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 | |
|---|---|---|---|---|---|---|
2951
Peoples Bancorp
PEBO
$1.06B
| $2.59M | ﹤0.01% |
87,166
-28,186
| -24% | -$836K |
|
2952
N-able
NABL
$1.53B
| $2.58M | ﹤0.01% |
363,987
-54,984
| -13% | -$390K |
|
2953
Marcus Corp
MCS
$501M
| $2.57M | ﹤0.01% |
154,230
-10,553
| -6% | -$176K |
|
2954
Brookfield Infrastructure Partners
BIP
$14.2B
| $2.57M | ﹤0.01% |
86,323
+56,451
| +189% | +$1.68M |
|
2955
Cartesian Therapeutics
RNAC
$250M
| $2.57M | ﹤0.01% |
195,037
-79,703
| -29% | -$1.05M |
|
2956
Seadrill
SDRL
$2.12B
| $2.57M | ﹤0.01% |
102,775
-103,963
| -50% | -$2.6M |
|
|
BEAGU
2957
Bold Eagle Acquisition Corp. Units
BEAGU
| $2.57M | ﹤0.01% |
248,906
| – | – |
|
2958
Denali Therapeutics
DNLI
$1.91B
| $2.56M | ﹤0.01% |
188,403
-34,580
| -16% | -$470K |
|
2959
WK Kellogg Co
KLG
$1.99B
| $2.56M | ﹤0.01% |
128,364
-176,659
| -58% | -$3.52M |
|
2960
WisdomTree US SmallCap Earnings Fund
EES
$637M
| $2.55M | ﹤0.01% |
52,239
+619
| +1% | +$30.2K |
|
2961
NewtekOne
NEWT
$317M
| $2.55M | ﹤0.01% |
213,312
+73,795
| +53% | +$883K |
|
2962
Century Aluminum
CENX
$2.43B
| $2.55M | ﹤0.01% |
137,325
-79,717
| -37% | -$1.48M |
|
2963
Stellar Bancorp
STEL
$1.56B
| $2.54M | ﹤0.01% |
91,781
-101,290
| -52% | -$2.8M |
|
2964
Tidewater
TDW
$2.83B
| $2.53M | ﹤0.01% |
59,744
-135,240
| -69% | -$5.72M |
|
2965
C3.ai
AI
$2.37B
| $2.52M | ﹤0.01% |
119,689
-6,095
| -5% | -$128K |
|
2966
Diebold Nixdorf
DBD
$2.19B
| $2.52M | ﹤0.01% |
57,543
-51,375
| -47% | -$2.25M |
|
2967
Olympic Steel
ZEUS
$369M
| $2.51M | ﹤0.01% |
79,677
-67,856
| -46% | -$2.14M |
|
2968
UFP Technologies
UFPT
$1.58B
| $2.51M | ﹤0.01% |
12,446
+873
| +8% | +$176K |
|
|
NHICU
2969
NewHold Investment Corp III Units
NHICU
$188M
| $2.51M | ﹤0.01% |
+248,700
| New | +$2.51M |
|
2970
Joby Aviation
JOBY
$12.1B
| $2.51M | ﹤0.01% |
416,738
-362,357
| -47% | -$2.18M |
|
2971
Goosehead Insurance
GSHD
$2.04B
| $2.51M | ﹤0.01% |
21,249
+2,159
| +11% | +$255K |
|
2972
Ironwood Pharmaceuticals
IRWD
$211M
| $2.5M | ﹤0.01% |
1,702,633
+628,127
| +58% | +$923K |
|
2973
Credit Acceptance
CACC
$5.63B
| $2.5M | ﹤0.01% |
4,845
+471
| +11% | +$243K |
|
2974
First Trust NYSE Arca Biotechnology Index Fund
FBT
$1.08B
| $2.5M | ﹤0.01% |
14,702
-835
| -5% | -$142K |
|
|
GRRR
2975
Gorilla Technology Group
GRRR
$455M
| $2.5M | ﹤0.01% |
84,302
+83,062
| +6,699% | +$2.46M |
|