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 | |
|---|---|---|---|---|---|---|
2676
Stoneridge
SRI
$236M
| $4.33M | ﹤0.01% |
614,538
+122,897
| +25% | +$865K |
|
2677
DHT Holdings
DHT
$2.06B
| $4.32M | ﹤0.01% |
400,068
+40,574
| +11% | +$439K |
|
2678
Invesco BulletShares 2031 Corporate Bond ETF
BSCV
$1.24B
| $4.32M | ﹤0.01% |
261,471
+259,198
| +11,403% | +$4.28M |
|
2679
Ligand Pharmaceuticals
LGND
$3.31B
| $4.32M | ﹤0.01% |
38,015
-2,397
| -6% | -$272K |
|
2680
Northrim BanCorp
NRIM
$512M
| $4.32M | ﹤0.01% |
46,330
+27,635
| +148% | +$2.58M |
|
2681
Capitol Federal Financial
CFFN
$851M
| $4.32M | ﹤0.01% |
707,874
-333,076
| -32% | -$2.03M |
|
2682
Surgery Partners
SGRY
$2.82B
| $4.3M | ﹤0.01% |
193,540
-214,135
| -53% | -$4.76M |
|
2683
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$4.3B
| $4.3M | ﹤0.01% |
108,298
+43,009
| +66% | +$1.71M |
|
2684
Funko
FNKO
$189M
| $4.29M | ﹤0.01% |
900,360
+884,639
| +5,627% | +$4.21M |
|
|
ITWO
2685
ProShares Russell 2000 High Income ETF
ITWO
$64.7M
| $4.28M | ﹤0.01% |
117,612
| – | – |
|
2686
Amprius Technologies
AMPX
$1.43B
| $4.28M | ﹤0.01% |
1,017,217
+1,008,854
| +12,063% | +$4.25M |
|
2687
WisdomTree US High Dividend Fund
DHS
$1.29B
| $4.25M | ﹤0.01% |
44,307
-13,482
| -23% | -$1.29M |
|
2688
Boston Beer
SAM
$2.43B
| $4.25M | ﹤0.01% |
22,251
-417
| -2% | -$79.6K |
|
2689
Sapiens International
SPNS
$2.41B
| $4.24M | ﹤0.01% |
145,029
-154,385
| -52% | -$4.52M |
|
2690
Banner Corp
BANR
$2.34B
| $4.24M | ﹤0.01% |
66,037
-157,471
| -70% | -$10.1M |
|
2691
Interface
TILE
$1.74B
| $4.22M | ﹤0.01% |
201,630
+39,941
| +25% | +$836K |
|
2692
iShares MSCI Malaysia ETF
EWM
$246M
| $4.22M | ﹤0.01% |
173,298
-298,425
| -63% | -$7.26M |
|
2693
B2Gold
BTG
$5.72B
| $4.21M | ﹤0.01% |
1,167,034
+1,093,381
| +1,485% | +$3.95M |
|
2694
iShares Global 100 ETF
IOO
$7.23B
| $4.21M | ﹤0.01% |
39,066
-269
| -0.7% | -$29K |
|
2695
Schwab Fundamental US Small Company Index ETF
FNDA
$9.13B
| $4.19M | ﹤0.01% |
146,341
+30,297
| +26% | +$868K |
|
2696
White Mountains Insurance
WTM
$4.52B
| $4.17M | ﹤0.01% |
2,323
+337
| +17% | +$605K |
|
2697
National Beverage
FIZZ
$3.61B
| $4.17M | ﹤0.01% |
96,332
-17,857
| -16% | -$772K |
|
2698
Peapack-Gladstone Financial
PGC
$528M
| $4.16M | ﹤0.01% |
147,354
-19,618
| -12% | -$554K |
|
2699
Sealed Air
SEE
$5.06B
| $4.15M | ﹤0.01% |
133,886
-31,418
| -19% | -$975K |
|
2700
US Physical Therapy
USPH
$1.22B
| $4.15M | ﹤0.01% |
53,085
-16,342
| -24% | -$1.28M |
|