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 | |
|---|---|---|---|---|---|---|
1851
Afya
AFYA
$1.44B
| $9.41M | ﹤0.01% |
945,764
-91,662
| -9% | -$912K |
|
1852
Rithm Capital
RITM
$6.42B
| $9.4M | ﹤0.01% |
1,008,838
+295,807
| +41% | +$2.76M |
|
1853
Graham Holdings Company
GHC
$5.06B
| $9.38M | ﹤0.01% |
16,546
+817
| +5% | +$463K |
|
|
CLR
1854
DELISTED
CONTINENTAL RESOURCES INC.
CLR
| $9.37M | ﹤0.01% |
143,362
-43,921
| -23% | -$2.87M |
|
1855
DoubleLine Opportunistic Bond ETF
DBND
$551M
| $9.35M | ﹤0.01% |
+195,000
| New | +$9.35M |
|
1856
Super Micro Computer
SMCI
$27.2B
| $9.32M | ﹤0.01% |
2,309,230
-3,510,580
| -60% | -$14.2M |
|
1857
Innospec
IOSP
$2.04B
| $9.26M | ﹤0.01% |
96,713
-8,083
| -8% | -$774K |
|
|
ATC
1858
DELISTED
Atotech Limited
ATC
| $9.25M | ﹤0.01% |
478,230
-318,234
| -40% | -$6.16M |
|
|
DQ
1859
Daqo New Energy
DQ
$1.83B
| $9.21M | ﹤0.01% |
129,085
-32,663
| -20% | -$2.33M |
|
1860
McGrath RentCorp
MGRC
$2.97B
| $9.18M | ﹤0.01% |
120,814
-2,266
| -2% | -$172K |
|
1861
First Financial Corp
THFF
$708M
| $9.17M | ﹤0.01% |
206,112
+176,022
| +585% | +$7.83M |
|
1862
Cytokinetics
CYTK
$5.82B
| $9.16M | ﹤0.01% |
233,213
+168,187
| +259% | +$6.61M |
|
1863
Dolby
DLB
$6.86B
| $9.15M | ﹤0.01% |
127,839
+1,529
| +1% | +$109K |
|
1864
Primerica
PRI
$8.92B
| $9.14M | ﹤0.01% |
76,398
+9,440
| +14% | +$1.13M |
|
1865
Kezar Life Sciences
KZR
$27.5M
| $9.11M | ﹤0.01% |
110,154
+103,775
| +1,627% | +$8.58M |
|
1866
Red Rock Resorts
RRR
$3.62B
| $9.11M | ﹤0.01% |
272,920
-31,253
| -10% | -$1.04M |
|
1867
SPS Commerce
SPSC
$4.06B
| $9.1M | ﹤0.01% |
80,520
-3,971
| -5% | -$449K |
|
|
EGRX
1868
DELISTED
Eagle Pharmaceuticals, Inc.
EGRX
| $9.1M | ﹤0.01% |
204,847
-33,892
| -14% | -$1.51M |
|
1869
iShares MSCI Chile ETF
ECH
$721M
| $9.09M | ﹤0.01% |
+377,563
| New | +$9.09M |
|
|
AEL
1870
DELISTED
American Equity Investment Life Holding Company
AEL
| $9.02M | ﹤0.01% |
246,622
-108,071
| -30% | -$3.95M |
|
1871
Caesars Entertainment
CZR
$5.32B
| $9M | ﹤0.01% |
234,979
+39,669
| +20% | +$1.52M |
|
1872
iShares MSCI Emerging Markets Asia ETF
EEMA
$1.51B
| $8.99M | ﹤0.01% |
132,010
-1,615
| -1% | -$110K |
|
1873
SPDR S&P Insurance ETF
KIE
$755M
| $8.97M | ﹤0.01% |
237,022
+164,378
| +226% | +$6.22M |
|
|
SASR
1874
DELISTED
Sandy Spring Bancorp Inc
SASR
| $8.97M | ﹤0.01% |
229,600
+4,858
| +2% | +$190K |
|
1875
PennyMac Financial
PFSI
$6.46B
| $8.96M | ﹤0.01% |
205,044
-121,221
| -37% | -$5.3M |
|