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 | |
|---|---|---|---|---|---|---|
2826
TaskUs
TASK
$1.58B
| $3.52M | ﹤0.01% |
209,998
+135,691
| +183% | +$2.27M |
|
2827
Climb Global Solutions
CLMB
$620M
| $3.52M | ﹤0.01% |
32,914
+22,676
| +221% | +$2.42M |
|
2828
Heritage Insurance Holdings
HRTG
$789M
| $3.51M | ﹤0.01% |
140,879
+128,927
| +1,079% | +$3.22M |
|
2829
SPDR S&P Bank ETF
KBE
$1.56B
| $3.49M | ﹤0.01% |
62,547
-133,271
| -68% | -$7.43M |
|
2830
ProShares S&P 500 ex-Energy ETF
SPXE
$71M
| $3.48M | ﹤0.01% |
52,090
-1
| -0% | -$67 |
|
2831
Vanguard International Dividend Appreciation ETF
VIGI
$8.63B
| $3.48M | ﹤0.01% |
38,621
+25,742
| +200% | +$2.32M |
|
2832
Invesco S&P 100 Equal Weight ETF
EQWL
$1.71B
| $3.48M | ﹤0.01% |
31,640
+26,829
| +558% | +$2.95M |
|
2833
1st Source
SRCE
$1.6B
| $3.47M | ﹤0.01% |
55,901
-17,340
| -24% | -$1.08M |
|
|
UHT
2834
Universal Health Realty Income Trust
UHT
$583M
| $3.46M | ﹤0.01% |
86,587
-5,735
| -6% | -$229K |
|
2835
Eton Pharmaceutcials
ETON
$495M
| $3.46M | ﹤0.01% |
242,580
+129,467
| +114% | +$1.84M |
|
2836
WK Kellogg Co
KLG
$1.99B
| $3.45M | ﹤0.01% |
216,230
+87,866
| +68% | +$1.4M |
|
2837
iShares MSCI Emerging Markets Asia ETF
EEMA
$1.51B
| $3.43M | ﹤0.01% |
41,548
+40,810
| +5,530% | +$3.37M |
|
2838
Health Catalyst
HCAT
$213M
| $3.43M | ﹤0.01% |
909,436
-53,098
| -6% | -$200K |
|
2839
Honda
HMC
$44.1B
| $3.43M | ﹤0.01% |
118,898
-113,274
| -49% | -$3.27M |
|
|
NVEE
2840
DELISTED
NV5 Global
NVEE
| $3.42M | ﹤0.01% |
148,295
-86,403
| -37% | -$2M |
|
2841
Worthington Enterprises
WOR
$3.12B
| $3.42M | ﹤0.01% |
53,798
-59,799
| -53% | -$3.81M |
|
2842
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.34B
| $3.42M | ﹤0.01% |
140,976
+31,756
| +29% | +$771K |
|
|
CIM
2843
Chimera Investment
CIM
$1.14B
| $3.42M | ﹤0.01% |
246,471
+73,634
| +43% | +$1.02M |
|
2844
NeoGenomics
NEO
$1.11B
| $3.42M | ﹤0.01% |
467,201
+179,658
| +62% | +$1.31M |
|
2845
SPDR Portfolio Long Term Corporate Bond ETF
SPLB
$924M
| $3.41M | ﹤0.01% |
150,974
+3,608
| +2% | +$81.4K |
|
2846
Helmerich & Payne
HP
$2.11B
| $3.4M | ﹤0.01% |
224,530
-59,667
| -21% | -$905K |
|
2847
ORIX
IX
$30B
| $3.39M | ﹤0.01% |
150,478
+58,869
| +64% | +$1.33M |
|
2848
West Fraser Timber
WFG
$5.77B
| $3.39M | ﹤0.01% |
46,185
-242,212
| -84% | -$17.8M |
|
2849
Nature's Sunshine
NATR
$295M
| $3.38M | ﹤0.01% |
228,698
+31,696
| +16% | +$469K |
|
|
EFXT
2850
Enerflex
EFXT
$1.31B
| $3.38M | ﹤0.01% |
428,384
-145,417
| -25% | -$1.15M |
|