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 | |
|---|---|---|---|---|---|---|
4126
Fidelity MSCI Consumer Staples Index ETF
FSTA
$1.34B
| $183K | ﹤0.01% |
4,235
+3,870
| +1,060% | +$167K |
|
4127
Greif Class B
GEF.B
$2.46B
| $183K | ﹤0.01% |
2,932
-400
| -12% | -$25K |
|
4128
ESS Tech
GWH
$20.2M
| $183K | ﹤0.01% |
4,353
+1,948
| +81% | +$81.9K |
|
4129
PLAYSTUDIOS Inc
MYPS
$121M
| $183K | ﹤0.01% |
+42,740
| New | +$183K |
|
4130
Outdoor Holding Company Common Stock
POWW
$178M
| $182K | ﹤0.01% |
47,116
+5,170
| +12% | +$20K |
|
4131
Brilliant Earth
BRLT
$37.2M
| $181K | ﹤0.01% |
38,179
+21,324
| +127% | +$101K |
|
|
DCFC
4132
DELISTED
Tritium DCFC Limited Ordinary Shares
DCFC
| $181K | ﹤0.01% |
148
+54
| +57% | +$66K |
|
|
IGMS
4133
DELISTED
IGM Biosciences
IGMS
| $180K | ﹤0.01% |
9,961
-1,671
| -14% | -$30.2K |
|
4134
Liquidity Services
LQDT
$849M
| $180K | ﹤0.01% |
13,343
+2,171
| +19% | +$29.3K |
|
4135
Vanguard ESG International Stock ETF
VSGX
$5.1B
| $180K | ﹤0.01% |
3,664
+3,465
| +1,741% | +$170K |
|
4136
Axogen
AXGN
$755M
| $179K | ﹤0.01% |
21,852
+3,373
| +18% | +$27.6K |
|
4137
iShares Fallen Angels USD Bond ETF
FALN
$1.88B
| $179K | ﹤0.01% |
7,276
-25,432
| -78% | -$626K |
|
4138
Five Star Bancorp
FSBC
$701M
| $178K | ﹤0.01% |
6,730
-1,953
| -22% | -$51.7K |
|
4139
Ocular Therapeutix
OCUL
$2.23B
| $178K | ﹤0.01% |
44,227
-1,027
| -2% | -$4.13K |
|
4140
First Trust RiverFront Dynamic Developed International ETF
RFDI
$129M
| $178K | ﹤0.01% |
3,318
+3,245
| +4,445% | +$174K |
|
|
VBNK
4141
VersaBank
VBNK
$383M
| $178K | ﹤0.01% |
24,400
-400
| -2% | -$2.92K |
|
4142
Algoma Steel Group Warrant
ASTLW
$5.74M
| – | – |
0
| – | -$434K |
|
4143
iShares Bloomberg Roll Select Commodity Strategy ETF
CMDY
$283M
| $177K | ﹤0.01% |
3,037
-3,826
| -56% | -$223K |
|
4144
Cantaloupe
CTLP
$792M
| $176K | ﹤0.01% |
31,469
+3,903
| +14% | +$21.8K |
|
4145
Johnson Outdoors
JOUT
$422M
| $176K | ﹤0.01% |
2,876
-25,805
| -90% | -$1.58M |
|
4146
WisdomTree US SmallCap Earnings Fund
EES
$635M
| $175K | ﹤0.01% |
4,266
+604
| +16% | +$24.8K |
|
4147
Kiniksa Pharmaceuticals
KNSA
$2.75B
| $175K | ﹤0.01% |
18,173
+348
| +2% | +$3.35K |
|
4148
Intapp
INTA
$3.71B
| $174K | ﹤0.01% |
11,837
+2,132
| +22% | +$31.3K |
|
4149
Arbutus Biopharma
ABUS
$855M
| $173K | ﹤0.01% |
64,191
+5,265
| +9% | +$14.2K |
|
4150
WisdomTree US MidCap Fund
EZM
$819M
| $173K | ﹤0.01% |
3,770
+559
| +17% | +$25.7K |
|