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 | |
|---|---|---|---|---|---|---|
|
FARX
2501
Frontier Asset Absolute Return ETF
FARX
$11.4M
| $5.64M | ﹤0.01% |
221,304
-1,098
| -0.5% | -$28K |
|
|
CNTA
2502
Centessa Pharmaceuticals
CNTA
$3.06B
| $5.63M | ﹤0.01% |
428,434
+260,702
| +155% | +$3.43M |
|
2503
Hartford Core Bond ETF
HCRB
$348M
| $5.63M | ﹤0.01% |
160,362
+40,976
| +34% | +$1.44M |
|
|
JOYY
2504
JOYY Inc
JOYY
$3.22B
| $5.62M | ﹤0.01% |
110,472
+87,261
| +376% | +$4.44M |
|
2505
LifeMD
LFMD
$302M
| $5.62M | ﹤0.01% |
412,571
+352,004
| +581% | +$4.79M |
|
2506
OneSpan
OSPN
$602M
| $5.61M | ﹤0.01% |
336,365
-20,245
| -6% | -$338K |
|
2507
Verint Systems
VRNT
$1.22B
| $5.61M | ﹤0.01% |
285,367
-424,991
| -60% | -$8.36M |
|
2508
Banco Macro
BMA
$2.51B
| $5.61M | ﹤0.01% |
79,947
+10,211
| +15% | +$717K |
|
|
MCDS
2509
JPMorgan Fundamental Data Science Mid Core ETF
MCDS
$6.96M
| $5.61M | ﹤0.01% |
100,000
| – | – |
|
2510
SPDR S&P 1500 Value Tilt ETF
VLU
$534M
| $5.59M | ﹤0.01% |
29,104
-671
| -2% | -$129K |
|
2511
Tronox
TROX
$769M
| $5.59M | ﹤0.01% |
1,102,401
+337,375
| +44% | +$1.71M |
|
2512
T. Rowe Price US Equity Research ETF
TSPA
$1.99B
| $5.58M | ﹤0.01% |
143,357
-63,958
| -31% | -$2.49M |
|
2513
Cogent Communications
CCOI
$1.8B
| $5.55M | ﹤0.01% |
115,024
-17,416
| -13% | -$840K |
|
2514
Zymeworks
ZYME
$1.23B
| $5.54M | ﹤0.01% |
441,690
+403,281
| +1,050% | +$5.06M |
|
2515
abrdn Physical Palladium Shares ETF
PALL
$539M
| $5.54M | ﹤0.01% |
55,069
-66,764
| -55% | -$6.72M |
|
2516
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.81B
| $5.54M | ﹤0.01% |
115,077
-6,977
| -6% | -$336K |
|
2517
Compass Therapeutics
CMPX
$582M
| $5.53M | ﹤0.01% |
2,125,717
-59,763
| -3% | -$155K |
|
2518
Invesco Aerospace & Defense ETF
PPA
$6.41B
| $5.52M | ﹤0.01% |
38,989
+4,915
| +14% | +$696K |
|
2519
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.8B
| $5.52M | ﹤0.01% |
164,461
-1,526,184
| -90% | -$51.2M |
|
2520
Aurora
AUR
$11.2B
| $5.52M | ﹤0.01% |
1,052,808
-1,892,219
| -64% | -$9.92M |
|
2521
National Healthcare
NHC
$1.82B
| $5.51M | ﹤0.01% |
51,512
-16,318
| -24% | -$1.75M |
|
2522
Vital Farms
VITL
$1.98B
| $5.51M | ﹤0.01% |
142,928
-7,935
| -5% | -$306K |
|
2523
AnaptysBio
ANAB
$583M
| $5.5M | ﹤0.01% |
247,625
+233,325
| +1,632% | +$5.18M |
|
2524
Northern Oil and Gas
NOG
$2.45B
| $5.49M | ﹤0.01% |
193,679
-19,926
| -9% | -$565K |
|
|
JHHY
2525
John Hancock High Yield ETF
JHHY
$46.6M
| $5.49M | ﹤0.01% |
212,620
+169,883
| +398% | +$4.38M |
|