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 | |
|---|---|---|---|---|---|---|
2801
Lindblad Expeditions
LIND
$720M
| $3.63M | ﹤0.01% |
311,363
+137,312
| +79% | +$1.6M |
|
2802
Amphastar Pharmaceuticals
AMPH
$1.28B
| $3.63M | ﹤0.01% |
158,114
+91,234
| +136% | +$2.09M |
|
2803
BrightSpring Health Services Unit
BTSGU
$755M
| $3.63M | ﹤0.01% |
43,931
+17,994
| +69% | +$1.49M |
|
2804
Franklin FTSE Taiwan ETF
FLTW
$579M
| $3.63M | ﹤0.01% |
69,467
+34,905
| +101% | +$1.82M |
|
2805
Plains GP Holdings
PAGP
$3.67B
| $3.62M | ﹤0.01% |
186,198
-991,669
| -84% | -$19.3M |
|
|
SMBS
2806
Schwab Mortgage-Backed Securities ETF
SMBS
$5.48B
| $3.61M | ﹤0.01% |
+141,868
| New | +$3.61M |
|
2807
First Trust NASDAQ Technology Dividend Index Fund
TDIV
$3.73B
| $3.61M | ﹤0.01% |
40,017
-1,802
| -4% | -$162K |
|
2808
Vishay Precision Group
VPG
$440M
| $3.6M | ﹤0.01% |
128,286
-82,972
| -39% | -$2.33M |
|
2809
iHeartMedia
IHRT
$464M
| $3.59M | ﹤0.01% |
2,039,095
-333,230
| -14% | -$586K |
|
2810
ACM Research
ACMR
$2.32B
| $3.58M | ﹤0.01% |
138,339
-399,009
| -74% | -$10.3M |
|
2811
SPDR S&P Software & Services ETF
XSW
$496M
| $3.58M | ﹤0.01% |
18,871
-1,974
| -9% | -$375K |
|
|
NEXN
2812
Nexxen International
NEXN
$594M
| $3.58M | ﹤0.01% |
344,093
-280,680
| -45% | -$2.92M |
|
|
BTC
2813
Grayscale Bitcoin Mini Trust ETF
BTC
$5.13B
| $3.58M | ﹤0.01% |
74,949
-1,667
| -2% | -$79.6K |
|
2814
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$9.02B
| $3.57M | ﹤0.01% |
101,325
-23,558
| -19% | -$831K |
|
2815
KB Financial Group
KB
$30.7B
| $3.57M | ﹤0.01% |
43,178
-145,661
| -77% | -$12M |
|
2816
NCR Atleos
NATL
$2.9B
| $3.56M | ﹤0.01% |
124,694
+5,946
| +5% | +$170K |
|
2817
Bloomin' Brands
BLMN
$579M
| $3.55M | ﹤0.01% |
412,708
+182,861
| +80% | +$1.57M |
|
2818
Enovis
ENOV
$1.9B
| $3.54M | ﹤0.01% |
112,755
+87,695
| +350% | +$2.75M |
|
2819
CNB Financial Corp
CCNE
$786M
| $3.54M | ﹤0.01% |
154,649
-25,022
| -14% | -$572K |
|
2820
Myriad Genetics
MYGN
$715M
| $3.53M | ﹤0.01% |
665,570
+116,462
| +21% | +$618K |
|
|
ECG
2821
Everus Construction Group
ECG
$4.18B
| $3.53M | ﹤0.01% |
55,602
+25,321
| +84% | +$1.61M |
|
2822
Invesco PHLX Semiconductor ETF
SOXQ
$560M
| $3.53M | ﹤0.01% |
80,883
-116
| -0.1% | -$5.07K |
|
|
VNET
2823
VNET Group
VNET
$2.68B
| $3.53M | ﹤0.01% |
511,417
+472,115
| +1,201% | +$3.26M |
|
2824
Fidelity MSCI Consumer Staples Index ETF
FSTA
$1.33B
| $3.52M | ﹤0.01% |
68,841
-2,528
| -4% | -$129K |
|
2825
American Woodmark
AMWD
$993M
| $3.52M | ﹤0.01% |
65,967
+20,913
| +46% | +$1.12M |
|