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 | |
|---|---|---|---|---|---|---|
2701
Artisan Partners
APAM
$3.23B
| $4.15M | ﹤0.01% |
93,597
-5,846
| -6% | -$259K |
|
2702
Vanguard S&P Mid-Cap 400 Growth ETF
IVOG
$1.17B
| $4.15M | ﹤0.01% |
36,695
-71
| -0.2% | -$8.03K |
|
2703
OppFi
OPFI
$343M
| $4.15M | ﹤0.01% |
296,399
+287,418
| +3,200% | +$4.02M |
|
2704
Brookfield Renewable
BEPC
$6.22B
| $4.15M | ﹤0.01% |
126,482
-497,723
| -80% | -$16.3M |
|
2705
First Trust Small Cap Core AlphaDEX Fund
FYX
$905M
| $4.14M | ﹤0.01% |
42,554
-91,989
| -68% | -$8.95M |
|
2706
XPEL
XPEL
$926M
| $4.14M | ﹤0.01% |
115,193
+89,820
| +354% | +$3.22M |
|
2707
ProShares Ultra S&P500
SSO
$7.5B
| $4.14M | ﹤0.01% |
42,316
-16,940
| -29% | -$1.66M |
|
2708
Direxion Daily FTSE China Bull 3X Shares
YINN
$1.17B
| $4.13M | ﹤0.01% |
+100,733
| New | +$4.13M |
|
2709
CleanSpark
CLSK
$3.78B
| $4.12M | ﹤0.01% |
373,925
+55,772
| +18% | +$615K |
|
2710
CompoSecure
CMPO
$2.06B
| $4.12M | ﹤0.01% |
292,683
+204,414
| +232% | +$2.88M |
|
|
AIV
2711
Aimco
AIV
$1.12B
| $4.12M | ﹤0.01% |
475,916
-148,204
| -24% | -$1.28M |
|
2712
Axogen
AXGN
$794M
| $4.11M | ﹤0.01% |
379,070
+103,072
| +37% | +$1.12M |
|
2713
Lakeland Financial Corp
LKFN
$1.7B
| $4.11M | ﹤0.01% |
66,818
+11,973
| +22% | +$736K |
|
2714
Adtran
ADTN
$767M
| $4.09M | ﹤0.01% |
456,479
-140,168
| -23% | -$1.26M |
|
|
GRAL
2715
GRAIL Inc
GRAL
$1.43B
| $4.09M | ﹤0.01% |
79,544
+42,675
| +116% | +$2.19M |
|
2716
Madison Square Garden
MSGE
$2.18B
| $4.09M | ﹤0.01% |
102,307
+35,678
| +54% | +$1.43M |
|
2717
TeraWulf
WULF
$4.56B
| $4.09M | ﹤0.01% |
933,416
+352,262
| +61% | +$1.54M |
|
2718
Apellis Pharmaceuticals
APLS
$2.95B
| $4.06M | ﹤0.01% |
234,801
-188,999
| -45% | -$3.27M |
|
2719
StoneCo
STNE
$5.13B
| $4.05M | ﹤0.01% |
252,513
-385,770
| -60% | -$6.19M |
|
2720
Digital Turbine
APPS
$579M
| $4.05M | ﹤0.01% |
686,327
+501,829
| +272% | +$2.96M |
|
2721
Global Ship Lease
GSL
$1.18B
| $4.05M | ﹤0.01% |
153,903
-114,527
| -43% | -$3.01M |
|
|
AVR
2722
Anteris Technologies
AVR
$202M
| $4.05M | ﹤0.01% |
1,068,328
+1,057,707
| +9,959% | +$4.01M |
|
2723
Getty Images
GETY
$846M
| $4.04M | ﹤0.01% |
2,434,545
+742,008
| +44% | +$1.23M |
|
2724
Tompkins Financial
TMP
$1.03B
| $4.04M | ﹤0.01% |
64,411
-18,544
| -22% | -$1.16M |
|
|
UNIT
2725
Uniti Group
UNIT
$1.69B
| $4.03M | ﹤0.01% |
932,688
-347,387
| -27% | -$1.5M |
|