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 | |
|---|---|---|---|---|---|---|
4151
Tejon Ranch
TRC
$448M
| $173K | ﹤0.01% |
11,207
-4,576
| -29% | -$70.6K |
|
|
OSG
4152
DELISTED
Overseas Shipholding Group Inc.
OSG
| $172K | ﹤0.01% |
83,923
-111,313
| -57% | -$228K |
|
4153
Distribution Solutions Group
DSGR
$1.44B
| $171K | ﹤0.01% |
6,658
-370
| -5% | -$9.5K |
|
4154
Monte Rosa Therapeutics
GLUE
$297M
| $171K | ﹤0.01% |
17,708
-4,804
| -21% | -$46.4K |
|
4155
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
$1.55B
| $171K | ﹤0.01% |
+2,032
| New | +$171K |
|
4156
NewtekOne
NEWT
$303M
| $171K | ﹤0.01% |
9,030
+5,165
| +134% | +$97.8K |
|
4157
Aegon
AEG
$12.2B
| $170K | ﹤0.01% |
39,948
+29,202
| +272% | +$124K |
|
4158
Vitamin Cottage Natural Grocers
NGVC
$859M
| $170K | ﹤0.01% |
10,691
+6,361
| +147% | +$101K |
|
4159
Edgewise Therapeutics
EWTX
$1.5B
| $168K | ﹤0.01% |
21,109
-6,057
| -22% | -$48.2K |
|
4160
SPDR S&P 600 Small Cap Growth ETF
SLYG
$3.56B
| $168K | ﹤0.01% |
2,377
-43
| -2% | -$3.04K |
|
4161
Daily Journal
DJCO
$562M
| $167K | ﹤0.01% |
646
+78
| +14% | +$20.2K |
|
4162
VanEck CEF Muni Income ETF
XMPT
$177M
| $167K | ﹤0.01% |
+7,245
| New | +$167K |
|
4163
Astronics
ATRO
$1.41B
| $165K | ﹤0.01% |
16,311
-177,203
| -92% | -$1.79M |
|
4164
Fidelity MSCI Energy Index ETF
FENY
$1.44B
| $165K | ﹤0.01% |
8,508
+2,995
| +54% | +$58.1K |
|
4165
ReNew
RNW
$2.76B
| $165K | ﹤0.01% |
25,430
-108,358
| -81% | -$703K |
|
4166
Vivid Seats
SEAT
$110M
| $165K | ﹤0.01% |
+1,101
| New | +$165K |
|
|
SMMF
4167
DELISTED
Summit Financial Group, Inc.
SMMF
| $165K | ﹤0.01% |
5,951
-2,843
| -32% | -$78.8K |
|
4168
Ouster
OUST
$1.67B
| $164K | ﹤0.01% |
10,177
+2,113
| +26% | +$34.1K |
|
|
VCSA
4169
DELISTED
Vacasa, Inc. Class A Common Stock
VCSA
| $164K | ﹤0.01% |
+2,840
| New | +$164K |
|
4170
Clene
CLNN
$57.9M
| $163K | ﹤0.01% |
3,226
+2,745
| +571% | +$139K |
|
4171
Manchester United
MANU
$2.8B
| $163K | ﹤0.01% |
14,624
-102,139
| -87% | -$1.14M |
|
4172
Sweetgreen
SG
$1B
| $163K | ﹤0.01% |
14,033
+6,585
| +88% | +$76.5K |
|
|
WDI
4173
Western Asset Diversified Income Fund
WDI
$790M
| $163K | ﹤0.01% |
11,750
+6,750
| +135% | +$93.6K |
|
4174
BlackRock Science and Technology Trust
BST
$1.42B
| $162K | ﹤0.01% |
5,000
| – | – |
|
|
EBTC
4175
DELISTED
Enterprise Bancorp
EBTC
| $162K | ﹤0.01% |
5,006
-4,372
| -47% | -$141K |
|