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 |
Visa
V
|
+$4.91B |
| 2 |
Walmart
WMT
|
+$3.85B |
| 3 |
Meta Platforms (Facebook)
META
|
+$3.75B |
| 4 |
Apple
AAPL
|
+$3.5B |
| 5 |
Amazon
AMZN
|
+$3.3B |
Top Sells
| 1 |
Honeywell
HON
|
+$1.42B |
| 2 |
Eli Lilly
LLY
|
+$1.19B |
| 3 |
TSMC
TSM
|
+$1.05B |
| 4 |
CSX Corp
CSX
|
+$908M |
| 5 |
PayPal
PYPL
|
+$903M |
Sector Composition
| 1 | Technology | 21.9% |
| 2 | Financials | 10.95% |
| 3 | Consumer Discretionary | 10.24% |
| 4 | Healthcare | 9.4% |
| 5 | Communication Services | 7.15% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2876
RXO
RXO
$2.87B
| $2.96M | ﹤0.01% |
154,922
-420,364
| -73% | -$8.03M |
|
2877
AvidXchange
AVDX
$2.07B
| $2.94M | ﹤0.01% |
346,966
-1,809,826
| -84% | -$15.3M |
|
2878
National Presto Industries
NPK
$832M
| $2.94M | ﹤0.01% |
33,425
-11,644
| -26% | -$1.02M |
|
2879
Getty Images
GETY
$859M
| $2.93M | ﹤0.01% |
1,692,537
+1,645,947
| +3,533% | +$2.85M |
|
2880
Transportadora de Gas del Sur
TGS
$3.35B
| $2.9M | ﹤0.01% |
+109,726
| New | +$2.9M |
|
|
ALX
2881
Alexander's
ALX
$1.19B
| $2.9M | ﹤0.01% |
13,879
-68,592
| -83% | -$14.3M |
|
2882
America's Car Mart
CRMT
$267M
| $2.9M | ﹤0.01% |
63,955
-18,201
| -22% | -$826K |
|
2883
iShares Core 5-10 Year USD Bond ETF
IMTB
$258M
| $2.89M | ﹤0.01% |
66,648
+5,980
| +10% | +$260K |
|
2884
iShares MSCI Sweden ETF
EWD
$318M
| $2.88M | ﹤0.01% |
68,556
+15,127
| +28% | +$637K |
|
2885
Arbor Realty Trust
ABR
$2.27B
| $2.88M | ﹤0.01% |
245,376
-45,731
| -16% | -$537K |
|
2886
OSI Systems
OSIS
$4.01B
| $2.88M | ﹤0.01% |
14,822
-49,595
| -77% | -$9.64M |
|
2887
GigaCloud Technology
GCT
$1.12B
| $2.88M | ﹤0.01% |
202,684
+77,132
| +61% | +$1.1M |
|
2888
Methanex
MEOH
$3.04B
| $2.87M | ﹤0.01% |
81,730
+74,655
| +1,055% | +$2.62M |
|
2889
4D Molecular Therapeutics
FDMT
$312M
| $2.86M | ﹤0.01% |
886,705
+66,636
| +8% | +$215K |
|
2890
MediaAlpha
MAX
$691M
| $2.85M | ﹤0.01% |
308,298
+185,912
| +152% | +$1.72M |
|
2891
Vir Biotechnology
VIR
$667M
| $2.85M | ﹤0.01% |
439,306
-1,367,711
| -76% | -$8.86M |
|
2892
Gentherm
THRM
$1.08B
| $2.85M | ﹤0.01% |
106,401
-53,775
| -34% | -$1.44M |
|
2893
Planet Labs
PL
$3.15B
| $2.83M | ﹤0.01% |
838,088
-431,007
| -34% | -$1.46M |
|
2894
Cable One
CABO
$961M
| $2.83M | ﹤0.01% |
10,650
+146
| +1% | +$38.8K |
|
2895
PRA Group
PRAA
$648M
| $2.82M | ﹤0.01% |
136,916
-205,036
| -60% | -$4.23M |
|
2896
Stewart Information Services
STC
$2.03B
| $2.81M | ﹤0.01% |
39,433
-64,168
| -62% | -$4.58M |
|
2897
Mizuho Financial
MFG
$81.5B
| $2.8M | ﹤0.01% |
508,011
+164,225
| +48% | +$905K |
|
2898
SmartFinancial
SMBK
$619M
| $2.8M | ﹤0.01% |
90,062
+14,535
| +19% | +$452K |
|
2899
BNY Mellon High Yield Beta ETF
BKHY
$385M
| $2.8M | ﹤0.01% |
58,737
-6,276
| -10% | -$299K |
|
|
BTC
2900
Grayscale Bitcoin Mini Trust ETF
BTC
$5.05B
| $2.8M | ﹤0.01% |
76,616
+76,494
| +62,700% | +$2.79M |
|