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 | |
|---|---|---|---|---|---|---|
1876
Hanmi Financial
HAFC
$759M
| $8.96M | ﹤0.01% |
399,073
+75,834
| +23% | +$1.7M |
|
1877
Werner Enterprises
WERN
$1.62B
| $8.96M | ﹤0.01% |
232,396
-6,579
| -3% | -$254K |
|
1878
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$16.4B
| $8.93M | ﹤0.01% |
174,955
-9,625
| -5% | -$491K |
|
1879
United Airlines
UAL
$34.4B
| $8.93M | ﹤0.01% |
252,144
-264,319
| -51% | -$9.36M |
|
1880
iShares Intermediate Government/Credit Bond ETF
GVI
$3.54B
| $8.93M | ﹤0.01% |
84,593
+12,888
| +18% | +$1.36M |
|
1881
Northwest Natural Holdings
NWN
$1.74B
| $8.92M | ﹤0.01% |
167,935
-66,952
| -29% | -$3.56M |
|
1882
Utah Medical Products
UTMD
$199M
| $8.92M | ﹤0.01% |
103,814
+2,045
| +2% | +$176K |
|
|
ISEE
1883
DELISTED
IVERIC bio, Inc. Common Stock
ISEE
| $8.89M | ﹤0.01% |
923,597
+381,732
| +70% | +$3.67M |
|
1884
Federated Hermes
FHI
$4.09B
| $8.84M | ﹤0.01% |
278,056
-105,001
| -27% | -$3.34M |
|
1885
New York Times
NYT
$9.51B
| $8.82M | ﹤0.01% |
316,163
+14,141
| +5% | +$395K |
|
1886
Embecta
EMBC
$839M
| $8.82M | ﹤0.01% |
+348,333
| New | +$8.82M |
|
1887
iShares MSCI ACWI ex US ETF
ACWX
$6.83B
| $8.81M | ﹤0.01% |
195,799
+9,763
| +5% | +$439K |
|
1888
PJT Partners
PJT
$4.56B
| $8.81M | ﹤0.01% |
125,285
+107,122
| +590% | +$7.53M |
|
1889
Steelcase
SCS
$1.94B
| $8.79M | ﹤0.01% |
819,161
-27,467
| -3% | -$295K |
|
1890
Zumiez
ZUMZ
$349M
| $8.78M | ﹤0.01% |
337,589
-456
| -0.1% | -$11.9K |
|
1891
Haemonetics
HAE
$2.44B
| $8.77M | ﹤0.01% |
134,625
-454
| -0.3% | -$29.6K |
|
|
JIB
1892
DELISTED
Janus Henderson Sustainable & Impact Core Bond ETF
JIB
| $8.77M | ﹤0.01% |
200,000
| – | – |
|
1893
REX American Resources
REX
$1.01B
| $8.75M | ﹤0.01% |
309,702
+126,045
| +69% | +$3.56M |
|
1894
Nova
NVMI
$9.18B
| $8.72M | ﹤0.01% |
98,530
-67,249
| -41% | -$5.95M |
|
|
CIXX
1895
DELISTED
CI Financial Corp.
CIXX
| $8.7M | ﹤0.01% |
818,956
-268,572
| -25% | -$2.85M |
|
1896
Vanguard Russell 1000 Value ETF
VONV
$13.7B
| $8.68M | ﹤0.01% |
136,519
-3,073
| -2% | -$195K |
|
1897
Belden
BDC
$5.16B
| $8.68M | ﹤0.01% |
162,839
+19,492
| +14% | +$1.04M |
|
1898
Urban Edge Properties
UE
$2.58B
| $8.67M | ﹤0.01% |
569,817
-45,088
| -7% | -$686K |
|
1899
National Bank Holdings
NBHC
$1.51B
| $8.61M | ﹤0.01% |
225,116
+68,599
| +44% | +$2.62M |
|
1900
Tandem Diabetes Care
TNDM
$849M
| $8.6M | ﹤0.01% |
145,224
+11,827
| +9% | +$700K |
|