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 | |
|---|---|---|---|---|---|---|
2976
BrightView Holdings
BV
$1.29B
| $2.49M | ﹤0.01% |
194,192
+33,136
| +21% | +$425K |
|
|
TGB
2977
Taseko Mines
TGB
$1.15B
| $2.49M | ﹤0.01% |
1,111,686
+734,084
| +194% | +$1.64M |
|
2978
Ocular Therapeutix
OCUL
$2.16B
| $2.48M | ﹤0.01% |
337,831
+148,536
| +78% | +$1.09M |
|
2979
Ardmore Shipping
ASC
$541M
| $2.48M | ﹤0.01% |
252,832
-41,576
| -14% | -$407K |
|
2980
Applied Optoelectronics
AAOI
$1.84B
| $2.47M | ﹤0.01% |
161,163
-132,743
| -45% | -$2.04M |
|
2981
ProPetro Holding
PUMP
$500M
| $2.47M | ﹤0.01% |
336,467
+258,099
| +329% | +$1.9M |
|
2982
Nature's Sunshine
NATR
$297M
| $2.47M | ﹤0.01% |
197,002
+136,725
| +227% | +$1.72M |
|
2983
NWPX Infrastructure, Inc. Common Stock
NWPX
$502M
| $2.46M | ﹤0.01% |
59,622
-12,439
| -17% | -$514K |
|
2984
Arcturus Therapeutics
ARCT
$490M
| $2.46M | ﹤0.01% |
232,512
-3,856
| -2% | -$40.8K |
|
2985
Capital Group US Multi-Sector Income ETF
CGMS
$3.27B
| $2.46M | ﹤0.01% |
90,177
-4,320
| -5% | -$118K |
|
2986
Manchester United
MANU
$2.62B
| $2.45M | ﹤0.01% |
187,480
+66,359
| +55% | +$869K |
|
2987
nLIGHT
LASR
$1.47B
| $2.45M | ﹤0.01% |
315,489
+173,466
| +122% | +$1.35M |
|
|
FPI
2988
Farmland Partners
FPI
$484M
| $2.44M | ﹤0.01% |
218,957
-24,088
| -10% | -$269K |
|
|
ARDT
2989
Ardent Health, Inc.
ARDT
$1.83B
| $2.42M | ﹤0.01% |
176,316
+162,324
| +1,160% | +$2.23M |
|
2990
SK Telecom
SKM
$8.43B
| $2.42M | ﹤0.01% |
113,988
+92,857
| +439% | +$1.97M |
|
2991
John B. Sanfilippo & Son
JBSS
$754M
| $2.42M | ﹤0.01% |
34,181
-12,762
| -27% | -$904K |
|
2992
Scholar Rock
SRRK
$3.11B
| $2.42M | ﹤0.01% |
75,147
+7,876
| +12% | +$253K |
|
|
CNTA
2993
Centessa Pharmaceuticals
CNTA
$2.86B
| $2.41M | ﹤0.01% |
167,732
-22,653
| -12% | -$326K |
|
2994
Bandwidth Inc
BAND
$551M
| $2.4M | ﹤0.01% |
183,551
-290,010
| -61% | -$3.8M |
|
2995
Dimensional Global Core Plus Fixed Income ETF
DFGP
$1.8B
| $2.4M | ﹤0.01% |
44,950
-9,343
| -17% | -$499K |
|
2996
German American Bancorp
GABC
$1.52B
| $2.39M | ﹤0.01% |
63,726
+39,853
| +167% | +$1.49M |
|
2997
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.57B
| $2.38M | ﹤0.01% |
62,881
+1,174
| +2% | +$44.4K |
|
2998
iShares US Tech Independence Focused ETF
IETC
$887M
| $2.37M | ﹤0.01% |
31,679
+8,966
| +39% | +$672K |
|
2999
Owens & Minor
OMI
$416M
| $2.37M | ﹤0.01% |
262,720
-225,777
| -46% | -$2.04M |
|
3000
Atlanta Braves Holdings Series A
BATRA
$2.84B
| $2.37M | ﹤0.01% |
54,032
+4,060
| +8% | +$178K |
|