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 | |
|---|---|---|---|---|---|---|
2276
Vanguard Total World Stock ETF
VT
$53.9B
| $5.01M | ﹤0.01% |
58,736
-15,632
| -21% | -$1.33M |
|
2277
Bandwidth Inc
BAND
$537M
| $5.01M | ﹤0.01% |
266,030
+71,001
| +36% | +$1.34M |
|
2278
O-I Glass
OI
$1.99B
| $5M | ﹤0.01% |
357,289
+204,933
| +135% | +$2.87M |
|
2279
Zynex
ZYXI
$47.9M
| $5M | ﹤0.01% |
626,319
+405,396
| +184% | +$3.24M |
|
|
HIBB
2280
DELISTED
Hibbett, Inc. Common Stock
HIBB
| $4.99M | ﹤0.01% |
114,057
-112,648
| -50% | -$4.92M |
|
|
FSP
2281
Franklin Street Properties
FSP
$171M
| $4.97M | ﹤0.01% |
1,192,045
-21,750
| -2% | -$90.7K |
|
|
PTVE
2282
DELISTED
Pactiv Evergreen Inc. Common stock
PTVE
| $4.95M | ﹤0.01% |
496,688
-2,936,477
| -86% | -$29.2M |
|
2283
Par Pacific Holdings
PARR
$1.78B
| $4.94M | ﹤0.01% |
316,926
-123,775
| -28% | -$1.93M |
|
2284
WisdomTree India Earnings Fund ETF
EPI
$2.91B
| $4.94M | ﹤0.01% |
166,464
+12,188
| +8% | +$361K |
|
2285
Vipshop
VIPS
$9.12B
| $4.93M | ﹤0.01% |
497,985
+303,664
| +156% | +$3M |
|
|
AHH
2286
Armada Hoffler Properties
AHH
$598M
| $4.91M | ﹤0.01% |
382,081
-888
| -0.2% | -$11.4K |
|
2287
Global X FinTech ETF
FINX
$321M
| $4.91M | ﹤0.01% |
230,283
-64,316
| -22% | -$1.37M |
|
2288
Radware
RDWR
$1.15B
| $4.9M | ﹤0.01% |
226,209
+110,495
| +95% | +$2.39M |
|
2289
Boot Barn
BOOT
$5.24B
| $4.89M | ﹤0.01% |
70,991
-14,249
| -17% | -$982K |
|
|
HTB
2290
HomeTrust Bancshares
HTB
$738M
| $4.87M | ﹤0.01% |
194,921
+46,592
| +31% | +$1.16M |
|
|
CS
2291
DELISTED
Credit Suisse Group
CS
| $4.86M | ﹤0.01% |
857,530
+406,234
| +90% | +$2.3M |
|
2292
Bristow Group
VTOL
$1.08B
| $4.86M | ﹤0.01% |
207,611
+24,331
| +13% | +$569K |
|
2293
Gogo Inc
GOGO
$1.19B
| $4.85M | ﹤0.01% |
299,673
-87,608
| -23% | -$1.42M |
|
2294
Strategic Education
STRA
$1.97B
| $4.83M | ﹤0.01% |
68,372
+3,145
| +5% | +$222K |
|
2295
Chunghwa Telecom
CHT
$34.2B
| $4.82M | ﹤0.01% |
116,905
+22,793
| +24% | +$940K |
|
|
TEKK
2296
DELISTED
Tekkorp Digital Acquisition Corp. Class A Ordinary Shares
TEKK
| $4.82M | ﹤0.01% |
485,831
-145,000
| -23% | -$1.44M |
|
2297
Telephone and Data Systems
TDS
$4.39B
| $4.82M | ﹤0.01% |
305,152
+50,954
| +20% | +$805K |
|
2298
Virtu Financial
VIRT
$2.97B
| $4.82M | ﹤0.01% |
205,762
+19,463
| +10% | +$456K |
|
2299
Kennametal
KMT
$1.6B
| $4.81M | ﹤0.01% |
207,104
+52,580
| +34% | +$1.22M |
|
|
POLY
2300
DELISTED
Plantronics, Inc.
POLY
| $4.77M | ﹤0.01% |
120,273
-552,450
| -82% | -$21.9M |
|