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 | |
|---|---|---|---|---|---|---|
4226
IES Holdings
IESC
$7.5B
| $145K | ﹤0.01% |
4,822
-1,782
| -27% | -$53.6K |
|
|
DOMA
4227
DELISTED
Doma Holdings, Inc.
DOMA
| $144K | ﹤0.01% |
5,599
+1,837
| +49% | +$47.2K |
|
|
OTLY
4228
Oatly Group
OTLY
$544M
| $143K | ﹤0.01% |
2,064
-3,636
| -64% | -$252K |
|
4229
Aterian
ATER
$9.73M
| $142K | ﹤0.01% |
5,491
+4,476
| +441% | +$116K |
|
4230
Vanguard Total World Bond ETF
BNDW
$1.34B
| $142K | ﹤0.01% |
+2,030
| New | +$142K |
|
4231
Centrus Energy
LEU
$4.04B
| $142K | ﹤0.01% |
5,741
+1,143
| +25% | +$28.3K |
|
4232
Lindblad Expeditions
LIND
$735M
| $142K | ﹤0.01% |
17,514
+2,858
| +20% | +$23.2K |
|
4233
Offerpad Solutions
OPAD
$133M
| $142K | ﹤0.01% |
4,335
+4,308
| +15,956% | +$141K |
|
4234
Tarsus Pharmaceuticals
TARS
$2.08B
| $142K | ﹤0.01% |
9,693
+5,739
| +145% | +$84.1K |
|
|
PEAR
4235
DELISTED
Pear Therapeutics, Inc. Class A Common Stock
PEAR
| $142K | ﹤0.01% |
91,969
+90,569
| +6,469% | +$140K |
|
4236
Braze
BRZE
$3.35B
| $140K | ﹤0.01% |
+3,870
| New | +$140K |
|
4237
Lifecore Biomedical
LFCR
$281M
| $140K | ﹤0.01% |
14,008
+1,743
| +14% | +$17.4K |
|
4238
Aura Biosciences
AURA
$384M
| $139K | ﹤0.01% |
9,798
+7,170
| +273% | +$102K |
|
4239
Barclays
BCS
$72.6B
| $139K | ﹤0.01% |
18,190
-150,075
| -89% | -$1.15M |
|
4240
Blue Ridge Bankshares
BRBS
$380M
| $139K | ﹤0.01% |
9,101
+965
| +12% | +$14.7K |
|
4241
Franklin FTSE United Kingdom ETF
FLGB
$855M
| $139K | ﹤0.01% |
6,250
+3,981
| +175% | +$88.5K |
|
4242
TriplePoint Venture Growth BDC
TPVG
$267M
| $139K | ﹤0.01% |
10,905
+8,605
| +374% | +$110K |
|
|
BEST
4243
DELISTED
BEST Inc. American Depositary Shares, each representing twenty (20) Class A Ordinary Shares
BEST
| $139K | ﹤0.01% |
29,487
-3,080
| -9% | -$14.5K |
|
4244
Donegal Group Class A
DGICA
$711M
| $138K | ﹤0.01% |
8,134
-4,529
| -36% | -$76.8K |
|
4245
1-800-Flowers.com
FLWS
$343M
| $138K | ﹤0.01% |
14,478
-257,045
| -95% | -$2.45M |
|
4246
Schwab Fundamental US Small Company Index ETF
FNDA
$9.01B
| $138K | ﹤0.01% |
6,100
+594
| +11% | +$13.4K |
|
4247
HighPeak Energy
HPK
$899M
| $138K | ﹤0.01% |
5,375
+2,664
| +98% | +$68.4K |
|
4248
John Hancock Multifactor Mid Cap ETF
JHMM
$4.42B
| $138K | ﹤0.01% |
3,123
+965
| +45% | +$42.6K |
|
|
BRT
4249
BRT Apartments
BRT
$290M
| $137K | ﹤0.01% |
6,390
-4,324
| -40% | -$92.7K |
|
4250
BioXcel Therapeutics
BTAI
$49.8M
| $137K | ﹤0.01% |
649
-201
| -24% | -$42.4K |
|