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 | |
|---|---|---|---|---|---|---|
4476
IceCure Medical
ICCM
$67.7M
| $78K | ﹤0.01% |
+7,240
| New | +$78K |
|
4477
Invesco Water Resources ETF
PHO
$2.21B
| $78K | ﹤0.01% |
1,681
+75
| +5% | +$3.48K |
|
4478
First Trust RiverFront Dynamic Emerging Markets ETF
RFEM
$45.7M
| $78K | ﹤0.01% |
+1,456
| New | +$78K |
|
4479
Spire Global
SPIR
$307M
| $78K | ﹤0.01% |
8,359
+6,496
| +349% | +$60.6K |
|
4480
Global X MLP ETF
MLPA
$1.83B
| $77K | ﹤0.01% |
2,106
-307
| -13% | -$11.2K |
|
4481
Orion Energy Systems
OESX
$31.4M
| $77K | ﹤0.01% |
3,812
+1
| +0% | +$20 |
|
4482
Weyco Group
WEYS
$280M
| $77K | ﹤0.01% |
3,157
+3,155
| +157,750% | +$77K |
|
|
IRNT
4483
DELISTED
IronNet, Inc.
IRNT
| $77K | ﹤0.01% |
34,658
+24,901
| +255% | +$55.3K |
|
4484
HilleVax
HLVX
$105M
| $76K | ﹤0.01% |
+6,929
| New | +$76K |
|
|
PARAA
4485
DELISTED
Paramount Global Class A
PARAA
| $76K | ﹤0.01% |
2,791
+741
| +36% | +$20.2K |
|
|
SUP
4486
DELISTED
Superior Industries International
SUP
| $76K | ﹤0.01% |
19,207
-5,752
| -23% | -$22.8K |
|
|
EQRXW
4487
DELISTED
EQRx, Inc. Warrant
EQRXW
| – | – |
0
| – | -$49K |
|
|
TIG
4488
DELISTED
Trean Insurance Group, Inc. Common Stock
TIG
| $76K | ﹤0.01% |
12,166
+3,809
| +46% | +$23.8K |
|
4489
BARK
BARK
$150M
| $75K | ﹤0.01% |
58,741
+35,385
| +152% | +$45.2K |
|
4490
MidCap Financial Investment
MFIC
$1.16B
| $75K | ﹤0.01% |
6,925
+4,525
| +189% | +$49K |
|
4491
Rallybio
RLYB
$25.1M
| $75K | ﹤0.01% |
10,009
-2,365
| -19% | -$17.7K |
|
|
AMRN
4492
Amarin Corp
AMRN
$310M
| $74K | ﹤0.01% |
2,465
-2,681
| -52% | -$80.5K |
|
4493
Traeger
COOK
$177M
| $74K | ﹤0.01% |
17,387
-29,734
| -63% | -$127K |
|
4494
Danaos Corp
DAC
$1.73B
| $74K | ﹤0.01% |
1,173
-12,899
| -92% | -$814K |
|
4495
NextDecade
NEXT
$1.79B
| $74K | ﹤0.01% |
16,707
+16,698
| +185,533% | +$74K |
|
4496
NI Holdings
NODK
$276M
| $74K | ﹤0.01% |
4,522
-969
| -18% | -$15.9K |
|
4497
Xenon Pharmaceuticals
XENE
$2.79B
| $74K | ﹤0.01% |
2,446
-3,925
| -62% | -$119K |
|
|
LVOX
4498
DELISTED
LiveVox Holding, Inc. Class A Common Stock
LVOX
| $74K | ﹤0.01% |
44,280
+3,195
| +8% | +$5.34K |
|
|
SKE
4499
Skeena Resources
SKE
$2.02B
| $73K | ﹤0.01% |
13,771
-6,711
| -33% | -$35.6K |
|
4500
ProShares Ultra Silver
AGQ
$897M
| $72K | ﹤0.01% |
+2,925
| New | +$72K |
|