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 | |
|---|---|---|---|---|---|---|
3251
Hertz
HTZ
$2.09B
| $1.74M | ﹤0.01% |
254,205
-454,194
| -64% | -$3.1M |
|
3252
Under Armour Class C
UA
$2.07B
| $1.73M | ﹤0.01% |
267,303
+41,375
| +18% | +$269K |
|
3253
Quanterix
QTRX
$258M
| $1.73M | ﹤0.01% |
260,501
-27,580
| -10% | -$183K |
|
|
ACRE
3254
Ares Commercial Real Estate
ACRE
$265M
| $1.73M | ﹤0.01% |
362,229
-57,128
| -14% | -$273K |
|
3255
Fidelity MSCI Energy Index ETF
FENY
$1.44B
| $1.73M | ﹤0.01% |
73,598
+10,351
| +16% | +$243K |
|
3256
Invesco DB US Dollar Index Bullish Fund
UUP
$160M
| $1.72M | ﹤0.01% |
64,079
-9,448
| -13% | -$254K |
|
3257
Enlight Renewable Energy
ENLT
$3.81B
| $1.72M | ﹤0.01% |
75,735
-31,377
| -29% | -$713K |
|
3258
Invesco Leisure and Entertainment ETF
PEJ
$357M
| $1.71M | ﹤0.01% |
30,000
-230,000
| -88% | -$13.1M |
|
3259
CureVac
CVAC
$1.21B
| $1.7M | ﹤0.01% |
+313,945
| New | +$1.7M |
|
|
MGIC
3260
Magic Software Enterprises
MGIC
$974M
| $1.7M | ﹤0.01% |
88,898
-21,036
| -19% | -$402K |
|
3261
BOK Financial
BOKF
$7.17B
| $1.7M | ﹤0.01% |
17,393
-3,547
| -17% | -$346K |
|
3262
Safe Bulkers
SB
$470M
| $1.7M | ﹤0.01% |
469,580
-28,633
| -6% | -$103K |
|
|
AD
3263
Array Digital Infrastructure, Inc.
AD
$4.21B
| $1.69M | ﹤0.01% |
26,445
-60,474
| -70% | -$3.87M |
|
3264
FS KKR Capital
FSK
$4.43B
| $1.69M | ﹤0.01% |
81,318
-6,444
| -7% | -$134K |
|
3265
Tecnoglass
TGLS
$3.3B
| $1.69M | ﹤0.01% |
21,811
-270
| -1% | -$20.9K |
|
3266
Dimensional Emerging Markets Value ETF
DFEV
$1.15B
| $1.69M | ﹤0.01% |
56,216
-14,497
| -21% | -$435K |
|
3267
Flywire
FLYW
$1.66B
| $1.68M | ﹤0.01% |
143,616
-472,761
| -77% | -$5.53M |
|
3268
Schrodinger
SDGR
$1.45B
| $1.68M | ﹤0.01% |
83,490
-22,777
| -21% | -$458K |
|
3269
IAMGOLD
IAG
$6.34B
| $1.68M | ﹤0.01% |
228,257
+89,197
| +64% | +$656K |
|
3270
MasterBrand
MBC
$1.7B
| $1.68M | ﹤0.01% |
153,380
-7,990
| -5% | -$87.3K |
|
3271
Bank First Corp
BFC
$1.26B
| $1.66M | ﹤0.01% |
14,146
-18,733
| -57% | -$2.2M |
|
3272
Amplify CWP Enhanced Dividend Income ETF
DIVO
$5.15B
| $1.66M | ﹤0.01% |
39,062
+6,132
| +19% | +$261K |
|
3273
Build-A-Bear
BBW
$961M
| $1.66M | ﹤0.01% |
32,172
-1,510
| -4% | -$77.9K |
|
3274
Semrush
SEMR
$1.11B
| $1.66M | ﹤0.01% |
183,127
-58,147
| -24% | -$526K |
|
3275
iShares MSCI Australia ETF
EWA
$1.53B
| $1.66M | ﹤0.01% |
62,909
-235,627
| -79% | -$6.2M |
|