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 | |
|---|---|---|---|---|---|---|
2726
iShares MSCI Qatar ETF
QAT
$74.8M
| $4.03M | ﹤0.01% |
216,306
+198,137
| +1,091% | +$3.69M |
|
2727
Kura Sushi USA
KRUS
$940M
| $4.02M | ﹤0.01% |
46,727
-25,368
| -35% | -$2.18M |
|
|
CGAU
2728
Centerra Gold
CGAU
$1.88B
| $4M | ﹤0.01% |
555,369
+391,373
| +239% | +$2.82M |
|
2729
Woori Financial
WF
$13.9B
| $4M | ﹤0.01% |
80,430
+23,020
| +40% | +$1.14M |
|
2730
Invesco BuyBack Achievers ETF
PKW
$1.5B
| $3.99M | ﹤0.01% |
32,289
+391
| +1% | +$48.3K |
|
2731
MidWestOne Financial Group
MOFG
$618M
| $3.98M | ﹤0.01% |
138,212
+76,966
| +126% | +$2.21M |
|
2732
U-Haul Holding Co Series N
UHAL.B
$9.59B
| $3.97M | ﹤0.01% |
72,976
-15,240
| -17% | -$829K |
|
|
CAEP
2733
Cantor Equity Partners III
CAEP
$360M
| $3.97M | ﹤0.01% |
+375,927
| New | +$3.97M |
|
2734
Chart Industries 6.75% Series B Preferred Stock
GTLS.PRB
$573M
| $3.96M | ﹤0.01% |
65,612
-35,945
| -35% | -$2.17M |
|
2735
Spok Holdings
SPOK
$362M
| $3.96M | ﹤0.01% |
224,053
+24,991
| +13% | +$442K |
|
2736
VictoryShares Free Cash Flow ETF
VFLO
$4.7B
| $3.96M | ﹤0.01% |
111,930
+109,770
| +5,082% | +$3.88M |
|
|
LOMA
2737
Loma Negra
LOMA
$832M
| $3.95M | ﹤0.01% |
359,687
-29,324
| -8% | -$322K |
|
2738
Direxion Daily S&P 500 Bull 3x Shares
SPXL
$5.59B
| $3.93M | ﹤0.01% |
+22,659
| New | +$3.93M |
|
2739
iShares Core 80/20 Aggressive Allocation ETF
AOA
$2.6B
| $3.92M | ﹤0.01% |
47,011
+6,945
| +17% | +$579K |
|
2740
Genie Energy
GNE
$405M
| $3.92M | ﹤0.01% |
145,845
+114,283
| +362% | +$3.07M |
|
|
FINV
2741
FinVolution Group
FINV
$2.01B
| $3.91M | ﹤0.01% |
412,622
+98,518
| +31% | +$934K |
|
2742
AAR Corp
AIR
$2.73B
| $3.91M | ﹤0.01% |
56,831
-33,722
| -37% | -$2.32M |
|
2743
Community Trust Bancorp
CTBI
$1.04B
| $3.91M | ﹤0.01% |
73,837
-15,892
| -18% | -$841K |
|
2744
Pearson
PSO
$9.09B
| $3.91M | ﹤0.01% |
261,605
+227,725
| +672% | +$3.4M |
|
2745
Intapp
INTA
$3.72B
| $3.9M | ﹤0.01% |
75,639
-34,606
| -31% | -$1.79M |
|
2746
Willis Lease Finance
WLFC
$1.15B
| $3.9M | ﹤0.01% |
27,346
+24,745
| +951% | +$3.53M |
|
2747
iShares MSCI Intl Momentum Factor ETF
IMTM
$3.28B
| $3.9M | ﹤0.01% |
85,359
+32,134
| +60% | +$1.47M |
|
2748
Hallador Energy
HNRG
$824M
| $3.88M | ﹤0.01% |
244,878
+232,594
| +1,893% | +$3.68M |
|
2749
WisdomTree
WT
$2.13B
| $3.87M | ﹤0.01% |
336,659
-19,528
| -5% | -$225K |
|
2750
Vestis
VSTS
$547M
| $3.87M | ﹤0.01% |
675,770
+595,276
| +740% | +$3.41M |
|