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 | |
|---|---|---|---|---|---|---|
3226
Fidelity High Yield Factor ETF
FDHY
$426M
| $1.83M | ﹤0.01% |
37,511
-276
| -0.7% | -$13.5K |
|
3227
Methode Electronics
MEI
$293M
| $1.82M | ﹤0.01% |
191,757
+17,418
| +10% | +$166K |
|
3228
FT Vest US Equity Deep Buffer ETF March
DMAR
$361M
| $1.82M | ﹤0.01% |
45,901
+45,360
| +8,384% | +$1.79M |
|
3229
Innoviz Technologies
INVZ
$392M
| $1.81M | ﹤0.01% |
1,101,051
+1,101,019
| +3,440,684% | +$1.81M |
|
3230
Allient
ALNT
$794M
| $1.8M | ﹤0.01% |
49,672
+12,949
| +35% | +$470K |
|
|
TWO
3231
Two Harbors Investment
TWO
$1.04B
| $1.8M | ﹤0.01% |
167,441
-93,551
| -36% | -$1.01M |
|
3232
Nomad Foods
NOMD
$2.05B
| $1.8M | ﹤0.01% |
105,871
+85,793
| +427% | +$1.46M |
|
3233
CryoPort
CYRX
$498M
| $1.79M | ﹤0.01% |
240,032
-15,644
| -6% | -$117K |
|
3234
NB Bancorp
NBBK
$748M
| $1.79M | ﹤0.01% |
100,066
-112,339
| -53% | -$2.01M |
|
|
NYAX
3235
Nayax
NYAX
$1.77B
| $1.78M | ﹤0.01% |
35,440
-22,342
| -39% | -$1.12M |
|
3236
FIVE9
FIVN
$2.05B
| $1.78M | ﹤0.01% |
67,198
+24,116
| +56% | +$639K |
|
3237
Oportun Financial
OPRT
$309M
| $1.78M | ﹤0.01% |
248,324
+76,695
| +45% | +$549K |
|
3238
Lucid Motors
LCID
$6.42B
| $1.78M | ﹤0.01% |
84,189
+14,398
| +21% | +$304K |
|
3239
Expro
XPRO
$1.42B
| $1.78M | ﹤0.01% |
206,750
-2,496
| -1% | -$21.4K |
|
3240
SPDR MSCI USA StrategicFactors ETF
QUS
$1.58B
| $1.77M | ﹤0.01% |
10,853
-410
| -4% | -$66.9K |
|
3241
Invesco NASDAQ Internet ETF
PNQI
$830M
| $1.77M | ﹤0.01% |
33,901
-277
| -0.8% | -$14.5K |
|
3242
Clover Health Investments
CLOV
$1.59B
| $1.77M | ﹤0.01% |
633,700
+186,047
| +42% | +$519K |
|
3243
SPDR S&P 400 Mid Cap Value ETF
MDYV
$2.48B
| $1.76M | ﹤0.01% |
22,208
+6,571
| +42% | +$522K |
|
|
RERE
3244
ATRenew
RERE
$944M
| $1.76M | ﹤0.01% |
531,349
+327,715
| +161% | +$1.08M |
|
3245
iShares Yield Optimized Bond ETF
BYLD
$274M
| $1.75M | ﹤0.01% |
77,438
+14,948
| +24% | +$338K |
|
|
BBUC
3246
Brookfield Business Corp
BBUC
$2.5B
| $1.75M | ﹤0.01% |
56,087
-4,598
| -8% | -$143K |
|
3247
FT Vest US Equity Moderate Buffer ETF January
GJAN
$366M
| $1.75M | ﹤0.01% |
43,691
+41,678
| +2,070% | +$1.67M |
|
3248
Erasca
ERAS
$522M
| $1.74M | ﹤0.01% |
1,372,569
-42,675
| -3% | -$54.2K |
|
3249
Gorman-Rupp
GRC
$1.17B
| $1.74M | ﹤0.01% |
47,468
-19,089
| -29% | -$701K |
|
3250
Huntsman Corp
HUN
$1.79B
| $1.74M | ﹤0.01% |
167,208
-23,469
| -12% | -$245K |
|