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 |
Visa
V
|
+$4.91B |
| 2 |
Walmart
WMT
|
+$3.85B |
| 3 |
Meta Platforms (Facebook)
META
|
+$3.75B |
| 4 |
Apple
AAPL
|
+$3.5B |
| 5 |
Amazon
AMZN
|
+$3.3B |
Top Sells
| 1 |
Honeywell
HON
|
+$1.42B |
| 2 |
Eli Lilly
LLY
|
+$1.19B |
| 3 |
TSMC
TSM
|
+$1.05B |
| 4 |
CSX Corp
CSX
|
+$908M |
| 5 |
PayPal
PYPL
|
+$903M |
Sector Composition
| 1 | Technology | 21.9% |
| 2 | Financials | 10.95% |
| 3 | Consumer Discretionary | 10.24% |
| 4 | Healthcare | 9.4% |
| 5 | Communication Services | 7.15% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2651
MiMedx Group
MDXG
$1.03B
| $4.24M | ﹤0.01% |
557,258
-135,848
| -20% | -$1.03M |
|
2652
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$2.08B
| $4.23M | ﹤0.01% |
137,106
+20,866
| +18% | +$644K |
|
2653
MGP Ingredients
MGPI
$587M
| $4.23M | ﹤0.01% |
144,023
+13,477
| +10% | +$396K |
|
2654
Ingles Markets
IMKTA
$1.33B
| $4.22M | ﹤0.01% |
64,835
-2,030
| -3% | -$132K |
|
2655
Park National Corp
PRK
$2.66B
| $4.21M | ﹤0.01% |
27,776
-36,706
| -57% | -$5.56M |
|
2656
Leggett & Platt
LEG
$1.26B
| $4.2M | ﹤0.01% |
531,208
+350,854
| +195% | +$2.78M |
|
2657
Hartford Core Bond ETF
HCRB
$348M
| $4.19M | ﹤0.01% |
119,386
+18,800
| +19% | +$661K |
|
2658
BNY Mellon Concentrated International ETF
BKCI
$175M
| $4.19M | ﹤0.01% |
87,698
+8,775
| +11% | +$419K |
|
2659
HCI Group
HCI
$2.34B
| $4.19M | ﹤0.01% |
28,069
-32,488
| -54% | -$4.85M |
|
2660
Invesco S&P 500 High Beta ETF
SPHB
$454M
| $4.18M | ﹤0.01% |
53,464
-6,522
| -11% | -$510K |
|
2661
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$8.88B
| $4.18M | ﹤0.01% |
124,883
+7,109
| +6% | +$238K |
|
2662
FT Vest US Equity Buffer ETF March
FMAR
$886M
| $4.18M | ﹤0.01% |
99,086
+95,855
| +2,967% | +$4.05M |
|
2663
CONMED
CNMD
$1.56B
| $4.18M | ﹤0.01% |
69,216
-194,852
| -74% | -$11.8M |
|
2664
Stock Yards Bancorp
SYBT
$2.19B
| $4.17M | ﹤0.01% |
60,390
+38,121
| +171% | +$2.63M |
|
2665
Immunome
IMNM
$783M
| $4.17M | ﹤0.01% |
619,538
-29,072
| -4% | -$196K |
|
2666
Mirion Technologies
MIR
$5.23B
| $4.17M | ﹤0.01% |
287,369
-310,679
| -52% | -$4.5M |
|
2667
iShares High Yield Corporate Bond BuyWrite Strategy ETF
HYGW
$231M
| $4.16M | ﹤0.01% |
132,315
+14,823
| +13% | +$466K |
|
2668
Takeda Pharmaceutical
TAK
$47.7B
| $4.16M | ﹤0.01% |
279,422
+195,596
| +233% | +$2.91M |
|
2669
Compass Therapeutics
CMPX
$602M
| $4.15M | ﹤0.01% |
2,185,480
+1,913,152
| +703% | +$3.63M |
|
2670
Opko Health
OPK
$1.1B
| $4.15M | ﹤0.01% |
2,501,332
+926,361
| +59% | +$1.54M |
|
2671
Iris Energy
IREN
$10.3B
| $4.15M | ﹤0.01% |
680,818
+621,049
| +1,039% | +$3.78M |
|
2672
Mercury Systems
MRCY
$4.43B
| $4.13M | ﹤0.01% |
95,916
-50,708
| -35% | -$2.19M |
|
2673
Dimensional International Small Cap Value ETF
DISV
$3.57B
| $4.11M | ﹤0.01% |
141,295
+3,069
| +2% | +$89.4K |
|
2674
iShares Core Dividend ETF
DIVB
$981M
| $4.11M | ﹤0.01% |
84,774
+2,353
| +3% | +$114K |
|
2675
RxSight
RXST
$367M
| $4.11M | ﹤0.01% |
162,803
+128,406
| +373% | +$3.24M |
|