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 |
Visa
V
|
+$4.91B |
| 2 |
Walmart
WMT
|
+$3.85B |
| 3 |
Meta Platforms (Facebook)
META
|
+$3.75B |
| 4 |
Apple
AAPL
|
+$3.5B |
| 5 |
Amazon
AMZN
|
+$3.3B |
Top Sells
| 1 |
Honeywell
HON
|
+$1.42B |
| 2 |
Eli Lilly
LLY
|
+$1.19B |
| 3 |
TSMC
TSM
|
+$1.05B |
| 4 |
CSX Corp
CSX
|
+$908M |
| 5 |
PayPal
PYPL
|
+$903M |
Sector Composition
| 1 | Technology | 21.9% |
| 2 | Financials | 10.95% |
| 3 | Consumer Discretionary | 10.24% |
| 4 | Healthcare | 9.4% |
| 5 | Communication Services | 7.15% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
3201
abrdn Physical Silver Shares ETF
SIVR
$2.61B
| $1.67M | ﹤0.01% |
51,290
-189,925
| -79% | -$6.17M |
|
3202
Kearny Financial
KRNY
$421M
| $1.66M | ﹤0.01% |
265,647
-54,075
| -17% | -$339K |
|
3203
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.28B
| $1.66M | ﹤0.01% |
89,383
+30,104
| +51% | +$558K |
|
3204
Bar Harbor Bankshares
BHB
$543M
| $1.65M | ﹤0.01% |
56,100
-24,900
| -31% | -$735K |
|
3205
Bloomin' Brands
BLMN
$575M
| $1.65M | ﹤0.01% |
229,847
-29,431
| -11% | -$211K |
|
3206
Zai Lab
ZLAB
$3.66B
| $1.64M | ﹤0.01% |
45,455
-116,180
| -72% | -$4.2M |
|
3207
Global X SuperDividend ETF
SDIV
$988M
| $1.64M | ﹤0.01% |
78,197
+776
| +1% | +$16.3K |
|
|
BKV
3208
BKV Corporation
BKV
$1.88B
| $1.63M | ﹤0.01% |
77,666
+21,579
| +38% | +$453K |
|
3209
Schwab US REIT ETF
SCHH
$8.35B
| $1.63M | ﹤0.01% |
75,683
-2,410
| -3% | -$51.8K |
|
3210
Plug Power
PLUG
$2.43B
| $1.63M | ﹤0.01% |
1,204,868
+61,689
| +5% | +$83.3K |
|
|
SRTA
3211
Strata Critical Medical, Inc. Class A Common Stock
SRTA
$476M
| $1.62M | ﹤0.01% |
594,227
-101,309
| -15% | -$277K |
|
3212
Diamond Hill
DHIL
$388M
| $1.62M | ﹤0.01% |
11,329
-7,402
| -40% | -$1.06M |
|
3213
First Trust Large Cap Value AlphaDEX Fund
FTA
$1.15B
| $1.62M | ﹤0.01% |
21,081
-1,242
| -6% | -$95.3K |
|
3214
MeridianLink
MLNK
$1.48B
| $1.62M | ﹤0.01% |
87,211
-129,355
| -60% | -$2.4M |
|
3215
Fidelity MSCI Energy Index ETF
FENY
$1.44B
| $1.62M | ﹤0.01% |
63,247
-4,692
| -7% | -$120K |
|
|
BBUC
3216
Brookfield Business Corp
BBUC
$2.51B
| $1.62M | ﹤0.01% |
60,685
-29,066
| -32% | -$774K |
|
3217
Cross Country Healthcare
CCRN
$449M
| $1.62M | ﹤0.01% |
108,476
+80,705
| +291% | +$1.2M |
|
3218
Talos Energy
TALO
$1.66B
| $1.61M | ﹤0.01% |
166,139
-146,629
| -47% | -$1.43M |
|
3219
Lindblad Expeditions
LIND
$717M
| $1.61M | ﹤0.01% |
174,051
-340,163
| -66% | -$3.15M |
|
3220
Vanda Pharmaceuticals
VNDA
$266M
| $1.61M | ﹤0.01% |
350,601
+14,860
| +4% | +$68.2K |
|
3221
Clover Health Investments
CLOV
$1.57B
| $1.61M | ﹤0.01% |
447,653
+15,385
| +4% | +$55.2K |
|
3222
eHealth
EHTH
$121M
| $1.6M | ﹤0.01% |
239,478
+141,877
| +145% | +$948K |
|
|
AMTM
3223
Amentum Holdings, Inc.
AMTM
$5.39B
| $1.6M | ﹤0.01% |
87,714
-25,960
| -23% | -$472K |
|
3224
iShares North American Natural Resources ETF
IGE
$618M
| $1.59M | ﹤0.01% |
35,028
-1,083
| -3% | -$49.2K |
|
|
CIO
3225
City Office REIT
CIO
$281M
| $1.59M | ﹤0.01% |
306,068
-93,752
| -23% | -$487K |
|