
DELISTED
Imago BioSciences, Inc. Common stock
IMGO
| $208K | ﹤0.01% |
15,522
-47,205
| -75% | -$633K |
|
4077
Valhi
VHI
$458M
| $207K | ﹤0.01% |
4,576
-1,162
| -20% | -$52.6K |
|
4078
MasterCraft Boat Holdings
MCFT
$362M
| $206K | ﹤0.01% |
9,794
-1,532
| -14% | -$32.2K |
|
4079
Archer Aviation
ACHR
$5.64B
| $205K | ﹤0.01% |
+66,568
| New | +$205K |
|
|
EMO
4080
ClearBridge Energy Midstream Opportunity Fund
EMO
$856M
| $205K | ﹤0.01% |
8,674
| – | – |
|
4081
REV Group
REVG
$3.02B
| $205K | ﹤0.01% |
18,835
+2,159
| +13% | +$23.5K |
|
|
AERI
4082
DELISTED
Aerie Pharmaceuticals, Inc.
AERI
| $205K | ﹤0.01% |
27,354
+1,453
| +6% | +$10.9K |
|
4083
Aurora
AUR
$10.5B
| $204K | ﹤0.01% |
+106,589
| New | +$204K |
|
4084
Cricut
CRCT
$1.4B
| $204K | ﹤0.01% |
33,142
+12,439
| +60% | +$76.6K |
|
4085
VanEck Emerging Markets High Yield Bond ETF
HYEM
$416M
| $204K | ﹤0.01% |
11,484
+4,112
| +56% | +$73K |
|
4086
MetroCity Bankshares
MCBS
$741M
| $203K | ﹤0.01% |
9,982
-3,696
| -27% | -$75.2K |
|
|
SDC
4087
DELISTED
SmileDirectClub, Inc. Class A Common Stock
SDC
| $203K | ﹤0.01% |
195,656
-76,275
| -28% | -$79.1K |
|
4088
Blue Foundry Bancorp
BLFY
$198M
| $202K | ﹤0.01% |
16,796
-5,468
| -25% | -$65.8K |
|
4089
Rayonier Advanced Materials
RYAM
$421M
| $202K | ﹤0.01% |
77,009
-24,627
| -24% | -$64.6K |
|
4090
Pan American Silver
PAAS
$15.5B
| $201K | ﹤0.01% |
10,225
+7,825
| +326% | +$154K |
|
4091
Sprott Physical Gold
PHYS
$13B
| $201K | ﹤0.01% |
14,179
+302
| +2% | +$4.28K |
|
4092
Roundhill Ball Metaverse ETF
METV
$333M
| $200K | ﹤0.01% |
24,935
+22,366
| +871% | +$179K |
|
4093
Invesco Fundamental High Yield Corporate Bond ETF
PHB
$355M
| $198K | ﹤0.01% |
11,717
+9,025
| +335% | +$153K |
|
|
VBOC
4094
DELISTED
Viscogliosi Brothers Acquisition Corp Common Stock
VBOC
| $198K | ﹤0.01% |
+19,954
| New | +$198K |
|
4095
Future Fuel
FF
$169M
| $197K | ﹤0.01% |
27,157
-345,466
| -93% | -$2.51M |
|
4096
Mirum Pharmaceuticals
MIRM
$3.73B
| $197K | ﹤0.01% |
10,135
+4,816
| +91% | +$93.6K |
|
4097
WisdomTree US AI Enhanced Value Fund
AIVL
$391M
| $196K | ﹤0.01% |
2,206
+126
| +6% | +$11.2K |
|
4098
Citizens & Northern Corp
CZNC
$311M
| $196K | ﹤0.01% |
8,119
-2,798
| -26% | -$67.5K |
|
|
KC
4099
Kingsoft Cloud Holdings
KC
$4.45B
| $196K | ﹤0.01% |
44,062
-304,520
| -87% | -$1.35M |
|
4100
OneWater Marine
ONEW
$261M
| $196K | ﹤0.01% |
5,920
+780
| +15% | +$25.8K |
|