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 | |
|---|---|---|---|---|---|---|
2676
UroGen Pharma
URGN
$837M
| $4.1M | ﹤0.01% |
370,959
+349,845
| +1,657% | +$3.87M |
|
2677
Hippo Holdings
HIPO
$926M
| $4.08M | ﹤0.01% |
159,795
-53,989
| -25% | -$1.38M |
|
2678
KNOT Offshore Partners
KNOP
$313M
| $4.08M | ﹤0.01% |
583,990
+445
| +0.1% | +$3.11K |
|
2679
AMN Healthcare
AMN
$729M
| $4.07M | ﹤0.01% |
166,469
+119,706
| +256% | +$2.93M |
|
|
BBBY
2680
Bed Bath & Beyond, Inc.
BBBY
$563M
| $4.07M | ﹤0.01% |
701,807
+65,666
| +10% | +$381K |
|
2681
Rocket Pharmaceuticals
RCKT
$327M
| $4.07M | ﹤0.01% |
610,089
+94,561
| +18% | +$631K |
|
2682
Dime Community Bancshares
DCOM
$1.35B
| $4.06M | ﹤0.01% |
145,471
-56,307
| -28% | -$1.57M |
|
2683
Utah Medical Products
UTMD
$198M
| $4.05M | ﹤0.01% |
72,329
-7,374
| -9% | -$413K |
|
2684
Accel Entertainment
ACEL
$926M
| $4.03M | ﹤0.01% |
406,256
-77,145
| -16% | -$765K |
|
2685
Viridian Therapeutics
VRDN
$1.52B
| $4.02M | ﹤0.01% |
298,550
-5,784
| -2% | -$78K |
|
2686
HNI Corp
HNI
$2.05B
| $4.01M | ﹤0.01% |
90,483
-99,942
| -52% | -$4.43M |
|
2687
SPDR S&P Metals & Mining ETF
XME
$2.47B
| $4M | ﹤0.01% |
71,455
+9,355
| +15% | +$524K |
|
2688
Nova
NVMI
$8.79B
| $4M | ﹤0.01% |
21,696
+19,033
| +715% | +$3.51M |
|
2689
CNB Financial Corp
CCNE
$757M
| $4M | ﹤0.01% |
179,671
-4,004
| -2% | -$89.1K |
|
2690
Cohu
COHU
$1.02B
| $3.99M | ﹤0.01% |
271,233
+47,685
| +21% | +$701K |
|
2691
JPMorgan Diversified Return Emerging Markets Equity ETF
JPEM
$347M
| $3.98M | ﹤0.01% |
75,572
+2,077
| +3% | +$110K |
|
2692
IDT Corp
IDT
$1.68B
| $3.98M | ﹤0.01% |
77,635
-34,979
| -31% | -$1.79M |
|
2693
Invesco Aerospace & Defense ETF
PPA
$6.32B
| $3.97M | ﹤0.01% |
34,074
+9,333
| +38% | +$1.09M |
|
2694
Ericsson
ERIC
$26.7B
| $3.96M | ﹤0.01% |
510,204
-1,285,763
| -72% | -$9.98M |
|
2695
CVR Energy
CVI
$3.33B
| $3.96M | ﹤0.01% |
204,051
-45,184
| -18% | -$877K |
|
2696
Hudson Technologies
HDSN
$441M
| $3.95M | ﹤0.01% |
640,238
-213,014
| -25% | -$1.31M |
|
2697
Sun Country Airlines
SNCY
$673M
| $3.94M | ﹤0.01% |
319,832
-51,058
| -14% | -$629K |
|
|
QXO
2698
QXO Inc
QXO
$14.1B
| $3.93M | ﹤0.01% |
290,388
-587,514
| -67% | -$7.95M |
|
|
ML
2699
DELISTED
MoneyLion Inc.
ML
| $3.92M | ﹤0.01% |
45,292
-14,469
| -24% | -$1.25M |
|
2700
iHeartMedia
IHRT
$431M
| $3.91M | ﹤0.01% |
2,372,325
-127,084
| -5% | -$210K |
|