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 | |
|---|---|---|---|---|---|---|
2926
Banco Bradesco
BBD
$34.6B
| $2.98M | ﹤0.01% |
964,959
+174,126
| +22% | +$538K |
|
2927
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
$2.35B
| $2.97M | ﹤0.01% |
65,986
-44,810
| -40% | -$2.02M |
|
|
CBL
2928
CBL Properties
CBL
$977M
| $2.97M | ﹤0.01% |
116,867
-15,980
| -12% | -$406K |
|
2929
Stepan Co
SCL
$1.13B
| $2.96M | ﹤0.01% |
54,302
-27,141
| -33% | -$1.48M |
|
2930
ARK Autonomous Technology & Robotics ETF
ARKQ
$1.42B
| $2.96M | ﹤0.01% |
33,217
+20
| +0.1% | +$1.78K |
|
2931
Rocket Pharmaceuticals
RCKT
$342M
| $2.96M | ﹤0.01% |
1,207,802
+597,713
| +98% | +$1.46M |
|
2932
Burke & Herbert Financial Services Corp
BHRB
$966M
| $2.96M | ﹤0.01% |
49,511
+12,057
| +32% | +$720K |
|
2933
Transportadora de Gas del Sur
TGS
$3.03B
| $2.95M | ﹤0.01% |
114,073
+4,347
| +4% | +$113K |
|
2934
CTS Corp
CTS
$1.26B
| $2.95M | ﹤0.01% |
69,277
-23,418
| -25% | -$998K |
|
2935
Oppenheimer Holdings
OPY
$840M
| $2.95M | ﹤0.01% |
44,842
+26,643
| +146% | +$1.75M |
|
2936
Applied Optoelectronics
AAOI
$1.81B
| $2.95M | ﹤0.01% |
114,650
-46,513
| -29% | -$1.19M |
|
2937
Liberty Global Class C
LBTYK
$4.11B
| $2.94M | ﹤0.01% |
284,952
-14,487
| -5% | -$149K |
|
2938
ProShares UltraPro S&P 500
UPRO
$4.56B
| $2.94M | ﹤0.01% |
32,117
+31,756
| +8,797% | +$2.9M |
|
2939
Bitwise Bitcoin ETF
BITB
$4.52B
| $2.93M | ﹤0.01% |
50,076
+46,983
| +1,519% | +$2.75M |
|
2940
Acco Brands
ACCO
$379M
| $2.93M | ﹤0.01% |
818,489
+3,039
| +0.4% | +$10.9K |
|
2941
BBVA Argentina
BBAR
$1.7B
| $2.92M | ﹤0.01% |
177,455
+112,161
| +172% | +$1.85M |
|
2942
National Presto Industries
NPK
$825M
| $2.92M | ﹤0.01% |
29,815
-3,610
| -11% | -$354K |
|
2943
Huron Consulting
HURN
$2.49B
| $2.92M | ﹤0.01% |
21,219
-19,234
| -48% | -$2.65M |
|
2944
Universal Technical Institute
UTI
$1.56B
| $2.92M | ﹤0.01% |
86,044
-52,033
| -38% | -$1.76M |
|
2945
Sabre
SABR
$754M
| $2.91M | ﹤0.01% |
920,330
+362,783
| +65% | +$1.15M |
|
|
TVA
2946
Texas Ventures Acquisition III Corp Class A Ordinary Share
TVA
$304M
| $2.91M | ﹤0.01% |
+288,451
| New | +$2.91M |
|
2947
Direxion Daily 20+ Year Treasury Bull 3X Shares
TMF
$5.04B
| $2.9M | ﹤0.01% |
74,020
-92,760
| -56% | -$3.64M |
|
|
SILA
2948
Sila Realty Trust, Inc.
SILA
$1.44B
| $2.9M | ﹤0.01% |
122,602
+45,629
| +59% | +$1.08M |
|
2949
AllianceBernstein
AB
$4.29B
| $2.89M | ﹤0.01% |
70,819
-424,665
| -86% | -$17.3M |
|
|
CCIR
2950
DELISTED
Cohen Circle Acquisition Corp. I Class A Ordinary Shares
CCIR
| $2.88M | ﹤0.01% |
262,516
+232,579
| +777% | +$2.55M |
|