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 | |
|---|---|---|---|---|---|---|
4201
Bombardier Recreational Products
DOOO
$4.7B
| $153K | ﹤0.01% |
2,494
+434
| +21% | +$26.6K |
|
|
CMLS
4202
DELISTED
Cumulus Media Inc. Class A Common Stock
CMLS
| $153K | ﹤0.01% |
19,898
-11,158
| -36% | -$85.8K |
|
4203
iShares ESG MSCI EM Leaders ETF
LDEM
$32.1M
| $152K | ﹤0.01% |
3,207
-8,189
| -72% | -$388K |
|
|
DZSI
4204
DELISTED
DZS Inc. Common Stock
DZSI
| $152K | ﹤0.01% |
9,338
-2,553
| -21% | -$41.6K |
|
4205
Barings BDC
BBDC
$978M
| $150K | ﹤0.01% |
16,116
+46
| +0.3% | +$428 |
|
4206
iShares MSCI Kuwait ETF
KWT
$85.3M
| $150K | ﹤0.01% |
+4,207
| New | +$150K |
|
4207
Live Ventures
LIVE
$53.8M
| $150K | ﹤0.01% |
5,984
+1
| +0% | +$25 |
|
4208
ProShares UltraPro Short MidCap400
SMDD
$2.35M
| $150K | ﹤0.01% |
2,300
-200
| -8% | -$13K |
|
4209
Third Coast Bancshares
TCBX
$549M
| $150K | ﹤0.01% |
6,831
+4,269
| +167% | +$93.7K |
|
4210
Sprott Physical Gold and Silver Trust
CEF
$6.61B
| $149K | ﹤0.01% |
8,847
-527
| -6% | -$8.88K |
|
4211
Cenntro
CENN
$28M
| $149K | ﹤0.01% |
9,841
-81,734
| -89% | -$1.24M |
|
|
DBD
4212
DELISTED
Diebold Nixdorf Incorporated
DBD
| $149K | ﹤0.01% |
65,264
+2,330
| +4% | +$5.32K |
|
|
KBAL
4213
DELISTED
Kimball International
KBAL
| $149K | ﹤0.01% |
19,408
+2,237
| +13% | +$17.2K |
|
|
YELL
4214
DELISTED
Yellow Corporation Common Stock
YELL
| $149K | ﹤0.01% |
50,772
-98,504
| -66% | -$289K |
|
|
FMTX
4215
DELISTED
Forma Therapeutics Holdings, Inc. Common Stock
FMTX
| $148K | ﹤0.01% |
21,549
-114
| -0.5% | -$783 |
|
4216
Kodak
KODK
$486M
| $147K | ﹤0.01% |
31,739
+9,587
| +43% | +$44.4K |
|
|
STR
4217
DELISTED
Sitio Royalties
STR
| $147K | ﹤0.01% |
6,307
-129,309
| -95% | -$3.01M |
|
4218
Ventyx Biosciences
VTYX
$164M
| $147K | ﹤0.01% |
11,984
+4,391
| +58% | +$53.9K |
|
|
APTX
4219
DELISTED
Aptinyx Inc. Common Stock
APTX
| $147K | ﹤0.01% |
263,954
| – | – |
|
4220
Vita Coco
COCO
$2.25B
| $146K | ﹤0.01% |
14,907
+9,639
| +183% | +$94.4K |
|
|
CPAC
4221
Cementos Pacasmayo
CPAC
$587M
| $146K | ﹤0.01% |
31,025
| – | – |
|
4222
iShares MSCI Italy ETF
EWI
$729M
| $146K | ﹤0.01% |
6,048
-138,726
| -96% | -$3.35M |
|
4223
Foghorn Therapeutics
FHTX
$293M
| $146K | ﹤0.01% |
10,744
+1,570
| +17% | +$21.3K |
|
4224
SES AI
SES
$456M
| $146K | ﹤0.01% |
37,175
+20,630
| +125% | +$81K |
|
4225
Fidelity MSCI Materials Index ETF
FMAT
$442M
| $145K | ﹤0.01% |
3,532
-332
| -9% | -$13.6K |
|