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 | |
|---|---|---|---|---|---|---|
2226
Corcept Therapeutics
CORT
$8.48B
| $5.44M | ﹤0.01% |
228,715
+12,634
| +6% | +$300K |
|
2227
Myriad Genetics
MYGN
$715M
| $5.44M | ﹤0.01% |
299,053
-490,990
| -62% | -$8.92M |
|
2228
Liberty Media Series A
FWONA
$23.3B
| $5.43M | ﹤0.01% |
97,768
-188,013
| -66% | -$10.4M |
|
2229
Abercrombie & Fitch
ANF
$4.26B
| $5.43M | ﹤0.01% |
320,696
+1,777
| +0.6% | +$30.1K |
|
|
AGGR
2230
DELISTED
Agile Growth Corp. Class A Ordinary Share
AGGR
| $5.42M | ﹤0.01% |
552,333
-97,573
| -15% | -$958K |
|
2231
California Water Service
CWT
$2.71B
| $5.41M | ﹤0.01% |
97,392
-9,818
| -9% | -$545K |
|
2232
Jack in the Box
JACK
$354M
| $5.41M | ﹤0.01% |
96,475
-27,298
| -22% | -$1.53M |
|
2233
Camden National
CAC
$683M
| $5.41M | ﹤0.01% |
122,759
-4,282
| -3% | -$189K |
|
2234
Kearny Financial
KRNY
$413M
| $5.41M | ﹤0.01% |
486,661
-12,135
| -2% | -$135K |
|
2235
EnerSys
ENS
$4.12B
| $5.4M | ﹤0.01% |
91,554
+14,838
| +19% | +$875K |
|
2236
Old Second Bancorp
OSBC
$949M
| $5.4M | ﹤0.01% |
403,226
+269,533
| +202% | +$3.61M |
|
2237
Arbor Realty Trust
ABR
$2.27B
| $5.37M | ﹤0.01% |
409,416
+132,915
| +48% | +$1.74M |
|
2238
Coty
COTY
$3.6B
| $5.37M | ﹤0.01% |
670,015
+16,786
| +3% | +$134K |
|
|
CHCT
2239
Community Healthcare Trust
CHCT
$426M
| $5.36M | ﹤0.01% |
147,900
-7,611
| -5% | -$276K |
|
2240
ArcelorMittal
MT
$26.8B
| $5.35M | ﹤0.01% |
236,707
+171,143
| +261% | +$3.87M |
|
|
TEN
2241
DELISTED
Tenneco Inc. Class A Voting Common Stock
TEN
| $5.33M | ﹤0.01% |
310,685
-196,508
| -39% | -$3.37M |
|
2242
Aaon
AAON
$7.46B
| $5.33M | ﹤0.01% |
145,890
-23,544
| -14% | -$860K |
|
2243
Paymentus
PAY
$4.34B
| $5.32M | ﹤0.01% |
398,011
+15,933
| +4% | +$213K |
|
2244
iShares US Financial Services ETF
IYG
$1.97B
| $5.31M | ﹤0.01% |
107,520
-35,277
| -25% | -$1.74M |
|
2245
ProPetro Holding
PUMP
$502M
| $5.3M | ﹤0.01% |
529,866
-123,533
| -19% | -$1.24M |
|
2246
ICF International
ICFI
$1.76B
| $5.3M | ﹤0.01% |
55,772
+938
| +2% | +$89.1K |
|
2247
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.37B
| $5.3M | ﹤0.01% |
130,621
+32,991
| +34% | +$1.34M |
|
2248
American Eagle Outfitters
AEO
$3.19B
| $5.27M | ﹤0.01% |
471,393
+14,275
| +3% | +$160K |
|
2249
Albany International
AIN
$1.66B
| $5.26M | ﹤0.01% |
66,775
+21,497
| +47% | +$1.69M |
|
|
CSII
2250
DELISTED
Cardiovascular Systems, Inc.
CSII
| $5.25M | ﹤0.01% |
365,662
-9,994
| -3% | -$144K |
|