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 | |
|---|---|---|---|---|---|---|
|
GMRE
2976
Global Medical REIT
GMRE
$517M
| $2.78M | ﹤0.01% |
401,121
-25,312
| -6% | -$175K |
|
2977
Takeda Pharmaceutical
TAK
$47.4B
| $2.78M | ﹤0.01% |
179,759
-99,663
| -36% | -$1.54M |
|
2978
Invesco S&P 500 Equal Weight Consumer Discretionary ETF
RSPD
$223M
| $2.78M | ﹤0.01% |
52,165
-24
| -0% | -$1.28K |
|
2979
United States Lime & Minerals
USLM
$3.66B
| $2.77M | ﹤0.01% |
27,741
-23,178
| -46% | -$2.31M |
|
2980
Invesco Large Cap Value ETF
PWV
$1.2B
| $2.77M | ﹤0.01% |
44,544
+14,799
| +50% | +$920K |
|
2981
JetBlue
JBLU
$1.85B
| $2.76M | ﹤0.01% |
653,041
-468,561
| -42% | -$1.98M |
|
2982
Buckle
BKE
$3.13B
| $2.75M | ﹤0.01% |
60,660
-125,760
| -67% | -$5.7M |
|
2983
Grocery Outlet
GO
$1.66B
| $2.74M | ﹤0.01% |
220,432
+26,725
| +14% | +$332K |
|
|
FIXT
2984
TCW Core Plus Bond ETF
FIXT
$294M
| $2.74M | ﹤0.01% |
+71,622
| New | +$2.74M |
|
2985
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
$3.02B
| $2.74M | ﹤0.01% |
132,258
+117,496
| +796% | +$2.43M |
|
2986
Invesco S&P Ultra Dividend Revenue ETF
RDIV
$854M
| $2.73M | ﹤0.01% |
57,153
+536
| +0.9% | +$25.6K |
|
|
BBBY
2987
Bed Bath & Beyond, Inc.
BBBY
$560M
| $2.73M | ﹤0.01% |
397,133
-304,674
| -43% | -$2.1M |
|
2988
Rogers Corp
ROG
$1.51B
| $2.73M | ﹤0.01% |
39,889
+12,536
| +46% | +$858K |
|
2989
GraniteShares Gold Shares
BAR
$1.21B
| $2.72M | ﹤0.01% |
83,329
-42,296
| -34% | -$1.38M |
|
|
SUPV
2990
Grupo Supervielle
SUPV
$451M
| $2.72M | ﹤0.01% |
256,787
-109,557
| -30% | -$1.16M |
|
2991
Privia Health
PRVA
$2.77B
| $2.71M | ﹤0.01% |
117,864
-301,442
| -72% | -$6.93M |
|
2992
Accel Entertainment
ACEL
$939M
| $2.71M | ﹤0.01% |
230,080
-176,176
| -43% | -$2.07M |
|
2993
Stewart Information Services
STC
$2.14B
| $2.7M | ﹤0.01% |
41,421
+1,988
| +5% | +$129K |
|
2994
Cross Country Healthcare
CCRN
$448M
| $2.69M | ﹤0.01% |
206,438
+97,962
| +90% | +$1.28M |
|
2995
Arcturus Therapeutics
ARCT
$533M
| $2.69M | ﹤0.01% |
206,899
-25,613
| -11% | -$333K |
|
2996
Denali Therapeutics
DNLI
$1.93B
| $2.68M | ﹤0.01% |
191,613
+3,210
| +2% | +$44.9K |
|
|
LOKVU
2997
Live Oak Acquisition Corp. V Units
LOKVU
| $2.68M | ﹤0.01% |
241,211
-58,789
| -20% | -$653K |
|
2998
American Century Diversified Corporate Bond ETF
KORP
$581M
| $2.67M | ﹤0.01% |
+56,706
| New | +$2.67M |
|
2999
Rayonier Advanced Materials
RYAM
$478M
| $2.67M | ﹤0.01% |
692,743
-78,205
| -10% | -$301K |
|
|
MOMO
3000
Hello Group
MOMO
$1.22B
| $2.67M | ﹤0.01% |
315,918
+166,227
| +111% | +$1.4M |
|