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 | |
|---|---|---|---|---|---|---|
3001
Lionsgate Studios
LION
$1.99B
| $2.66M | ﹤0.01% |
458,441
+451,537
| +6,540% | +$2.62M |
|
3002
Century Aluminum
CENX
$2.57B
| $2.65M | ﹤0.01% |
147,046
+9,721
| +7% | +$175K |
|
3003
Innovator US Equity Power Buffer ETF January
PJAN
$1.23B
| $2.64M | ﹤0.01% |
59,993
+3,087
| +5% | +$136K |
|
|
NXRT
3004
NexPoint Residential Trust
NXRT
$830M
| $2.63M | ﹤0.01% |
79,064
-31,368
| -28% | -$1.05M |
|
3005
JPMorgan International Value ETF
JIVE
$615M
| $2.63M | ﹤0.01% |
+37,997
| New | +$2.63M |
|
|
EQV
3006
EQV Ventures Acquisition Corp
EQV
$464M
| $2.63M | ﹤0.01% |
+250,000
| New | +$2.63M |
|
3007
N-able
NABL
$1.53B
| $2.62M | ﹤0.01% |
323,545
-40,442
| -11% | -$328K |
|
3008
VSE Corp
VSEC
$3.33B
| $2.62M | ﹤0.01% |
20,003
+3,416
| +21% | +$447K |
|
3009
Nicolet Bankshares
NIC
$1.99B
| $2.62M | ﹤0.01% |
21,180
-8,954
| -30% | -$1.11M |
|
3010
Autohome
ATHM
$3.45B
| $2.61M | ﹤0.01% |
101,372
-67,435
| -40% | -$1.74M |
|
3011
AMN Healthcare
AMN
$717M
| $2.61M | ﹤0.01% |
126,344
-40,125
| -24% | -$829K |
|
3012
Sotera Health
SHC
$4.44B
| $2.6M | ﹤0.01% |
234,253
+155
| +0.1% | +$1.72K |
|
3013
Bain Capital Specialty
BCSF
$962M
| $2.59M | ﹤0.01% |
172,508
-89,814
| -34% | -$1.35M |
|
3014
Xencor
XNCR
$734M
| $2.59M | ﹤0.01% |
330,007
+208,182
| +171% | +$1.64M |
|
3015
Gray Television
GTN
$564M
| $2.59M | ﹤0.01% |
572,145
-210,658
| -27% | -$954K |
|
3016
Cars.com
CARS
$822M
| $2.59M | ﹤0.01% |
218,358
+83,848
| +62% | +$994K |
|
3017
Credit Acceptance
CACC
$5.7B
| $2.59M | ﹤0.01% |
5,077
+232
| +5% | +$118K |
|
|
QSIG
3018
WisdomTree U.S. Short Term Corporate Bond Fund
QSIG
$44.3M
| $2.58M | ﹤0.01% |
52,868
-9,578
| -15% | -$467K |
|
3019
STAAR Surgical
STAA
$1.34B
| $2.57M | ﹤0.01% |
153,371
+99,218
| +183% | +$1.66M |
|
3020
Perspective Therapeutics
CATX
$237M
| $2.57M | ﹤0.01% |
748,067
+405,612
| +118% | +$1.4M |
|
3021
VEON
VEON
$3.81B
| $2.57M | ﹤0.01% |
55,827
+40,614
| +267% | +$1.87M |
|
3022
Orion Group Holdings
ORN
$321M
| $2.57M | ﹤0.01% |
283,236
+248,988
| +727% | +$2.26M |
|
3023
Sportsman's Warehouse
SPWH
$118M
| $2.57M | ﹤0.01% |
744,496
+411,295
| +123% | +$1.42M |
|
3024
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$6.24B
| $2.56M | ﹤0.01% |
86,417
-1,624
| -2% | -$48.2K |
|
3025
Energy Recovery
ERII
$781M
| $2.56M | ﹤0.01% |
200,605
-36,636
| -15% | -$468K |
|