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 | |
|---|---|---|---|---|---|---|
3076
Invesco Water Resources ETF
PHO
$2.24B
| $2.33M | ﹤0.01% |
33,261
-2,395
| -7% | -$167K |
|
3077
Vanguard Russell 2000 Growth ETF
VTWG
$1.12B
| $2.32M | ﹤0.01% |
11,150
-271
| -2% | -$56.5K |
|
3078
SPDR S&P Pharmaceuticals ETF
XPH
$172M
| $2.32M | ﹤0.01% |
57,258
+4,918
| +9% | +$200K |
|
3079
Dimensional Global Core Plus Fixed Income ETF
DFGP
$1.8B
| $2.32M | ﹤0.01% |
42,496
-2,454
| -5% | -$134K |
|
3080
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.03B
| $2.31M | ﹤0.01% |
55,960
-1,384
| -2% | -$57.2K |
|
3081
RXO
RXO
$2.86B
| $2.31M | ﹤0.01% |
147,090
-7,832
| -5% | -$123K |
|
3082
Suzano
SUZ
$11.8B
| $2.31M | ﹤0.01% |
245,695
+128,455
| +110% | +$1.21M |
|
3083
Gold Royalty Corp
GROY
$618M
| $2.3M | ﹤0.01% |
1,042,141
+990,515
| +1,919% | +$2.19M |
|
3084
Franklin FTSE Japan ETF
FLJP
$2.41B
| $2.3M | ﹤0.01% |
71,615
+39,875
| +126% | +$1.28M |
|
3085
Invesco DB Commodity Index Tracking Fund
DBC
$1.27B
| $2.3M | ﹤0.01% |
105,533
-503,912
| -83% | -$11M |
|
3086
Riskified
RSKD
$742M
| $2.3M | ﹤0.01% |
461,103
-41,442
| -8% | -$207K |
|
3087
Astrana Health
ASTH
$1.37B
| $2.29M | ﹤0.01% |
92,201
+22,030
| +31% | +$548K |
|
3088
Delcath Systems
DCTH
$411M
| $2.29M | ﹤0.01% |
168,245
+117,118
| +229% | +$1.59M |
|
|
SVC
3089
Service Properties Trust
SVC
$484M
| $2.28M | ﹤0.01% |
955,257
+125,256
| +15% | +$299K |
|
|
EDN
3090
Edenor
EDN
$675M
| $2.27M | ﹤0.01% |
85,814
-2,950
| -3% | -$78.1K |
|
3091
ProAssurance
PRA
$1.22B
| $2.27M | ﹤0.01% |
99,509
-328,769
| -77% | -$7.51M |
|
3092
Pliant Therapeutics
PLRX
$91.5M
| $2.27M | ﹤0.01% |
1,958,433
+1,477,336
| +307% | +$1.71M |
|
|
PMTRU
3093
Perimeter Acquisition Corp. I Unit
PMTRU
$192M
| $2.27M | ﹤0.01% |
+216,680
| New | +$2.27M |
|
3094
Fidelity Momentum Factor ETF
FDMO
$539M
| $2.26M | ﹤0.01% |
29,822
+13,035
| +78% | +$989K |
|
3095
PureCycle Technologies
PCT
$2.48B
| $2.26M | ﹤0.01% |
164,762
+7,798
| +5% | +$107K |
|
3096
WisdomTree US SmallCap Earnings Fund
EES
$648M
| $2.25M | ﹤0.01% |
44,080
-8,159
| -16% | -$416K |
|
3097
Plug Power
PLUG
$2.43B
| $2.24M | ﹤0.01% |
1,504,744
+299,876
| +25% | +$447K |
|
|
DX
3098
Dynex Capital
DX
$1.61B
| $2.24M | ﹤0.01% |
183,247
+129,601
| +242% | +$1.58M |
|
|
BBOT
3099
BridgeBio Oncology Therapeutics, Inc. Common Stock
BBOT
$857M
| $2.24M | ﹤0.01% |
210,125
+57,909
| +38% | +$617K |
|
3100
Tidewater
TDW
$2.83B
| $2.24M | ﹤0.01% |
48,511
-11,233
| -19% | -$518K |
|