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 | |
|---|---|---|---|---|---|---|
2851
Federal Agricultural Mortgage
AGM
$2.05B
| $3.38M | ﹤0.01% |
17,390
-11,109
| -39% | -$2.16M |
|
|
FPI
2852
Farmland Partners
FPI
$489M
| $3.37M | ﹤0.01% |
292,850
+73,893
| +34% | +$851K |
|
2853
AMERISAFE
AMSF
$849M
| $3.36M | ﹤0.01% |
76,817
-4,822
| -6% | -$211K |
|
|
GSRT
2854
GSR III Acquisition Corp. Ordinary Shares
GSRT
$301M
| $3.35M | ﹤0.01% |
+310,149
| New | +$3.35M |
|
2855
Avantis US Small Cap Equity ETF
AVSC
$1.95B
| $3.34M | ﹤0.01% |
64,720
+47,309
| +272% | +$2.44M |
|
2856
TripAdvisor
TRIP
$2.22B
| $3.33M | ﹤0.01% |
254,807
-2,513
| -1% | -$32.8K |
|
2857
Pebblebrook Hotel Trust 6.3% Series F Cumulative Redeemable Preferred Shares of Beneficial Interest
PEB.PRF
$127M
| $3.32M | ﹤0.01% |
189,025
+6,295
| +3% | +$110K |
|
2858
Schwab Fundamental US Large Company Index ETF
FNDX
$20.3B
| $3.31M | ﹤0.01% |
135,035
-54,080
| -29% | -$1.33M |
|
2859
Westamerica Bancorp
WABC
$1.28B
| $3.31M | ﹤0.01% |
68,302
-28,398
| -29% | -$1.38M |
|
|
DHC
2860
Diversified Healthcare Trust
DHC
$1.08B
| $3.31M | ﹤0.01% |
923,963
+84,572
| +10% | +$303K |
|
2861
Viavi Solutions
VIAV
$2.75B
| $3.3M | ﹤0.01% |
327,956
-479,647
| -59% | -$4.83M |
|
2862
GCM Grosvenor
GCMG
$698M
| $3.3M | ﹤0.01% |
285,477
+190,486
| +201% | +$2.2M |
|
2863
Amplitude
AMPL
$1.58B
| $3.3M | ﹤0.01% |
266,134
+58,143
| +28% | +$721K |
|
2864
4D Molecular Therapeutics
FDMT
$332M
| $3.29M | ﹤0.01% |
888,016
+1,311
| +0.1% | +$4.86K |
|
2865
SPDR Portfolio Corporate Bond ETF
SPBO
$1.72B
| $3.29M | ﹤0.01% |
112,647
-1,330
| -1% | -$38.9K |
|
2866
Cannae Holdings
CNNE
$1.14B
| $3.29M | ﹤0.01% |
157,797
-7,779
| -5% | -$162K |
|
2867
PROS Holdings
PRO
$788M
| $3.28M | ﹤0.01% |
209,503
+107,136
| +105% | +$1.68M |
|
2868
Talos Energy
TALO
$1.66B
| $3.28M | ﹤0.01% |
386,641
+220,502
| +133% | +$1.87M |
|
2869
SelectQuote
SLQT
$356M
| $3.28M | ﹤0.01% |
1,377,347
+91,091
| +7% | +$217K |
|
2870
Liberty Latin America Class C
LILAK
$1.66B
| $3.28M | ﹤0.01% |
517,574
-1,819,497
| -78% | -$11.5M |
|
2871
Liberty Media Series A
FWONA
$23.5B
| $3.27M | ﹤0.01% |
34,441
+20,815
| +153% | +$1.98M |
|
2872
Lennar Class B
LEN.B
$32.7B
| $3.27M | ﹤0.01% |
31,030
+2,007
| +7% | +$211K |
|
2873
Avanos Medical
AVNS
$570M
| $3.26M | ﹤0.01% |
266,572
-84,033
| -24% | -$1.03M |
|
2874
VanEck Vietnam ETF
VNM
$580M
| $3.26M | ﹤0.01% |
236,943
+84,991
| +56% | +$1.17M |
|
2875
Ingevity
NGVT
$2.11B
| $3.26M | ﹤0.01% |
75,582
-4,030
| -5% | -$174K |
|