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 | |
|---|---|---|---|---|---|---|
3201
Invesco Dividend Achievers ETF
PFM
$731M
| $1.91M | ﹤0.01% |
39,665
-1,103
| -3% | -$53.1K |
|
3202
McEwen Inc.
MUX
$737M
| $1.91M | ﹤0.01% |
198,771
+95,488
| +92% | +$918K |
|
3203
iShares US Telecommunications ETF
IYZ
$607M
| $1.9M | ﹤0.01% |
63,726
-17,187
| -21% | -$512K |
|
3204
Alpha Architect 1-3 Month Box ETF
BOXX
$8.03B
| $1.9M | ﹤0.01% |
16,839
+11,921
| +242% | +$1.34M |
|
3205
Cable One
CABO
$955M
| $1.9M | ﹤0.01% |
13,971
+3,321
| +31% | +$451K |
|
3206
SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.46B
| $1.9M | ﹤0.01% |
21,823
-2,230
| -9% | -$194K |
|
3207
ARK Fintech Innovation ETF
ARKF
$1.68B
| $1.89M | ﹤0.01% |
37,706
-2,348
| -6% | -$118K |
|
|
SHYF
3208
DELISTED
The Shyft Group
SHYF
| $1.89M | ﹤0.01% |
150,824
-10,296
| -6% | -$129K |
|
3209
Seneca Foods Class A
SENEA
$710M
| $1.89M | ﹤0.01% |
18,643
-3,066
| -14% | -$311K |
|
3210
Playtika
PLTK
$1.36B
| $1.89M | ﹤0.01% |
399,067
+222,913
| +127% | +$1.05M |
|
3211
AllianzIM U.S. Large Cap Buffer10 Jan ETF
JANT
$56.4M
| $1.89M | ﹤0.01% |
49,904
+49,788
| +42,921% | +$1.88M |
|
3212
Orrstown Financial Services
ORRF
$697M
| $1.88M | ﹤0.01% |
58,931
-43,644
| -43% | -$1.39M |
|
3213
Red Violet
RDVT
$714M
| $1.88M | ﹤0.01% |
38,120
+1,990
| +6% | +$97.9K |
|
3214
Upbound Group
UPBD
$1.58B
| $1.87M | ﹤0.01% |
74,388
-200,433
| -73% | -$5.03M |
|
3215
GeneDx Holdings
WGS
$3.75B
| $1.86M | ﹤0.01% |
20,202
+6,432
| +47% | +$594K |
|
3216
MeridianLink
MLNK
$1.48B
| $1.86M | ﹤0.01% |
114,773
+27,562
| +32% | +$447K |
|
3217
MoonLake Immunotherapeutics
MLTX
$3.44B
| $1.86M | ﹤0.01% |
39,397
+38,556
| +4,585% | +$1.82M |
|
3218
Vanguard California Tax-Exempt Bond ETF
VTEC
$1.29B
| $1.86M | ﹤0.01% |
19,031
+1,426
| +8% | +$139K |
|
3219
PC Connection
CNXN
$1.61B
| $1.86M | ﹤0.01% |
28,213
-139,003
| -83% | -$9.14M |
|
3220
Transocean
RIG
$3.26B
| $1.85M | ﹤0.01% |
715,279
-1,034,562
| -59% | -$2.68M |
|
3221
Ingles Markets
IMKTA
$1.34B
| $1.85M | ﹤0.01% |
29,160
-35,675
| -55% | -$2.26M |
|
3222
Cantaloupe
CTLP
$778M
| $1.84M | ﹤0.01% |
167,611
+68,470
| +69% | +$752K |
|
3223
Rackspace Technology
RXT
$354M
| $1.84M | ﹤0.01% |
1,437,879
+292,249
| +26% | +$374K |
|
|
PONY
3224
Pony AI Inc. American Depositary Shares
PONY
$6.21B
| $1.84M | ﹤0.01% |
+139,362
| New | +$1.84M |
|
3225
First Trust Long/Short Equity ETF
FTLS
$1.99B
| $1.83M | ﹤0.01% |
27,654
-755,083
| -96% | -$50M |
|