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 | |
|---|---|---|---|---|---|---|
2351
Fidelity MSCI Information Technology Index ETF
FTEC
$15.9B
| $4.37M | ﹤0.01% |
45,313
+36,257
| +400% | +$3.5M |
|
2352
AbCellera Biologics
ABCL
$1.41B
| $4.37M | ﹤0.01% |
410,104
+259,222
| +172% | +$2.76M |
|
2353
Lucid Motors
LCID
$6.3B
| $4.37M | ﹤0.01% |
25,439
+12,874
| +102% | +$2.21M |
|
2354
Star Bulk Carriers
SBLK
$2.27B
| $4.36M | ﹤0.01% |
174,626
+44,048
| +34% | +$1.1M |
|
|
DDL
2355
Dingdong
DDL
$468M
| $4.35M | ﹤0.01% |
+787,338
| New | +$4.35M |
|
2356
Pegasystems
PEGA
$10.2B
| $4.35M | ﹤0.01% |
181,874
+104,044
| +134% | +$2.49M |
|
2357
Autoliv
ALV
$9.73B
| $4.35M | ﹤0.01% |
60,759
+38,413
| +172% | +$2.75M |
|
|
AZEK
2358
DELISTED
The AZEK Co
AZEK
| $4.34M | ﹤0.01% |
259,228
-2,425,457
| -90% | -$40.6M |
|
2359
iShares Morningstar Value ETF
ILCV
$1.1B
| $4.33M | ﹤0.01% |
71,724
-900
| -1% | -$54.3K |
|
|
CDR
2360
DELISTED
Cedar Realty Trust, Inc
CDR
| $4.33M | ﹤0.01% |
150,434
-246,762
| -62% | -$7.1M |
|
2361
Hecla Mining
HL
$7.22B
| $4.33M | ﹤0.01% |
1,103,473
+104,858
| +11% | +$411K |
|
2362
ImmunityBio
IBRX
$2.69B
| $4.32M | ﹤0.01% |
1,161,894
-27,269
| -2% | -$101K |
|
|
MTOR
2363
DELISTED
MERITOR, Inc.
MTOR
| $4.32M | ﹤0.01% |
118,905
-255,870
| -68% | -$9.3M |
|
2364
Mercury Insurance
MCY
$4.39B
| $4.32M | ﹤0.01% |
97,447
+47,286
| +94% | +$2.09M |
|
|
SILK
2365
DELISTED
Silk Road Medical, Inc. Common Stock
SILK
| $4.31M | ﹤0.01% |
118,510
+48,951
| +70% | +$1.78M |
|
2366
Select Water Solutions
WTTR
$1.05B
| $4.31M | ﹤0.01% |
632,216
-72,758
| -10% | -$496K |
|
2367
Radiant Logistics
RLGT
$278M
| $4.31M | ﹤0.01% |
580,540
+369,445
| +175% | +$2.74M |
|
2368
Columbus McKinnon
CMCO
$450M
| $4.27M | ﹤0.01% |
150,458
+6,069
| +4% | +$172K |
|
|
NSR
2369
DELISTED
Nomad Royalty Company Ltd.
NSR
| $4.27M | ﹤0.01% |
603,351
+599,611
| +16,032% | +$4.24M |
|
2370
Celestica
CLS
$29B
| $4.27M | ﹤0.01% |
438,877
+245,506
| +127% | +$2.39M |
|
|
SII
2371
Sprott
SII
$1.86B
| $4.26M | ﹤0.01% |
122,985
+4,100
| +3% | +$142K |
|
2372
Intercorp Financial Services
IFS
$4.4B
| $4.25M | ﹤0.01% |
181,647
| – | – |
|
2373
Financial Institutions
FISI
$553M
| $4.25M | ﹤0.01% |
163,255
+4,627
| +3% | +$120K |
|
2374
Equitable Holdings
EQH
$16.3B
| $4.23M | ﹤0.01% |
162,372
-64,757
| -29% | -$1.69M |
|
2375
TAL Education Group
TAL
$6.82B
| $4.23M | ﹤0.01% |
868,774
-381,275
| -31% | -$1.86M |
|