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 | |
|---|---|---|---|---|---|---|
2876
ManpowerGroup
MAN
$1.76B
| $3.25M | ﹤0.01% |
80,352
-73,795
| -48% | -$2.98M |
|
2877
Bausch Health
BHC
$2.55B
| $3.25M | ﹤0.01% |
487,386
+303,287
| +165% | +$2.02M |
|
2878
Schwab Municipal Bond ETF
SCMB
$2.35B
| $3.24M | ﹤0.01% |
128,813
+80,303
| +166% | +$2.02M |
|
2879
SharpLink Gaming
SBET
$3.31B
| $3.23M | ﹤0.01% |
+325,200
| New | +$3.23M |
|
2880
Southern Missouri Bancorp
SMBC
$635M
| $3.23M | ﹤0.01% |
58,942
-9,138
| -13% | -$501K |
|
2881
John Hancock Multifactor Mid Cap ETF
JHMM
$4.43B
| $3.23M | ﹤0.01% |
52,814
+7,635
| +17% | +$467K |
|
2882
Radiant Logistics
RLGT
$278M
| $3.23M | ﹤0.01% |
530,475
-23,943
| -4% | -$146K |
|
2883
Organon & Co
OGN
$2.82B
| $3.22M | ﹤0.01% |
333,147
-33,351
| -9% | -$323K |
|
2884
Vanguard Russell 2000 Value ETF
VTWV
$847M
| $3.22M | ﹤0.01% |
23,170
-1,501
| -6% | -$209K |
|
2885
PRA Group
PRAA
$676M
| $3.21M | ﹤0.01% |
217,861
+80,945
| +59% | +$1.19M |
|
2886
Energizer
ENR
$2.02B
| $3.21M | ﹤0.01% |
159,289
-94,664
| -37% | -$1.91M |
|
2887
iRobot
IRBT
$138M
| $3.2M | ﹤0.01% |
1,023,401
+637,392
| +165% | +$2M |
|
2888
KNOT Offshore Partners
KNOP
$310M
| $3.2M | ﹤0.01% |
511,266
-72,724
| -12% | -$455K |
|
|
HTB
2889
HomeTrust Bancshares, Inc.
HTB
$745M
| $3.18M | ﹤0.01% |
84,892
-15,404
| -15% | -$576K |
|
2890
TechTarget
TTGT
$499M
| $3.17M | ﹤0.01% |
408,321
-14,234
| -3% | -$111K |
|
|
VIGL
2891
DELISTED
Vigil Neuroscience
VIGL
| $3.16M | ﹤0.01% |
396,926
+396,544
| +103,807% | +$3.15M |
|
|
SMA
2892
SmartStop Self Storage REIT, Inc.
SMA
$2.12B
| $3.15M | ﹤0.01% |
+87,075
| New | +$3.15M |
|
|
ARI
2893
Apollo Commercial Real Estate
ARI
$1.48B
| $3.15M | ﹤0.01% |
325,805
-62,638
| -16% | -$606K |
|
|
INN
2894
Summit Hotel Properties
INN
$651M
| $3.15M | ﹤0.01% |
618,684
+33,715
| +6% | +$172K |
|
2895
Helix Energy Solutions
HLX
$963M
| $3.15M | ﹤0.01% |
504,410
-223,391
| -31% | -$1.39M |
|
2896
Guess, Inc.
GES
$872M
| $3.15M | ﹤0.01% |
260,260
+248,105
| +2,041% | +$3M |
|
2897
Forum Energy Technologies
FET
$326M
| $3.15M | ﹤0.01% |
161,596
+108,490
| +204% | +$2.11M |
|
|
ORLA
2898
Orla Mining
ORLA
$3.61B
| $3.14M | ﹤0.01% |
313,436
+313,062
| +83,706% | +$3.14M |
|
2899
Upwork
UPWK
$2.6B
| $3.12M | ﹤0.01% |
232,401
+26,047
| +13% | +$350K |
|
2900
Ardagh Metal Packaging
AMBP
$2.25B
| $3.12M | ﹤0.01% |
729,506
+551,616
| +310% | +$2.36M |
|