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 | |
|---|---|---|---|---|---|---|
4176
Kamada
KMDA
$404M
| $162K | ﹤0.01% |
35,988
-12,864
| -26% | -$57.9K |
|
4177
Perella Weinberg Partners
PWP
$1.43B
| $162K | ﹤0.01% |
27,819
-42,244
| -60% | -$246K |
|
4178
Rigetti Computing
RGTI
$6.19B
| $162K | ﹤0.01% |
+44,239
| New | +$162K |
|
|
LAC
4179
DELISTED
Lithium Americas Corp. Common Shares
LAC
| $161K | ﹤0.01% |
8,021
-210,515
| -96% | -$4.23M |
|
4180
Guaranty Bancshares
GNTY
$557M
| $160K | ﹤0.01% |
4,408
-1,377
| -24% | -$50K |
|
4181
iShares AAA-A Rated Corporate Bond ETF
QLTA
$1.7B
| $160K | ﹤0.01% |
3,300
-4,677,832
| -100% | -$227M |
|
4182
GoodRx Holdings
GDRX
$1.46B
| $159K | ﹤0.01% |
26,906
+26,425
| +5,494% | +$156K |
|
4183
NextCure
NXTC
$14.5M
| $159K | ﹤0.01% |
2,811
+1,320
| +89% | +$74.7K |
|
4184
Allient
ALNT
$779M
| $158K | ﹤0.01% |
6,931
-8,883
| -56% | -$202K |
|
4185
Arbe Robotics
ARBE
$146M
| $158K | ﹤0.01% |
28,703
-16,792
| -37% | -$92.4K |
|
|
BHR
4186
Braemar Hotels & Resorts
BHR
$203M
| $157K | ﹤0.01% |
36,601
-54,804
| -60% | -$235K |
|
4187
First Bancorp
FNLC
$301M
| $157K | ﹤0.01% |
5,200
-5,683
| -52% | -$172K |
|
4188
Oppenheimer Holdings
OPY
$806M
| $157K | ﹤0.01% |
4,727
+375
| +9% | +$12.5K |
|
|
TGB
4189
Taseko Mines
TGB
$1.12B
| $157K | ﹤0.01% |
145,351
-230,785
| -61% | -$249K |
|
4190
Invesco S&P MidCap Low Volatility ETF
XMLV
$817M
| $157K | ﹤0.01% |
3,059
-311
| -9% | -$16K |
|
|
MKFG
4191
DELISTED
Markforged Holding Corporation
MKFG
| $157K | ﹤0.01% |
8,483
+6,576
| +345% | +$122K |
|
|
INTE
4192
DELISTED
Integral Acquisition Corporation 1 Class A Common Stock
INTE
| $157K | ﹤0.01% |
15,800
-57,710
| -79% | -$573K |
|
|
BBIG
4193
DELISTED
Vinco Ventures, Inc. Common Stock
BBIG
| $157K | ﹤0.01% |
5,699
+5,648
| +11,075% | +$156K |
|
4194
NWPX Infrastructure, Inc. Common Stock
NWPX
$495M
| $156K | ﹤0.01% |
5,238
-1,570
| -23% | -$46.8K |
|
|
SOHU
4195
Sohu.com
SOHU
$480M
| $156K | ﹤0.01% |
9,409
-166,760
| -95% | -$2.76M |
|
4196
First Trust Indxx NextG ETF
NXTG
$406M
| $155K | ﹤0.01% |
2,408
-610
| -20% | -$39.3K |
|
4197
RxSight
RXST
$381M
| $155K | ﹤0.01% |
11,009
+2,782
| +34% | +$39.2K |
|
4198
Regional Management Corp
RM
$418M
| $154K | ﹤0.01% |
4,114
-12
| -0.3% | -$449 |
|
4199
Roivant Sciences
ROIV
$9.61B
| $154K | ﹤0.01% |
+37,894
| New | +$154K |
|
4200
Rush Street Interactive
RSI
$2.02B
| $154K | ﹤0.01% |
32,820
-834
| -2% | -$3.91K |
|