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 | |
|---|---|---|---|---|---|---|
3176
Granite Ridge Resources
GRNT
$735M
| $1.99M | ﹤0.01% |
312,249
+286,556
| +1,115% | +$1.83M |
|
3177
KraneShares CSI China Internet ETF
KWEB
$9.39B
| $1.99M | ﹤0.01% |
57,921
-1,455,181
| -96% | -$50M |
|
3178
Koppers
KOP
$579M
| $1.99M | ﹤0.01% |
61,829
-59,476
| -49% | -$1.91M |
|
3179
Astec Industries
ASTE
$1.11B
| $1.98M | ﹤0.01% |
47,516
-45,161
| -49% | -$1.88M |
|
3180
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.63B
| $1.98M | ﹤0.01% |
48,694
-14,187
| -23% | -$577K |
|
3181
NWPX Infrastructure, Inc. Common Stock
NWPX
$517M
| $1.98M | ﹤0.01% |
48,221
-11,401
| -19% | -$468K |
|
3182
FT Vest US Equity Moderate Buffer ETF September
GSEP
$203M
| $1.98M | ﹤0.01% |
53,874
+52,830
| +5,060% | +$1.94M |
|
3183
John B. Sanfilippo & Son
JBSS
$752M
| $1.97M | ﹤0.01% |
31,219
-2,962
| -9% | -$187K |
|
3184
Heron Therapeutics
HRTX
$236M
| $1.97M | ﹤0.01% |
953,080
+256,637
| +37% | +$531K |
|
3185
Trump Media & Technology Group
DJT
$4.74B
| $1.97M | ﹤0.01% |
109,257
-73,763
| -40% | -$1.33M |
|
|
SEI
3186
Solaris Energy Infrastructure, Inc.
SEI
$1.62B
| $1.96M | ﹤0.01% |
69,297
-8,270
| -11% | -$234K |
|
3187
iShares Short Maturity Bond ETF
NEAR
$3.56B
| $1.96M | ﹤0.01% |
38,342
-7,721
| -17% | -$395K |
|
3188
Enerpac Tool Group
EPAC
$2.31B
| $1.96M | ﹤0.01% |
48,290
-2,217
| -4% | -$89.9K |
|
|
PPBI
3189
DELISTED
Pacific Premier Bancorp
PPBI
| $1.96M | ﹤0.01% |
92,825
-140,108
| -60% | -$2.95M |
|
|
BFS
3190
Saul Centers
BFS
$789M
| $1.96M | ﹤0.01% |
57,327
-6,397
| -10% | -$218K |
|
|
DDL
3191
Dingdong
DDL
$468M
| $1.96M | ﹤0.01% |
968,405
+386,795
| +67% | +$781K |
|
3192
Apollo Global Management Series A
APO.PRA
$2.16B
| $1.95M | ﹤0.01% |
26,058
-76,825
| -75% | -$5.75M |
|
3193
Global X SuperDividend ETF
SDIV
$988M
| $1.95M | ﹤0.01% |
86,471
+8,274
| +11% | +$187K |
|
3194
Martin Midstream Partners
MMLP
$120M
| $1.94M | ﹤0.01% |
659,049
-338,294
| -34% | -$998K |
|
3195
Worthington Steel
WS
$1.71B
| $1.94M | ﹤0.01% |
65,123
-19,911
| -23% | -$594K |
|
3196
Planet Labs
PL
$3.27B
| $1.94M | ﹤0.01% |
317,820
-520,268
| -62% | -$3.17M |
|
3197
Capricor Therapeutics
CAPR
$293M
| $1.94M | ﹤0.01% |
195,189
+177,764
| +1,020% | +$1.77M |
|
3198
iShares US Healthcare Providers ETF
IHF
$804M
| $1.94M | ﹤0.01% |
39,796
+1,887
| +5% | +$91.8K |
|
3199
Peoples Bancorp
PEBO
$1.11B
| $1.93M | ﹤0.01% |
63,075
-24,091
| -28% | -$736K |
|
3200
Payoneer
PAYO
$2.39B
| $1.91M | ﹤0.01% |
279,303
-736,535
| -73% | -$5.05M |
|