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 | |
|---|---|---|---|---|---|---|
2001
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.5B
| $7.34M | ﹤0.01% |
85,916
-14,630
| -15% | -$1.25M |
|
2002
Supernus Pharmaceuticals
SUPN
$2.58B
| $7.32M | ﹤0.01% |
253,095
+181,830
| +255% | +$5.26M |
|
2003
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.15B
| $7.31M | ﹤0.01% |
165,690
+160,690
| +3,214% | +$7.09M |
|
|
EQRX
2004
DELISTED
EQRx, Inc. Common Stock
EQRX
| $7.3M | ﹤0.01% |
+1,556,995
| New | +$7.3M |
|
|
PPBI
2005
DELISTED
Pacific Premier Bancorp
PPBI
| $7.28M | ﹤0.01% |
249,022
-25,967
| -9% | -$759K |
|
2006
Movado Group
MOV
$431M
| $7.28M | ﹤0.01% |
235,296
-4,210
| -2% | -$130K |
|
|
ABST
2007
DELISTED
Absolute Software Corporation Common Stock
ABST
| $7.27M | ﹤0.01% |
840,160
+92,756
| +12% | +$802K |
|
2008
Adtalem Global Education
ATGE
$5.06B
| $7.26M | ﹤0.01% |
201,899
+21,035
| +12% | +$757K |
|
|
CNR
2009
DELISTED
Cornerstone Building Brands, Inc.
CNR
| $7.26M | ﹤0.01% |
296,455
-657,111
| -69% | -$16.1M |
|
2010
Insmed
INSM
$30.6B
| $7.22M | ﹤0.01% |
366,244
+254,542
| +228% | +$5.02M |
|
|
TDCX
2011
DELISTED
TDCX Inc. American Depositary Shares, each representing one Class A ordinary share
TDCX
| $7.22M | ﹤0.01% |
780,182
+181,703
| +30% | +$1.68M |
|
2012
TechnipFMC
FTI
$16.2B
| $7.21M | ﹤0.01% |
1,071,242
-1,359,040
| -56% | -$9.15M |
|
2013
Ambarella
AMBA
$3.54B
| $7.2M | ﹤0.01% |
110,016
-1,369
| -1% | -$89.6K |
|
2014
JetBlue
JBLU
$1.83B
| $7.2M | ﹤0.01% |
859,782
-223,097
| -21% | -$1.87M |
|
|
LDHA
2015
DELISTED
LDH Growth Corp I Class A Ordinary Shares
LDHA
| $7.2M | ﹤0.01% |
736,484
+603,484
| +454% | +$5.9M |
|
2016
Stewart Information Services
STC
$2.11B
| $7.18M | ﹤0.01% |
144,331
-250,274
| -63% | -$12.5M |
|
2017
Doximity
DOCS
$13.6B
| $7.17M | ﹤0.01% |
205,840
-1,557,352
| -88% | -$54.2M |
|
|
ILPT
2018
Industrial Logistics Properties Trust
ILPT
$412M
| $7.15M | ﹤0.01% |
507,828
+39,483
| +8% | +$556K |
|
|
PMT
2019
PennyMac Mortgage Investment
PMT
$1.05B
| $7.13M | ﹤0.01% |
515,468
+424,098
| +464% | +$5.87M |
|
|
MCHB
2020
Mechanics Bancorp
MCHB
$3.02B
| $7.12M | ﹤0.01% |
205,433
-24,982
| -11% | -$866K |
|
2021
SunCoke Energy
SXC
$671M
| $7.12M | ﹤0.01% |
1,045,686
-180,006
| -15% | -$1.23M |
|
2022
AngioDynamics
ANGO
$438M
| $7.12M | ﹤0.01% |
367,800
-1,515
| -0.4% | -$29.3K |
|
2023
Spruce Power Holding Corp
SPRU
$31.4M
| $7.11M | ﹤0.01% |
773,006
-7,103
| -0.9% | -$65.4K |
|
2024
SiTime
SITM
$8.14B
| $7.11M | ﹤0.01% |
43,620
+7,209
| +20% | +$1.18M |
|
|
FBC
2025
DELISTED
Flagstar Bancorp, Inc. New
FBC
| $7.11M | ﹤0.01% |
200,531
-398,952
| -67% | -$14.1M |
|