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 | |
|---|---|---|---|---|---|---|
2751
Invesco California AMT-Free Municipal Bond ETF
PWZ
$1.1B
| $3.86M | ﹤0.01% |
165,571
-234,732
| -59% | -$5.48M |
|
2752
NVE Corp
NVEC
$324M
| $3.86M | ﹤0.01% |
52,486
-4,066
| -7% | -$299K |
|
2753
Hartford Municipal Opportunities ETF
HMOP
$589M
| $3.86M | ﹤0.01% |
100,724
+28,608
| +40% | +$1.1M |
|
2754
Goldman Sachs MarketBeta International Equity ETF
GSID
$856M
| $3.85M | ﹤0.01% |
60,185
-1,405
| -2% | -$89.9K |
|
2755
Employers Holdings
EIG
$1.01B
| $3.85M | ﹤0.01% |
81,609
+6,410
| +9% | +$302K |
|
2756
Compass Minerals
CMP
$754M
| $3.85M | ﹤0.01% |
191,626
+26,531
| +16% | +$533K |
|
2757
Freedom Holding
FRHC
$10.2B
| $3.85M | ﹤0.01% |
26,356
-9,327
| -26% | -$1.36M |
|
2758
Invesco Total Return Bond ETF
GTO
$1.94B
| $3.85M | ﹤0.01% |
82,012
-28,659
| -26% | -$1.34M |
|
2759
Patria Investments
PAX
$2.43B
| $3.84M | ﹤0.01% |
273,434
-362
| -0.1% | -$5.09K |
|
2760
Mativ Holdings
MATV
$697M
| $3.84M | ﹤0.01% |
563,464
+126,276
| +29% | +$861K |
|
2761
MiMedx Group
MDXG
$1.06B
| $3.83M | ﹤0.01% |
627,405
+70,147
| +13% | +$429K |
|
2762
Univest Financial
UVSP
$911M
| $3.82M | ﹤0.01% |
127,189
-23,312
| -15% | -$700K |
|
2763
iShares MSCI Hong Kong ETF
EWH
$725M
| $3.81M | ﹤0.01% |
192,022
-7,331
| -4% | -$146K |
|
2764
iShares Morningstar Small-Cap Value ETF
ISCV
$531M
| $3.81M | ﹤0.01% |
62,117
+5,139
| +9% | +$315K |
|
2765
Stratasys
SSYS
$845M
| $3.81M | ﹤0.01% |
332,395
+96,731
| +41% | +$1.11M |
|
2766
Winnebago Industries
WGO
$945M
| $3.81M | ﹤0.01% |
131,450
-105,473
| -45% | -$3.06M |
|
2767
ICF International
ICFI
$1.8B
| $3.81M | ﹤0.01% |
44,999
-28,232
| -39% | -$2.39M |
|
2768
Xerox
XRX
$502M
| $3.81M | ﹤0.01% |
722,218
-14,008
| -2% | -$73.8K |
|
2769
ProShares Ultra VIX Short-Term Futures ETF
UVXY
$556M
| $3.8M | ﹤0.01% |
202,753
+136,220
| +205% | +$2.55M |
|
2770
iShares iBonds Dec 2033 Term Corporate ETF
IBDY
$848M
| $3.8M | ﹤0.01% |
146,649
+145,847
| +18,185% | +$3.78M |
|
2771
Galicia Financial Group
GGAL
$4.39B
| $3.79M | ﹤0.01% |
75,302
+36,326
| +93% | +$1.83M |
|
2772
Dime Community Bancshares
DCOM
$1.39B
| $3.79M | ﹤0.01% |
140,683
-4,788
| -3% | -$129K |
|
2773
Kodiak Gas Services
KGS
$2.95B
| $3.79M | ﹤0.01% |
110,469
-4,942
| -4% | -$169K |
|
2774
Acadia Healthcare
ACHC
$2.04B
| $3.78M | ﹤0.01% |
166,551
-752,075
| -82% | -$17.1M |
|
2775
Listed Funds Trust Roundhill Magnificent Seven ETF
MAGS
$2.91B
| $3.77M | ﹤0.01% |
+67,924
| New | +$3.77M |
|