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 | |
|---|---|---|---|---|---|---|
2251
Alaunos Therapeutics
TCRT
$5.47M
| $5.23M | ﹤0.01% |
28,123
+6,253
| +29% | +$1.16M |
|
2252
Olympic Steel
ZEUS
$364M
| $5.23M | ﹤0.01% |
203,051
+126,545
| +165% | +$3.26M |
|
2253
Federated Hermes Short Duration High Yield ETF
FHYS
$35M
| $5.22M | ﹤0.01% |
+239,967
| New | +$5.22M |
|
2254
El Pollo Loco
LOCO
$298M
| $5.22M | ﹤0.01% |
530,409
+97,098
| +22% | +$956K |
|
|
NGD
2255
New Gold Inc
NGD
$5.18B
| $5.21M | ﹤0.01% |
4,873,284
+295,694
| +6% | +$316K |
|
2256
Emergent Biosolutions
EBS
$437M
| $5.19M | ﹤0.01% |
167,214
+8,421
| +5% | +$261K |
|
2257
Vanguard Materials ETF
VAW
$2.84B
| $5.19M | ﹤0.01% |
32,377
+4,446
| +16% | +$712K |
|
2258
Pediatrix Medical
MD
$1.43B
| $5.18M | ﹤0.01% |
246,391
+54,322
| +28% | +$1.14M |
|
|
MDC
2259
DELISTED
M.D.C. Holdings, Inc.
MDC
| $5.17M | ﹤0.01% |
160,006
-98,671
| -38% | -$3.19M |
|
2260
Woodside Energy
WDS
$28.7B
| $5.17M | ﹤0.01% |
+239,577
| New | +$5.17M |
|
2261
Mativ Holdings
MATV
$675M
| $5.16M | ﹤0.01% |
205,472
-171,300
| -45% | -$4.3M |
|
2262
Boston Beer
SAM
$2.43B
| $5.16M | ﹤0.01% |
17,029
+419
| +3% | +$127K |
|
|
API
2263
Agora
API
$348M
| $5.16M | ﹤0.01% |
785,131
-2,134,104
| -73% | -$14M |
|
2264
SPDR Bloomberg 1-10 Year TIPS ETF
TIPX
$1.73B
| $5.15M | ﹤0.01% |
264,446
-743
| -0.3% | -$14.5K |
|
2265
Korea Electric Power
KEP
$16.5B
| $5.14M | ﹤0.01% |
585,884
| – | – |
|
2266
FormFactor
FORM
$2.75B
| $5.14M | ﹤0.01% |
132,635
-40,961
| -24% | -$1.59M |
|
2267
Topgolf Callaway Brands
MODG
$1.72B
| $5.13M | ﹤0.01% |
251,671
+30,006
| +14% | +$612K |
|
2268
Opko Health
OPK
$1.19B
| $5.13M | ﹤0.01% |
2,029,463
-646,680
| -24% | -$1.64M |
|
|
PENG
2269
Penguin Solutions Inc
PENG
$1.45B
| $5.13M | ﹤0.01% |
313,596
+18,918
| +6% | +$310K |
|
2270
Hain Celestial
HAIN
$135M
| $5.13M | ﹤0.01% |
216,082
-2,804
| -1% | -$66.6K |
|
2271
Arcturus Therapeutics
ARCT
$554M
| $5.12M | ﹤0.01% |
325,060
-75
| -0% | -$1.18K |
|
2272
ALPS Clean Energy ETF
ACES
$98.9M
| $5.09M | ﹤0.01% |
104,752
+100,664
| +2,462% | +$4.89M |
|
|
CD
2273
DELISTED
Chindata Group Holdings Limited American Depositary Shares
CD
| $5.03M | ﹤0.01% |
647,880
-1,890,402
| -74% | -$14.7M |
|
|
CSTR
2274
DELISTED
CapStar Financial Holdings, Inc
CSTR
| $5.02M | ﹤0.01% |
256,045
+112,796
| +79% | +$2.21M |
|
2275
Century Communities
CCS
$1.98B
| $5.01M | ﹤0.01% |
111,466
-17,264
| -13% | -$776K |
|