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 | |
|---|---|---|---|---|---|---|
2626
iShares Ultra Short Duration Bond Active ETF
ICSH
$6.38B
| $4.78M | ﹤0.01% |
94,309
-79,202
| -46% | -$4.02M |
|
2627
BNY Mellon High Yield Beta ETF
BKHY
$385M
| $4.78M | ﹤0.01% |
99,034
+40,297
| +69% | +$1.95M |
|
|
NMB
2628
Simplify National Muni Bond ETF
NMB
$49.4M
| $4.78M | ﹤0.01% |
191,288
| – | – |
|
2629
Fidelity Low Volatility Factor ETF
FDLO
$1.33B
| $4.78M | ﹤0.01% |
76,116
-2,846
| -4% | -$179K |
|
2630
VanEck Retail ETF
RTH
$262M
| $4.77M | ﹤0.01% |
20,000
| – | – |
|
2631
Tiptree Inc
TIPT
$885M
| $4.76M | ﹤0.01% |
201,871
+40,911
| +25% | +$965K |
|
2632
Celldex Therapeutics
CLDX
$1.69B
| $4.76M | ﹤0.01% |
233,821
-7,533
| -3% | -$153K |
|
|
BKV
2633
BKV Corp
BKV
$1.82B
| $4.75M | ﹤0.01% |
197,029
+119,363
| +154% | +$2.88M |
|
2634
Daktronics
DAKT
$1.09B
| $4.74M | ﹤0.01% |
313,693
-85
| -0% | -$1.29K |
|
2635
World Acceptance Corp
WRLD
$941M
| $4.73M | ﹤0.01% |
28,651
+4,092
| +17% | +$676K |
|
|
IRS
2636
IRSA Inversiones y Representaciones
IRS
$916M
| $4.73M | ﹤0.01% |
339,549
+226,617
| +201% | +$3.16M |
|
2637
Alliance Resource Partners
ARLP
$3.01B
| $4.73M | ﹤0.01% |
180,785
-923,345
| -84% | -$24.1M |
|
2638
MGP Ingredients
MGPI
$592M
| $4.72M | ﹤0.01% |
157,579
+13,556
| +9% | +$406K |
|
2639
Abeona Therapeutics
ABEO
$286M
| $4.72M | ﹤0.01% |
831,132
+597,373
| +256% | +$3.39M |
|
2640
WaFd
WAFD
$2.47B
| $4.71M | ﹤0.01% |
160,745
-104,442
| -39% | -$3.06M |
|
2641
Bumble
BMBL
$743M
| $4.7M | ﹤0.01% |
713,855
+625,631
| +709% | +$4.12M |
|
2642
Overlay Shares Large Cap Equity ETF
OVL
$175M
| $4.7M | ﹤0.01% |
97,302
-78
| -0.1% | -$3.77K |
|
2643
Global X MSCI Argentina ETF
ARGT
$694M
| $4.7M | ﹤0.01% |
55,419
+15,832
| +40% | +$1.34M |
|
|
ADAM
2644
Adamas Trust
ADAM
$672M
| $4.69M | ﹤0.01% |
700,494
+551,618
| +371% | +$3.7M |
|
|
ARDT
2645
Ardent Health
ARDT
$1.87B
| $4.68M | ﹤0.01% |
342,799
+166,483
| +94% | +$2.27M |
|
2646
IQ MacKay Municipal Intermediate ETF
MMIT
$1.1B
| $4.67M | ﹤0.01% |
196,002
+52,003
| +36% | +$1.24M |
|
2647
Jack in the Box
JACK
$353M
| $4.67M | ﹤0.01% |
267,575
+250,742
| +1,490% | +$4.38M |
|
2648
REX American Resources
REX
$1.01B
| $4.66M | ﹤0.01% |
95,608
+34,030
| +55% | +$1.66M |
|
2649
Global X Cybersecurity ETF
BUG
$1.16B
| $4.65M | ﹤0.01% |
125,424
+33,714
| +37% | +$1.25M |
|
2650
Xtrackers MSCI EAFE High Dividend Yield Equity ETF
HDEF
$2.09B
| $4.64M | ﹤0.01% |
160,674
+39,735
| +33% | +$1.15M |
|