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 |
Microsoft
MSFT
|
+$7.49B |
| 2 |
NVIDIA
NVDA
|
+$6.55B |
| 3 |
Apple
AAPL
|
+$3.25B |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$2.72B |
| 5 |
Walt Disney
DIS
|
+$2.57B |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$4.98B |
| 2 |
Meta Platforms (Facebook)
META
|
+$2.57B |
| 3 |
Linde
LIN
|
+$1.98B |
| 4 |
UnitedHealth
UNH
|
+$1.96B |
| 5 |
Union Pacific
UNP
|
+$1.93B |
Sector Composition
| 1 | Technology | 25.87% |
| 2 | Financials | 10.43% |
| 3 | Consumer Discretionary | 10.13% |
| 4 | Communication Services | 7.61% |
| 5 | Healthcare | 7.59% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2476
Vasta Platform
VSTA
$396M
| $5.9M | ﹤0.01% |
1,378,562
+220,161
| +19% | +$942K |
|
2477
Mister Car Wash
MCW
$1.75B
| $5.89M | ﹤0.01% |
979,249
+271,850
| +38% | +$1.63M |
|
2478
Intuitive Machines
LUNR
$1.14B
| $5.88M | ﹤0.01% |
541,037
+493,446
| +1,037% | +$5.36M |
|
2479
ThredUp
TDUP
$1.3B
| $5.88M | ﹤0.01% |
785,155
+708,169
| +920% | +$5.3M |
|
2480
Grindr
GRND
$3.07B
| $5.88M | ﹤0.01% |
259,046
-223,477
| -46% | -$5.07M |
|
2481
America Movil
AMX
$60.8B
| $5.88M | ﹤0.01% |
327,523
-1,389
| -0.4% | -$24.9K |
|
2482
DXP Enterprises
DXPE
$1.82B
| $5.87M | ﹤0.01% |
67,018
+5,820
| +10% | +$510K |
|
2483
United Natural Foods
UNFI
$1.8B
| $5.85M | ﹤0.01% |
250,900
-138,294
| -36% | -$3.22M |
|
2484
CONMED
CNMD
$1.55B
| $5.83M | ﹤0.01% |
111,987
+42,771
| +62% | +$2.23M |
|
2485
Hippo Holdings
HIPO
$935M
| $5.82M | ﹤0.01% |
208,472
+48,677
| +30% | +$1.36M |
|
2486
AST SpaceMobile
ASTS
$12.1B
| $5.82M | ﹤0.01% |
124,477
-443,760
| -78% | -$20.7M |
|
2487
Viridian Therapeutics
VRDN
$1.59B
| $5.82M | ﹤0.01% |
415,989
+117,439
| +39% | +$1.64M |
|
2488
Indivior
INDV
$2.81B
| $5.77M | ﹤0.01% |
391,386
+340,498
| +669% | +$5.02M |
|
2489
The RealReal
REAL
$1.25B
| $5.76M | ﹤0.01% |
1,202,403
+954,461
| +385% | +$4.57M |
|
2490
Origin Bancorp
OBK
$1.12B
| $5.75M | ﹤0.01% |
160,992
-74,873
| -32% | -$2.68M |
|
2491
Fidelity MSCI Health Care Index ETF
FHLC
$2.44B
| $5.72M | ﹤0.01% |
89,429
-27,050
| -23% | -$1.73M |
|
2492
Universal Corp
UVV
$1.38B
| $5.72M | ﹤0.01% |
98,138
+13,799
| +16% | +$804K |
|
2493
Janux Therapeutics
JANX
$1.41B
| $5.72M | ﹤0.01% |
247,424
+112,116
| +83% | +$2.59M |
|
2494
Tarsus Pharmaceuticals
TARS
$2.32B
| $5.7M | ﹤0.01% |
140,610
+112,637
| +403% | +$4.56M |
|
2495
Sylvamo
SLVM
$1.77B
| $5.69M | ﹤0.01% |
113,504
-44,614
| -28% | -$2.24M |
|
|
PMT
2496
PennyMac Mortgage Investment
PMT
$1.05B
| $5.68M | ﹤0.01% |
441,547
+19,389
| +5% | +$249K |
|
2497
Healthcare Services Group
HCSG
$1.15B
| $5.68M | ﹤0.01% |
377,783
-231,130
| -38% | -$3.47M |
|
2498
Installed Building Products
IBP
$7.04B
| $5.64M | ﹤0.01% |
31,305
-8,016
| -20% | -$1.45M |
|
2499
AMC Entertainment Holdings
AMC
$1.54B
| $5.64M | ﹤0.01% |
1,820,405
+300,376
| +20% | +$931K |
|
2500
Steven Madden
SHOO
$2.33B
| $5.64M | ﹤0.01% |
235,231
-202,274
| -46% | -$4.85M |
|