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 | |
|---|---|---|---|---|---|---|
1576
First Trust Dow Jones Internet Index Fund ETF
FDN
$7.9B
| $14.8M | ﹤0.01% |
116,850
+74,027
| +173% | +$9.4M |
|
1577
BorgWarner
BWA
$9.57B
| $14.8M | ﹤0.01% |
504,561
+82,325
| +19% | +$2.42M |
|
1578
WisdomTree US LargeCap Dividend Fund
DLN
$5.35B
| $14.8M | ﹤0.01% |
250,014
+5,451
| +2% | +$322K |
|
1579
DoorDash
DASH
$113B
| $14.8M | ﹤0.01% |
229,893
-1,705,154
| -88% | -$109M |
|
1580
Descartes Systems
DSGX
$8.75B
| $14.7M | ﹤0.01% |
237,599
+42,860
| +22% | +$2.66M |
|
1581
Anywhere Real Estate
HOUS
$792M
| $14.7M | ﹤0.01% |
1,499,395
-282,732
| -16% | -$2.78M |
|
1582
Crane NXT
CXT
$3.24B
| $14.7M | ﹤0.01% |
484,467
-81,956
| -14% | -$2.49M |
|
1583
Ryder
R
$7.5B
| $14.7M | ﹤0.01% |
206,229
+13,098
| +7% | +$931K |
|
1584
Ashland
ASH
$2.27B
| $14.5M | ﹤0.01% |
141,093
+7,962
| +6% | +$820K |
|
1585
Reynolds Consumer Products
REYN
$4.79B
| $14.5M | ﹤0.01% |
532,907
-54,362
| -9% | -$1.48M |
|
1586
Sony
SONY
$176B
| $14.5M | ﹤0.01% |
887,415
+351,235
| +66% | +$5.74M |
|
1587
Bloomin' Brands
BLMN
$581M
| $14.5M | ﹤0.01% |
872,563
+283,309
| +48% | +$4.71M |
|
1588
NCR Voyix
VYX
$1.82B
| $14.4M | ﹤0.01% |
755,446
+71,007
| +10% | +$1.36M |
|
1589
iShares Expanded Tech-Software Sector ETF
IGV
$10.6B
| $14.4M | ﹤0.01% |
266,910
+169,395
| +174% | +$9.13M |
|
1590
TTEC Holdings
TTEC
$181M
| $14.3M | ﹤0.01% |
211,282
+32,763
| +18% | +$2.22M |
|
1591
Ecopetrol
EC
$18.3B
| $14.3M | ﹤0.01% |
1,319,619
-274,468
| -17% | -$2.98M |
|
1592
Ericsson
ERIC
$26.9B
| $14.3M | ﹤0.01% |
1,935,751
+1,766,749
| +1,045% | +$13.1M |
|
1593
Ziff Davis
ZD
$1.57B
| $14.3M | ﹤0.01% |
191,753
+11,717
| +7% | +$873K |
|
1594
Heidrick & Struggles
HSII
$1.03B
| $14.3M | ﹤0.01% |
441,251
+376
| +0.1% | +$12.2K |
|
1595
Pebblebrook Hotel Trust
PEB
$1.42B
| $14.2M | ﹤0.01% |
859,190
-326,571
| -28% | -$5.41M |
|
1596
Concentrix
CNXC
$3.59B
| $14.2M | ﹤0.01% |
104,779
+5,467
| +6% | +$742K |
|
1597
Editas Medicine
EDIT
$254M
| $14.2M | ﹤0.01% |
1,200,601
-55,960
| -4% | -$662K |
|
1598
Globus Medical
GMED
$7.55B
| $14.2M | ﹤0.01% |
252,923
+43,110
| +21% | +$2.42M |
|
1599
Smith & Nephew
SNN
$15.9B
| $14.2M | ﹤0.01% |
507,418
-269,392
| -35% | -$7.52M |
|
1600
AerCap
AER
$21.4B
| $14.2M | ﹤0.01% |
345,919
+71,508
| +26% | +$2.93M |
|