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 | |
|---|---|---|---|---|---|---|
|
JENA.U
3051
Jena Acquisition Corp II Units
JENA.U
$208M
| $2.45M | ﹤0.01% |
+238,500
| New | +$2.45M |
|
3052
Weave Communications
WEAV
$586M
| $2.43M | ﹤0.01% |
292,452
+7,651
| +3% | +$63.7K |
|
|
WENNU
3053
Wen Acquisition Corp Unit
WENNU
$273M
| $2.43M | ﹤0.01% |
+229,443
| New | +$2.43M |
|
3054
Myers Industries
MYE
$619M
| $2.43M | ﹤0.01% |
167,361
+7,553
| +5% | +$109K |
|
3055
Pacer Swan SOS Fund of Funds ETF
PSFF
$507M
| $2.42M | ﹤0.01% |
79,309
+66,962
| +542% | +$2.04M |
|
3056
Goldman Sachs Physical Gold ETF Shares
AAAU
$1.82B
| $2.42M | ﹤0.01% |
73,967
+25,585
| +53% | +$836K |
|
3057
Kinetik
KNTK
$2.64B
| $2.41M | ﹤0.01% |
54,814
-56,711
| -51% | -$2.5M |
|
3058
Dave Inc
DAVE
$3.22B
| $2.41M | ﹤0.01% |
8,986
+65
| +0.7% | +$17.4K |
|
3059
Nova
NVMI
$9.18B
| $2.41M | ﹤0.01% |
8,742
-12,954
| -60% | -$3.56M |
|
3060
Harrow
HROW
$1.64B
| $2.39M | ﹤0.01% |
78,413
-48,218
| -38% | -$1.47M |
|
|
GPAT
3061
GP-Act III Acquisition Corp
GPAT
$380M
| $2.38M | ﹤0.01% |
+225,275
| New | +$2.38M |
|
3062
Community Health Systems
CYH
$426M
| $2.37M | ﹤0.01% |
698,085
-590,386
| -46% | -$2.01M |
|
3063
NewtekOne
NEWT
$352M
| $2.37M | ﹤0.01% |
209,970
-3,342
| -2% | -$37.7K |
|
3064
TruBridge
TBRG
$327M
| $2.37M | ﹤0.01% |
101,107
+56,805
| +128% | +$1.33M |
|
3065
Invesco S&P 500 Equal Weight Consumer Staples ETF
RSPS
$246M
| $2.37M | ﹤0.01% |
78,929
+36,742
| +87% | +$1.1M |
|
3066
Alpha and Omega Semiconductor
AOSL
$859M
| $2.36M | ﹤0.01% |
92,121
+77,984
| +552% | +$2M |
|
3067
Fastly
FSLY
$1.27B
| $2.36M | ﹤0.01% |
334,752
+30,183
| +10% | +$213K |
|
3068
Fiverr
FVRR
$985M
| $2.36M | ﹤0.01% |
80,376
-7,998
| -9% | -$235K |
|
3069
Atea Pharmaceuticals
AVIR
$229M
| $2.35M | ﹤0.01% |
652,661
-120,556
| -16% | -$434K |
|
3070
Unity Bancorp
UNTY
$516M
| $2.35M | ﹤0.01% |
49,849
-33,016
| -40% | -$1.55M |
|
3071
Editas Medicine
EDIT
$254M
| $2.34M | ﹤0.01% |
1,065,722
+140,916
| +15% | +$310K |
|
3072
Vanguard Total Corporate Bond ETF
VTC
$1.26B
| $2.34M | ﹤0.01% |
30,220
-3,951
| -12% | -$306K |
|
3073
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$9.07B
| $2.33M | ﹤0.01% |
81,157
-1,356,273
| -94% | -$39M |
|
3074
Vanguard S&P Mid-Cap 400 Value ETF
IVOV
$1.07B
| $2.33M | ﹤0.01% |
24,404
+590
| +2% | +$56.3K |
|
3075
EyePoint Pharmaceuticals
EYPT
$913M
| $2.33M | ﹤0.01% |
247,412
-147,933
| -37% | -$1.39M |
|