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 | |
|---|---|---|---|---|---|---|
1176
Xerox
XRX
$516M
| $29.7M | ﹤0.01% |
1,997,708
+1,436,711
| +256% | +$21.3M |
|
1177
Sprout Social
SPT
$838M
| $29.6M | ﹤0.01% |
510,231
+401,901
| +371% | +$23.3M |
|
1178
Atkore
ATKR
$2.03B
| $29.6M | ﹤0.01% |
356,339
+136,743
| +62% | +$11.4M |
|
1179
Manhattan Associates
MANH
$13.2B
| $29.5M | ﹤0.01% |
257,280
+107,745
| +72% | +$12.3M |
|
1180
PIMCO Active Bond Exchange-Traded Fund
BOND
$5.88B
| $29.2M | ﹤0.01% |
306,800
-414,434
| -57% | -$39.5M |
|
|
DOC
1181
DELISTED
PHYSICIANS REALTY TRUST
DOC
| $29.2M | ﹤0.01% |
1,670,537
+72,995
| +5% | +$1.27M |
|
1182
COPT Defense Properties
CDP
$3.43B
| $29.1M | ﹤0.01% |
1,112,917
-131,215
| -11% | -$3.44M |
|
1183
CommScope
COMM
$3.64B
| $29.1M | ﹤0.01% |
4,754,224
-335,477
| -7% | -$2.05M |
|
1184
NETSCOUT
NTCT
$1.86B
| $29M | ﹤0.01% |
857,757
-70,321
| -8% | -$2.38M |
|
1185
Robert Half
RHI
$3.51B
| $29M | ﹤0.01% |
387,502
+71,312
| +23% | +$5.34M |
|
|
EQC
1186
DELISTED
Equity Commonwealth
EQC
| $29M | ﹤0.01% |
1,053,240
+427,386
| +68% | +$11.8M |
|
1187
Elbit Systems
ESLT
$22.6B
| $29M | ﹤0.01% |
126,233
-25,087
| -17% | -$5.75M |
|
1188
Nasdaq
NDAQ
$51.4B
| $28.8M | ﹤0.01% |
566,964
+188,283
| +50% | +$9.57M |
|
|
ANSS
1189
DELISTED
Ansys
ANSS
| $28.8M | ﹤0.01% |
120,243
+12,835
| +12% | +$3.07M |
|
|
NBIS
1190
Nebius Group N.V.
NBIS
$24.8B
| $28.8M | ﹤0.01% |
1,518,792
+119,643
| +9% | +$2.27M |
|
1191
Arrow Electronics
ARW
$6.27B
| $28.6M | ﹤0.01% |
255,180
+28,467
| +13% | +$3.19M |
|
1192
Beam Therapeutics
BEAM
$2.46B
| $28.6M | ﹤0.01% |
738,860
-3,809
| -0.5% | -$147K |
|
1193
Boise Cascade
BCC
$2.97B
| $28.6M | ﹤0.01% |
480,167
+170,709
| +55% | +$10.2M |
|
|
CEQP
1194
DELISTED
Crestwood Equity Partners LP
CEQP
| $28.4M | ﹤0.01% |
1,181,400
-199,853
| -14% | -$4.81M |
|
1195
Diageo
DEO
$54.2B
| $28.4M | ﹤0.01% |
162,949
+15,341
| +10% | +$2.67M |
|
|
SRC
1196
DELISTED
SPIRIT REALTY CAPITAL, INC.
SRC
| $28.3M | ﹤0.01% |
748,153
-22,295
| -3% | -$842K |
|
1197
Rio Tinto
RIO
$101B
| $28.3M | ﹤0.01% |
463,298
-194,915
| -30% | -$11.9M |
|
1198
Vail Resorts
MTN
$5.46B
| $28.1M | ﹤0.01% |
128,784
+26,915
| +26% | +$5.87M |
|
1199
Trip.com Group
TCOM
$51.3B
| $28.1M | ﹤0.01% |
1,022,687
-895,177
| -47% | -$24.6M |
|
|
KREF
1200
KKR Real Estate Finance Trust
KREF
$625M
| $28.1M | ﹤0.01% |
1,608,417
+387,366
| +32% | +$6.76M |
|