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 | |
|---|---|---|---|---|---|---|
4326
UroGen Pharma
URGN
$869M
| $116K | ﹤0.01% |
14,059
-67,808
| -83% | -$559K |
|
4327
United States Lime & Minerals
USLM
$3.63B
| $116K | ﹤0.01% |
5,475
-2,095
| -28% | -$44.4K |
|
|
CAJ
4328
DELISTED
Canon, Inc.
CAJ
| $116K | ﹤0.01% |
5,119
+356
| +7% | +$8.07K |
|
4329
Navitas Semiconductor
NVTS
$1.31B
| $115K | ﹤0.01% |
+29,913
| New | +$115K |
|
4330
Zeta Global
ZETA
$4.84B
| $115K | ﹤0.01% |
25,576
+19,275
| +306% | +$86.7K |
|
4331
DHI Group
DHX
$141M
| $114K | ﹤0.01% |
22,923
-36,641
| -62% | -$182K |
|
4332
Parke Bancorp
PKBK
$266M
| $113K | ﹤0.01% |
5,416
+833
| +18% | +$17.4K |
|
4333
Invesco KBW High Dividend Yield Financial ETF
KBWD
$427M
| $112K | ﹤0.01% |
6,800
-78,368
| -92% | -$1.29M |
|
4334
Superior Group of Companies
SGC
$188M
| $112K | ﹤0.01% |
6,300
+270
| +4% | +$4.8K |
|
4335
Global Water Resources
GWRS
$271M
| $111K | ﹤0.01% |
8,424
-316
| -4% | -$4.16K |
|
4336
Liquidia Corp
LQDA
$2.24B
| $111K | ﹤0.01% |
+25,515
| New | +$111K |
|
4337
Red Violet
RDVT
$679M
| $111K | ﹤0.01% |
5,859
+5,066
| +639% | +$96K |
|
|
IVCP
4338
DELISTED
Swiftmerge Acquisition Corp. Class A Ordinary Share
IVCP
| $111K | ﹤0.01% |
+11,300
| New | +$111K |
|
4339
Caesarstone
CSTE
$48.4M
| $110K | ﹤0.01% |
12,132
-490
| -4% | -$4.44K |
|
4340
Escalade
ESCA
$171M
| $110K | ﹤0.01% |
8,435
-2,870
| -25% | -$37.4K |
|
4341
Investors Title Co
ITIC
$481M
| $110K | ﹤0.01% |
700
-182
| -21% | -$28.6K |
|
4342
Pure Cycle
PCYO
$265M
| $110K | ﹤0.01% |
10,443
+106
| +1% | +$1.12K |
|
|
VZLA
4343
Vizsla Silver
VZLA
$1.32B
| $110K | ﹤0.01% |
107,200
-180,400
| -63% | -$185K |
|
4344
ALX Oncology
ALXO
$56.8M
| $109K | ﹤0.01% |
13,428
-5,809
| -30% | -$47.2K |
|
4345
NerdWallet
NRDS
$802M
| $109K | ﹤0.01% |
13,697
+8,870
| +184% | +$70.6K |
|
|
NUTX
4346
Nutex Health
NUTX
$540M
| $109K | ﹤0.01% |
+224
| New | +$109K |
|
4347
Palladyne AI
PDYN
$309M
| $109K | ﹤0.01% |
6,810
+5,348
| +366% | +$85.6K |
|
|
FXLV
4348
DELISTED
F45 Training Holdings Inc.
FXLV
| $109K | ﹤0.01% |
27,831
+6,995
| +34% | +$27.4K |
|
|
AKYA
4349
DELISTED
Akoya BioSciences
AKYA
| $108K | ﹤0.01% |
8,431
+2,138
| +34% | +$27.4K |
|
4350
Destination XL Group
DXLG
$80.3M
| $108K | ﹤0.01% |
+31,953
| New | +$108K |
|