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 | |
|---|---|---|---|---|---|---|
1676
ScottsMiracle-Gro
SMG
$3.35B
| $11.9M | ﹤0.01% |
150,080
+51,109
| +52% | +$4.04M |
|
1677
NMI Holdings
NMIH
$3.06B
| $11.8M | ﹤0.01% |
711,371
+230,365
| +48% | +$3.84M |
|
1678
Huntsman Corp
HUN
$1.7B
| $11.8M | ﹤0.01% |
417,461
+105,166
| +34% | +$2.98M |
|
1679
iShares Core MSCI Total International Stock ETF
IXUS
$49.3B
| $11.8M | ﹤0.01% |
207,360
-11,246
| -5% | -$641K |
|
1680
Antero Resources
AR
$9.79B
| $11.8M | ﹤0.01% |
385,717
-1,504,074
| -80% | -$46.1M |
|
|
AZPN
1681
DELISTED
Aspen Technology Inc
AZPN
| $11.8M | ﹤0.01% |
+64,283
| New | +$11.8M |
|
1682
TORM
TRMD
$2.21B
| $11.8M | ﹤0.01% |
871,318
+859,691
| +7,394% | +$11.6M |
|
1683
Avantor
AVTR
$8.52B
| $11.8M | ﹤0.01% |
378,944
+11,210
| +3% | +$349K |
|
1684
Grab
GRAB
$26B
| $11.8M | ﹤0.01% |
4,653,311
-935,017
| -17% | -$2.37M |
|
1685
CNO Financial Group
CNO
$3.84B
| $11.8M | ﹤0.01% |
650,702
-217,515
| -25% | -$3.93M |
|
1686
Hanover Insurance
THG
$6.25B
| $11.8M | ﹤0.01% |
80,440
-1,554
| -2% | -$227K |
|
|
TSVT
1687
DELISTED
2seventy bio
TSVT
| $11.8M | ﹤0.01% |
891,183
+408,376
| +85% | +$5.39M |
|
1688
Rocket Pharmaceuticals
RCKT
$331M
| $11.7M | ﹤0.01% |
851,594
+13,679
| +2% | +$188K |
|
|
NPTN
1689
DELISTED
NEOPHOTONICS CORP
NPTN
| $11.7M | ﹤0.01% |
744,968
+173,027
| +30% | +$2.72M |
|
1690
iShares Morningstar Growth ETF
ILCG
$3.06B
| $11.7M | ﹤0.01% |
233,713
-4,680
| -2% | -$234K |
|
1691
Vontier
VNT
$6.35B
| $11.7M | ﹤0.01% |
508,623
-58,716
| -10% | -$1.35M |
|
|
NEX
1692
DELISTED
NexTier Oilfield Solutions Inc.
NEX
| $11.7M | ﹤0.01% |
1,229,163
-173,020
| -12% | -$1.65M |
|
1693
BWX Technologies
BWXT
$15.9B
| $11.7M | ﹤0.01% |
212,081
+41,429
| +24% | +$2.28M |
|
1694
Donnelley Financial Solutions
DFIN
$1.46B
| $11.6M | ﹤0.01% |
396,753
-191
| -0% | -$5.59K |
|
1695
iShares MSCI China A ETF
CNYA
$216M
| $11.6M | ﹤0.01% |
304,129
-3,444,934
| -92% | -$131M |
|
|
XM
1696
DELISTED
Qualtrics International Inc. Class A Common Stock
XM
| $11.6M | ﹤0.01% |
924,995
+825,739
| +832% | +$10.3M |
|
1697
Element Solutions
ESI
$6.41B
| $11.6M | ﹤0.01% |
649,041
+360,057
| +125% | +$6.41M |
|
1698
Ascendis Pharma
ASND
$12B
| $11.5M | ﹤0.01% |
124,211
+105,402
| +560% | +$9.8M |
|
1699
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.21B
| $11.5M | ﹤0.01% |
311,402
+165,883
| +114% | +$6.14M |
|
|
ITOS
1700
DELISTED
iTeos Therapeutics
ITOS
| $11.5M | ﹤0.01% |
559,299
+332,625
| +147% | +$6.85M |
|