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 | |
|---|---|---|---|---|---|---|
1701
FLEX LNG
FLNG
$1.35B
| $11.5M | ﹤0.01% |
420,075
+153,734
| +58% | +$4.21M |
|
1702
Flowserve
FLS
$7.41B
| $11.5M | ﹤0.01% |
401,832
-445,959
| -53% | -$12.8M |
|
|
FLG
1703
Flagstar Financial
FLG
$5.07B
| $11.5M | ﹤0.01% |
419,713
+59,239
| +16% | +$1.62M |
|
1704
Schrodinger
SDGR
$1.43B
| $11.5M | ﹤0.01% |
435,064
+133,277
| +44% | +$3.52M |
|
1705
argenx
ARGX
$45.1B
| $11.5M | ﹤0.01% |
30,256
+28,679
| +1,819% | +$10.9M |
|
1706
Rambus
RMBS
$11B
| $11.4M | ﹤0.01% |
532,628
-73,232
| -12% | -$1.57M |
|
1707
Carvana
CVNA
$54.1B
| $11.4M | ﹤0.01% |
506,531
+137,131
| +37% | +$3.1M |
|
1708
Syndax Pharmaceuticals
SNDX
$1.27B
| $11.4M | ﹤0.01% |
594,302
+354,473
| +148% | +$6.82M |
|
1709
Interparfums
IPAR
$3.26B
| $11.4M | ﹤0.01% |
155,602
+41,239
| +36% | +$3.01M |
|
1710
Westamerica Bancorp
WABC
$1.25B
| $11.3M | ﹤0.01% |
203,369
-2,672
| -1% | -$149K |
|
1711
VanEck Biotech ETF
BBH
$353M
| $11.3M | ﹤0.01% |
+77,431
| New | +$11.3M |
|
1712
Primoris Services
PRIM
$6.96B
| $11.3M | ﹤0.01% |
518,664
+18,631
| +4% | +$405K |
|
1713
National Healthcare
NHC
$1.82B
| $11.3M | ﹤0.01% |
161,094
-470
| -0.3% | -$32.9K |
|
1714
ATI
ATI
$11.1B
| $11.3M | ﹤0.01% |
495,569
+90,358
| +22% | +$2.05M |
|
1715
Enterprise Financial Services Corp
EFSC
$2.23B
| $11.2M | ﹤0.01% |
270,770
-5,715
| -2% | -$237K |
|
1716
Curtiss-Wright
CW
$19.4B
| $11.2M | ﹤0.01% |
85,010
+957
| +1% | +$126K |
|
1717
Rollins
ROL
$26.9B
| $11.2M | ﹤0.01% |
320,984
+92,781
| +41% | +$3.24M |
|
1718
Teradata
TDC
$2.08B
| $11.2M | ﹤0.01% |
302,812
+33,305
| +12% | +$1.23M |
|
1719
Stride
LRN
$6.18B
| $11.2M | ﹤0.01% |
274,660
+45,663
| +20% | +$1.86M |
|
1720
Sinclair Inc
SBGI
$984M
| $11.2M | ﹤0.01% |
548,675
+14,011
| +3% | +$286K |
|
1721
Shenandoah Telecom
SHEN
$755M
| $11.1M | ﹤0.01% |
501,185
-21,915
| -4% | -$487K |
|
1722
Euronet Worldwide
EEFT
$3.54B
| $11.1M | ﹤0.01% |
110,550
+29,527
| +36% | +$2.97M |
|
1723
DigitalBridge
DBRG
$2.19B
| $11.1M | ﹤0.01% |
568,029
-193,303
| -25% | -$3.77M |
|
|
RC
1724
Ready Capital
RC
$713M
| $11.1M | ﹤0.01% |
929,912
+118,147
| +15% | +$1.41M |
|
1725
ZTO Express
ZTO
$14.9B
| $11.1M | ﹤0.01% |
403,837
-1,119,935
| -73% | -$30.7M |
|