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 | |
|---|---|---|---|---|---|---|
3101
Rentokil
RTO
$12.4B
| $2.24M | ﹤0.01% |
93,165
+89,649
| +2,550% | +$2.15M |
|
3102
Vir Biotechnology
VIR
$720M
| $2.23M | ﹤0.01% |
443,375
+4,069
| +0.9% | +$20.5K |
|
3103
RE/MAX Holdings
RMAX
$205M
| $2.23M | ﹤0.01% |
272,785
+71,301
| +35% | +$583K |
|
3104
Allot
ALLT
$448M
| $2.23M | ﹤0.01% |
+260,263
| New | +$2.23M |
|
3105
Clarivate
CLVT
$2.76B
| $2.22M | ﹤0.01% |
517,074
+19,507
| +4% | +$83.9K |
|
3106
Capital City Bank Group
CCBG
$746M
| $2.22M | ﹤0.01% |
56,338
-17,558
| -24% | -$691K |
|
|
AGS
3107
DELISTED
PlayAGS
AGS
| $2.21M | ﹤0.01% |
177,332
-100,531
| -36% | -$1.26M |
|
3108
First Trust NYSE Arca Biotechnology Index Fund
FBT
$1.1B
| $2.21M | ﹤0.01% |
13,716
-986
| -7% | -$159K |
|
3109
Leggett & Platt
LEG
$1.3B
| $2.21M | ﹤0.01% |
247,826
-283,382
| -53% | -$2.53M |
|
3110
Bitwise Crypto Industry Innovators ETF
BITQ
$379M
| $2.21M | ﹤0.01% |
111,870
+8,991
| +9% | +$177K |
|
3111
Atlas Energy Solutions
AESI
$1.37B
| $2.19M | ﹤0.01% |
164,020
-14,571
| -8% | -$195K |
|
|
RAC
3112
Rithm Acquisition Corp.
RAC
$301M
| $2.19M | ﹤0.01% |
+215,000
| New | +$2.19M |
|
|
FLYY
3113
DELISTED
Spirit Aviation Holdings, Inc.
FLYY
| $2.19M | ﹤0.01% |
+438,854
| New | +$2.19M |
|
3114
Turning Point Brands
TPB
$1.84B
| $2.19M | ﹤0.01% |
28,839
-3,432
| -11% | -$260K |
|
3115
Shutterstock
SSTK
$775M
| $2.18M | ﹤0.01% |
115,117
+21,083
| +22% | +$400K |
|
3116
Marcus Corp
MCS
$504M
| $2.17M | ﹤0.01% |
128,688
-25,542
| -17% | -$431K |
|
3117
Direxion Daily Semiconductor Bear 3X Shares
SOXS
$1.12B
| $2.17M | ﹤0.01% |
274,486
+272,129
| +11,546% | +$2.15M |
|
3118
Hyster-Yale Materials Handling
HY
$673M
| $2.16M | ﹤0.01% |
54,381
+6,793
| +14% | +$270K |
|
3119
Fidelity Fundamental Large Cap Growth ETF
FFLG
$499M
| $2.16M | ﹤0.01% |
81,382
-14,112
| -15% | -$375K |
|
3120
Mitek Systems
MITK
$473M
| $2.16M | ﹤0.01% |
218,288
-26,896
| -11% | -$266K |
|
|
DEC
3121
Diversified Energy
DEC
$1.1B
| $2.16M | ﹤0.01% |
147,124
+4,744
| +3% | +$69.6K |
|
3122
Orthofix Medical
OFIX
$611M
| $2.16M | ﹤0.01% |
193,549
+26,123
| +16% | +$291K |
|
|
AMTM
3123
Amentum Holdings, Inc.
AMTM
$5.42B
| $2.16M | ﹤0.01% |
91,322
+3,608
| +4% | +$85.2K |
|
3124
Middlesex Water
MSEX
$957M
| $2.15M | ﹤0.01% |
39,688
-15,895
| -29% | -$861K |
|
|
NHICU
3125
NewHold Investment Corp III Units
NHICU
$188M
| $2.15M | ﹤0.01% |
200,000
-48,700
| -20% | -$523K |
|